VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View GuruFocus View Portfolio123 Back to Home

Head-to-head

GuruFocus vs Portfolio123 comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

GuruFocus adds Stock Ideas, Stock Comparison, Investor Holdings, US Government Trades, News, Alerts, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Transcripts, Insider Data, 13F, ETF Overview, ETF Holdings, and Sheets / Excel Add-ins coverage that Portfolio123 skips.

Portfolio123 includes Quant, Correlation, Data APIs, Broker Connectors, and Data Visualizations categories that GuruFocus omits.

GuruFocus highlights: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..

Portfolio123 is known for: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..

GuruFocus ships a mobile app. Portfolio123 is web/desktop only.

GuruFocus

gurufocus.com

Editor’s pick Hands-on review

A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.

Platforms

Web

Mobile

API

Pricing

Free

Subscription

Quick highlights

All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
Specialty trackers for insider trading and U.S. politician trades.
ETF profiles with current and historical holdings, including N-PORT data and timestamps.

Community votes (overall)

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Portfolio123

portfolio123.com

Editor’s pick Hands-on review

Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.

Platforms

Web

Desktop

API

Pricing

Free

Subscription

Quick highlights

Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
‘Books’ feature to combine multiple strategies and view correlations between them.
Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).

Community votes (overall)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Screeners, Portfolio, and Backtesting plus 2 more areas.

Where they differ

GuruFocus

Distinct strengths include:

All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
Specialty trackers for insider trading and U.S. politician trades.

Portfolio123

Distinct strengths include:

Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
‘Books’ feature to combine multiple strategies and view correlations between them.

Feature-by-feature breakdown

Attribute	GuruFocus	Portfolio123
Categories Which research workflows each platform targets	Shared: Screeners, Portfolio, Backtesting, Calendar, APIs & SDKs Unique: Stock Ideas, Stock Comparison, Investor Holdings, US Government Trades, News, Alerts, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Transcripts, Insider Data, 13F, ETF Overview, ETF Holdings, Sheets / Excel Add-ins	Shared: Screeners, Portfolio, Backtesting, Calendar, APIs & SDKs Unique: Quant, Correlation, Data APIs, Broker Connectors, Data Visualizations
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds	Stocks, ETFs
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, Desktop, API
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique All-in-One Screener with hundreds of filters, historical screening, and custom filter creation. Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries. Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel. Specialty trackers for insider trading and U.S. politician trades. ETF profiles with current and historical holdings, including N-PORT data and timestamps. Valuation and scoring tools: discounted cash flow calculators, GF Value, and GF Score frameworks.	Unique Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry. Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data. Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging. ‘Books’ feature to combine multiple strategies and view correlations between them. Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead). Coverage of 15,000+ equities in the U.S., Canada, and Europe, including delisted stocks and spinoffs.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Highlighted

Frequently Asked Questions

Which workflows do GuruFocus and Portfolio123 both support?

Both platforms cover Screeners, Portfolio, Backtesting, Calendar, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do GuruFocus and Portfolio123 require subscriptions?

Both GuruFocus and Portfolio123 keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

GuruFocus ships a dedicated mobile experience, while Portfolio123 focuses on web or desktop access.

What unique strengths set the two platforms apart?

GuruFocus differentiates itself with All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., whereas Portfolio123 stands out for Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..

Keep exploring

Stay on top of related tools

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