YCharts
Investment research and client proposal platform for financial advisers
Pricing on request
Category
The best Investment Analytics software
Investment analytics software gives asset managers, wealth managers, banks and research teams the market data, indexes, risk models, fund data and ESG research they use to build portfolios and make investment decisions. The category runs from professional terminals and data platforms used across trading floors, through fund and private markets research databases, to portfolio risk systems and ESG ratings providers. Most products here are licensed per seat or per data set and priced on quotation.
- Tools listed
- 13
All 13 investment analytics tools
Every listing shows its published starting price on the same footing, so a shortlist does not take ten tabs.
Advertise: Feature your product in Investment Analytics, from $49 a month. See placements
What investment analytics software costs
Counted from the published pricing of the 13 listings on this page. A tool counts as free only where it publishes a $0 plan, an open-source licence or a starting price of zero.
- The only paid entry price
- $39Koyfin
- Publish a $0 plan
- 2of 13
Only Koyfin publishes a paid entry price here, at $39.
Entry price is not the ceiling. The dearest published tier anywhere in this category is Koyfin's at $299 a month, 7.7× the highest entry price on the page. Read the top of each ladder as well as the bottom, because that is where you land after two years of growth.
2 of 13 publish a $0 plan, and 1 of those charge nothing at all.
9 of 13 keep at least one tier unpriced and sold by quote, which in practice means the number you end up paying at the top end is not on this page or on theirs.
How these vendors bill
The billing model each of the 13 investment analytics listings publishes, counted. Two tools at the same headline price are not the same purchase if one of them charges per seat.
- quote
- 12
- freemium
- 1
Separately, 9 of 13 publish at least one tier with no price attached. Those are sold by quote, so the top of the ladder is negotiable, and unknowable, until you talk to sales.
What “Investment Analytics” covers in practice
The subject tags that recur across these 13 listings, with the number of tools carrying each. A category label is a filing decision; this is the closer read of what is actually filed under it.
- financial-data4
- Investment Analytics4
- Private Markets4
- Esg Ratings3
- market-data3
- Portfolio Analytics3
- Client Reporting2
- Climate Risk2
- Esg Data2
- Financial Advisors2
- Financial Charting2
- Financial News2
Carried by a single tool: Ai Research Assistant, Company Screening, Data Feeds, Excel Add In, Fund Research, Investment Management, Portfolio Management, risk management. If one of those is the reason you are here, the category page is the wrong lens, go straight to that product.
How to choose between them
Four things the numbers above should change about your shortlist.
Start with the free tiers if there are enough of them
2 of 13 investment analytics tools here publish a $0 plan, which is enough to run a real trial without a purchase order. A free tier is worth more than a free trial when you are evaluating: a trial expires on the vendor's schedule, a free plan expires when you outgrow it. The thing to check before you commit is which of the capabilities below sit above the free line, starting with priced by quotation, the single most frequently named capability in this category's published tiers.
Read the spread before you read the features
$39 to $39 is a $0 spread on entry price alone, and a spread that wide is never about polish, it is about who the vendor built for. Tools at the bottom of this ladder are priced for one person or a small team; tools near $39 are priced for a department with a procurement process. Decide which of those you are before you compare capability, or you will shortlist four tools that were never competing for the same buyer.
Check which tier you actually land on
4 of 13 tools here publish three or more tiers, and the median vendor in this category ships 2 of them. The advertised price is the first rung, and the things teams tend to need, priced by quotation, are named in higher plans far more often than in entry ones. Price your shortlist at the tier that contains what you need, not at the tier on the pricing page's left edge.
The billing model matters more than the headline number
This category splits across 2 billing models: quote on 12 listings, freemium on 1, and nothing else. A per-user price and a flat subscription at the same headline figure are not the same purchase, the first one grows with headcount and the second does not. Multiply by your real team size before you compare two numbers side by side.
Compare investment analytics tools directly
Every pairing below is a full comparison: the same checklist applied to both, so a gap in one is a gap in the other.
- YCharts vs Morningstar Sustainalytics
- Morningstar Sustainalytics vs S&P Capital IQ Pro
- S&P Capital IQ Pro vs Preqin
- Preqin vs PitchBook
- PitchBook vs LSEG Workspace
- LSEG Workspace vs Koyfin
- Koyfin vs FactSet
- FactSet vs Clarity AI
Go straight to the numbers
- YChartspricingalternatives
- Morningstar Sustainalyticspricingalternatives
- S&P Capital IQ Propricingalternatives
- Preqinpricingalternatives
- PitchBookpricingalternatives
- LSEG Workspacepricingalternatives
Questions people ask about investment analytics software
Answered from the listings on this page, and nowhere else.
- How much does investment analytics software cost?
- Across the 13 investment analytics tools listed here, paid plans start between $39 and $39 a month, with a median entry price of $39. The most expensive single tier published in the category is $299 a month (Koyfin). 2 of 13 also publish a $0 plan.
- What is the cheapest investment analytics software?
- 1 of the 13 tools listed here cost nothing at all. Among the ones that charge, Koyfin has the lowest published entry price at $39 a month. Cheapest and best value are different questions: check which tier the capability you need actually appears in before you compare starting prices.
- Is there free investment analytics software?
- Yes, 2 of 13 tools in this category publish a plan priced at $0. 1 of them are free outright, with no paid tier above. A tool is only counted as free here when it publishes a $0 plan, an open-source licence, or a starting price of zero, a free trial does not count.
- How is investment analytics software usually billed?
- quote (12), freemium (1), counted across the 13 listings on this page. The distinction that costs money is per-seat versus flat: a per-user plan at the same headline price scales with your headcount and a flat subscription does not. 9 of 13 tools also keep at least one tier unpriced and sold by quote.
- What does investment analytics software actually cover?
- The 13 tools on this page do not describe themselves the same way. The subject tags they carry most often are financial-data (4), investment analytics (4), private markets (4), esg ratings (3), market-data (3). That spread is the honest answer to what the category means in practice: it is not one product shape, and two tools filed under investment analytics may overlap on very little.
- How many pricing tiers do investment analytics tools offer?
- 9 of 13 tools here publish a plan breakdown, and the median one has 2 tiers. 4 of 13 publish three or more. More tiers is not generosity, it usually means the capability you are buying for sits two rungs above the advertised price, so price your shortlist at the tier that contains it.
- How many investment analytics tools are listed on Softwr?
- 13 approved investment analytics listings appear on this page, including YCharts, Morningstar Sustainalytics, S&P Capital IQ Pro, Preqin. Each links to a full breakdown with its pricing tiers and plan detail, and the category can be filtered by price and sorted by rating above. You can also read the shortlist view at /best/investment-analytics, which ranks the same set by published rating.
Keep this
Email me these 13 picks
The shortlist for “Investment Analytics”, plus a note if any of their prices change.
Keep reading
More on Investment Analytics
Neighbouring categories
Adjacent in the same taxonomy, not a ranking.