VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Curvo Backtest checked September 30, 2026 · GuruFocus checked September 24, 2026
Tool Comparison
Curvo Backtest vs GuruFocus
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want risk metrics and monte carlo.
- Paid from
- $45.75/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want stock ideas, screeners, and ETF screeners.
Pick Curvo Backtest instead if
Curvo Backtest
Free · Web
- You want risk metrics and monte carlo.
Start here
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want stock ideas, screeners, and ETF screeners.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Curvo Backtest and GuruFocus cover a lot of the same ground (4 shared categories, including backtesting, portfolio, and correlation), so for the basics you won't go far wrong with either. GuruFocus simply does more: 49 categories to Curvo Backtest's 6, including stock ideas, screeners, and ETF screeners, plus a mobile app. Curvo Backtest counters by being completely free.
What readers say
Curvo Backtest
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GuruFocus
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Key differences at a glance
- Mobile app
- GuruFocus
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus49 vs 6 categories
- API access
- GuruFocus
- Asset coverage
- GuruFocusAdds stocks and bonds
- Free plan
- Both
What Curvo Backtest does best
- Set fund weights and compare allocations.
- Model returns using underlying index histories.
- Include each fund's TER in the simulation.
- Test allocation drift thresholds.
- Send a link to the portfolio setup.
What GuruFocus does best
- Research coverage for global stocks with long historical financials, valuation data, charts, comparisons, market valuation indicators, economic indicators, industry data, and company-level fundamentals.
- The All-in-One Screener with hundreds of filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, and downloads.
- ETF Screener and ETF GF Scores for filtering and comparing more than 5,000 U.S.
- Corporate and government bond screening by yield, maturity, ratings, coupon structure, outstanding amount, issuer, and industry, plus company-level bond tabs.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency; current membership terms give Premium the latest five years and Premium Plus/Professional history back to 2006.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $549/yr |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | — | 57 limits: Free: portfolio limit: Up to 3 portfolios with 25 stocks each for free members, Free: data api requests: 100/month included in the Free API package +55 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | Yes |
Broker sync | — | Yes |
Integrations | — | GuruFocus Data API, GuruFocus MCP Server +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Index/Passive Investors and Long-term Investors | Retail Traders, Pro Retail +9 more |
Categories covered | 6 | 49 |
Regions | Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Adjustments: TotalReturn and Pricing: Model | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | — | 5 partners: QuoteMedia, Morningstar +3 more |
Capabilities | Monte Carlo and Rebalancing | 9 signals: Custom formulas, Ranking backtests +7 more |
Security | — | Status page and Encryption in transit |
| Try it | Visit Curvo Backtest | Visit GuruFocus |
Standout features
The best features of Curvo Backtest and GuruFocus.ShowHide
Standout features
What Curvo Backtest does best
- Set fund weights and compare allocations.
- Model returns using underlying index histories.
- Include each fund's TER in the simulation.
- Test allocation drift thresholds.
- Send a link to the portfolio setup.
What GuruFocus does best
- Research coverage for global stocks with long historical financials, valuation data, charts, comparisons, market valuation indicators, economic indicators, industry data, and company-level fundamentals.
- The All-in-One Screener with hundreds of filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, and downloads.
- ETF Screener and ETF GF Scores for filtering and comparing more than 5,000 U.S.
- Corporate and government bond screening by yield, maturity, ratings, coupon structure, outstanding amount, issuer, and industry, plus company-level bond tabs.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency; current membership terms give Premium the latest five years and Premium Plus/Professional history back to 2006.
All details
Every attribute we track for Curvo Backtest and GuruFocus.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual Funds | StocksETFsBondsMutual FundsOptionsFundsOther |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Index/Passive InvestorsLong-term Investors | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more |
Regions | Europe | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: ISIN and Ticker | Identifiers: Ticker and CIK |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Model | ExchangeVendorModel |
Data partners | Not specified | QuoteMediaMorningstarRefinitivFREDSEC / local regulators |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeySDKs: Python and GoDocs |
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | Not specified | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade |
Export formats | Not specified | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Not specified | Status pageEncryption in transit |
Capability signals | Monte CarloRebalancing | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesCredit ratings+1 more |
Vendor & support | Not specified | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freeportfolio limit: Up to 3 portfolios with 25 stocks each for free members · data api requests: 100/month included in the Free API package · +1 more |
| Entry paid plan | — | $549/yr≈ $45.75/mo“Premium”billing: Annual only · region price: $549/year for USA, Asia, or Europe; $369/year for several other regions · +7 more |
| Tier 2 | — | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +12 more |
| Tier 3 | — | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more |
| Tier 4 | — | Subscription“Premium Plus”billing: Annual only · public price: Current rendered pricing could not establish the Premium Plus amount · +4 more |
| Tier 5 | — | Subscription“Professional”billing: Annual only · public price: Current rendered pricing could not establish the Professional amount · +1 more |
| Top plan | — | $100 per unit“Data API Pay As You Go”initial top up: $100 credit · stock daily prices: $0.05/request · +16 more |
| Custom / enterprise | — | Contact sales“Custom API / Enterprise Package” |
| Free trial | — | 7 days |
Free alternatives
Questions we keep getting
What's the difference between Curvo Backtest and GuruFocus?
Curvo Backtest leans toward backtesting, portfolio, and risk metrics, while GuruFocus puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Curvo Backtest and GuruFocus cost?
Good news: both Curvo Backtest and GuruFocus have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Curvo Backtest or GuruFocus?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Curvo Backtest or GuruFocus on my phone?
GuruFocus lists a dedicated mobile app, so it travels better. Curvo Backtest doesn't list a dedicated mobile app; its documented access is web.
Does Curvo Backtest or GuruFocus have an API?
GuruFocus has an API for programmatic access and custom integrations. Curvo Backtest doesn't, so you're working through its interface.
Should I choose Curvo Backtest or GuruFocus?
It depends on what you're after. Pick Curvo Backtest if risk metrics and monte carlo matter to you; go with GuruFocus if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Curvo Backtest and GuruFocus cover?
Both cover ETFs and mutual funds. GuruFocus adds stocks, bonds, and options on top.
Can I export data from Curvo Backtest and GuruFocus?
GuruFocus exports to CSV and Excel. Curvo Backtest is stingier about getting data out.
Are Curvo Backtest and GuruFocus good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Curvo Backtest or GuruFocus?
GuruFocus has a stock screener for surfacing ideas; Curvo Backtest doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Curvo Backtest or GuruFocus?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.