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Investment Analytics · head to head

Koyfin vs Morningstar Sustainalytics

Koyfin logo

Koyfin

Investment Analytics

Market research, portfolio analytics and client reporting for advisers and investors

From
Free
Free plan
Yes
Full reviewWebsite
Morningstar Sustainalytics logo

Morningstar Sustainalytics

Investment Analytics

ESG Risk Ratings, controversies and regulatory data for investors

From
On request
Free plan
No
Full reviewWebsite

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.; Morningstar Sustainalytics no prices are published for any dataset or platform licence; everything goes through a request-details form, checked November 2026.
  • They diverge on capability: Koyfin covers Custom dashboards and watchlists, Morningstar Sustainalytics covers ESG Risk Ratings.
  • Prices and features above were last checked on 12 November 2026.

Where they differ

Only the attributes on which Koyfin and Morningstar Sustainalytics actually diverge.

Attributes where Koyfin and Morningstar Sustainalytics differ
AttributeKoyfinMorningstar Sustainalytics
Starting priceFreeOn request
Pricing modelfreemiumquote
Free tierYesNo
PlatformsWeb, iOS, AndroidWeb, API

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 Morningstar Sustainalytics

  • ESG Risk Ratings
  • Controversies Research
  • Low Carbon Transition Ratings
  • Regulatory datasets
  • Country Risk Ratings and sanctions screening
  • Global Access platform
  • API and data feeds
  • Corporate licences and second-party opinions

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 Morningstar Sustainalytics
  • Advisers building model portfolios and branded client proposalsnot Morningstar Sustainalytics
  • Macro and cross-asset monitoring with custom dashboardsnot Morningstar Sustainalytics
  • Screening global equities on fundamental and valuation criterianot Morningstar Sustainalytics
  • Teaching markets and financial analysis in universitiesnot Morningstar Sustainalytics

Morningstar Sustainalytics

  • Screening an investment universe on unmanaged ESG risk before portfolio constructionnot Koyfin
  • Monitoring holdings for ESG controversies with daily alertsnot Koyfin
  • Producing SFDR, EU Taxonomy and EBA Pillar III disclosures from licensed datanot Koyfin
  • Measuring portfolio alignment with net zero through implied temperature risenot Koyfin
  • Prioritising engagement and proxy voting by material ESG issuenot Koyfin
  • Licensing a company's own rating for marketing or a sustainability-linked loannot 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.

Morningstar Sustainalytics

  • No prices are published for any dataset or platform licence; everything goes through a request-details form, checked November 2026.
  • The ESG Risk Ratings measure financial risk to the company from ESG issues, not the company's impact on the world, so a firm with a damaging product can still score low risk. Buyers wanting impact or double materiality need separate datasets.
  • The ratings depend on analyst assessment, which caps coverage: the ESG Risk Ratings page cites more than 16,000 companies, a fraction of the universe that model-driven providers claim.
  • Distribution is uneven by product: the Low Carbon Transition Ratings page lists FactSet, Aladdin and Bloomberg as planned rather than live, so a dataset available in one terminal may not be in another.
  • Since 1 December 2023 the site states its ESG ratings and data are not intended for India-based clients, users or residents.
  • Morningstar sells both these ratings and Morningstar Direct, and corporates can pay to license their own rating; investors relying on it should read the conflict-of-interest disclosures that come with the ESMA application, which was still pending in November 2026.

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

Morningstar Sustainalytics

On request
  • Investor solutions$undefined/mo
    • Priced by quotation through a request-details form
    • Licensed by dataset: ESG Risk Ratings, controversies, climate, regulatory and screening
    • Delivered via Global Access, API, datafeed or partner platforms
  • Corporate solutions$undefined/mo
    • Priced by quotation
    • ESG rating licences, Top-Rated Companies badges and second-party opinions

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.
Koyfin review

Choose Morningstar Sustainalytics if

  • You need esg risk ratings.
  • You work on Web, API.
  • You also want controversies research.
Morningstar Sustainalytics review

Questions people ask

Is Koyfin or Morningstar Sustainalytics better?
Neither clearly leads. Koyfin starts at Free and Morningstar Sustainalytics at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Koyfin or Morningstar Sustainalytics?
Koyfin has a free tier; the other does not. Paid plans start at Free for Koyfin and On request for Morningstar Sustainalytics.
Does Koyfin or Morningstar Sustainalytics run on more platforms?
Koyfin runs on Web, iOS, Android. Morningstar Sustainalytics runs on Web, API.
Can I use Koyfin for free?
Yes. Koyfin has a free tier, so you can try it without paying. Morningstar Sustainalytics 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 Morningstar Sustainalytics is typically brought in for.
What can Koyfin do that Morningstar Sustainalytics cannot?
Koyfin covers Custom dashboards and watchlists, Advanced graphing, Equity screener, Market and macro dashboards. Morningstar Sustainalytics covers ESG Risk Ratings, Controversies Research, Low Carbon Transition Ratings, Regulatory datasets.

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.

Source
Morningstar Sustainalytics: What do Sustainalytics ESG Risk Ratings measure?

The amount of material ESG risk a company leaves unmanaged. Exposure is set at sub-industry level, unmanageable risk is separated out, and the remainder is assessed against the company's policies, programmes and controversies. The result falls in one of five bands: negligible, low, medium, high or severe.

Source
Koyfin: 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.

Source
Morningstar Sustainalytics: How many companies does Sustainalytics rate?

The ESG Risk Ratings page states analyst coverage of more than 16,000 companies across public equity, fixed income and private issuers, using over 200 indicators and 1,800 data points. Controversies Research monitors more than 19,000 entities.

Source
Koyfin: 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.

Source
Morningstar Sustainalytics: How is Sustainalytics data delivered?

Through the Global Access web platform, an API documented in OpenAPI and Swagger, scheduled datafeeds to SFTP, and partner platforms including Morningstar Direct, Bloomberg, Aladdin, FactSet, RIMES, Markit and Style Analytics.

Source
Koyfin: 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.

Source
Morningstar Sustainalytics: Who owns Sustainalytics?

Morningstar, Inc. It acquired a 40% stake in 2017 and completed the purchase of the remainder in July 2020.

Source
Koyfin: 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.

Source
Morningstar Sustainalytics: Is Sustainalytics authorised under the EU ESG Ratings Regulation?

Sustainalytics B.V. has applied to ESMA for authorisation as an ESG rating provider, covering eleven products including ESG Risk Ratings, controversy ratings and low carbon transition ratings. A decision had not been announced as of November 2026.

Source
Morningstar Sustainalytics: What does Sustainalytics cost?

Prices are not published. Investor and corporate products are sold by quotation through a request-details or contact form.

Source
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