Tool Comparison
GuruFocus vs Portfolio Performance
- Paid from
- $45.75/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want an API so you can script or automate things
- You want stock ideas, screeners, and ETF screeners.
- You're newer to investing and want something approachable
- Paid from
- $2.08/mo
- Free plan
- Yes
- Platforms
- Desktop, Mobile
Best if
- You want the cheaper way in: plans start at $2.08/mo instead of $45.75/mo
- You want performance attribution and risk metrics.
Start here
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You want an API so you can script or automate things
- You want stock ideas, screeners, and ETF screeners.
- You're newer to investing and want something approachable
Pick Portfolio Performance instead if
Portfolio Performance
Free • From $25/yr · Desktop · Mobile
- You want the cheaper way in: plans start at $2.08/mo instead of $45.75/mo
- You want performance attribution and risk metrics.
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 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: 49 categories to Portfolio Performance's 5, including stock ideas, screeners, and ETF screeners. Portfolio Performance counters by starting cheaper at $2.08/mo.
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GuruFocus
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Portfolio Performance
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Key differences at a glance
- Cheaper paid plan
- Portfolio Performance$2.08/mo vs $45.75/mo
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus49 vs 5 categories
- Desktop app
- Portfolio Performance
- API access
- GuruFocus
- Broker sync
- GuruFocus
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 Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $549/yr | Free • From $25/yr |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 57 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 +55 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 | 49 | 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 | 9 signals: Custom formulas, Ranking backtests +7 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 |
Standout features
The best features of GuruFocus and Portfolio Performance.ShowHide
Standout features
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 Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- 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.
All details
Every attribute we track for GuruFocus and Portfolio Performance.ShowHide
All details
| 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 curvesCredit ratings+1 more | 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| 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 · region price: $549/year for USA, Asia, or Europe; $369/year for several other regions · +7 more | $25/yr≈ $2.08/mo“Premium (Mobile Annual)” |
| Tier 2 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +12 more | $3/mo“Premium (Mobile Monthly)” |
| Tier 3 | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more | — |
| Tier 4 | Subscription“Premium Plus”billing: Annual only · public price: Current rendered pricing could not establish the Premium Plus amount · +4 more | — |
| Tier 5 | Subscription“Professional”billing: Annual only · public price: Current rendered pricing could not establish the Professional amount · +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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