Morningstar
Chat connectors integration
Yes. Enabling Morningstar lets the Obsidian AI chat look up investment research and market data for everyone in the firm.
What the Morningstar integration does
Morningstar brings investment research and market data into the Obsidian AI chat. Ask for a fund snapshot, look up a rating, or pull research before a review. A firm admin enables it with the firm's Morningstar API key. Tools are then available to every adviser in the firm.
What advisers can do
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Read
Let the AI chat look up data through this connector.
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Actions
Let the AI chat take actions through this connector.
Example prompts
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“What is Morningstar's rating for this client's main fund?”
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“Summarise the Morningstar research on Fundsmith Equity.”
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“How has this fund performed against its category over five years?”
How it works
A firm admin enables Morningstar from Playbook → Apps and enters the firm's API key, including any Bearer prefix. Obsidian then federates Morningstar tools into the AI chat for everyone in the firm. Disconnect at any time from the same page.
How to connect
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Go to Playbook → Apps in Obsidian as a firm admin.
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Find Morningstar and click Enable.
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Enter your firm's Morningstar API key, including any Bearer prefix.
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Morningstar tools then appear in the AI chat for everyone in the firm.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect Morningstar.
Frequently asked questions
FAQ
Yes. Connecting Morningstar lets the Obsidian AI chat use Morningstar's tools from your adviser workflow.
You can ask the AI chat for fund research, ratings, and market data from Morningstar.
Yes. All integrations are included with Obsidian's AI Practice Management module.
A firm admin goes to Playbook → Apps in Obsidian and clicks Enable next to Morningstar. Once enabled, Morningstar tools appear in the AI chat for everyone in the firm. You will be asked for the firm's API key, including any Bearer prefix.
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