Koyfin vs. Morningstar Direct

Morningstar Direct

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Koyfin	Score 10.0 out of 10	N/A	Koyfin is a financial data and analytics platform for researching stocks and understanding market trends, from the company of the same name in New York. Its data coverage includes stocks, ETFs, mutual funds, FX, bonds, economics, news, and Twitter so users can have a broad overview of financial markets.	$0 per month
Morningstar Direct	Score 9.0 out of 10	N/A	Morningstar headquartered in Chicago offers Morningstar Direct, an investment portfolio managment application focusing on financial and risk analysis.	N/A

Pricing

Koyfin

Morningstar Direct

Editions & Modules

Plus: $39
per month
Pro: $79
per month

No answers on this topic

Offerings

Pricing Offerings
Koyfin	Morningstar Direct
Free Trial
Yes	No
Free/Freemium Version
Yes	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

Additional Details

Free: Koyfin’s free plan offers a global stock screener with multiple screening templates, multiple watchlists, shareable watchlists, portfolio tools, 2 years of financials, 1 year of forward estimates, advanced charting, market and macro dashboards, multiple custom dashboards, limited custom formulas, economics and earnings calendars, company snapshots, news, popular ETF valuations, limited ETF holdings data, market scatter plots, market movers, and 45 days of transcript history. Plus: Priced at $39 per month, the Plus plan includes everything in the Free plan, as well as unlimited screening templates, ETF screening, unlimited watchlists, 10 years of financials, 10 years of forward estimates, full library of ETF holdings data, unlimited custom dashboards, over 100k global company snapshots, more custom formulas, premium news, company filings & press releases, custom news feeds, dashboard data download, custom financial analysis templates, the full history of transcripts, and advanced transcript search. Pro: Priced at $79 per month, the Pro plan includes everything in Plus, as well as US mutual fund data, Mutual fund screener, full library of US ETF Valuation data, unlimited custom formulas, unlimited custom financial analysis templates, model portfolio tools, and priority support. Enterprise: Koyfin also offers an enterprise solution for businesses of all sizes which features everything included in Pro, as well as custom onboarding, admin purchasing, single-sign-on, and flexible and scaleable pricing. Contact the sales team to enquire about enterprise.

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More Pricing Information

Community Pulse
	Koyfin	Morningstar Direct

Best Alternatives
	Koyfin	Morningstar Direct
Small Businesses	No answers on this topic	No answers on this topic
Medium-sized Companies	S&P Capital IQ Score 7.8 out of 10	No answers on this topic
Enterprises	S&P Capital IQ Score 7.8 out of 10	No answers on this topic
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User Ratings
	Koyfin	Morningstar Direct
Likelihood to Recommend	10.0 (1 ratings)	9.0 (1 ratings)

User Testimonials
	Koyfin	Morningstar Direct
Likelihood to Recommend	Koyfin If you want to feel more secure than you imagine to invest in the stock market or EFTs then Koyfin will more than pay for itself immediately. Well suited for all investors. Incentivized Erin Easterberg Credit & Accounts Receivable Manager Read full review	Morningstar Morningstar Direct is great for classifying funds in order of performance and has a huge database to check against. Pretty much every category you can imagine is covered. It is best for research and analyzing before making big decisions. The interface is fairly clean and relatively simple to use. Incentivized Verified User Anonymous Read full review
Pros	Koyfin Graphs that are simple but detailed Helpful watchlists to keep you aware and prompt Snapshots for quick checkins Incentivized Erin Easterberg Credit & Accounts Receivable Manager Read full review	Morningstar Best for research. Analyst reporting is fantastic. The ability to look at a wide variety of assets is great. Incentivized Verified User Anonymous Read full review
Cons	Koyfin Easier to review statements Lower prices for more premium packages Monthly should be weekly trend emails Incentivized Erin Easterberg Credit & Accounts Receivable Manager Read full review	Morningstar The system is sometimes slow. Glitchy and sometimes hard to use. Incentivized Verified User Anonymous Read full review
Alternatives Considered	Koyfin Koyfin swims alongside the competition with competitive pricing and your results will speak for themselves. Built by Wall St Traders. Koyfin has elevated my ROI tenfold and allows me to trade in a high Rick environment with lower risk. Incentivized Erin Easterberg Credit & Accounts Receivable Manager Read full review	Morningstar Morningstar is slightly more buggy and laggy. But includes far more data and is more trusted. Incentivized Verified User Anonymous Read full review
Return on Investment	Koyfin Positive ROI - percentage of success rate Increased ROI- allowing me to invest more Expanded my base ROI Stock knowledge expanded Incentivized Erin Easterberg Credit & Accounts Receivable Manager Read full review	Morningstar Returns not yet realised. Incentivized Verified User Anonymous Read full review
ScreenShots	Koyfin Screenshots