Plugin
Morningstar
Screen, summarize, and compare funds with the Morningstar app.
About
Bundled Morningstar fund workflows for Codex: production screening with normalization, fund returns screening, single-fund deep summaries, and side-by-side comparison for 2 to 4 funds. The plugin links to the reviewed Morningstar ChatGPT app for authenticated data access and includes explicit data-availability disclosures.
plugin.json
{
"apps": "./.app.json",
"name": "morningstar",
"author": {
"url": "https://www.morningstar.com",
"name": "Morningstar"
},
"skills": "./skills/",
"license": "MIT",
"version": "1.0.2",
"homepage": "https://www.morningstar.com",
"keywords": [
"morningstar",
"funds",
"etf",
"research",
"screening"
],
"interface": {
"logo": "./assets/app-icon.png",
"category": "Research",
"brandColor": "#E4572E",
"websiteURL": "https://www.morningstar.com",
"displayName": "Morningstar",
"screenshots": [],
"capabilities": [
"Interactive",
"Read",
"Write"
],
"composerIcon": "./assets/app-icon.png",
"defaultPrompt": [
"Use fund-screener to find Gold-rated US large-cap ETFs.",
"Use fund-summarizer to analyze VFIAX.",
"Use fund-comparison to compare VFIAX, SWPPX, and FXAIX."
],
"developerName": "Morningstar",
"longDescription": "Bundled Morningstar fund workflows for Codex: production screening with normalization, fund returns screening, single-fund deep summaries, and side-by-side comparison for 2 to 4 funds. The plugin links to the reviewed Morningstar ChatGPT app for authenticated data access and includes explicit data-availability disclosures.",
"privacyPolicyURL": "https://www.morningstar.com/company/privacy-center/privacy-policy",
"shortDescription": "Screen, summarize, and compare funds with the Morningstar app.",
"termsOfServiceURL": "https://www.morningstar.com/company/terms-and-conditions"
},
"repository": "https://github.com/Morningstar/morningstar-plugins",
"description": "Morningstar fund research plugin for screening, summarizing, and comparing funds and ETFs using the Morningstar ChatGPT app."
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