---
title: "Morningstar Analyst Research Tool"
description: "Retrieve Morningstar analyst reports and notes for stocks, funds, and ETFs."
url: "https://developer-beta.morningstar.com/morningstar-mcp-server/morningstar-analyst-research-tool"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~TW9ybmluZ3N0YXIgQW5hbHlzdCBSZXNlYXJjaCBUb29sfCBNb3JuaW5nc3RhciBNQ1AgU2VydmVy,description_~UmV0cmlldmUgTW9ybmluZ3N0YXIgYW5hbHlzdCByZXBvcnRzIGFuZCBub3RlcyBmb3Igc3RvY2tzLCBmdW5kcywgYW5kIEVURnMu,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9tb3JuaW5nc3Rhci1tY3Atc2VydmVyL21vcm5pbmdzdGFyLWFuYWx5c3QtcmVzZWFyY2gtdG9vbCI,s_8EbA__L_2syPx6Ok.png"
---

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# Morningstar MCP Server

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

# morningstar-analyst-research-tool

[View Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/morningstar-analyst-research-tool.md)[Download Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/morningstar-analyst-research-tool.md)

Provides access to Morningstar's analyst research reports on specific stocks, funds, and ETFs.

## [Summary](#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](#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](#capabilities)

### [Stocks](#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)](#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](#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](#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.