GuruFocus vs Quicken (Simplifi & Classic) comparison

GuruFocus focuses on Screeners, Stock Ideas, and Stock Comparison while Quicken (Simplifi & Classic) specializes in Portfolio, Watchlist, and Tax Lots / Lot Optimization. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

GuruFocus offers a free tier that lets you get started without paying, while Quicken (Simplifi & Classic) requires a subscription. If budget is a concern, start with GuruFocus and upgrade later if you need more advanced features.

Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.

GuruFocus provides API access for programmatic data retrieval and custom integrations. Quicken (Simplifi & Classic) doesn't currently offer an API, so you'll need to use their web interface.

Choose GuruFocus if you need Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios.. Go with Quicken (Simplifi & Classic) if Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., and Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings. better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, and Funds. GuruFocus also includes Options. Quicken (Simplifi & Classic) adds coverage for Bonds, and Cryptos.

Quicken (Simplifi & Classic) offers real-time data feeds, which is essential for active traders. GuruFocus uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (Excel). This is useful for custom analysis or record-keeping.

Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.

GuruFocus includes a stock screener for finding investment ideas. Quicken (Simplifi & Classic) focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.