VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View GuruFocusView ReflexivityBack to Home

Head-to-head

GuruFocus vs Reflexivity 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, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Insider Data, 13F, ETF Overview, ETF Holdings, and Sheets / Excel Add-ins coverage that Reflexivity skips.

Reflexivity includes Quant, Performance Attribution, Scenario & Stress Tests, Data APIs, AI, AI Chat, and AI Report 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..

Reflexivity is known for: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..

GuruFocus has a free tier, while Reflexivity requires a paid plan.

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

GuruFocus logo

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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Reflexivity logo

Reflexivity

reflexivity.com

Reflexivity is a sales-led enterprise platform (annual subscription) designed for institutions. Deep Research features are still in beta and not enabled for all accounts. All listed data sources (S&P Global, Refinitiv, Nasdaq, Cboe, etc.) are included out of the box—no separate contracts required.

Platforms

Web
API

Pricing

Subscription

Quick highlights

  • Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
  • Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
  • Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
  • Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
  • Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time.

Community votes (overall)

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Overlap

Shared focus areas

7 overlaps

Mutual strengths include Screeners, Portfolio, and Backtesting plus 4 more areas.

Where they differ

GuruFocus

Distinct strengths include:

Stock Ideas
Stock Comparison
Investor Holdings
US Government Trades
Calendar
GDP
Interest Rates
Inflation Rates
  • 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.

Reflexivity

Distinct strengths include:

Quant
Performance Attribution
Scenario & Stress Tests
Data APIs
AI
AI Chat
AI Report
  • Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
  • Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
  • Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
  • Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.

Feature-by-feature breakdown

AttributeGuruFocusReflexivity
Categories

Which research workflows each platform targets

Shared: Screeners, Portfolio, Backtesting, News, Alerts, Transcripts, APIs & SDKs

Unique: Stock Ideas, Stock Comparison, Investor Holdings, US Government Trades, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Insider Data, 13F, ETF Overview, ETF Holdings, Sheets / Excel Add-ins

Shared: Screeners, Portfolio, Backtesting, News, Alerts, Transcripts, APIs & SDKs

Unique: Quant, Performance Attribution, Scenario & Stress Tests, Data APIs, AI, AI Chat, AI Report

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds

Stocks, ETFs, Bonds, Commodities, Currencies

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, API

Web, API

Pricing

High-level pricing models

Free, Subscription

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

  • Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
  • Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
  • Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
  • Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
  • Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time.
  • Smart Screening across 40k+ global securities with thematic, fundamental, technical, and ESG filters, plus unique criteria like insider trades, government trades, and management changes.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do GuruFocus and Reflexivity both support?

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

Which tool offers a free plan?

GuruFocus offers a free entry point, while Reflexivity requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

GuruFocus ships a dedicated mobile experience, while Reflexivity 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 Reflexivity stands out for Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

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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.