# AI Insights

Key investment insights powered by AI. {.sub-title___devsite}

<nav class="md-docs-tabs-action___devsite">

- [Overview](#overview)
- [Use Cases](#use-cases)
- [Insight Types](#insight-types)
- [Related Content](#related-content)

</nav>

## Overview

The AI Insights API from Morningstar provides a streamlined, AI-driven way to access timely, high-signal investment insights derived from Morningstar’s proprietary analyst research and datapoint tools. Built for batch workflows across a wide range of investments, the API helps you turn identifiers into concise, application-ready insight outputs that can power monitoring, research, and client-facing experiences.

AI Insights is organized into insight types. Each insight type delivers a specific kind of output and may use a different request/response model (generated on demand vs fetched).

## Use Cases

- **Financial Advisors**   
    Quickly prepare for client meetings by reviewing concise summaries of the latest developments on client holdings.

- **Retail Investors**   
    Receive a morning digest on portfolio positions to guide daily investment decisions.

- **Robo-Advisors and Wealth Platforms**   
    Provide investors with a morning digest on their portfolio positions to guide further investment research.

- **Research Analysts**   
    Use AI summaries as a starting point for deeper investigation into specific securities or sectors.

- **Back-Office Teams**   
    Automate routine data ingestion and analysis workflows by retrieving structured summaries programmatically.

## Insight Types

<table>
  <thead>
    <tr>
      <th>Insight type</th>
      <th>What it delivers</th>
      <th>Execution model</th>
    </tr>
  </thead>
  <tbody>
    <tr>
      <td>Analyst Highlights</td>
      <td>Highlights distilled from Morningstar analyst research for an investment.</td>
      <td>Generate-on-demand (asynchronous)</td>
    </tr>
    <tr>
      <td>Earnings Summaries</td>
      <td>Public earnings release summaries for US equities.</td>
      <td>Fetch (synchronous)</td>
    </tr>
  </tbody>
</table>


## Related Content

- [Getting Started](/direct-web-services/documentation/direct-web-services/ai-insights/getting-started)
- [API Requests](/direct-web-services/documentation/direct-web-services/ai-insights/api-requests)
- [Open API Specification](/direct-web-services/documentation/direct-web-services/ai-insights/openapi-specification)