Mo is a digital research assistant that puts Morningstar’s research just a question away. Drawing from our extensive investment data and research library (including every article published for Morningstar.com), Mo is designed to surface and summarize our independent insights in a conversational format for investors and investment professionals alike. It can do what no human can: read and recall the hundreds of thousands of research reports Morningstar produces, in seconds. Mo does not provide investment advice.

The beta-test version of Mo can be used today, in Morningstar Investor and in Direct Compass, which is included in every Morningstar Direct license and many configurations of Morningstar Advisor Workstation. There is no additional charge to use Mo.

Mo is the first of several applications planned to be built on the Morningstar Intelligence Engine platform. It is far from perfect, but that’s the idea! We look forward to learning how people interact with the beta so we can improve and expand its capabilities to make the day-to-day investing experience better.

Morningstar is nothing without the trust we’ve earned from investors over nearly 40 years. And we’re committed to honoring your trust in the age of artificial intelligence. This is new territory for everyone, and we’re working and listening to make sure we explore it responsibly, just as we have with every single innovation over the years.