VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View GuruFocus View Invesst Back to Home

Head-to-head

GuruFocus vs Invesst comparison

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

Quick takeaways

GuruFocus adds Stock Ideas, Stock Comparison, Backtesting, Investor Holdings, US Government Trades, News, Alerts, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Scores, Transcripts, Insider Data, 13F, ETF Overview, ETF Holdings, APIs & SDKs, and Sheets / Excel Add-ins coverage that Invesst skips.

Invesst includes AI, and AI Chat categories that GuruFocus omits.

GuruFocus 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., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..

Invesst is known for: AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics..

GuruFocus has a free tier, while Invesst requires a paid plan.

GuruFocus ships a mobile app. Invesst is web/desktop only.

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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Invesst

invesst.ai

Hands-on review

An AI-first research platform with screeners, automated DCF and valuation tools, and real-time market data. The site highlights “Universal Brokerage Integrations” for read-only portfolio insights. Currently in open beta with a “Start for Free” option, though full pricing is only described in the Terms as monthly or annual subscriptions. Security claims include SOC2, ISO 27001, and GDPR compliance, with a linked Trust Report (unverified).

Platforms

Web

Pricing

Subscription

Quick highlights

AI-driven investment research with natural-language agents and data-rich search capabilities.
Automated valuation models including DCF, along with predictive analytics and customizable screeners.
Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
Public security claims include SOC2, ISO 27001, and GDPR, along with a published Trust Report.

Community votes (overall)

0% upvotes 0% downvotes

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Screeners, Portfolio, and Valuation Models.

Where they differ

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.

Invesst

Distinct strengths include:

AI Chat

AI-driven investment research with natural-language agents and data-rich search capabilities.
Automated valuation models including DCF, along with predictive analytics and customizable screeners.
Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”

Feature-by-feature breakdown

Attribute	GuruFocus	Invesst
Categories Which research workflows each platform targets	Shared: Screeners, Portfolio, Valuation Models Unique: Stock Ideas, Stock Comparison, Backtesting, Investor Holdings, US Government Trades, News, Alerts, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Scores, Transcripts, Insider Data, 13F, ETF Overview, ETF Holdings, APIs & SDKs, Sheets / Excel Add-ins	Shared: Screeners, Portfolio, Valuation Models Unique: AI, AI Chat
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds	Stocks, ETFs, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	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.	Unique AI-driven investment research with natural-language agents and data-rich search capabilities. Automated valuation models including DCF, along with predictive analytics and customizable screeners. Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics. Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.” Public security claims include SOC2, ISO 27001, and GDPR, along with a published Trust Report. Currently browser-only; accessible via open beta with “Start for Free” and “Try Open Beta” calls to action.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do GuruFocus and Invesst both support?

Both platforms cover Screeners, Portfolio, and Valuation Models 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 Invesst 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 Invesst focuses on web or desktop access.

What unique strengths set the two platforms apart?

GuruFocus differentiates itself with 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., whereas Invesst stands out for AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics..

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