★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
GuruFocus vs Quartr
Pick GuruFocus if
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You care about stock ideas, screeners, and ETF screeners, things Quartr doesn't offer
Pick Quartr if
Quartr
Free • Contact for pricing · Web · Mobile · API
- Delayed quotes won't cut it; you need real-time data
- You care about notes & highlights, shared workspaces, and citations & source pinning, 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 Quartr cover a lot of the same ground (12 shared categories, including watchlist, alerts, and calendar), so for the basics you won't go far wrong with either. GuruFocus simply does more: 49 categories to Quartr's 16, including stock ideas, screeners, and ETF screeners. Quartr counters by being completely free.
What readers say
GuruFocus
Vote once to reveal the community verdict.
Quartr
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Quartr
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus49 vs 16 categories
- Broker sync
- GuruFocus
- Asset coverage
- GuruFocusAdds ETFs and bonds
- 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 • Contact for pricing |
Free tier | Yes | Yes |
Free trial | 7 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 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | MarketBeat |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | Retail Traders, Pro Retail +8 more |
Categories covered | 49 | 16 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Latency: Streaming and Real-time |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | MarketBeat |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | Citation pinning and AI summaries: Transcripts |
Security | Status page and Encryption in transit | Status page |
| Try it | Visit GuruFocus | Visit Quartr |
Where each one shines
What GuruFocus and Quartr each do best.ShowHide
Where each one shines
What GuruFocus and Quartr 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 Quartr does best
- Research coverage for investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
- The free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
- Monitoring earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
- Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
- Support for asking AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.
Every detail we compared
Every tracked attribute for GuruFocus and Quartr, side by side.ShowHide
Every detail we compared
Every tracked attribute for GuruFocus and Quartr, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsAnalysts+2 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | StreamingReal-time |
Data granularity | EOD | Not specified |
Pricing sources | ExchangeVendorModel | Not specified |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | MarketBeat |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: Python and GoDocs | Auth: APIKeyWebhooksDocs |
Import methods | CSVBrokerOAuthManual | Not specified |
Integrations | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade | MarketBeat |
Export formats | CSVExcelJSON | JSONPDF |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Status page |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesCredit ratings+1 more | Citation pinningAI summaries: Transcripts |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | Quartr ABCountry: SwedenFounded 2020 |
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“Mobile app” |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 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 | — |
| 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” | Contact sales“Quartr Pro” |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between GuruFocus and Quartr?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while Quartr puts more weight on financials, transcripts, and analyst forecasts. They overlap in 12 categories, so for most people it comes down to workflow preference and price.
How much do GuruFocus and Quartr cost?
Good news: both GuruFocus and Quartr have free plans, so you can run them side by side and only pay if you hit a wall.
Do GuruFocus and Quartr have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose GuruFocus or Quartr?
It depends on what you're after. Pick GuruFocus if stock ideas and screeners matter to you; go with Quartr if you'd rather have notes & highlights and shared workspaces. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and Quartr cover?
Both cover stocks. GuruFocus also handles ETFs, bonds, and mutual funds.
Does GuruFocus or Quartr have real-time data?
Quartr 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 Quartr?
GuruFocus exports to CSV and Excel. Quartr is stingier about getting data out.
Can GuruFocus or Quartr connect to my broker?
GuruFocus syncs with brokers automatically. With Quartr, you're entering holdings by hand or importing files.
Are GuruFocus and Quartr 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 Quartr?
GuruFocus has a stock screener for surfacing ideas; Quartr doesn't, and focuses its energy elsewhere.
Can I track my portfolio with GuruFocus or Quartr?
GuruFocus handles portfolio tracking. Quartr is really a research tool; you'd track your portfolio elsewhere.
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.