---
title: "Data Point Finder"
description: "Data point finder skill."
url: "https://developer-beta.morningstar.com/morningstar-mcp-server/datapoint-finder"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~RGF0YSBQb2ludCBGaW5kZXJ8IE1vcm5pbmdzdGFyIE1DUCBTZXJ2ZXI,description_Data+point+finder+skill.,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9tb3JuaW5nc3Rhci1tY3Atc2VydmVyL2RhdGFwb2ludC1maW5kZXIi,s_5boJPHmkva9gXWG4.png"
---

# Morningstar MCP Server

Connect trusted data to your AI workflows with the Morningstar MCP Server.

# datapoint-finder

Finds official Morningstar datapoint names from topic-organized buckets.

The buckets under `references/buckets/` list datapoint names by topic — use them to find candidate names.

## [Workflow](#workflow)

Open the matching bucket(s) below (up to 3) and build a candidate name list — bucket names are a starting point, add your own reasonable guesses too.

## [Intent → bucket map](#intent-bucket-map)

### [Performance & Returns](#performance-returns)

| If the user is asking about…                                                     | Load bucket            |
| :------------------------------------------------------------------------------- | :--------------------- |
| Total/trailing/annual/calendar/daily/monthly return, YTD/1Y/3Y/5Y/10Y return, return index, growth of $10K | perf-trailing-periodic |
| Percentile rank in category, % rank vs peers, quartile, # investments in category | perf-return-rankings   |
| Beta, standard deviation/volatility, R-squared, tracking error, up/down capture, batting average, bear-market rank, strategic beta | perf-risk-metrics      |
| Alpha, Sharpe, Sortino, information ratio (risk-adjusted)                        | perf-risk-adjusted     |

### [Morningstar Ratings](#morningstar-ratings)

| If the user is asking about…                                                     | Load bucket           |
| :------------------------------------------------------------------------------- | :-------------------- |
| Star rating, risk rating, return rating, "X-star"                                | rating-star           |
| Medalist Rating, pillars (Parent/People/Process/Price/Performance), fair value per share, brand tenure/retention | rating-medalist       |
| Quantitative rating, quant fair value, fair value uncertainty                    | rating-quant-equity   |
| ESG risk rating / sustainability rating of a fund                                | rating-sustainability |
| ~~                                                                               |                       |

### [Portfolio Analysis](#portfolio-analysis)

| If the user is asking about…                                                     | Load bucket            |
| :------------------------------------------------------------------------------- | :--------------------- |
| Country/region exposure, geographic breakdown, US vs non-US                      | pa-geographic-exposure |
| Sector/industry weights (equity econ sector, super sector)                       | pa-sector-industry     |
| Asset allocation (stock/bond/cash/other %, long/short)                           | pa-asset-allocation    |
| Style box, growth/value factors, sustainability/style tilts                      | pa-style-factor        |
| Portfolio avg market cap, portfolio P/E·P/B·P/S, avg moat, turnover, duration, credit quality | pa-statistics          |
| # of holdings, # bond/stock holdings, top-10 weight                              | pa-holdings            |
| Target-date glide path (allocation by years-to-target), glide path type / landing point | pa-glide-path          |

### [Price & Distribution & Flows](#price-distribution-flows)

| If the user is asking about…                                                | Load bucket            |
| :-------------------------------------------------------------------------- | :--------------------- |
| Price, last close, NAV, market price, 52-wk high/low, premium/discount, AUV | price-prices           |
| Yield (12-mo/SEC/7-day), dividends paid, capital gains, ROC, distributions  | price-distributions    |
| Trading volume, spread, days traded                                         | price-trading-activity |
| Estimated net flows                                                         | price-fund-flows       |
| Fund size, AUM, net assets, tier-level/vehicle assets                       | price-aum              |

### [Expense & Fee](#expense-fee)

| If the user is asking about…                                                     | Load bucket             |
| :------------------------------------------------------------------------------- | :---------------------- |
| Expense ratio (net/gross/adjusted), management/admin/custodian/advisor fees, ongoing charge | fee-management-ongoing  |
| Transaction/trading costs, spreads, RG97 T&O costs, borrowing costs              | fee-transaction-trading |
| Front/deferred load, exit/switching/contribution fee, sales charge               | fee-entry-exit-load     |
| Performance fee, hurdle rate, high-water mark, crystallisation                   | fee-performance-based   |
| 12b-1 / distribution & sales / revenue-sharing fee, no-load flag                 | fee-distribution-sales  |

