Use Morningstar with Bluedeer's AI assistant

What the assistant can do with Morningstar

Look up investment data and research.

Ask in plain words in any chat. When a request needs Morningstar, the assistant uses it for you, and its actions ask for your approval until you choose which can run on their own.

How to connect Morningstar

1. An owner or admin of the workspace opens Customization, then the Connectors tab.
2. In Popular connectors, find Morningstar and select Connect.
3. Sign in on Morningstar's own page and approve. There is nothing to paste.
4. Everyone in the workspace can now ask the assistant to use Morningstar.

Plans

Pro, Premium and Max for your personal workspace, and every shared workspace.

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