Pure Benchmarks · Pricing
Portfolio Performance Attribution Tools Pricing: What Each Tool Costs
Short answer
Portfolio performance attribution tools pricing falls into three bands. Institutional systems, including FactSet, Bloomberg PORT, MSCI, Confluence, SS&C Sylvan, BlackRock Aladdin and Morningstar Direct, publish no price and sell through a demo or sales call. Advisor-grade tools publish a price: Koyfin puts its attribution on advisor plans starting at $209 a month, and Portfolio Visualizer lists paid plans at $30 and $55 a month billed annually. Retail tools are cheaper or free: IBviz has a free tier and a $15 a month Pro plan for Interactive Brokers accounts, Stock Rover’s Trade Evaluator needs its $17.99 a month Premium plan, and Pure Benchmarks scores each decision on a free account.
Portfolio performance attribution tools are priced for very different buyers, and the price usually tells you who the tool was built for before the feature list does. An institutional system bundles attribution with data, risk and accounting for a whole firm. An advisor tool charges per seat for client reporting. A retail tool has to fit a personal budget, which usually means narrower analysis or a single broker. This page lists what each option costs, what the money buys, and what you can get without paying.
Attribution tool prices at a glance
| Tool | Attribution type | Published price | Free option |
|---|---|---|---|
| FactSet, Bloomberg PORT, MSCI, Confluence, SS&C Sylvan, Aladdin, Morningstar Direct | Brinson, fixed income and factor | Not published, sold through sales | No |
| Koyfin | Brinson allocation and selection | Attribution on Advisor Core at $209 a month and Advisor Pro at $299 a month | Free plan without attribution |
| Portfolio Visualizer | Factor attribution on funds and ETFs | $30 and $55 a month, billed annually | Free plan |
| IBviz | Asset and asset-class contribution, Interactive Brokers only | Pro $15 a month; Corporate $350 a month | Lite, 6-month lookback |
| Stock Rover | Trade Evaluator against an index | Premium $17.99 a month; Essentials $7.99, Premium Plus $27.99 | No attribution on the free tier |
| Morningstar Investor | Fund-level portfolio analysis | $249 a year or $34.95 a month | 7-day trial |
| Interactive Brokers PortfolioAnalyst | Sector allocation and selection | Free for Interactive Brokers clients | Yes, for clients |
| Pure Benchmarks | Decision-level, each buy and sell | Free account | Yes |
Prices read from each vendor’s own pages between September and October 2026; vendors change them. Institutional vendors do not publish prices. Pure Benchmarks is our own product.
Institutional systems: quote-only
FactSet Portfolio Analysis, Bloomberg PORT, MSCI’s Barra-based attribution, Confluence Revolution, SS&C Sylvan, BlackRock Aladdin and Morningstar Direct do not publish prices. Each is sold through a demo or sales conversation, often as part of a wider data or analytics contract, and priced by firm, users and data coverage. They cover equity, fixed income and factor attribution with audit trails for performance teams. If your search for pricing keeps ending at a contact form, this is why.
Advisor-grade tools with published prices
Koyfin offers the most complete Brinson attribution outside an institutional contract, but it sits on the advisor plans: the free, Plus at $39 a month and Premium at $79 a month plans exist, while model and client portfolios, where attribution lives, start at Advisor Core at $209 a month and Advisor Pro at $299 a month. Portfolio Visualizer offers factor-based attribution that regresses a fund’s or ETF’s returns on factor returns, with a free plan and paid plans published at $30 and $55 a month billed annually.
Retail tools under $20 a month
IBviz builds contribution, FX and risk views on Interactive Brokers data, free on a six-month lookback and $15 a month for Pro. Stock Rover’s Trade Evaluator scores individual trades against an index on its Premium plan at $17.99 a month, with Essentials at $7.99 and Premium Plus at $27.99 and lower rates for annual billing. Morningstar Investor, at $249 a year or $34.95 a month, analyzes the funds inside a portfolio rather than attributing its return.
Free options and what they leave out
Interactive Brokers clients get a sector allocation and selection report in PortfolioAnalyst at no extra charge. Portfolio Visualizer’s free plan and IBviz Lite cover part of the analysis. Pure Benchmarks, our own product, runs decision-level attribution on a free account: it scores each buy and sell against the portfolio you held the moment before it, and ranks the account against real investors in the same risk category. It does not produce a Brinson decomposition, which is the gap to weigh if you need sector-level effects.
How to judge whether a price is worth paying
Start with the question you need answered. If it is which sectors or holdings drove a period’s return against an index, Brinson tools such as Koyfin or a broker report fit. If it is whether your own trades helped, a decision-level tool answers that directly. Then check the free tier for real output rather than a demo, whether the tool reads all of your accounts or only one broker, and whether the attribution feature itself is on the plan you are pricing, since several tools reserve it for a higher tier.
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See Your Free Benchmark ReportFrequently asked questions
How much do portfolio performance attribution tools cost?
Institutional systems publish no price and sell through sales. Advisor-grade Koyfin attribution starts at $209 a month, Portfolio Visualizer’s paid plans are $30 and $55 a month billed annually, IBviz Pro is $15 a month, and Stock Rover’s Premium plan is $17.99 a month. Pure Benchmarks is free.
Why don’t FactSet, Bloomberg and MSCI publish attribution pricing?
They sell to firms rather than individuals, usually as part of a wider data and analytics contract, and price by users, data coverage and modules. Each one directs buyers to a demo or sales conversation.
Is there free performance attribution software?
Yes, with limits. Interactive Brokers clients get attribution in PortfolioAnalyst, Portfolio Visualizer and IBviz have free plans, and Pure Benchmarks, our own product, provides decision-level attribution on a free account.
What is the cheapest Brinson attribution tool?
For Interactive Brokers clients, PortfolioAnalyst at no extra charge. Outside a broker, Koyfin’s advisor plans from $209 a month are the main published-price option for allocation and selection effects.
Do I need paid attribution software as an individual investor?
Often not. If your question is whether your own trades added value, decision-level attribution answers it without a benchmark weight file, and free options exist. Paid Brinson tools matter most when you need sector-level effects against an index.
Keep exploring
- Performance Attribution Software Compared: Institutional Systems and Options for Individuals
- Best Performance Attribution Tools for Investors in 2026
- Broker With Strong Performance Attribution Tools: Which Brokerages Explain Your Return
- Brinson Attribution Explained: Allocation, Selection and Interaction Effects
- Koyfin Alternatives in 2026
- MSCI (Barra) Alternatives in 2026
- IBviz Alternatives in 2026
See how a specific firm's advisor decisions compare to other firms:
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This page is an information baseline for comparison only. It is not investment advice and not a recommendation to buy, sell, replace, or transfer any specific asset, account, or firm. Past performance does not guarantee future results. All figures shown are illustrative.