VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

GuruFocus vs Office of Financial Research (U.S. Treasury) comparison

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

Quick takeaways

GuruFocus adds Screeners, Stock Ideas, Stock Comparison, Portfolio, Backtesting, Investor Holdings, US Government Trades, News, Alerts, Calendar, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Financials, Valuation Models, Transcripts, Insider Data, 13F, ETF Overview, ETF Holdings, and Sheets / Excel Add-ins coverage that Office of Financial Research (U.S. Treasury) skips.

Office of Financial Research (U.S. Treasury) includes Data APIs, Data Visualizations, Market Sentiment, Fund Holdings, 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..

Office of Financial Research (U.S. Treasury) is known for: Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., and Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics..

GuruFocus ships a mobile app. Office of Financial Research (U.S. Treasury) is web/desktop only.

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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Office of Financial Research (U.S. Treasury) logo

Office of Financial Research (U.S. Treasury)

financialresearch.gov

U.S. Treasury’s OFR publishes free, methods‑backed monitors and datasets (Short‑term Funding Monitor, U.S. Money Market Fund Monitor, Bank Systemic Risk Monitor, and the daily OFR Financial Stress Index). STFM and HFM provide open JSON APIs (no keys), CSV downloads are available from some monitors. Updates are end‑of‑day with documented lags (e.g., FSI ~T+2 business days; repo series T+1/T+2 depending on segment).

Platforms

Web
API

Pricing

Free

Quick highlights

  • Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
  • U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
  • Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
  • OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.
  • Bank Systemic Risk Monitor: G‑SIB scores/surcharges, OFR Contagion Index, leverage/assets/equity; clear notes on refresh cadence (e.g., Basel scores annually, contagion index quarterly).

Community votes (overall)

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Interest Rates, Yield Curves, and Scores plus 1 more area.

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.

Office of Financial Research (U.S. Treasury)

Distinct strengths include:

  • Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
  • U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
  • Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
  • OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.

Feature-by-feature breakdown

AttributeGuruFocusOffice of Financial Research (U.S. Treasury)
Categories

Which research workflows each platform targets

Shared: Interest Rates, Yield Curves, Scores, APIs & SDKs

Unique: Screeners, Stock Ideas, Stock Comparison, Portfolio, Backtesting, Investor Holdings, US Government Trades, News, Alerts, Calendar, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Financials, Valuation Models, Transcripts, Insider Data, 13F, ETF Overview, ETF Holdings, Sheets / Excel Add-ins

Shared: Interest Rates, Yield Curves, Scores, APIs & SDKs

Unique: Data APIs, Data Visualizations, Market Sentiment, Fund Holdings, Blogs

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds

Bonds, Mutual Funds, Hedge 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, API

Pricing

High-level pricing models

Free, Subscription

Free

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

  • Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
  • U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
  • Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
  • OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.
  • Bank Systemic Risk Monitor: G‑SIB scores/surcharges, OFR Contagion Index, leverage/assets/equity; clear notes on refresh cadence (e.g., Basel scores annually, contagion index quarterly).
  • U.S. Repo Markets Data Release: preliminary series posted most weekdays (~3 p.m. ET) with T+1 (cleared) and T+2 (tri‑party) lags; quarterly validated ‘final’ releases.
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 Office of Financial Research (U.S. Treasury) both support?

Both platforms cover Interest Rates, Yield Curves, Scores, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do GuruFocus and Office of Financial Research (U.S. Treasury) require subscriptions?

Both GuruFocus and Office of Financial Research (U.S. Treasury) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

GuruFocus ships a dedicated mobile experience, while Office of Financial Research (U.S. Treasury) 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 Office of Financial Research (U.S. Treasury) stands out for Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., and Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics..

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.