Morningstar
Morningstar, Inc. · Finance & Accounting
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 8 captures on record
What the publisher says
As described on Microsoft Marketplace.
Morningstar's Microsoft 365 Copilot agent brings the depth of Morningstar's financial data and research directly into your AI workflow. You can look up any stock, ETF, or mutual fund by name, ticker, or ISIN and instantly access hundreds of structured datapoints, from valuations and performance metrics to risk statistics and ratings, across both current snapshots and historical ranges. For deeper qualitative insight, the agent surfaces Morningstar's analyst research reports covering business strategy, economic moat analysis, fair value estimates, and Bulls Say/Bears Say perspectives. You can screen entire universes of stocks, ETFs, or funds against custom criteria, and drill into fund holdings to understand portfolio composition. The agent can also search Morningstar's editorial article library for market commentary and investing insights. Access to this agent requires an active Morningstar license. For more information on obtaining access, please visit https://www.morningstar.com/business/products/direct-ai-solutions.
Preview
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Agent build and provenance
See the full provenance
The layer-by-layer build, the evidence behind each claim, the risk basis and the cross-marketplace links are open to any account. Some rows are disclosed, some the source leaves Unknown; a free account shows you which.
Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Vendor
External enrichment
Sources
Publisher resources
1 linkLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
Evidence risk is the share of the build you cannot see before you deploy, not a security rating. Sign in to see the layer-by-layer basis for this band.