Morningstar

The Morningstar Analyst Research Tool enables users to access detailed, forward-looking research reports on individual stocks, open-end mutual funds, and ETFs. For stocks, the tool provides comprehensive analysis covering business strategy and outlook, Bulls Say/Bears Say perspectives, economic moat analysis, fair value assessment, risk and uncertainty evaluation, capital allocation analysis, and recent analyst notes and updates. For funds and ETFs, it delivers Morningstar's Medalist Pillar assessments evaluating investment strategy (Process), manager quality (People), asset manager strength (Parent), historical performance, and expense structure (Price). The tool supports research for major domiciles including the USA, Canada, Japan, Australia, France, China, Luxembourg, and many more, but is limited to the latest published report. Use this tool when you need comprehensive and up-to-date Morningstar analyst analysis on specific stocks, open-end funds, or ETFs.

Use this tool to answer questions about general financial market news, investing themes, personal finance, and sector or asset class comparisons based on articles written by Morningstar’s editorial team. Choose this tool when you need commentary, trends, or analysis on broad markets, events, investment strategies, official Morningstar methodology, or educational content on investment concepts, specifically as covered by Morningstar from 2022 onwards. This tool is best when you need general financial explanations directly derived from Morningstars official editorial perspective. This tool provides research at a broad level and is not suitable for retrieving specific data points or detailed investment-level analysis.

This tool is best used when you need to retrieve specific, structured quantitative metrics for individual securities, such as stocks or funds, using Morningstar’s data. It requires a valid investment ID and a datapoint ID, which can be obtained using only the Morningstar ID Lookup Tool. The tool supports querying for a growing list of datapoints (currently over ~500 datapoints), and can also provide data for select historical periods where available. Use this tool when you need precise investment-level values for a security, but note that the historical data coverage varies depending on the datapoint.

Use this tool to retrieve the detailed portfolio composition of Open-End Funds and ETFs, specifically their largest holdings and the percentage allocation to each holding. The tool allows you to specify how many top holdings to return (between 10 and 100) and can process requests for multiple funds at once, as long as you have the relevant Morningstar investment IDs. This tool is suitable for analyzing fund transparency, portfolio concentration, and understanding how assets are distributed among underlying securities. It is not applicable to other types of investments besides Open-End Funds and ETFs.

Use the Morningstar ID Lookup Tool to map investment tickers, security names, or datapoint names to their corresponding Morningstar internal IDs. This tool is the primary way to convert investment and datapoint information into standardized identifiers required for other tools to work properly.

When using this tool, extract investment tickers, investment names, and datapoint names from the user's query:

• Use investment_tickers for ticker symbols (e.g., AAPL, MSFT, VTSAX)
• Use investment_names for company/fund names (e.g., "Apple Inc", "Vanguard Total Stock Market Index Fund")
• Use datapoints for attribute names (e.g., "price", "market cap", "economic moat")

Prefer ticker symbols when available as they provide more accurate results; use investment names when the ticker is unknown or unavailable.

Find investments matching specific criteria across stocks, ETFs, and open-end funds.

This tool filters investments based on quantitative attributes using simple comparison operations. All criteria provided are combined with AND logic (all must match).

For complex queries requiring OR logic (e.g., rating=4 OR rating=5), make separate tool calls and combine results.

Workflow: 1. Use morningstar-id-lookup-tool to get datapoint IDs 2. Call this tool with universe and list of criteria 3. For OR conditions, make multiple calls and merge results

Returns up to 100 matching investments with key datapoints.