All the investment tools you need to succeed
Koyfin provides you with everything you need to effectively manage and grow your investment portfolio.
Koyfin’s price plans are flexible, yet no matter which plan you are on you get access to comprehensive data, powerful tools and great customer service. Then, as your business scales, so does Koyfin — giving you access to more and more features and functionality. With Morningstar Premium, there is one flat fee and little room to grow.
Koyfin’s intuitive tools and powerful features are a match for Morningstar Premium’s with the added advantage of custom financial analysis templates.
Core tools & analytics
Consensus Wall St estimates
Financial analysis templates
News, filings & transcripts
Pricing & Value
Value for money
In the Kitces Report, users were asked about the value of tools they use relative to their cost. With a value of over 9.5 out of 10, Koyfin was the highest ranked tool by FIAs.
Our plans are clear, offer great value and have no hidden costs. And if you’d like to stay on our Free plan forever, that’s cool with us too. A range of price plans means that you can scale your access as and when you need.
Morningstar Premium offers a 14-day free trial and after that you switch to a flat fee of $34.95 a month. Discounts are available if you make an upfront purchase for one, two or three years.
Our Free plan gives you pro-grade analytical tools & live data so that you have everything you need to get started. You can switch to our paid plans any time to unlock our most powerful features.Get started
Our Plus plan gives you access to all our core data and functionality, AS well as company transcripts, document search and unlimited dashboards. Experience investment, unlimited.Get started
Our most popular plan is also our most powerful. The Pro plan unlocks advanced features such as custom formulas, custom FA templates and US mutual fund data. Insight has never been this good.Get started
Our features are easy to use yet powerful. From advanced graphing to macro dashboards, we have everything you need to identify your next trade right here. Bookmark it now and never look back.
Humans love to visualize. Graphs drive today’s investing. Koyfin’s craft starts with fitting all the world’s data into radiant views. No more clunky interfaces! It’s the look and feel you wished for.
The analysts speak, and the market moves. We help you keep up. Koyfin puts the world’s financial data at your fingertips. When the analysts speak, you can listen in.
What’s your style? Build watchlists that come alive. Shape them to your style or needs. Custom dashboards let you perfect your vision. Focusing on the right data has never been easier.
Macro Dashboards give you our best models for viewing bundled aspects of the financial landscape with just the right contextual detail. Explore and customize at will. Make our insight your own!
Koyfin’s data provision has been built to streamline your workflow — with everything in one place you can now spend less time tab-surfing and more time working towards your investment goals.
Real-time price data, business summary, key analytics metrics, price performance charts, and recent news and earnings estimates.
Track & research all in one place as Koyfin covers all US ETFs including full holdings and constituents.
Easily track and analyze US mutual fund performance vs any security such as stocks, ETFs and other mutual funds.
Research and analyze government bond yields and yield curves, we cover every major country.
Understand which indices are leading and lagging around the world. We cover the major equity indices in each region.
Track and analyze commodities performance using front-month Commodity futures prices.
Easily track the fast-paced currency markets with real-time prices and analyze with our advanced graphing tools.
Stay up to speed on economic indicators from around the globe — track events and graph economic data.
Obtain recent and past earnings reports along with verbatim analyst calls and company conference calls.
We offer streaming news as well as MT Newswires to track the latest in financial markets.
Koyfin provides intraday price data for all US-based closed-end funds as well as performance and financial statements.
Not on Morningstar Premium
Koyfin has short interest data from US exchanges for all US stocks so you can determine the direction of the market.
Information on this page is correct at time of publishing and is subject to change. For up to date information please check Morningstar Premium
With fixed fees, and a lack of focus on retail investors, Morningstar Premium can feel a little cold at times. Contrast that with Koyfin’s approachable customer service team, great user experience and affordable prices (not to mention powerful features) there is a solution to reach every investor’s goals.
Join with the thousands of investors who’ve discovered Koyfin.