Explore the best alternatives to Koyfin for users who need new software features or want to try different solutions. Financial Research Software is a widely used technology, and many people are seeking quick, productive software solutions with financial analysis, charting, and risk analysis. Other important factors to consider when researching alternatives to Koyfin include features. The best overall Koyfin alternative is Morningstar Direct. Other similar apps like Koyfin are TradingView, AlphaSense, Betterment at Work, and Crunchbase. Koyfin alternatives can be found in Financial Research Software but may also be in Investment Portfolio Management Software or Financial Analytics Software.
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world. Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies. And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
TradingView is an advanced financial visualization platform with the ease of use of a modern website.
AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss.
Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users. We predict private market movements that matter to help investors, dealmakers, and analysts make the right decisions.
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
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