Microsoft Unveils AI-Powered Investing Features
Morningstar, Inc. has launched integrations that enable licensed users and firms to access its AI-ready data and research from within Microsoft’s AI tools.
This includes Morningstar’s data and research library that spans its coverage of open-end funds, exchange-traded funds (ETFs), and stocks alongside portfolio analytics, ratings, performance data, and proprietary methodologies.
- Microsoft Foundry: Integrate Morningstar’s content into enterprise-scale AI applications.
- Microsoft Copilot Studio: Build custom AI agents powered by Morningstar data and research for tailored workflows.
- Microsoft 365 Copilot: Coming soon, connect Morningstar into M365 Copilot to surface Morningstar insights through tools like Microsoft Teams.
Morningstar says its integrations with Microsoft leverage the Morningstar Agent and the Morningstar Model Context Protocol (MCP) to help break hurdles found in fragmented workflows, enabling secure entitlement-based access to quality data and research within the platforms they already use.
“Investors should be able to access trusted, independent data and insights wherever they choose to work. By teaming with Microsoft, we’re removing friction and putting the breadth and depth of our data and human intelligence right inside the AI tools they already use,” said Adam Wheat, head of Data & Research Solutions, chief technology officer for Direct Platform, Morningstar.
