Morningstar MCP Server
Connect trusted data to your AI workflows with the Morningstar MCP Server.
morningstar-analyst-research-tool
Provides access to Morningstar's analyst research reports on specific stocks, funds, and ETFs.
Summary
| Purpose | Retrieve forward-looking analyst perspective and in-depth analysis |
| Covers | Stocks; open-end funds, closed-end funds, and ETFs |
| Content | Fair value assessments, management quality, risk evaluations, and more |
| Best for | Detailed forward-looking analysis on stocks and funds (open-end and ETFs) |
Available report types
| Report type | Description |
|---|---|
| Analyst Reports | Equity and manager research reports |
| Notes | Updates and commentary from analysts |
| Quantitative Reports | Quantitatively generated reports |
Capabilities
Stocks
- Global coverage, including global domiciles
- Business strategy and outlook analysis
- Bulls Say / Bears Say perspectives
- Economic moat analysis
- Fair value assessment
- Risk and uncertainty evaluation
- Capital allocation analysis
- Recent analyst notes and updates
Funds (open-end, closed-end, and ETFs only)
Analysis based on the Morningstar Medalist pillars:
| Pillar | Focus |
|---|---|
| Process | Investment strategy evaluation |
| People | Manager evaluation |
| Parent | Asset manager evaluation |
| Performance | Performance assessment |
| Price | Expense analysis |
Coverage includes the most prominent domiciles: USA, CAN, JPN, AUS, FRA, UK, LUX, and many more.
Limitations
- Reports are normally available within 24 hours of publication.
- Fund coverage is limited to open-end funds, closed-end funds, and ETFs.
- Only the latest published reports and notes for an investment are included. Historical research is not available.
Example questions
- Show the latest analyst report for Alphabet Inc.
- Summarize the Bulls Say/Bears Say perspectives for Tesla stock.
- Provide analyst commentary on Vanguard Total Stock Market Index Fund (VTSAX).
- What is the fair value estimate and reasoning for Amazon.com?
- Fetch the recent analyst note for the iShares MSCI Emerging Markets ETF.