fund-summarizer Skill
Use when summarizing a fund or ETF with Morningstar ratings, returns, risk, holdings, fees, and caveats. Published by openai in plugins.
What is fund-summarizer Skill?
Use when summarizing a fund or ETF with Morningstar ratings, returns, risk, holdings, fees, and caveats. 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
- Security review
- Data analysis
- Research
- Security review use cases
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use fund-summarizer Skill
- Use it for security review.
- Use it for data analysis.
- Use it for research.
Built with
Editorial notes
Source
- Creator: openai
- Repository: openai/plugins
- Skill file: plugins/morningstar/skills/fund-summarizer/SKILL.md
What it does
Use when summarizing a fund or ETF with Morningstar ratings, returns, risk, holdings, fees, and caveats.
Skill instructions
Fund Summarizer Create a concise fund summary or report 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, add outside research, 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. If the user asks for an equity or unsupported security, explain that this skill is fund-focused and ask for a supported fund. - Preserve Morningstar terminology for ratings, categories, benchmarks, and analyst research. Workflow For broad summaries, detailed reports, or any HTML report, read references/full-workflow.md before retrieving data. It preserves Morningstar's partner-authored datapoint map, missing-data rules, structured report inputs, and renderer contract. 1. Resolve the fund from ticker, name, or Morningstar identifier. Ask onl
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Frequently asked questions
What is fund-summarizer?
fund-summarizer is a open-source AI agent skill with Copy skill directory. Use when summarizing a fund or ETF with Morningstar ratings, returns, risk, holdings, fees, and caveats.
Who is fund-summarizer best for?
fund-summarizer is best for reusing agent instructions, scripts, and references, security review workflows, data analysis workflows, research workflows.
How do I install fund-summarizer?
Install or run fund-summarizer using Copy skill directory. Check fund-summarizer for the latest setup command.
Is fund-summarizer actively maintained?
fund-summarizer may need a closer maintenance check before production use.
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