VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
GuruFocus vs Orion Advisor Tech comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
GuruFocus
gurufocus.com
At a glance
| GuruFocus | Orion Advisor Tech | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | $41.58/mo | $275/mo |
| Enterprise option | ||
| Available plans | Free, Premium (Annual, USA), Premium (Monthly, USA), PremiumPlus (Annual, USA), PremiumPlus (Monthly, USA), Professional (Annual, USA), Professional (Monthly, USA), GuruAPI Data Licensing | Risk Intelligence Standalone, Orion Essentials Stack, Orion Advantage Stack |
Vote sentiment comparison
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Platform details
| Attribute | GuruFocus | Orion Advisor Tech |
|---|---|---|
Asset types | StocksETFsMutual FundsOptionsFunds | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | End of Day | End of Day |
API access | REST | REST |
Export formats | ExcelImagePDFJSON | ExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by GuruFocus only.
Categories covered by Orion Advisor Tech only.
Frequently Asked Questions
What's the difference between GuruFocus and Orion Advisor Tech?
GuruFocus focuses on Screeners, Stock Ideas, and Stock Comparison while Orion Advisor Tech specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting. They overlap in 5 categories, so choose based on your preferred workflow and pricing.
Is GuruFocus or Orion Advisor Tech free to use?
GuruFocus offers a free tier that lets you get started without paying, while Orion Advisor Tech requires a subscription. If budget is a concern, start with GuruFocus and upgrade later if you need more advanced features.
Which is better for beginners—GuruFocus or Orion Advisor Tech?
GuruFocus is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Do GuruFocus and Orion Advisor Tech have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose GuruFocus or Orion Advisor Tech?
Choose GuruFocus if you need Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios.. Go with Orion Advisor Tech if 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., and 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. better fits how you invest.
What asset classes do GuruFocus and Orion Advisor Tech cover?
Both cover Stocks, ETFs, Mutual Funds, Options, and Funds. Orion Advisor Tech adds coverage for Closed-End Funds, Bonds, and Other.
Can I export data from GuruFocus and Orion Advisor Tech?
Both platforms let you export data to spreadsheets (Excel, and PDF). This is useful for custom analysis or record-keeping.
Can GuruFocus or Orion Advisor Tech connect to my broker?
Orion Advisor Tech connects with brokers for portfolio syncing. GuruFocus requires manual portfolio entry or data import.
Which has a better stock screener—GuruFocus or Orion Advisor Tech?
GuruFocus includes a stock screener for finding investment ideas. Orion Advisor Tech focuses on other analytical tools.
Can I track my portfolio with GuruFocus or Orion Advisor Tech?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.