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Direct AI Solutions

Realising AI’s potential demands a foundation of high-quality research and data to simplify and scale your strategies. Morningstar’s Direct AI Solutions help you personalise insights, enhance your decisions, keep pace with the industry and explore new horizons for investing success.

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 research and data at your fingertips.

Personalised Experiences

Enhance personalisation, 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 research and insights at your fingertips.

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Morningstar Agent

Discover emerging trends, optimise investment strategies and identify risks and opportunities with AI. All grounded in Morningstar’s 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 analyse 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.

Morningstar MCP Server

Access Morningstar investment insights in your favorite AI platform. The MCP server simplifies integration with Claude, ChatGPT, Microsoft Foundry and Copilot Studio.

AI in action at Morningstar

Meet Mo, an AI research assistant who is revolutionising 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.

A donut chart split by total and risk-free return, and region and factor total, with a 28.24% allocation to mid core stocks.

Morningstar Direct

Powered by our research and data, Mo helps screen funds, analyse portfolios, access market data and more.

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Morningstar Australasia Pty Limited (ABN 95 090 665 544, AFSL 240892) and Morningstar Research Ltd are subsidiaries of Morningstar, Inc. Morningstar Investment Management Australia Limited (ABN 54 071 808 501, AFSL 22896) is the Responsible Entity and issuer of the Morningstar Investment Funds. Morningstar Australasia Pty Limited and Morningstar Research Ltd do not publish qualitative research on Morningstar Investment Management Australia Limited’s products and do not endorse, issue, sell or promote those products. No guarantee is provided in relation to capital repayment, income or performance. Past performance is not a reliable indicator of future performance.