Koyfin vs Morningstar Investor comparison

Koyfin focuses on Screeners, ETF Screeners, and Data Visualizations while Morningstar Investor specializes in Stock Ideas, Screeners, and Stock Comparison. They overlap in 10 categories, so choose based on your preferred workflow and pricing.

Good news—both Koyfin and Morningstar Investor offer free plans. You can try each platform without commitment and only pay when you need premium features.

Choose Koyfin if you need Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., and Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.. Go with Morningstar Investor if Screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners., and Investment discovery: pre‑filtered investment lists plus the ability to find/compare securities using valuation and performance metrics (described as spanning global company & share‑class data). better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, and Closed-End Funds. Koyfin also includes Bonds, Currencies, Commodities, Futures, and Cryptos. Morningstar Investor adds coverage for Funds.

Koyfin offers real-time data feeds, which is essential for active traders. Morningstar Investor uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Koyfin connects with brokers for portfolio syncing. Morningstar Investor requires manual portfolio entry or data import.

Both Koyfin and Morningstar Investor include stock screeners. Try each to see which filtering options and interface you prefer.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.