Morningstar MCP Server
Connect trusted data to your AI workflows with the Morningstar MCP Server.
morningstar-screener-tool
Returns lists of investments that match user-specified criteria across asset classes.
Summary
| Purpose | Identify securities based on quantitative attributes (data points) |
| Input | One or more criteria combined with logical and comparison operators |
| Output | Ranked list of matching investments |
| Best for | Security selection, identifying investments that meet specific criteria, comparative analysis |
Capabilities
Universe-specific screening
| Code | Universe | Example screening attributes |
|---|---|---|
| FE | Exchange-traded funds | Expense ratios, performance, ratings, holdings |
| FO | Open-end funds | Returns, manager tenure, fees |
| FC | Closed-end funds | Returns, manager tenure, fees |
| ST | Stocks | Valuation, fundamentals, sectors, analyst ratings |
| SA | Separately managed accounts | Returns, manager tenure, fees |
| MO | Models | Returns, manager tenure, fees |
| CZ | Collective investment trusts | Returns, manager tenure, fees |
Filtering operations
| Operation | Supported options |
|---|---|
| Logical operators | AND, OR, NOT |
| Comparison operators | equals (=), like patterns (like), greater than (>), less than (<) |
| Result ordering | Ranked by matching criteria |
Multiple criteria can be combined in a single search.
Limitations
- When used with the ID Lookup Tool, screening is limited to mapped data point IDs.
- The tool works more reliably with data points that have quantitative values (for example, P/E ratio) or a limited set of qualitative values (for example, a stock's sector).
Example questions
- Show all US large-cap ETFs with expense ratios below 0.10%.
- Find mutual funds with a 5-star Morningstar rating and manager tenure over 10 years.
- List stocks with a fair value discount greater than 10% and a wide economic moat.
- Screen for funds in the 'Technology' category with YTD returns above 20%.
- Return ETFs with more than $1B in assets and Sharpe Ratio above 1.0.