Morningstar MCP Server
Connect trusted data to your AI workflows with the Morningstar MCP Server.
morningstar-portfolio-analysis-tool
Analyzes a portfolio of holdings, or a single fund, using Morningstar's X-Ray methodology.
Summary
| Purpose | Return a targeted slice of X-Ray analysis for a portfolio or fund |
| Input | A custom portfolio (stocks, ETFs, funds, and cash) or a single fund ID, plus an analysis type |
| Output | Analysis for the selected analysis type |
| Benchmark | S&P 500 (fixed) |
| Best for | Portfolio construction review, asset allocation and diversification assessment, sector and regional exposure evaluation, fixed income risk profiling |
Analysis types
| Analysis type | Description |
|---|---|
| Asset Allocation | Long, short, and net percentage by asset class (US equity, non-US equity, bonds, cash, other), benchmarked against the S&P 500 |
| Equity Sectors | Exposure across Morningstar super-sectors (Cyclical, Defensive, Sensitive) and underlying sectors, benchmarked against the S&P 500 |
| Equity Regional Exposure | Geographic breakdown across major world regions (Americas, Greater Europe, Greater Asia) |
| Equity Market Maturity | Developed vs. emerging markets exposure |
| Equity Statistics | Price ratios (P/E, P/B, P/S) and profitability metrics |
| Equity Style | Style box positioning (large/mid/small cap, value/blend/growth) and average market cap |
| Fixed Income Style | Interest-rate sensitivity and credit quality style box |
| Fixed Income Sectors | Exposure by fixed income sector (government, corporate, securitized, and so on) |
| Fixed Income Maturity | Maturity distribution across fixed income holdings |
| Stock Intersection | Total equity exposure across all portfolio holdings, surfacing overlapping positions |
Limitations
- Benchmarking is fixed to the S&P 500 and cannot be customized as of April 2026.
Example questions
- Show me the sector exposure of QQQ compared to the S&P 500.
- How does my attached portfolio's equity style box compare across large, mid, and small cap?
- What fixed income sectors are represented in a bond fund like AGG?
- Identify stock overlap across the ETFs in my portfolio provided via the attached Excel file.