★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
GuruFocus vs Portfolio Performance
Start here
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You want an API so you can script or automate things
- You care about stock ideas, screeners, and ETF screeners, things Portfolio Performance doesn't offer
- You're newer to investing and want something approachable
Pick Portfolio Performance instead if
Portfolio Performance
Free • Paid plans available · Desktop · Mobile
- You care about performance attribution and risk metrics, 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 Portfolio Performance cover a lot of the same ground (3 shared categories, data visualizations, portfolio, and watchlist), so for the basics you won't go far wrong with either. GuruFocus simply does more: 48 categories to Portfolio Performance's 5, including stock ideas, screeners, and ETF screeners. Portfolio Performance counters by being completely free.
What readers say
GuruFocus
Vote once to reveal the community verdict.
Portfolio Performance
Vote once to reveal the community verdict.
Key differences at a glance
- Broker sync
- GuruFocus
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus48 vs 5 categories
- Desktop app
- Portfolio Performance
- API access
- GuruFocus
- Beginner friendly
- 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 | Free • Paid plans available |
Free tier | Yes | Yes |
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 | Mobile App (Core): editing: Not supported (read-only as stated on app site) |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | No |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | Retail Traders |
Categories covered | 48 | 5 |
Regions | 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: End of Day, Granularity: EOD +1 more |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | — |
Capabilities | 8 signals: Custom formulas, Ranking backtests +6 more | 4 signals: Portfolio attribution, Rebalancing +2 more |
Security | Status page and Encryption in transit | Encryption at rest |
| Try it | Visit GuruFocus | Visit Portfolio Performance |
Where each one shines
What GuruFocus and Portfolio Performance each do best.ShowHide
Where each one shines
What GuruFocus and Portfolio Performance each do best.What GuruFocus does best
- Research global stocks with long historical financials, valuation data, charts, comparisons, market valuation indicators, economic indicators, industry data, and company-level fundamentals.
- Use 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.
- Use GF Score to compare stocks through a 0-100 framework built around financial strength, profitability, growth, valuation, and momentum.
- Use GF Value to frame fair value from historical multiples, past returns, and analyst estimates, then classify stocks by valuation range.
What Portfolio Performance does best
- Track portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Measure performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Use taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- Use the rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
Every detail we compared
Every tracked attribute for GuruFocus and Portfolio Performance, side by side.ShowHide
Every detail we compared
Every tracked attribute for GuruFocus and Portfolio Performance, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsMutual FundsBondsCryptosCommoditiesOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Retail Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker and CIK | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | ExchangeVendorModel | Not specified |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | Not specified |
| 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 | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) |
Export formats | CSVExcelJSON | CSVJSONXML |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Encryption at rest |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesAI summaries: Transcripts | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | Andreas BuchenCountry: GermanyFounded 2012Support: 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 | Free“Desktop (Open Source)” |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 more | Subscription“Premium (Mobile)” |
| 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 | — |
| Tier 3 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +10 more | — |
| Tier 4 | $2448/yr≈ $204/mo“Pro / 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 | — |
Questions we keep getting
What's the difference between GuruFocus and Portfolio Performance?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while Portfolio Performance puts more weight on portfolio, watchlist, and data visualizations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do GuruFocus and Portfolio Performance cost?
Good news: both GuruFocus and Portfolio Performance have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: GuruFocus or Portfolio Performance?
GuruFocus is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does GuruFocus or Portfolio Performance have an API?
GuruFocus has an API for programmatic access and custom integrations. Portfolio Performance doesn't, so you're working through its interface.
Should I choose GuruFocus or Portfolio Performance?
It depends on what you're after. Pick GuruFocus if stock ideas and screeners matter to you; go with Portfolio Performance if you'd rather have performance attribution and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and Portfolio Performance cover?
Both cover stocks, ETFs, bonds, and mutual funds. GuruFocus also handles options and funds. Portfolio Performance adds cryptos and commodities on top.
Can I export data from GuruFocus and Portfolio Performance?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can GuruFocus or Portfolio Performance connect to my broker?
GuruFocus syncs with brokers automatically. With Portfolio Performance, you're entering holdings by hand or importing files.
Which has a better stock screener: GuruFocus or Portfolio Performance?
GuruFocus has a stock screener for surfacing ideas; Portfolio Performance doesn't, and focuses its energy elsewhere.
Can I track my portfolio with GuruFocus or Portfolio Performance?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.