morningstar

v1.0.3

Morningstar fund research plugin for screening, summarizing, and comparing funds and ETFs using the Morningstar ChatGPT app.

Codex3 skills

by MorningstarMIT5kupdated 3 weeks ago

Source

$ git clone https://github.com/openai/plugins

Clone the source, then follow the repository's marketplace instructions for your runtime. The plugin root is plugins/morningstar/ inside the repository.

Layout

plugins/morningstar/

├── .codex-plugin/plugin.json
├── skills/fund-comparison/SKILL.md
├── skills/fund-screener/SKILL.md
└── skills/fund-summarizer/SKILL.md

Skills3

fund-comparisonskills/fund-comparison/SKILL.md

Use when comparing 2 to 4 funds or ETFs with Morningstar ratings, returns, risk, and holdings data.

fund-screenerskills/fund-screener/SKILL.md

Use when screening funds or ETFs by Morningstar category, ratings, fees, assets, returns, or risk.

fund-summarizerskills/fund-summarizer/SKILL.md

Use when summarizing a fund or ETF with Morningstar ratings, returns, risk, holdings, fees, and caveats.

Manifests1

plugins/morningstar/.codex-plugin/plugin.json

{
  "name": "morningstar",
  "version": "1.0.3",
  "description": "Morningstar fund research plugin for screening, summarizing, and comparing funds and ETFs using the Morningstar ChatGPT app.",
  "author": {
    "name": "Morningstar",
    "url": "https://www.morningstar.com"
  },
  "homepage": "https://www.morningstar.com",
  "repository": "https://github.com/Morningstar/morningstar-plugins",
  "license": "MIT",
  "keywords": [
    "morningstar",
    "funds",
    "etf",
    "research",
    "screening"
  ],
  "skills": "./skills/",
  "apps": "./.app.json",
  "interface": {
    "displayName": "Morningstar",
    "shortDescription": "Screen, summarize, and compare funds with the Morningstar app.",
    "longDescription": "Bundled Morningstar fund workflows for Codex: production screening with normalization, fund returns screening, single-fund deep summaries, and side-by-side comparison for 2 to 4 funds. The plugin links to the reviewed Morningstar ChatGPT app for authenticated data access and includes explicit data-availability disclosures.",
    "developerName": "Morningstar",
    "category": "Finance",
    "capabilities": [
      "Interactive",
      "Read",
      "Write"
    ],
    "websiteURL": "https://www.morningstar.com",
    "privacyPolicyURL": "https://www.morningstar.com/company/privacy-center/privacy-policy",
    "termsOfServiceURL": "https://www.morningstar.com/company/terms-and-conditions",
    "defaultPrompt": [
      "Use fund-screener to find Gold-rated US large-cap ETFs.",
      "Use fund-summarizer to analyze VFIAX.",
      "Use fund-comparison to compare VFIAX, SWPPX, and FXAIX."
    ],
    "brandColor": "#E4572E",
    "composerIcon": "./assets/app-icon.png",
    "logo": "./assets/app-icon.png",
    "screenshots": []
  }
}