Morningstar
Overview
Sync form data to your Morningstar portfolio and financial analysis tools.
What you need
- An active Feathery account and form
- An active Morningstar account
Background
Morningstar, Inc. is a global financial services firm specializing in investment research, including analysis and data on various investment offerings such as mutual funds, stocks, and exchange-traded funds (ETFs). It provides software and data platforms for individual investors, financial advisors, and institutional clients. Morningstar aims to empower investor success through independent research, ratings, and tools designed to help assess and compare investments.
Benefits
Using Morningstar provides access to comprehensive investment research, including detailed analyses and ratings of mutual funds, stocks, and ETFs. It helps investors make informed decisions by offering tools for portfolio analysis, investment screening, and performance evaluation. Morningstar's independent and data-driven insights are designed to offer transparency into the risk and return profiles of investment options.
Considerations
When evaluating Morningstar, consider the breadth and depth of its investment research and how well it aligns with your investment goals. Assess the quality and comprehensiveness of its data, the user interface and ease of use of its tools, the cost of subscription services versus the value provided, and how effectively its insights and analysis can be integrated into your investment strategy.
How to set up
Navigate to the Feathery form that you want to connect to Morningstar. Click on the Integrations tab.
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Open the Morningstar integration and choose the Feathery form event to trigger the Morningstar action. Your options are when someone completes the form, reaches a specific step of the form, or whenever data is received from your end user (partial submissions, data enrichment, etc.)
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Authorize and connect your Morningstar account.
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Choose which Morningstar tool you'd like your Feathery form data to populate.
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Map your Feathery fields to the corresponding Morningstar fields that you want them to populate.
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Click Connect. Your integration is now live and ready to go!
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What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
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