A suite of AI investment tools including Direct AI Insights generating stock analysis, and Mo, an AI research assistant.

Morningstar’s research and data are robust, rigorous, and ready to power the future of investing, and Direct AI Solutions let you incorporate them into cutting-edge solutions.

Actionable Insights

Uncover emerging opportunities and adapt to market changes with AI agents that put our independent research and data at your fingertips.

Personalized Experiences

Enhance personalization, increase engagement, and improve retention with digital experiences that strengthen client relationships and build trust.

Seamless Integration

Make AI adoption easy with powerful APIs you can embed into your applications. Get secure access to research and data in a low-code environment.

Streamlined Workflows

Use ready-made APIs built on high-quality data and research to support portfolio construction, reporting and so much more.

Faster, Smarter Investment Workflows

Built on Morningstar's Direct Web Services application and powered by our investment research and data, our AI solutions put our independent insights at your fingertips.

A user prompt instructing the Direct AI Agents to analyze major AI stocks using Morningstar data.

Direct AI Agents

Discover emerging trends, optimize investment strategies, and identify risks and opportunities with AI. All grounded in Morningstar’s independent research and data.

Morningstar’s Direct AI Insights generating AI-driven insights and analysis of three portfolios.

Direct AI Insights

Get accurate and actionable AI-powered investment insights. Quickly analyze portfolios and watchlists with the latest analyst research and timely data.

A folder icon labeled ‘Investment Data’, representing an MCP Server, part of Morningstar’s suite of AI investment tools.

Direct AI MCP Server

Connect, control, and contextualize your AI tools with a unified server that makes integration simple, so you can focus on innovation. Streamlined access to validated data and research enhances precision and governance.

AI in Action at Morningstar

Meet Mo, an AI research assistant who is revolutionizing the way we work. Our analysts are already feeling the benefits: 

30% time saved through automation
20% reduction in research time
50% decrease in writing time
65% improvement in editing efficiency 

Less manual, more meaningful. And this is just the beginning.  

Discover Our AI Investment Solutions