Connect Morningstar to Cowork
Access investment research, fund ratings, and portfolio analytics from Morningstar.
What Cowork can do with Morningstar
✓Query fund ratings and performance data
✓Access investment research reports
✓View portfolio analytics and allocations
✓Pull stock and ETF fundamental data
How to connect
1
Open Cowork settings
Navigate to Settings → Connectors in Claude Desktop or claude.ai.
2
Find Morningstar
Available through the Financial Analysis Core plugin in Cowork.
3
Authorize access
Review the requested permissions and approve the connection.
4
Start using it
Ask Claude to work with your Morningstar data in any conversation.
Default permissions
- • Read fund ratings
- • View research reports
- • Access investment data