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AI-Powered Investment Insights

Instant intelligence without the complex setup. Build AI Insights APIs into your digital experience for quick investment and earnings summaries.

Share stock, fund, and portfolio insights with Analyst Highlights

Make sense of market noise with AI-powered summaries.

The AI Insights API pulls from our trusted, independent analyst research on global equities and funds. It distills our latest reports into outputs you can stand behind—just connect a list of holdings, and client-ready commentary appears.

Dashboard mockup for a financial advisor “Pre-Meeting Brief” showing AI-generated talking points for clients Joseph and Emily Johnson, alongside a “Flagged Holdings” panel highlighting Fidelity Contrafund (5.6% of NAV) with notes on its Silver Medalist rating. Colored callouts summarize updates: a “Watch” on ASML stock after a 7% fair value cut, a “Tailwind” for Fidelity Contrafund due to improved stewardship, and a “Reaffirmed” rating for a Vanguard FTSE All-World ETF.

Surface key drivers with Earnings Summary

During earnings season, information overload can bury insights. 

Our secure API service delivers clean data and quick commentary on earnings drivers. Users won’t have to wade through long 8-K filings to keep up with the market.

Financial app interface showing Apple Inc. (AAPL) stock on NASDAQ at $214.72 (+1.50%), with an AI-generated Q2 FY25 earnings summary: revenue $95.4B (+5% YoY), EPS $1.65 (above estimates), and services revenue $26.6B (+14% YoY, record). Side panels highlight analyst commentary noting a wide economic moat and medium uncertainty, along with key changes including stronger services growth, a $20B increase in buyback authorization, and an 8% YoY decline in Greater China revenue.

Ready-to-use investment APIs

It’s easy to plug Morningstar’s AI Insights into your dashboards, portals, and digital reports. No development time or model training to slow your progress.

Financial dashboard showing a “Tuesday Morning Digest” for a client, summarizing portfolio activity with 4 new highlights, 2 earnings updates, and 1 rating change. A featured AI-generated insight card highlights Microsoft (MSFT) with a Q3 earnings summary: $70.1B revenue beating expectations, strong Azure growth (+33% YoY), raised guidance, and continued elevated AI infrastructure spending, with the stock up 2.4%.

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