★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
GuruFocus vs Orion Advisor Tech
GuruFocus
Best for stock ideas and screeners
Free • From $549/yr
Orion Advisor Tech
Best for advisor operations and risk metrics
From $275/mo
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The verdict
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.
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
Choose
GuruFocus if…
- 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
- You're newer to investing and want something approachable
Choose
Orion Advisor Tech if…
- You care about advisor operations, risk metrics, and scenario & stress tests, things GuruFocus doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $549/yr | From $275/mo |
Free tier | Yes | No |
Free trial | 7 days | — |
Plan limits | 38 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 +36 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 Excel Add-in +6 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 |
Standout features
What GuruFocus does best
- Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators.
- Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions.
- All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration.
- Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
- GuruFocus states that screener backtests are designed to be free of survivorship bias by considering historical mergers, acquisitions, spin-offs, and delistings.
What Orion Advisor Tech does best
- Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions.
- Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms.
- Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services.
- Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity.
- Orion Risk Intelligence provides next-generation risk analytics: 100+ regression-based macro stress test scenarios, portfolio and business risk dashboards, asset-drift tracking, proposal and IPS workflows, and firm-level KPI tracking, fueled by Morningstar data.
Data & access details
| 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 Excel Add-inGuruFocus Google Sheets Add-onSnapTradeSchwabFidelityRobinhoodInteractive Brokers | 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.
Pricing breakdown
$549/yr
Lower starting price
Plans & pricing
- portfolio 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
- billing: Annual only
- data api requests: 200/month included with Premium membership
- +2 more
- billing: Annual only
- data api requests: 500/month included with Premium Plus membership
- +2 more
- billing: Annual only
- data api requests: 2,000/month included with Professional membership
- requests: 100/month
- billing: Billed annually
- canada add on: $100/month
- +8 more
- billing: Billed annually
- initial top up: $100 credit
- company profile: $0.10/request
- +11 more
$275/mo
Starting price
Plans & pricing
- pricing model: Per user, per month
Coverage overlap
Shared categories
6Where the two tools cover the same ground.
GuruFocus strengths
42What you only get with GuruFocus.
Orion Advisor Tech strengths
7What you only get with Orion Advisor Tech.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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.
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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.