fund-comparison Skill
Use when comparing 2 to 4 funds or ETFs with Morningstar ratings, returns, risk, and holdings data. Published by openai in plugins.
What is fund-comparison Skill?
Use when comparing 2 to 4 funds or ETFs with Morningstar ratings, returns, risk, and holdings data. Published by openai in plugins. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use fund-comparison Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: openai
- Repository: openai/plugins
- Skill file: plugins/morningstar/skills/fund-comparison/SKILL.md
What it does
Use when comparing 2 to 4 funds or ETFs with Morningstar ratings, returns, risk, and holdings data.
Skill instructions
Fund Comparison Compare 2 to 4 funds side by side using the connected Morningstar app as the data source. Guardrails - Use only data returned by the Morningstar app in the current session. - Do not infer, backfill, rank suitability, predict performance, or give investment advice. - Show unavailable values as N/A and distinguish missing data from tool failure. - Supported investment types are ETFs, open-end funds, and closed-end funds. Exclude unsupported securities and explain why. - If funds span broad asset classes, stop and ask for comparable funds instead of mixing incompatible metrics. Workflow Before running a real comparison, read references/full-workflow.md. It preserves Morningstar's partner-authored rules for fund resolution, exclusions, datapoints, broad-asset-class checks, holdings overlap, disclosures, and table formats. 1. Resolve each ticker, name, or identifier to the intended Morningstar fund. Ask only if the result is ambiguous. 2. Validate that 2 to 4 active supporte
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Frequently asked questions
What is fund-comparison?
fund-comparison is a open-source AI agent skill with Copy skill directory. Use when comparing 2 to 4 funds or ETFs with Morningstar ratings, returns, risk, and holdings data.
Who is fund-comparison best for?
fund-comparison is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install fund-comparison?
Install or run fund-comparison using Copy skill directory. Check fund-comparison for the latest setup command.
Is fund-comparison actively maintained?
fund-comparison may need a closer maintenance check before production use.
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