VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing GuruFocus and MarketXLS will find that Both GuruFocus and MarketXLS concentrate on Screeners, Portfolio, and GDP workflows, making them natural alternatives for similar investment research jobs. GuruFocus leans into Stock Ideas, Stock Comparison, and Backtesting, which can be decisive for teams that need depth over breadth. MarketXLS stands out with Broker Connectors, Options & Derivatives, and Options that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
GuruFocus vs MarketXLS
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, Commitment of Traders (COT), Yield Curves, Valuation Models, Scores, Transcripts, Insider Data, 13F, and APIs & SDKs coverage that MarketXLS skips.
- MarketXLS includes Broker Connectors, Options & Derivatives, Options, Options P&L, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), Watchlist, Correlation, ETF Fundamentals, Which ETF includes this Stock?, and Blogs 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..
- MarketXLS is known for: Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..
- GuruFocus has a free tier, while MarketXLS requires a paid plan.
- GuruFocus ships a mobile app. MarketXLS is web/desktop only.
GuruFocus
gurufocus.com
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.
Categories
Platforms
Pricing
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.
MarketXLS
marketxls.com
Excel‑first market data & analytics add‑in with 1,000+ functions. Default data is 15‑min delayed (QuoteMedia); real‑time streams and intraday history available with data add‑ons. Web screener, ETF database/overlap tools, options chains & Greeks, and portfolio templates (incl. Efficient Frontier). Direct order‑ticket functions for Thinkorswim, Tradier, Orion, plus IBKR integration via TWS API. No public data API for redistribution; personal use license.
Categories
Platforms
Pricing
Quick highlights
- Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users.
- Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year.
- Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter.
- Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
- Web screener with hundreds of metrics; stock ranks (Value/Quality/Technical); spreadsheet builder to generate ready‑made workbooks.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
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.
MarketXLS
Distinct strengths include:
- Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users.
- Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year.
- Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter.
- Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
Feature-by-feature breakdown
| Attribute | GuruFocus | MarketXLS |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Financials, ETF Overview, ETF Holdings, Sheets / Excel Add-ins Unique: Stock Ideas, Stock Comparison, Backtesting, Investor Holdings, US Government Trades, News, Alerts, Calendar, Commitment of Traders (COT), Yield Curves, Valuation Models, Scores, Transcripts, Insider Data, 13F, APIs & SDKs | Shared: Screeners, Portfolio, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Financials, ETF Overview, ETF Holdings, Sheets / Excel Add-ins Unique: Broker Connectors, Options & Derivatives, Options, Options P&L, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), Watchlist, Correlation, ETF Fundamentals, Which ETF includes this Stock?, Blogs |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds | Stocks, ETFs, Options, Mutual Funds, Currencies, Futures, 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 | Desktop, Web |
Pricing High-level pricing models | Free, Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do GuruFocus and MarketXLS both support?
Both platforms cover Screeners, Portfolio, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Financials, ETF Overview, ETF Holdings, and Sheets / Excel Add-ins 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 MarketXLS 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 MarketXLS 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 MarketXLS stands out for Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..
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.