What this agent helps you do
A Morningstar investment research agent helps organize available fund or investment context into a structured comparison. It can summarize observations, risks, and questions for an analyst.
When to use this workflow
Use it before portfolio reviews, fund screening, client research preparation, or investment committee discussions. Keep final decisions with qualified humans.
How Morningstar gives the agent context
Connect the plugin and define the tickers, funds, peer set, or research question. Ask the agent to distinguish data points from recommendations and to flag missing context.
Example starter prompt
Prepare a Morningstar research brief comparing these funds. Summarize available data, key differences, risk questions, assumptions, and follow-up research needed. Do not provide personalized investment advice.Suggested workflow steps
Define candidates, gather research context, compare relevant dimensions, identify risks, and prepare follow-up questions. The agent should explain confidence and data limitations.
Expected handoff
The output should include a comparison table, summary, risk notes, and next research steps. It can feed an analyst memo or review meeting agenda.