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Morningstar for Microsoft 365 Copilot
Morningstar investment research surfaced by Copilot
OfficialCopilot
01What it does
Microsoft-published federated (connector-based) connector for Microsoft 365 Copilot. Lets Copilot pull live Morningstar investment data and research at query time without indexing it.
02How to connect
Copilot
Admin: Microsoft 365 admin center > Copilot connectors > Your connections > enable the Morningstar connector. User: open Sources in the Researcher agent or deep-research mode in Microsoft 365 Copilot chat and sign in with your own Morningstar credentials when prompted.
03Pricing
See the vendor site for current pricing.