fund-screener Skill
Use when screening funds or ETFs by Morningstar category, ratings, fees, assets, returns, or risk. Published by openai in plugins.
What is fund-screener Skill?
Use when screening funds or ETFs by Morningstar category, ratings, fees, assets, returns, or risk. 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-screener Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: openai
- Repository: openai/plugins
- Skill file: plugins/morningstar/skills/fund-screener/SKILL.md
What it does
Use when screening funds or ETFs by Morningstar category, ratings, fees, assets, returns, or risk.
Skill instructions
Fund Screener Screen funds 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 missing values, create synthetic scores, predict performance, or give investment advice. - Show unavailable values as N/A and distinguish missing data from tool failure. - Supported universes are ETFs, open-end funds, and closed-end funds. - Treat filters as AND logic unless the user explicitly asks for alternatives; run separate passes for OR logic and deduplicate results. Workflow Before running a real screen, read references/full-workflow.md. It preserves Morningstar's partner-authored rules for criteria confirmation, normalization, datapoints, result validation, output tables, disclosures, and follow-up suggestions. 1. Collect the screening criteria in one pass: universe, category, medalist rating, star rating, expense ratio, assets, and any user-specified filters. 2. Normalize user terms against Morning
Explore related resources
Frequently asked questions
What is fund-screener?
fund-screener is a open-source AI agent skill with Copy skill directory. Use when screening funds or ETFs by Morningstar category, ratings, fees, assets, returns, or risk.
Who is fund-screener best for?
fund-screener is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install fund-screener?
Install or run fund-screener using Copy skill directory. Check fund-screener for the latest setup command.
Is fund-screener actively maintained?
fund-screener may need a closer maintenance check before production use.
Auto-fetched from GitHub.
