AI Financial Intelligence
Discover the why behind your data.
Data CouragePaid
Morningstar
by Morningstar, Inc.Microsoft 365Price not published
Searches financial data and research on stocks, ETFs, and mutual funds within Microsoft 365 Copilot.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
The Morningstar agent retrieves information about stocks, ETFs, and mutual funds by name, ticker, or ISIN. It returns valuation, performance, risk, and historical data. It also provides analyst research, investment screening, fund holdings, and searches Morningstar articles. An active Morningstar license is required.
Key capabilities
from the Microsoft Marketplace listingAsset lookup
Finds stocks, ETFs, and mutual funds through names, tickers, or ISINs.
Financial metrics
Returns valuation, performance, risk, and historical information.
Research access
Surfaces analyst material on business strategy, economic moat, fair value, and bullish or bearish views.
Custom screening
Screens stock, ETF, and fund universes according to selected criteria.
Fund holdings
Shows the securities held within funds.
Editorial search
Searches Morningstar's article library for market commentary and investing topics.
In the catalog
334 plugins in Microsoft 365 · Analytics
Price distribution: 13 free, 19 freemium, 101 paid, 201 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Microsoft 365
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Morningstar's Microsoft 365 Copilot agent brings the depth of Morningstar's financial data and research directly into your AI workflow. You can look up any stock, ETF, or mutual fund by name, ticker, or ISIN and instantly access hundreds of structured datapoints, from valuations and performance metrics to risk …»