Morningstar Add-In allows you to retrieve various types of data points from the Morningstar databases within Microsoft Excel for further calculation, formatting or charting. Thousands of widely used data points per investment type are available. Currently, Morningstar Excel Add-In can support the following databases: Mutual funds, closed-end funds, stocks, ETFs, money market funds, hedge funds, separate accounts, market indices, categories and accounts/model portfolios/custom benchmarks. Economic data is also available and will continue to grow.

As a Morningstar Direct user, you can dynamically retrieve Morningstar’s industry leading data, analytics and research. Utilize this powerful tool to easily extract data from one of the industry’s most comprehensive investment databases covering thousands of universes worldwide while also leveraging the benefits of Microsoft Excel. Start with a Morningstar template or your build your own, and quickly select any range of investments, portfolio holdings, risk measures or any custom data saved in Morningstar Direct. You also have the ability to incorporate data seamlessly into your models in Excel for further calculation, formatting, and charting.

Commodities traders, risk managers, and analysts can get fast access to consolidated market, real-time, and proprietary data into Microsoft Excel. Utilizing this solution enables you to retrieve a wide range of data into highly customizable and function-based output including forward curves, seasonal analysis, derived time series, or event-driven analysis. With the Commodity Add-In workflow, you are able to quickly disseminate freshly calculated proprietary data throughout your organization via uploads to the Morningstar Commodity Data Warehouse.

The Commodity Add-In can be downloaded and installed here, click here.

To use Morningstar Direct Excel Add-In functions, you should have Morningstar Direct Excel Add-in installed first.

Watch a video on using the Morningstar Excel Add-In.

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