---
title: "Morningstar Data Tool"
description: "Fetch investment-level data point values from Morningstar."
url: "https://developer-beta.morningstar.com/morningstar-mcp-server/morningstar-data-tool"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~TW9ybmluZ3N0YXIgRGF0YSBUb29sfCBNb3JuaW5nc3RhciBNQ1AgU2VydmVy,description_Fetch+investment-level+data+point+values+from+Morningstar.,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9tb3JuaW5nc3Rhci1tY3Atc2VydmVyL21vcm5pbmdzdGFyLWRhdGEtdG9vbCI,s__RLetWhSY11I1moT.png"
---

-   [AI Solutions](https://developer-beta.morningstar.com/ai-solutions)
-   [Morningstar MCP Server](https://developer-beta.morningstar.com/morningstar-mcp-server)
-   [Trial Access](https://developer-beta.morningstar.com/trial-access)

# morningstar-data-tool

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

Fetches structured, investment-level values from Morningstar's database.

## [Summary](#summary)

|             |                                                               |
| :---------- | :------------------------------------------------------------ |
| Purpose     | Retrieve specific data point values for individual securities |
| Input       | Investment ID and data point ID (from the ID Lookup Tool)     |
| Output      | Structured quantitative values                                |
| Data points | 1,500+ as of August 2026 (growing selection)                  |
| Best for    | Retrieving specific metrics for individual securities         |

## [Capabilities](#capabilities)

-   Retrieves specific data point values for individual securities.
-   Queries Morningstar data using investment IDs and data point IDs.
-   Supports historical data queries within available timeframes for select data points.
-   Delivers structured quantitative values.

### [Supported investment types](#supported-investment-types)

| Code | Investment type              |
| :--- | :--------------------------- |
| FE   | Exchange-traded funds        |
| FO   | Open-end funds               |
| FC   | Closed-end funds             |
| CIT  | Collective investment trusts |
| SA   | Separately managed accounts  |
| MO   | Models                       |
| ST   | Stocks                       |

## [Limitations](#limitations)

-   Requires a valid investment ID and data point ID from the ID Lookup Tool.
-   When used with the ID Lookup Tool, availability is limited to the subset of data point IDs that are mapped.
-   Historical data availability varies by data point.

## [Example questions](#example-questions)

-   What was the 1-year total return for SPY in 2023?
-   Get the current P/B ratio for Microsoft stock.
-   Show the 3-year Sharpe Ratio for Fidelity Blue Chip Growth Fund.
-   What is the current net asset value (NAV) for Vanguard 500 Index Fund?
-   Retrieve the economic moat rating for Johnson & Johnson.