Morningstar Excel® Add-In

Overview

With the Morningstar Excel® Add-In, you can retrieve various data points from the Morningstar databases and use them in Microsoft® Excel® for further calculation, formatting, or charting. Thousands of widely used data points per investment type are available. The Morningstar Excel Add-In supports the following databases:

•Mutual funds

•Closed-end funds

•Stocks

•ETFs

•Money market funds

•Hedge funds

•Separate accounts

•Market indexes

•Categories, and

•Accounts/model portfolios/custom benchmarks.

Download the Morningstar Excel Add-In.

To learn more about the Morningstar Excel Add-In, read the Morningstar Excel Add-In User Guide.

Last Updated: March 27, 2018

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