### [Corporate Financials](#corporate-financials)

| If the user is asking about…                                                     | Load bucket                 |
| :------------------------------------------------------------------------------- | :-------------------------- |
| A stock's P/E·P/B·P/S, ROE/ROA/ROIC, margins, debt/equity, growth, economic moat, growth grade, market cap, quick ratio, tax rate | cf-financial-ratios-metrics |
| Income statement: revenue, cost of revenue, gross/operating profit, EBITDA, EPS, interest/tax, net income | cf-income-statement         |
| Balance sheet: total assets/liabilities/equity, PP&E, goodwill, debt, inventory, receivables/payables, working capital | cf-balance-sheet            |
| Cash-flow statement: operating/investing/financing cash flows, capex, dividends paid, changes in working capital | cf-cash-flow                |
| Shares outstanding (basic/diluted/weighted-avg), share counts                    | cf-share-data               |

### [ESG & Sustainability](#esg-sustainability)

| If the user is asking about…                        | Load bucket     |
| :-------------------------------------------------- | :-------------- |
| EU SFDR / EU Taxonomy disclosure & regulatory flags | esg-eu-taxonomy |

### [Ownership](#ownership)

| If the user is asking about…                      | Load bucket    |
| :------------------------------------------------ | :------------- |
| Number of shareholders, trustee / ownership facts | own-statistics |

### [Reference Data & Fund Information](#reference-data-fund-information)

| If the user is asking about…                                                     | Load bucket         |
| :------------------------------------------------------------------------------- | :------------------ |
| Currency, domicile, inception, status, minimums, flags (index/active, REIT, UCITS), tax transparency, glide-path/data-ready | ref-operations      |
| Name, ticker, ISIN/CUSIP/WKN, FundId/SecId/CompanyId, share class, fund/branding name | ref-identification  |
| Manager name/tenure/ownership/education, firm assets, advisor/custodian          | ref-management-org  |
| Morningstar Category / Global Category / theme, investment type, a stock's sector/industry | ref-classification  |
| Benchmark/index, prospectus benchmark, index family, index selection/weighting   | ref-benchmark-index |

## [Tie-break rules for overlapping terms](#tie-break-rules-for-overlapping-terms)

-   **"market cap"** → a **stock** `ST159` (`cf-financial-ratios-metrics`); portfolio average `HS03W` (`pa-statistics`); size breakdown lives in `pa-style-factor`.
-   **"economic moat"** → a **stock** `LT181` (`cf-financial-ratios-metrics`); portfolio average `HS0D1` (`pa-statistics`).
-   **"fair value"** → Morningstar Fair Value per Share `ST202` and Price/Fair Value `OS603` (`rating-medalist`); Quantitative Fair Value `QV009` / Fair Value Uncertainty `ST201` (`rating-quant-equity`).
-   **"P/E", "P/B", "P/S"** → a **stock** (`ST412`/`ST408`/`ST415`) in `cf-financial-ratios-metrics`; **portfolio** (TTM, long, e.g. `HS05X`) in `pa-statistics`.
-   **"yield" / "dividend yield"** → a **fund** → 12 Mo / SEC / 7-Day Yield in `price-distributions`; distributions paid also `price-distributions`.
-   **"sector"** → **fund** weights → `pa-sector-industry`; **stock** classification → `ref-classification`.
-   **"volume"** → trading volume/spread → `price-trading-activity`, not `price-prices`.
-   **"expense ratio" / "fee level"** → `fee-management-ongoing`.
-   **"rating"** → 1–5 star → `rating-star`; Medalist (Gold/Silver/Bronze) → `rating-medalist`; quant → `rating-quant-equity`; ESG/sustainability → `rating-sustainability`.
-   **"base currency"** → Base Currency `LS05M` (`ref-operations`), never Minimum Investment.