Tool Comparison
GuruFocus vs Portfolio Visualizer
- Paid from
- $45.75/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want stock ideas, screeners, and top analysts.
- Paid from
- $30/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $30/mo instead of $45.75/mo
- You want monte carlo, risk metrics, and factor exposure.
Pick GuruFocus if
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want stock ideas, screeners, and top analysts.
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You want the cheaper way in: plans start at $30/mo instead of $45.75/mo
- You want monte carlo, risk metrics, and factor exposure.
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 Visualizer cover a lot of the same ground (6 shared categories, including ETF screeners, data visualizations, and quant), so for the basics you won't go far wrong with either. GuruFocus simply does more: 49 categories to Portfolio Visualizer's 10, including stock ideas, screeners, and top analysts, plus a mobile app. Portfolio Visualizer counters by starting cheaper at $30/mo.
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Key differences at a glance
- Cheaper paid plan
- Portfolio Visualizer$30/mo vs $45.75/mo
- Broader coverage
- GuruFocus49 vs 10 categories
- Mobile app
- GuruFocus
- API access
- GuruFocus
- Asset coverage
- GuruFocusAdds bonds and options
- Free plan
- Both
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 Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
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 $360/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 14 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 | 6 limits: Free: max assets per portfolio: 15, Free: history: Limited history; pricing snippet says the free tier excludes current... +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | — |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | — |
Categories covered | 49 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | — |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | 7 signals: Universe builder, Factor exposure +5 more |
Security | Status page and Encryption in transit | — |
| Try it | Visit GuruFocus | Visit Portfolio Visualizer |
Standout features
The best features of GuruFocus and Portfolio Visualizer.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 Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
All details
Every attribute we track for GuruFocus and Portfolio Visualizer.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
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 | Not specified |
Export formats | CSVExcelJSON | ExcelCSVPDF |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Not specified |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesCredit ratings+1 more | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | SRL Global Ltd.Country: United Kingdom |
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 | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current... |
| 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 | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Tier 2 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +12 more | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| 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 | 14 days |
Questions we keep getting
What's the difference between GuruFocus and Portfolio Visualizer?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while Portfolio Visualizer puts more weight on backtesting, monte carlo, and correlation. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do GuruFocus and Portfolio Visualizer cost?
Good news: both GuruFocus and Portfolio Visualizer have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use GuruFocus or Portfolio Visualizer on my phone?
GuruFocus lists a dedicated mobile app, so it travels better. Portfolio Visualizer doesn't list a dedicated mobile app; its documented access is web.
Does GuruFocus or Portfolio Visualizer have an API?
GuruFocus has an API for programmatic access and custom integrations. Portfolio Visualizer doesn't, so you're working through its interface.
Should I choose GuruFocus or Portfolio Visualizer?
It depends on what you're after. Pick GuruFocus if stock ideas and screeners matter to you; go with Portfolio Visualizer if you'd rather have monte carlo and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and Portfolio Visualizer cover?
Both cover stocks, ETFs, mutual funds, and funds. GuruFocus also handles bonds, options, and other.
Can I export data from GuruFocus and Portfolio Visualizer?
Yes, both export to spreadsheets (CSV and Excel), which is handy if you like running your own numbers.
Which has a better stock screener: GuruFocus or Portfolio Visualizer?
Both GuruFocus and Portfolio Visualizer include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with GuruFocus or Portfolio Visualizer?
GuruFocus handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
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