VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Finbox vs GuruFocus comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Finbox adds Data Visualizations, Watchlist, Analyst Forecasts, Dividend, and Blogs coverage that GuruFocus skips.

GuruFocus includes Portfolio, Backtesting, US Government Trades, News, Alerts, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Scores, Transcripts, Insider Data, ETF Overview, ETF Holdings, APIs & SDKs, and Sheets / Excel Add-ins categories that Finbox omits.

Finbox highlights: Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., and CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)..

GuruFocus is known for: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..

GuruFocus keeps a free entry point that Finbox lacks.

GuruFocus offers mobile access, which Finbox skips.

Finbox logo

Finbox

finbox.com

Hands-on review

A global fundamentals platform that combines screeners, valuation models, investment ideas, and watchlists. CSV exports require a Data Boost add-on with Starter or are bundled with Professional. No public API is offered. Regional exchange coverage can be added to plans.

Platforms

Web

Pricing

Subscription

Quick highlights

  • Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
  • Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
  • CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
  • Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.
  • Fair value models (DCF, comparables, and DDM) are built with broker consensus inputs by default, fully editable, and exportable to Excel or Google Sheets.

Community votes (overall)

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GuruFocus logo

GuruFocus

gurufocus.com

Editor’s pick Hands-on review

A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.

Platforms

Web
Mobile
API

Pricing

Free
Subscription

Quick highlights

  • All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
  • Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
  • Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
  • Specialty trackers for insider trading and U.S. politician trades.
  • ETF profiles with current and historical holdings, including N-PORT data and timestamps.

Community votes (overall)

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Overlap

Shared focus areas

7 overlaps

Mutual strengths include Screeners, Stock Ideas, and Stock Comparison plus 4 more areas.

Where they differ

Finbox

Distinct strengths include:

  • Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
  • Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
  • CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
  • Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.

GuruFocus

Distinct strengths include:

  • All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
  • Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
  • Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
  • Specialty trackers for insider trading and U.S. politician trades.

Feature-by-feature breakdown

AttributeFinboxGuruFocus
Categories

Which research workflows each platform targets

Shared: Screeners, Stock Ideas, Stock Comparison, Investor Holdings, Financials, Valuation Models, 13F

Unique: Data Visualizations, Watchlist, Analyst Forecasts, Dividend, Blogs

Shared: Screeners, Stock Ideas, Stock Comparison, Investor Holdings, Financials, Valuation Models, 13F

Unique: Portfolio, Backtesting, US Government Trades, News, Alerts, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Scores, Transcripts, Insider Data, ETF Overview, ETF Holdings, APIs & SDKs, Sheets / Excel Add-ins

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks, ETFs, Mutual Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Mobile, API

Pricing

High-level pricing models

Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
  • Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
  • CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
  • Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.
  • Fair value models (DCF, comparables, and DDM) are built with broker consensus inputs by default, fully editable, and exportable to Excel or Google Sheets.
  • Smart Watchlists allow bulk adding of tickers, custom views, price targets, and CSV export.

Unique

  • All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
  • Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
  • Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
  • Specialty trackers for insider trading and U.S. politician trades.
  • ETF profiles with current and historical holdings, including N-PORT data and timestamps.
  • Valuation and scoring tools: discounted cash flow calculators, GF Value, and GF Score frameworks.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Finbox and GuruFocus both support?

Both platforms cover Screeners, Stock Ideas, Stock Comparison, Investor Holdings, Financials, Valuation Models, and 13F workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

GuruFocus offers a free entry point, while Finbox requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

GuruFocus ships a dedicated mobile experience, while Finbox focuses on web or desktop access.

What unique strengths set the two platforms apart?

Finbox differentiates itself with Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., and CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)., whereas GuruFocus stands out for All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..

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.