GuruFocus adds Stock Ideas, Stock Comparison, Backtesting, Investor Holdings, US Government Trades, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Valuation Models, Transcripts, Insider Data, 13F, APIs & SDKs, and Sheets / Excel Add-ins coverage that Morningstar Investor skips.
VOL. XCIV, NO. 247
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PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
GuruFocus vs Morningstar Investor comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Morningstar Investor includes Watchlist, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, and Bulls Say Bear Say 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..
Morningstar Investor is known for: Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists., Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings., and Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature)..
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.
Categories
Screeners
Stock Ideas
Stock Comparison
Portfolio
Backtesting
Investor Holdings
US Government Trades
News
Alerts
Calendar
GDP
Interest Rates
Inflation Rates
Unemployment Rates
Commitment of Traders (COT)
Yield Curves
Financials
Valuation Models
Scores
Transcripts
Insider Data
13F
ETF Overview
ETF Holdings
APIs & SDKs
Sheets / Excel Add-ins
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.
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Morningstar Investor
morningstar.com
Hands-on review
Morningstar’s flagship research and portfolio platform for individual investors. Free users get access to screeners and quotes, while subscribers unlock analyst reports, expanded data, and premium ratings. A 7-day trial is available. Canceling a subscription also removes access to saved portfolios, watchlists, and screens.
Categories
Platforms
Web
Mobile
Pricing
Free
Subscription
Quick highlights
- Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists.
- Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings.
- Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature).
- Quote pages enriched with Morningstar Star Ratings and detailed analysis for subscribers.
- Portfolio and watchlist alerts delivered via email to keep you informed on holdings you track.
Community votes (overall)
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Overlap
Shared focus areas
8 overlapsMutual strengths include Screeners, Portfolio, and News plus 5 more areas.
Where they differ
GuruFocus
Distinct strengths include:
Stock Ideas
Stock Comparison
Backtesting
Investor Holdings
US Government Trades
Calendar
GDP
Interest Rates
- 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.
Morningstar Investor
Distinct strengths include:
- Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists.
- Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings.
- Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature).
- Quote pages enriched with Morningstar Star Ratings and detailed analysis for subscribers.
Feature-by-feature breakdown
| Attribute | GuruFocus | Morningstar Investor |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, News, Alerts, Financials, Scores, ETF Overview, ETF Holdings Unique: Stock Ideas, Stock Comparison, Backtesting, Investor Holdings, US Government Trades, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Valuation Models, Transcripts, Insider Data, 13F, APIs & SDKs, Sheets / Excel Add-ins | Shared: Screeners, Portfolio, News, Alerts, Financials, Scores, ETF Overview, ETF Holdings Unique: Watchlist, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Bulls Say Bear Say |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds | Stocks, ETFs, Mutual Funds, Closed-End Funds |
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, Mobile |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Morningstar Investor both support?
Both platforms cover Screeners, Portfolio, News, Alerts, Financials, Scores, ETF Overview, and ETF Holdings workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do GuruFocus and Morningstar Investor require subscriptions?
Both GuruFocus and Morningstar Investor keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access GuruFocus and Morningstar Investor?
Both GuruFocus and Morningstar Investor support web and mobile access, making it easy to keep tabs on research away from the desk.
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 Morningstar Investor stands out for Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists., Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings., and Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature)..
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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.