{"id":7391,"plugin_id":"plugin_asdk_app_69248819fa4c81918047c4b42b1f8823","kind":"skill","collection_source":null,"comparison_source":null,"observed_at":"2026-09-30T22:50:29.835Z","digest":"bd76bba95daeaafb38f1214ab6c66218bbf90e8d2184d378584bb919596fa7c6","against":null,"payload":{"name":"datapoint-finder","description":"Finds official Morningstar datapoint names using topic-organized buckets. 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Use when the user asks to find, browse, or name a datapoint — e.g. \"what's the datapoint for expense ratio\", \"find the datapoint name for Sharpe ratio\", or \"list datapoints for ESG\".\nmetadata:\n  author: Morningstar\n  version: 1.0.0\n  mcp-server: morningstar-mcp\ncompatibility: Designed for use with the Morningstar MCP server.\n---\n\n# Datapoint Finder\n\nFinds official Morningstar datapoint names from topic-organized buckets.\n\nThe buckets under `references/buckets/` list datapoint names by topic — use them to find\ncandidate names.\n\n## Workflow\n\nOpen the matching bucket(s) below (up to 3) and build a candidate name list — bucket names\nare a starting point, add your own reasonable guesses too.\n\n## Intent → bucket map\n\n### Performance & Returns\n| If the user is asking about… | Load bucket |\n|---|---|\n| Total/trailing/annual/calendar/daily/monthly **return**, YTD/1Y/3Y/5Y/10Y return, return index, growth of $10K | `perf-trailing-periodic` |\n| Percentile **rank in category**, % rank vs peers, quartile, # investments in category | `perf-return-rankings` |\n| Beta, standard deviation/volatility, R-squared, tracking error, up/down capture, batting average, bear-market rank, strategic beta | `perf-risk-metrics` |\n| Alpha, Sharpe, Sortino, information ratio (risk-adjusted) | `perf-risk-adjusted` |\n\n### Morningstar Ratings\n| If the user is asking about… | Load bucket |\n|---|---|\n| Star rating, risk rating, return rating, \"X-star\" | `rating-star` |\n| Medalist Rating, pillars (Parent/People/Process/Price/Performance), fair value per share, brand tenure/retention | `rating-medalist` |\n| Quantitative rating, quant fair value, fair value uncertainty | `rating-quant-equity` |\n| ESG risk rating / sustainability rating of a fund | `rating-sustainability` |\n~~\n### Portfolio Analysis\n| If the user is asking about… | Load bucket |\n|---|---|\n| Country/region exposure, geographic breakdown, US vs non-US | `pa-geographic-exposure` |\n| Sector/industry weights (equity econ sector, super sector) | `pa-sector-industry` |\n| Asset allocation (stock/bond/cash/other %, long/short) | `pa-asset-allocation` |\n| Style box, growth/value factors, sustainability/style tilts | `pa-style-factor` |\n| Portfolio avg market cap, portfolio P/E·P/B·P/S, avg moat, turnover, duration, credit quality | `pa-statistics` |\n| # of holdings, # bond/stock holdings, top-10 weight | `pa-holdings` |\n| Target-date **glide path** (allocation by years-to-target), glide path type / landing point | `pa-glide-path` |\n\n### Price & Distribution & Flows\n| If the user is asking about… | Load bucket |\n|---|---|\n| Price, last close, NAV, market price, 52-wk high/low, premium/discount, AUV | `price-prices` |\n| Yield (12-mo/SEC/7-day), dividends paid, capital gains, ROC, distributions | `price-distributions` |\n| Trading volume, spread, days traded | `price-trading-activity` |\n| Estimated net flows | `price-fund-flows` |\n| Fund size, AUM, net assets, tier-level/vehicle assets | `price-aum` |\n\n### Expense & Fee\n| If the user is asking about… | Load bucket |\n|---|---|\n| Expense ratio (net/gross/adjusted), management/admin/custodian/advisor fees, ongoing charge | `fee-management-ongoing` |\n| Transaction/trading