VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, December 3, 2025
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Global equity research and value-investing platform with deep fundamental data, guru/insider/politician portfolios, powerful screeners and backtesting, macro dashboards, and spreadsheets/API access. Best for fundamentals‑driven investors and pros willing to pay for depth; UI is dense but incredibly data‑rich.
Community votes (overall)
Key features
- All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields.
- Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades.
- Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals.
- Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.
- Proprietary valuation and quality metrics including GF Score, GF Value Line, predictability scores, warning signs, Peter Lynch charts, and DCF/WACC calculators.
- Macro & market‑valuation suite: Buffett Indicator, Shiller P/E (by market and sector), yield curves, global market valuation, Fed net liquidity, debt‑to‑GDP, and more.
- Portfolio dashboard with performance tracking, benchmarking, email/SMS alerts, brokerage account linking, CSV/Excel import, and support for custom asset types.
- Backtesting engine using survivorship‑bias‑free datasets for screeners and model portfolios, with backtest windows that expand by tier (Premium vs. Premium Plus vs. Professional).
- Dedicated ETF and fund pages with holdings, N‑PORT data, sector and country breakdowns, and valuation/factor metrics for many funds.
- Excel Add‑in and Google Sheets Add‑on (GURUF function) to pull live GuruFocus data (fundamentals, guru trades, portfolio data, macro series) directly into spreadsheets.
- Data API for programmatic access to equities, fundamentals, ownership (guru/insider/institutional), macro time series, and more, with SDKs and batch download tools.
- GuruAI chatbot integrated with GuruFocus’ financials, charts, and earnings call transcripts to answer research questions and summarize companies in natural language.
FAQ
Is GuruFocus free?
Not entirely. GuruFocus includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
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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
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.