★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
GuruFocus vs Portseido
Pick GuruFocus if
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 Portseido doesn't offer
Pick Portseido if
Portseido
Free • From $8/yr · Web · Mobile
- You want the cheaper way in: plans start at $8/mo instead of $45.75/mo
- Delayed quotes won't cut it; you need real-time data
- You care about performance attribution, risk metrics, and tax lots / lot optimization, 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 Portseido cover a lot of the same ground (5 shared categories, including data visualizations, portfolio, and dividends), so for the basics you won't go far wrong with either. GuruFocus simply does more: 49 categories to Portseido's 11, including stock ideas, screeners, and ETF screeners. Portseido counters by starting cheaper at $8/mo.
What readers say
GuruFocus
Vote once to reveal the community verdict.
Portseido
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Portseido$8/mo vs $45.75/mo
- Broader coverage
- GuruFocus49 vs 11 categories
- API access
- GuruFocus
- Real-time data
- Portseido
- Broker sync
- GuruFocus
- Free plan
- Both
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 • From $8/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 14 days |
Plan limits | 49 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 +47 more | 8 limits: Free: transactions: 50, Free: portfolios: 1 +6 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | No |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | Google Sheets, Broker statement uploads +17 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | Retail Traders, Pro Retail +2 more |
Categories covered | 49 | 11 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | — |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | 5 signals: Performance attribution, Portfolio attribution +3 more |
Security | Status page and Encryption in transit | Encryption at rest |
| Try it | Visit GuruFocus | Visit Portseido |
Where each one shines
What GuruFocus and Portseido each do best.ShowHide
Where each one shines
What GuruFocus and Portseido each do best.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 Portseido does best
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Views for reviewing open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
Every detail we compared
Every tracked attribute for GuruFocus and Portseido, side by side.ShowHide
Every detail we compared
Every tracked attribute for GuruFocus and Portseido, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsCryptosMutual FundsReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Retail TradersPro RetailLong-term InvestorsDividend Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle East |
Coverage details | Identifiers: Ticker and CIK | 31 countriesIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
Pricing sources | ExchangeVendorModel | VendorManual |
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 | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more |
Export formats | CSVExcelJSON | Not specified |
| 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 | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
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 | Freetransactions: 50 · portfolios: 1 |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 more | $8/yr≈ $8/mo“Plus”transactions: 200 · portfolios: 1 · +1 more |
| Tier 2 | $1398/yr≈ $116.50/mo“Premium Plus”billing: Annual only · data api requests: 500/month included with Premium Plus membership · +2 more | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more |
| Tier 3 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +12 more | — |
| Tier 4 | $2448/yr≈ $204/mo“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 | 14 days |
Questions we keep getting
What's the difference between GuruFocus and Portseido?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while Portseido puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do GuruFocus and Portseido cost?
Good news: both GuruFocus and Portseido have free plans, so you can run them side by side and only pay if you hit a wall.
Does GuruFocus or Portseido have an API?
GuruFocus has an API for programmatic access and custom integrations. Portseido doesn't, so you're working through its interface.
Should I choose GuruFocus or Portseido?
It depends on what you're after. Pick GuruFocus if stock ideas and screeners matter to you; go with Portseido 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 Portseido cover?
Both cover stocks, ETFs, mutual funds, and other. GuruFocus also handles bonds, options, and funds. Portseido adds cryptos and real estate on top.
Does GuruFocus or Portseido have real-time data?
Portseido offers real-time data, which matters if you trade actively. GuruFocus runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from GuruFocus and Portseido?
GuruFocus exports to CSV and Excel. Portseido is stingier about getting data out.
Can GuruFocus or Portseido connect to my broker?
GuruFocus syncs with brokers automatically. With Portseido, you're entering holdings by hand or importing files.
Are GuruFocus and Portseido good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: GuruFocus or Portseido?
GuruFocus has a stock screener for surfacing ideas; Portseido doesn't, and focuses its energy elsewhere.
Can I track my portfolio with GuruFocus or Portseido?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Feedback
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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.