About
Morningstar Add-In allows you to retrieve various types of data points from the Morningstar databases within Microsoft Excel for further calculation, formatting or charting. Thousands of widely used data points per investment type are available. Currently, Morningstar Excel Add-In can support the following databases: Mutual funds, closed-end funds, stocks, ETFs, money market funds, hedge funds, separate accounts, market indices, categories and accounts/model portfolios/custom benchmarks. Economic data is also available and will continue to grow.
Direct Users
As a Morningstar Direct user, 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.
Commodity Users
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.

For more information on the Morningstar Add-In for Commodities, click here.
Downloads
To use Morningstar Excel Add-In functions, you should have Morningstar Excel Add-in installed first.
Latest Version
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User Guide
Download
Quick Reference Guide
Download
VBA Guide
Download
Video
Watch a video on using the Morningstar Excel Add-In.

To register for monthly Direct webinars click here.

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Version Please download the appropriate package for your platform.
  1. Determine if you are using a 32-bit or 64-bit version of Microsoft Office. You will be asked during the installation process.
  2. If you have a Windows login with administrative rights, you may use the .exe or .msi package. Otherwise please download the zipped files and follow the instructions in the zipped installation guide.
The following URLs need to be whitelisted via proxy/firewall for the Add-in to function correctly:
  1. *.morningstar.com
  2. *.morningstarcommodity.com
  3. access.lim.com
View Release Notes

Executable package (.exe)
  1. After downloading this package, right click on the .exe file and select "Run as administrator".
  2. Select an installation folder for the package and click "next".
  3. Finish installation and open a new Excel worksheet to start.
Windows Installer (.msi)
  1. If the Excel Add-In is already installed, go to Windows Control Panel and uninstall it.
  2. Double click on the .msi file to begin installation.
  3. Select an installation folder for the package and click "next".
  4. Go to the download folder and run the MorningstarAddin file as Administrator.
  5. Finish installation and open a new Excel worksheet to start.
Zipped files (.zip)
  • Download the appropriate installation guide below.
Zipped Installation Guide