Morningstar Add-In for Microsoft® Excel®

The Morningstar Add-In is a high-powered tool that brings consolidated market, real-time, and proprietary data alongside Morningstar’s rigorous quality checks into Microsoft Excel. The add-in was developed by Morningstar in conjunction with clients who demand fast access to large amounts of data over global networks.

Commodity Traders, Risk Managers, and Analysts

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. With the Morningstar Add-In workflow, you are able to quickly disseminate freshly calculated proprietary data throughout an organization via uploads to the Morningstar Commodity Data Warehouse.


Key Benefits

Resources

Documentation

Download

Morningstar Add-In v6.2

Previous Versions

Templates


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

Institutional Investors

As an institutional investor, 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.

To find out more about the Morningstar Add-In for Institutional investing click here.