Morningstar
Brings Morningstar fund and stock data, ratings and analyst research into ChatGPT for screening and comparing.
What Morningstar can do in ChatGPT
Morningstar fund data and research by asking.
Fund Screener
Filter funds and ETFs by rating, stars and category.
Fund Comparison
Put two funds side by side to see how they differ.
Fund Summaries
Get a short overview of a fund's key details.
Medalist Ratings
Look at and explain Morningstar's Medalist Rating for a fund.
Datapoint Finder
Find which numbers matter when judging a fund.
You stay in control
You approve access, and you can disconnect Morningstar at any time.
Apps 1
What Morningstar does in ChatGPT
The Morningstar plugin brings Morningstar's investment data and independent research into ChatGPT. It covers funds, stocks and other asset types, along with forward-looking views from Morningstar's analyst teams around the world. You can ask about these in plain words and get answers drawn from Morningstar data instead of searching through the website yourself.
The listing names five skills: a fund screener, a fund comparison tool, a fund summarizer, a Medalist Rating analyzer and a datapoint finder. In practice you can filter ETFs by rating and category, put two funds side by side, get a short summary of a fund, and ask which numbers are useful when judging a fund's results.
The listing says the connector is meant for clients doing research, due diligence and portfolio work. It supplies data and research to look at; it does not tell you what to buy. Any decision about your own money stays yours, ideally with a qualified adviser.
Built-in skills
The listing says Morningstar comes with 5 skills. Skills are ready-made instructions ChatGPT can use for a specific job.
- Datapoint Finder
- Fund Comparison
- Fund Screener
- Fund Summarizer
- Medalist Rating Analyzer
Who it is for
- Investors researching funds
- Financial professionals doing due diligence
- Analysts comparing portfolios
How to add Morningstar to ChatGPT
- Open the Morningstar listing in ChatGPT ↗.
- Click Install plugin.
- Sign in to your Morningstar account when asked and approve the access it requests.
- Start a chat and ask for what you need, mentioning Morningstar if ChatGPT does not pick it up.
- To stop, disconnect Morningstar under apps in your ChatGPT settings.
Questions about Morningstar
What is the Morningstar ChatGPT plugin?
The Morningstar plugin brings Morningstar's investment data and independent research into ChatGPT. It covers funds, stocks and other asset types, along with forward-looking views from Morningstar's analyst teams around the world. You can ask about these in plain words and get answers drawn from Morningstar data instead of searching through the website yourself. It is listed in ChatGPT's plugin marketplace under Finance.
What can I ask Morningstar to do in ChatGPT?
For example: "Screen for ETFs with a Medalist Rating better than Silver and over 4 stars in Large Value", "Compare the funds SOXX and VOO", "What datapoints help me evaluate the performance of a fund?". It also comes with built-in skills such as Datapoint Finder, Fund Comparison and Fund Screener.
Who makes the Morningstar plugin for ChatGPT?
The ChatGPT listing names Morningstar Inc. as the developer. The version listed on 8 October 2026 was 6.0.0.
How do I add Morningstar to ChatGPT?
Open the Morningstar listing in ChatGPT, click Install plugin, sign in to your Morningstar account and approve the access it asks for. Then ask for what you need in a chat, mentioning Morningstar if ChatGPT does not pick it up.
Can Morningstar change things in my account, or only read?
It reads Morningstar's investment data and research to answer your questions. The listing describes the connector as being for Morningstar clients.
Who is the Morningstar plugin for?
Investors researching funds, financial professionals doing due diligence and analysts comparing portfolios.
What is a Medalist Rating?
It is Morningstar's rating for funds. The plugin has a skill to analyze these ratings and can screen funds by them.
Can Morningstar compare two funds?
Yes. A fund comparison skill is listed, with SOXX versus VOO as an example.
Does Morningstar see my ChatGPT chats?
When Morningstar is connected, ChatGPT may share the parts of your chats and memories that matter for a request with Morningstar. What Morningstar does with that data falls under its own terms and privacy policy. ChatGPT keeps your training-data settings, and you can disconnect at any time.
How do I disconnect Morningstar from ChatGPT?
Open your ChatGPT settings, go to apps, and disconnect Morningstar. You can reconnect later from the listing.
What are alternatives to Morningstar in ChatGPT?
Similar plugins in the ChatGPT marketplace include TipRanks, Moody’s and Fitch Solutions. Each has its own page in this directory.
Privacy and your data
When Morningstar is connected, ChatGPT may share the parts of your chats and memories that matter for a request with Morningstar. What Morningstar then does with that data falls under its own terms and privacy policy, not only OpenAI's. ChatGPT keeps your training-data settings for data that comes from connected apps, and you can disconnect at any time.
Morningstar privacy policy ↗Morningstar terms ↗OpenAI: apps in ChatGPT ↗