Most of America’s investing money sits in funds, yet fund research is where the tools industry gates hardest: Koyfin locks funds behind $209+/mo Advisor tiers, TIKR behind its $119.95 Ultimate, and Morningstar charges $249/yr with little screening attached. Here’s what actually works, at what price.
Ultimate, $79/mo billed annually (funds tier) · 14-day card-free trial. Research reports on 7,400 ETFs and 20,000 mutual funds (ratings, fees, tax efficiency, Investor Warnings) integrated with your linked accounts: the Portfolio Performance Report unpacks every fund into true per-company exposure and prices your fund fees in dollars, next to category averages and their 10-year compounding cost.
The fee audit that routinely pays for the subscription.
$249/yr. Star and medalist ratings plus human analyst research: the language the entire fund industry speaks. For fund selection by reputation and rigor, still the reference.
Free (ad-supported). Quick ETF profiles, holdings, flows and comparisons: the fastest zero-dollar answer to “what’s in this ETF?”
From $209/mo. Elegant fund analytics inside the Koyfin terminal experience, if a practice is paying.
Free with an account. Solid fund screeners and Morningstar-lite data pages; decent for occasional lookups.
Whatever tool you pick, run one exercise this week: list your retirement plan’s funds, their expense ratios in dollars, and each one’s 10-year cost vs the category’s cheapest equivalent. In Stock Rover that’s automatic in the report’s “What you pay” section; done by hand it’s an hour that often finds a four-figure leak.
Link accounts or import holdings; the fee audit and look-through run in the 14-day trial.
Start Free Trial
No credit card required
Disclosure: Stock Rover publishes this page. Pricing verified August 2026. See also: vs Koyfin · all comparisons.
