VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: GuruFocus checked August 23, 2026 · Optuma checked September 5, 2026
Tool Comparison
GuruFocus vs Optuma
Start here
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $45.75/mo instead of $67.5/mo
- You do a lot of your research from your phone
Pick Optuma instead if
Optuma
From $810/yr · Desktop
- Delayed quotes won't cut it; you need real-time data
- You care about factor exposure, something GuruFocus doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
GuruFocus and Optuma cover a lot of the same ground (9 shared categories, including screeners, stock comparison, and ETF comparison), so for the basics you won't go far wrong with either. GuruFocus simply does more: 49 categories to Optuma's 10, including stock ideas, ETF screeners, and top analysts, plus a mobile app. Optuma counters by keeping things simpler.
What readers say
GuruFocus
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Optuma
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Key differences at a glance
- Free plan
- GuruFocus
- Cheaper paid plan
- GuruFocus$45.75/mo vs $67.5/mo
- Broader coverage
- GuruFocus49 vs 10 categories
- Mobile app
- GuruFocus
- Desktop app
- Optuma
- API access
- GuruFocus
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $549/yr | From $810/yr |
Free tier | Yes | No |
Free trial | 7 days | 14 days |
Plan limits | 49 limits: Free: portfolio limit: Up to 3 portfolios with 25 stocks each for free members, Free: data api requests: 100/month included in the Free API package +47 more | — |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | No |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | Bloomberg |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | Pro Retail, Analysts +3 more |
Categories covered | 49 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | RRG Research and Bloomberg |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | 9 signals: Custom formulas, Ranking backtests +7 more |
Security | Status page and Encryption in transit | — |
| Try it | Visit GuruFocus | Visit Optuma |
Where each one shines
What GuruFocus and Optuma each do best.ShowHide
Where each one shines
What GuruFocus and Optuma each do best.What GuruFocus does best
- Research coverage for global stocks with long historical financials, valuation data, charts, comparisons, market valuation indicators, economic indicators, industry data, and company-level fundamentals.
- The All-in-One Screener with hundreds of filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, and downloads.
- ETF Screener and ETF GF Scores for filtering and comparing more than 5,000 U.S.
- Corporate and government bond screening by yield, maturity, ratings, coupon structure, outstanding amount, issuer, and industry, plus company-level bond tabs.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency; current membership terms give Premium the latest five years and Premium Plus/Professional history back to 2006.
What Optuma does best
- Build static or animated RRGs for securities, indices, asset classes, custom lists, and portfolios.
- Change tail length, comparison index, history, and daily, weekly, or monthly timeframes in RRG Lite.
- Use price-weighted, cap-weighted, selected-index, or fixed annual-return comparisons.
- Higher service levels add one-minute intraday and Forex RRGs, scripting, filters, scans, quantitative tests, and quadrant-colored bars.
- Connect a real-time provider for live intraday RRGs or use included and optional end-of-day market data.
Every detail we compared
Every tracked attribute for GuruFocus and Optuma, side by side.ShowHide
Every detail we compared
Every tracked attribute for GuruFocus and Optuma, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsMutual FundsCurrenciesCommoditiesFuturesCryptosOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Pro RetailAnalystsQuants/DevelopersAsset ManagersHedge Funds |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | ExchangeVendorModel | Not specified |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | RRG ResearchBloomberg |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: Python and GoDocs | Not specified |
Import methods | CSVBrokerOAuthManual | CSVManual |
Integrations | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade | Bloomberg |
Export formats | CSVExcelJSON | ImagePDF |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Not specified |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesCredit ratings+1 more | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePerformance attributionPortfolio attributionPortfolio factor exposure+1 more |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | Optuma Pty LtdCountry: AUSupport: Email and Forum |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freeportfolio limit: Up to 3 portfolios with 25 stocks each for free members · data api requests: 100/month included in the Free API package · +1 more | — |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 more | $810/yr≈ $67.50/mo“Trader Services — annual renewal” |
| Tier 2 | $1398/yr≈ $116.50/mo“Premium Plus”billing: Annual only · data api requests: 500/month included with Premium Plus membership · +2 more | $75/mo“Trader Services — monthly renewal” |
| Tier 3 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +12 more | $995/yr“Trader Services — first 12 months” |
| Tier 4 | $2448/yr≈ $204/mo“Professional”billing: Annual only · data api requests: 2,000/month included with Professional membership | — |
| Tier 5 | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more | — |
| Top plan | $100 per unit“Data API Pay As You Go”initial top up: $100 credit · stock daily prices: $0.05/request · +16 more | — |
| Custom / enterprise | Contact sales“Custom API / Enterprise Package” | — |
| Free trial | 7 days | 14 days |
Questions we keep getting
What's the difference between GuruFocus and Optuma?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while Optuma puts more weight on data visualizations, stock comparison, and ETF comparison. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
Is GuruFocus or Optuma free to use?
GuruFocus has a free tier, so you can get started without paying anything. Optuma is paid-only. If budget matters, start with GuruFocus and see how far it takes you before opening your wallet.
Which is better for beginners: GuruFocus or Optuma?
GuruFocus is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use GuruFocus or Optuma on my phone?
GuruFocus lists a dedicated mobile app, so it travels better. Optuma doesn't list a dedicated mobile app; its documented access is desktop.
Does GuruFocus or Optuma have an API?
GuruFocus has an API for programmatic access and custom integrations. Optuma doesn't, so you're working through its interface.
Should I choose GuruFocus or Optuma?
It depends on what you're after. Pick GuruFocus if stock ideas and ETF screeners matter to you; go with Optuma if you'd rather have factor exposure. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and Optuma cover?
Both cover stocks, ETFs, mutual funds, and other. GuruFocus also handles bonds, options, and funds. Optuma adds currencies, commodities, and futures on top.
Does GuruFocus or Optuma have real-time data?
Optuma offers real-time data, which matters if you trade actively. GuruFocus runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from GuruFocus and Optuma?
GuruFocus exports to CSV and Excel. Optuma is stingier about getting data out.
Can GuruFocus or Optuma connect to my broker?
GuruFocus syncs with brokers automatically. With Optuma, you're entering holdings by hand or importing files.
Which has a better stock screener: GuruFocus or Optuma?
Both GuruFocus and Optuma include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with GuruFocus or Optuma?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.