Investment Analytics · head to head
Koyfin vs MSCI

Koyfin
Investment Analytics
Market research, portfolio analytics and client reporting for advisers and investors
- From
- Free
- Free plan
- Yes

MSCI
Investment Analytics
Indexes, Barra factor models, RiskMetrics risk, ESG ratings and private asset data
- From
- On request
- Free plan
- No
The short version
- Only Koyfin has a free tier, so it costs nothing to try first.
- Each has a real cost: Koyfin annual prices are not shown on the pricing page, only a claim of saving up to 30 per cent, checked November 2026.; MSCI no prices are published for any index licence, model or platform; every product page routes to a demo request or contact form (checked November 2026).
- They diverge on capability: Koyfin covers Custom dashboards and watchlists, MSCI covers MSCI indexes.
- Prices and features above were last checked on 12 November 2026.
Where they differ
Only the attributes on which Koyfin and MSCI actually diverge.
Identical on both: user rating (Not yet rated), category (Investment Analytics).
What each one covers
Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.
Only in Koyfin
- Custom dashboards and watchlists
- Advanced graphing
- Equity screener
- Market and macro dashboards
- Model and client portfolios
- Proposals and client reports
- Financial analysis and transcripts
- Mobile apps
Only in MSCI
- MSCI indexes
- Barra equity factor models
- RiskMetrics RiskManager
- BarraOne
- ESG Ratings and climate data
- Private asset data (Burgiss)
- MSCI Connector (MCP)
- Cloud and API delivery
What people use each for
The jobs each tool is most often brought in to do.
Koyfin
- Individual investors researching stocks and ETFs on a free or low-cost plannot MSCI
- Advisers building model portfolios and branded client proposalsnot MSCI
- Macro and cross-asset monitoring with custom dashboardsnot MSCI
- Screening global equities on fundamental and valuation criterianot MSCI
- Teaching markets and financial analysis in universitiesnot MSCI
MSCI
- Benchmarking equity portfolios against MSCI ACWI, World or Emerging Markets indexesnot Koyfin
- Measuring factor exposures and ex-ante risk with Barra modelsnot Koyfin
- Enterprise VaR, stress testing and regulatory risk reporting with RiskManagernot Koyfin
- Screening and reporting on portfolio ESG and climate characteristicsnot Koyfin
- Benchmarking private equity and private credit funds against peer datanot Koyfin
- Running total portfolio risk across public and private allocationsnot Koyfin
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
Koyfin
- Annual prices are not shown on the pricing page, only a claim of saving up to 30 per cent, checked November 2026.
- Client proposals and reports are capped at 10 a month on Advisor Core, so a practice running regular reviews for many households needs Advisor Pro at $299 a month.
- Advisor Core includes only one custodian integration, and the features page names only Schwab and Altruist; firms on other custodians fall back to PDF statement uploads, which are an Advisor Pro feature.
- The data coverage page does not name its upstream data providers, so users cannot check where fundamentals and estimates come from.
- No Excel add-in or API is described on the features or pricing pages, which limits use in spreadsheet-based modelling workflows.
- The mobile app lists filings, screener and custom calculations as features still to come.
MSCI
- No prices are published for any index licence, model or platform; every product page routes to a demo request or contact form (checked November 2026).
- It is a set of separately licensed products, so indexes, Barra models, RiskManager, BarraOne, ESG Ratings and Private i are each bought and entitled on their own rather than as one subscription.
- Not a market terminal: MSCI does not offer real-time news, quotes or trade execution, so firms still need Bloomberg, LSEG or FactSet alongside it.
- ESG Ratings are relative to industry peers on the AAA to CCC scale, so a high rating says a company manages its industry's risks better than peers, not that its absolute impact is low.
- Coverage figures on product pages carry different and sometimes old as-of dates (ESG coverage as of June 2024, factor model coverage as of March 2024), and the RiskManager page's own 'Which asset classes are covered?' FAQ has no answer.
Pricing, plan by plan
Koyfin
Free- FreeFree
- 2 years of financials and 1 year of estimates
- Advanced charting and market and macro dashboards
- 2 watchlists, 2 screens and 2 custom dashboards
- Plus$39/month
- 10 years of financials and estimates
- ETF holdings and stock and ETF screener
- Unlimited watchlists, screens and custom dashboards
- Premium$79/month
- Everything in Plus
- Advanced portfolio analytics
- Unlimited custom data and custom formulas
- Advisor Core$209/month
- Everything in Premium
- Model and client portfolios
- 10 client proposals and reports a month
MSCI
On requestNo published plan breakdown. See the MSCI review.
