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Morningstar

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• 5 skills
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• 1 week ago last updated

1. ▌
   Medalist Rating Analyzer · morningstar bundle

   Analyze a fund's Morningstar Medalist Rating using live Morningstar MCP data. Use when asked to rate, analyze, or look up a specific fund by ticker, name, or Morningstar ID, including pillar scores, rating history, and PDF reports.
   1 install
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   Datapoint Finder · morningstar bundle

   Finds official Morningstar datapoint names using topic-organized buckets. Use when the user asks to find, browse, or name a datapoint — e.g. "what's the datapoint for expense ratio", "find the datapoint name for Sharpe ratio", or "list datapoints for ESG".
   1 install
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   Fund Screener · morningstar bundle

   Use when screening funds or ETFs by Morningstar category, ratings, fees, assets, returns, or risk.
   1 install
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   Fund Comparison · morningstar bundle

   Compares exactly 2 funds or ETFs using a structural-first Morningstar analysis. Starts with a Markdown structural snapshot, supports targeted follow-up analysis, and can generate a self-contained HTML report after the user confirms. Use when the user says “compare SPY and QQQ,” “compare two ETFs,” “create a fund comparison report,” or requests a side-by-side Morningstar comparison of two fund tickers.
   1 install
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   Fund Summarizer · morningstar bundle

   Use when summarizing a fund or ETF with Morningstar ratings, returns, risk, holdings, fees, and caveats.
   1 install