★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
GuruFocus vs Orion Advisor Tech
Pick GuruFocus if
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 $275/mo
- You care about stock ideas, screeners, and ETF screeners, things Orion Advisor Tech doesn't offer
Pick Orion Advisor Tech if
Orion Advisor Tech
From $275/mo · Web · Mobile · API
- You care about advisor operations, risk metrics, and scenario & stress tests, things GuruFocus doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
GuruFocus and Orion Advisor Tech cover a lot of the same ground (6 shared categories, including APIs & data feeds, broker connectors, and education), so for the basics you won't go far wrong with either. GuruFocus simply does more: 48 categories to Orion Advisor Tech's 13, including stock ideas, screeners, and ETF screeners. Orion Advisor Tech counters by keeping things simpler.
What readers say
GuruFocus
Vote once to reveal the community verdict.
Orion Advisor Tech
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- GuruFocus
- Cheaper paid plan
- GuruFocus$45.75/mo vs $275/mo
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus48 vs 13 categories
- Global coverage
- GuruFocus
- Asset coverage
- Orion Advisor TechAdds closed-end funds
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 $275/mo |
Free tier | Yes | No |
Free trial | 7 days | — |
Plan limits | 47 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 +45 more | Risk Intelligence Standalone: pricing model: Per user, per month |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | Redtail CRM, Salesforce +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 48 | 13 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | Morningstar and ICE Data Services |
Capabilities | 8 signals: Custom formulas, Ranking backtests +6 more | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more |
Security | Status page and Encryption in transit | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit GuruFocus | Visit Orion Advisor Tech |
Where each one shines
What GuruFocus and Orion Advisor Tech each do best.ShowHide
Where each one shines
What GuruFocus and Orion Advisor Tech 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.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency.
- GF Score to compare stocks through a 0-100 framework built around financial strength, profitability, growth, valuation, and momentum.
- GF Value to frame fair value from historical multiples, past returns, and analyst estimates, then classify stocks by valuation range.
What Orion Advisor Tech does best
- Tools for running advisor operations through Orion portfolio accounting, billing, configurable reporting, trading, client portal, advisor portal, Redtail CRM, planning, compliance, and risk modules.
- Orion Stacks to bundle capabilities such as Foundation, Essentials, and Advantage, with public annual starting prices.
- Eclipse trading for household-level rebalancing, tax-loss harvesting, asset location, cash monitoring, sleeves, block trading, and multi-custodian trade connectivity.
- Orion Risk Intelligence for 100+ macro stress-test scenarios, portfolio construction, risk dashboards, proposal workflows, IPS support, asset drift, and firm-level risk views.
- Connections for planning workflows through Orion Planning with goals-based and cash-flow planning, Monte Carlo simulations, and portfolio-linked reporting.
Every detail we compared
Every tracked attribute for GuruFocus and Orion Advisor Tech, side by side.ShowHide
Every detail we compared
Every tracked attribute for GuruFocus and Orion Advisor Tech, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker and CIK | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | ExchangeVendorModel | Vendor |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | MorningstarICE Data Services |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: Python and GoDocs | Auth: APIKeyWebhooksDocs |
Import methods | CSVBrokerOAuthManual | CSVCustodianManual |
Integrations | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing |
Export formats | CSVExcelJSON | ExcelPDF |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesAI summaries: Transcripts | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | Orion Advisor Solutions, Inc.Country: USFounded 1999 |
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 | $275/mo“Risk Intelligence Standalone”pricing model: Per user, per month |
| Tier 2 | $1398/yr≈ $116.50/mo“Plus / Premium Plus”billing: Annual only · data api requests: 500/month included with Premium Plus membership · +2 more | $13000/yr≈ $1083.33/mo“Orion Foundation Stack” |
| Tier 3 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +10 more | $18000/yr≈ $1500/mo“Orion Essentials Stack” |
| Tier 4 | $2448/yr≈ $204/mo“Pro / Professional”billing: Annual only · data api requests: 2,000/month included with Professional membership | $28000/yr≈ $2333.33/mo“Orion Advantage Stack” |
| 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 | — |
Questions we keep getting
What's the difference between GuruFocus and Orion Advisor Tech?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while Orion Advisor Tech puts more weight on advisor operations, risk metrics, and scenario & stress tests. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
Is GuruFocus or Orion Advisor Tech free to use?
GuruFocus has a free tier, so you can get started without paying anything. Orion Advisor Tech 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 Orion Advisor Tech?
GuruFocus is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do GuruFocus and Orion Advisor Tech have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose GuruFocus or Orion Advisor Tech?
It depends on what you're after. Pick GuruFocus if stock ideas and screeners matter to you; go with Orion Advisor Tech if you'd rather have advisor operations and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and Orion Advisor Tech cover?
Both cover stocks, ETFs, bonds, and mutual funds. Orion Advisor Tech adds closed-end funds on top.
Which covers international markets: GuruFocus or Orion Advisor Tech?
GuruFocus has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Orion Advisor Tech is more region-specific, mainly North America.
Can I export data from GuruFocus and Orion Advisor Tech?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can GuruFocus or Orion Advisor Tech connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: GuruFocus or Orion Advisor Tech?
GuruFocus has a stock screener for surfacing ideas; Orion Advisor Tech doesn't, and focuses its energy elsewhere.
Can I track my portfolio with GuruFocus or Orion Advisor Tech?
GuruFocus handles portfolio tracking. Orion Advisor Tech is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.