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morningstar Codex Plugin

Author
Morningstar
Category
Finance
Topics
Sales, Marketing & Business Ops · Web Search, Research & Learning
Version
1.0.3
First seen
2026-07-12
Last confirmed
2026-07-13
Explanation last updated
2026-07-12

The explanation below is AI-generated. Please verify it against the sources.

Morningstar is a plugin that lets Codex/ChatGPT screen, summarize, and compare funds and ETFs using Morningstar's proprietary data through the reviewed Morningstar ChatGPT app. According to the README, it bundles three skills — fund-screener, fund-summarizer, and fund-comparison — and routes authentication and data access through the linked Morningstar app rather than a bundled MCP server. fund-comparison supports side-by-side comparison of 2 to 4 funds. Fund summary reports are rendered as HTML, with a sibling PDF copy attempted when the local environment supports it, and existing HTML reports can also be exported via the export_report.py script.

Overview

Morningstar is a fund and ETF research and ratings provider, per the item's homepage and author metadata. According to the README, this plugin forwards requests to Morningstar's reviewed ChatGPT app to obtain institutional-grade financial data rather than shipping a separate data server.

What you can do with morningstar

  • Screen funds and ETFs using normalized Morningstar criteria (fund-screener)
  • Produce factual single-fund summaries and reports (fund-summarizer)
  • Compare 2 to 4 funds side by side (fund-comparison)
  • Export existing HTML fund summary reports (e.g., to PDF) using the export_report.py script

Sources

Original description (English)

Morningstar fund research plugin for screening, summarizing, and comparing funds and ETFs using the Morningstar ChatGPT app.

History of morningstar

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