Morningstar

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 statistics and ratings, across both current snapshots and historical ranges. For deeper qualitative insight, the agent surfaces Morningstar's analyst research reports covering business strategy, economic moat analysis, fair value estimates, and Bulls Say/Bears Say perspectives. You can screen entire universes of stocks, ETFs, or funds against custom criteria, and drill into fund holdings to understand portfolio composition. The agent can also search Morningstar's editorial article library for market commentary and investing insights. Access to this agent requires an active Morningstar license. For more information on obtaining access, please visit https://www.morningstar.com/business/products/direct-ai-solutions.