Which should you pick?
Choose Koyfin if
- You need custom dashboards and watchlists.
- You want to start without paying.
- You work on Web, iOS, Android.
- You also want advanced graphing.
Choose MSCI if
- You need msci indexes.
- You work on Web, API, Cloud.
- You also want barra equity factor models.
Questions people ask
- Is Koyfin or MSCI better?
- Neither clearly leads. Koyfin starts at Free and MSCI at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Koyfin or MSCI?
- Koyfin has a free tier; the other does not. Paid plans start at Free for Koyfin and On request for MSCI.
- Does Koyfin or MSCI run on more platforms?
- Koyfin runs on Web, iOS, Android. MSCI runs on Web, API, Cloud.
- Can I use Koyfin for free?
- Yes. Koyfin has a free tier, so you can try it without paying. MSCI starts at On request.
- What is Koyfin best used for?
- Koyfin is most often used for individual investors researching stocks and etfs on a free or low-cost plan, advisers building model portfolios and branded client proposals, macro and cross-asset monitoring with custom dashboards, screening global equities on fundamental and valuation criteria. Of those, individual investors researching stocks and etfs on a free or low-cost plan and advisers building model portfolios and branded client proposals are not what MSCI is typically brought in for.
- What can Koyfin do that MSCI cannot?
- Koyfin covers Custom dashboards and watchlists, Advanced graphing, Equity screener, Market and macro dashboards. MSCI covers MSCI indexes, Barra equity factor models, RiskMetrics RiskManager, BarraOne.
Answered from the vendors’ own pages
Koyfin: How much does Koyfin cost?
Free is $0. Plus is $39 a month, Premium $79, Advisor Core $209 and Advisor Pro $299 at monthly billing, and annual plans save up to 30 per cent. Teams is quoted by sales.
SourceMSCI: How much does MSCI cost?
MSCI does not publish pricing. Index licences, factor models, risk platforms, ESG data and private asset products are quoted individually through its sales team.
SourceKoyfin: What does the Koyfin free plan include?
Two years of financials and one year of estimates, My Portfolios, advanced charting, market and macro dashboards, two watchlists, two screens, two custom dashboards, and limited company snapshots and news.
SourceMSCI: What is the difference between RiskMetrics and RiskManager?
RiskMetrics is the calculation engine; RiskManager is the hosted platform built on it. RiskManager brings VaR, factor, stress testing, liquidity and counterparty credit risk together and supports regulatory reporting, with results deliverable to a data warehouse or third-party systems by API.
SourceKoyfin: What data does Koyfin cover?
Stocks, ETFs, mutual funds, closed-end funds, options, short interest, indices, currencies, commodities, crypto, fixed income, global economics, news and transcripts. Koyfin states coverage of more than 80,000 companies and transcripts going back 50 years.
SourceMSCI: How are MSCI ESG Ratings scored?
Companies are rated from AAA to CCC relative to their industry peers, based on financially relevant, industry-specific environmental, social and governance risks and opportunities. MSCI states coverage of more than 17,000 issuers and 999,000 securities.
SourceKoyfin: Which custodians does Koyfin integrate with?
The features page names Schwab and Altruist. Advisor Core includes one custodian integration and Advisor Pro allows several, plus PDF brokerage statement uploads and portfolio management system integrations.
SourceMSCI: Is Burgiss part of MSCI?
Yes. MSCI completed its acquisition of The Burgiss Group, a provider of private asset data and analytics, on 2 October 2023. MSCI now sells private asset data and analytics through products including MSCI Private i, private asset indexes and private asset factor models.
SourceKoyfin: Does Koyfin have a mobile app?
Yes, on iOS and Android. It covers market overview, portfolio tracking, news, watchlists, security snapshots and price alerts, and syncs changes with the desktop.
SourceMSCI: Can MSCI data be used inside AI assistants?
Through the MSCI Connector, a Model Context Protocol connection available in Claude, ChatGPT, Gemini, Microsoft Copilot and MSCI ONE. Responses are entitlement-controlled, and MSCI states client data is not used to train AI models.
SourceMSCI: What do the Barra factor models cover?
MSCI lists more than 70 equity factor models covering over 90,000 securities, 49 industries and more than 85 countries, with newer Barra models adding sustainability, crowding and machine learning factors.
SourceRelated pages
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