Morningstar MCP Server

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

Run Portfolio X-Ray Workflow

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This example workflow demonstrates how to run a portfolio x-ray.

Question

Based on my attached portfolio, run an X-Ray to analyze the portfolio.

Workflow

1

morningstar-id-lookup-tool

Resolve tickers or fund names for each holding into Morningstar IDs.

2

morningstar-portfolio-analysis-tool/asset_allocation

Submit the weighted portfolio and compare long/short/net asset class breakdown against the S&P 500 benchmark.

3

morningstar-portfolio-analysis-tool/equity_sectors

Retrieve Cyclical, Defensive, and Sensitive super-sector weights and compare to benchmark.

4

morningstar-portfolio-analysis-tool/equity_style

Pull the style box and average market cap to assess growth/value/blend tilt.

5

morningstar-portfolio-analysis-tool/stock_intersection

Identify true effective equity exposure across all holdings, surfacing overlapping positions.

6

morningstar-portfolio-analysis-tool/top_holdings

List the 10 largest underlying positions by weight to assess concentration risk.