costs, spreads, RG97 T&O costs, borrowing costs | `fee-transaction-trading` |\n| Front/deferred load, exit/switching/contribution fee, sales charge | `fee-entry-exit-load` |\n| Performance fee, hurdle rate, high-water mark, crystallisation | `fee-performance-based` |\n| 12b-1 / distribution & sales / revenue-sharing fee, no-load flag | `fee-distribution-sales` |\n\n### Corporate Financials\n| If the user is asking about… | Load bucket |\n|---|---|\n| A **stock's** P/E·P/B·P/S, ROE/ROA/ROIC, margins, debt/equity, growth, economic moat, growth grade, market cap, quick ratio, tax rate | `cf-financial-ratios-metrics` |\n| Income statement: revenue, cost of revenue, gross/operating profit, EBITDA, EPS, interest/tax, net income | `cf-income-statement` |\n| Balance sheet: total assets/liabilities/equity, PP&E, goodwill, debt, inventory, receivables/payables, working capital | `cf-balance-sheet` |\n| Cash-flow statement: operating/investing/financing cash flows, capex, dividends paid, changes in working capital | `cf-cash-flow` |\n| Shares outstanding (basic/diluted/weighted-avg), share counts | `cf-share-data` |\n\n### ESG & Sustainability\n| If the user is asking about… | Load bucket |\n|---|---|\n| EU SFDR / EU Taxonomy disclosure & regulatory flags | `esg-eu-taxonomy` |\n\n### Ownership\n| If the user is asking about… | Load bucket |\n|---|---|\n| Number of shareholders, trustee / ownership facts | `own-statistics` |\n\n### Reference Data & Fund Information\n| If the user is asking about… | Load bucket |\n|---|---|\n| Currency, domicile, inception, status, minimums, flags (index/active, REIT, UCITS), tax transparency, glide-path/data-ready | `ref-operations` |\n| Name, ticker, ISIN/CUSIP/WKN, FundId/SecId/CompanyId, share class, fund/branding name | `ref-identification` |\n| Manager name/tenure/ownership/education, firm assets, advisor/custodian | `ref-management-org` |\n| Morningstar Category / Global Category / theme, investment type, a stock's sector/industry | `ref-classification` |\n| Benchmark/index, prospectus benchmark, index family, index selection/weighting | `ref-benchmark-index` |\n\n## Tie-break rules for overlapping terms\n\n- **\"market cap\"** → a **stock** `ST159` (`cf-financial-ratios-metrics`); portfolio average\n  `HS03W` (`pa-statistics`); size breakdown lives in `pa-style-factor`.\n- **\"economic moat\"** → a **stock** `LT181` (`cf-financial-ratios-metrics`); portfolio\n  average `HS0D1` (`pa-statistics`).\n- **\"fair value\"** → Morningstar Fair Value per Share `ST202` and Price/Fair Value `OS603`\n  (`rating-medalist`); Quantitative Fair Value `QV009` / Fair Value Uncertainty `ST201`\n  (`rating-quant-equity`).\n- **\"P/E\", \"P/B\", \"P/S\"** → a **stock** (`ST412`/`ST408`/`ST415`) in\n  `cf-financial-ratios-metrics`; **portfolio** (TTM, long, e.g. `HS05X`) in `pa-statistics`.\n- **\"yield\" / \"dividend yield\"** → a **fund** → 12 Mo / SEC / 7-Day Yield in\n  `price-distributions`; distributions paid also `price-distributions`.\n- **\"sector\"** → **fund** weights → `pa-sector-industry`; **stock** classification →\n  `ref-classification`.\n- **\"volume\"** → trading volume/spread → `price-trading-activity`, not `price-prices`.\n- **\"expense ratio\" / \"fee level\"** → `fee-management-ongoing`.\n- **\"rating\"** → 1–5 star → `rating-star`; Medalist (Gold/Silver/Bronze) → `rating-medalist`;\n  quant → `rating-quant-equity`; ESG/sustainability → `rating-sustainability`.\n- **\"base currency\"** → Base Currency `LS05M` (`ref-operations`), never Minimum Investment.\n\n\n"},"changes":[],"summary":"First saved snapshot. No earlier version is available for comparison.","summary_kind":"deterministic","summary_metadata":{}}