VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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GuruFocus Review, Pricing, and Features
GuruFocus
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Value-investing and fundamental-research platform founded in 2004. GuruFocus combines global stock fundamentals, valuation tools, proprietary scores, screeners, backtesting, guru/institutional holdings, insider trades, portfolio tracking, alerts, Excel/Google Sheets add-ins, mobile apps, and a separate Data API. The platform is research/data focused rather than a broker or direct trading venue. Pricing includes a free tier, annual paid memberships, paid API plans, add-on regions, and pay-as-you-go API credits.
Community votes (overall)
Pricing
Free • From $549/yr · 7-day trial · Contact sales for enterprise pricing · 9 plans
Free
Free GuruFocus account and limited platform access; also includes the Free Data API plan.
Premium
Annual paid membership positioned for daily research on one market/region, with expanded stock dashboards, historical financial data, screening, backtesting, portfolios, alerts, and spreadsheet access.
Premium Plus
Higher annual membership with broader GuruFocus data/tool access, longer backtesting history, unlimited spreadsheet queries, and a larger included API allowance.
Professional / Pro
Highest self-serve annual GuruFocus membership tier for professional users needing the broadest GuruFocus platform access and larger included API allowance.
Data API Free
Separate free Data API package for limited API testing and lightweight usage.
Data API Builder
Paid Data API subscription for individual developers and data workflows; base U.S. data is included and additional regions/data packages are add-ons.
Data API Commercial
Commercial Data API subscription for commercial use cases and higher-volume professional workflows.
Data API Pay As You Go
Credit-based API usage option with endpoint-specific per-request pricing.
Custom API / Enterprise Package
Custom quote package for API users needing higher-volume, specialized, redistribution, or custom data access.
Key features
- Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators.
- Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions.
- All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration.
- Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
- GuruFocus states that screener backtests are designed to be free of survivorship bias by considering historical mergers, acquisitions, spin-offs, and delistings.
- Proprietary GF Score ranks stocks from 0 to 100 using financial strength, profitability, growth, valuation, and momentum; GuruFocus says the score was derived from historical backtesting over 2006-2021.
- GF Value estimates fair value using historical multiples, past returns, and analyst estimates, then classifies stocks into valuation ranges such as modestly undervalued, fairly valued, or significantly overvalued.
- Portfolio and watchlist tools support manual entry, CSV/XLS import, brokerage sync through SnapTrade, daily portfolio updates, custom portfolio views, stock/event alerts, and CSV/XLS export.
- Guru/institutional and insider-trading datasets include SEC-sourced 13F, 13D, and N-PORT filings plus international fund/holding sources where available.
- Data API endpoints cover stock lists, company profiles, daily stock prices, SEC filings, fundamentals, valuations, dividends, news, rankings, segment data, guru lists, guru trades, insider trades, ETF lists, and ETF data.
- Excel add-in and Google Sheets add-on let subscribers pull historical stock financials, guru portfolio data, economic indicators, industry overview data, DCF templates, price/valuation charts, dividends, and guru trades directly into spreadsheets.
- Mobile apps for Android and iOS provide stock analysis, up to 30 years of financial data, All-in-One Screener access, news, portfolio access, DCF calculator, guru trades, and insider trades.
- GuruAI is a natural-language investing assistant tied to the GuruFocus financial database, with stock queries, guru queries, transcript/financial-data context, and All-in-One Screener integration.
Data partners
GuruFocus footer disclosures say stock quotes are provided by QuoteMedia.
GuruFocus FAQ/footer disclosures say company fundamentals are provided by Morningstar, and analyst estimates may use Morningstar.
GuruFocus FAQ says analyst estimates come from Refinitiv and Morningstar, with Refinitiv taking priority when both are available.
GuruFocus FAQ says economic indicator data comes from the FRED database.
GuruFocus FAQ says U.S. guru transactions use filings such as 13F, 13D, and N-PORT, while international fund data can come from local authorities and company websites.
FAQ
Is GuruFocus free?
Not entirely. GuruFocus includes a free tier, but its paid subscription, one-time, and other options unlock more capacity. Visit the vendor site for current limits and pricing. A 7-day free trial is available on select plans. Enterprise quotes are handled directly with the vendor.
Who is GuruFocus best for?
GuruFocus is built for Retail Traders, Pro Retail, Long-term Investors, Value Investors, Quality Investors, Dividend Investors + 5 more. It suits beginner, intermediate, and advanced users.
What platforms and connections does GuruFocus support?
You can use GuruFocus on Web, Mobile, and Other. GuruFocus offers an API (REST) with APIKey authentication. Integrations include GuruFocus Data API, GuruFocus Excel Add-in, GuruFocus Google Sheets Add-on, SnapTrade, Schwab, Fidelity + 2 more.
Which markets does GuruFocus cover?
GuruFocus covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks, ETFs, Bonds, Mutual Funds, Options, Funds + 1 more. Identifiers include Ticker and CIK.
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Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.