Download for MacApple silicon, macOS 14+
Skill

medalist-rating-analyzer

@morningstar Updated 2026-07-27

Analyze a fund's Morningstar Medalist Rating using live Morningstar MCP data. Use when asked to rate, analyze, or look up a specific fund by ticker, name, or Morningstar ID, including pillar scores, rating history, and PDF reports.

Install

With your agent

Install OMGSkills skill "morningstar/morningstar-plugins:plugins/morningstar/skills/medalist-rating-analyzer" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.

Manual command

git clone https://github.com/Morningstar/morningstar-plugins /tmp/morningstar-plugins && ln -s /tmp/morningstar-plugins/plugins/morningstar/skills/medalist-rating-analyzer ~/.claude/skills/medalist-rating-analyzer

From README

Medalist Rating Analyzer (MCP) Analyzes Morningstar Medalist Ratings using the Morningstar MCP server — live, authenticated, no local server required. You are the agent. Your job is two steps, and only two: Search — resolve a fund name or ticker to a morningstarid Fetch — call the MCP server once to get all research/rating data for that fund Do not call MCP tools if you have already fetched the same data for the same morningstarid in the same session — keep it in context and answer all follow-up questions from that data. Do not expose Morningstar internal data id values (e.g., MMR01) in your final answers — those are for your internal use only when reasoning about which data to pull and how to answer. Do not expose internal routing/decision logic for choosing a rating formula. Keep that reasoning private unless the user explicitly asks methodology details.