★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 23, 2026
Tool Comparison
GuruFocus vs rotki
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 rotki doesn't offer
- You're newer to investing and want something approachable
Pick rotki if
rotki
Free • Contact for pricing · Web · Desktop · Mobile
- You care about on-chain analytics, wallet / address monitoring, and downloadable tax reports, 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 simply does more: 49 categories to rotki's 5, including stock ideas, screeners, and ETF screeners. rotki counters by being completely free. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
What readers say
GuruFocus
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rotki
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Key differences at a glance
- Broker sync
- GuruFocus
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus49 vs 5 categories
- Desktop app
- rotki
- API access
- GuruFocus
- Beginner friendly
- GuruFocus
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 |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | No |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | Centralized exchanges, EVM networks +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | Retail Traders, Pro Retail +1 more |
Categories covered | 49 | 5 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | — |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | DEX data and Wallet tracking |
Security | Status page and Encryption in transit | — |
| Try it | Visit GuruFocus | Visit rotki |
Where each one shines
What GuruFocus and rotki each do best.ShowHide
Where each one shines
What GuruFocus and rotki 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 rotki does best
- Local encrypted storage for portfolio, exchange, wallet, DeFi, and accounting data.
- Read-only exchange API connections, blockchain accounts, RPC endpoints, and CSV imports.
- Readable transaction decoding, history events, asset and liability views, and net-worth tracking.
- Configurable profit-and-loss accounting and tax-report exports for supported activity.
- Free AGPLv3 desktop application with optional Premium limits, analytics, encrypted sync, and data enrichment.
Every detail we compared
Every tracked attribute for GuruFocus and rotki, side by side.ShowHide
Every detail we compared
Every tracked attribute for GuruFocus and rotki, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | CryptosCurrenciesOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Retail TradersPro RetailQuants/Developers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker and CIK | Not specified |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | ExchangeVendorModel | Not specified |
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 | Centralized exchangesEVM networksBitcoin accountsGnosis PayMoneriumDocker |
Export formats | CSVExcelJSON | CSV |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Not specified |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesCredit ratings+1 more | DEX dataWallet tracking |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | Rotki Solutions GmbHCountry: DESupport: Email and Forum |
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“Free local tier” |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 more | €25/mo“Basic” |
| 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“Custom” |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between GuruFocus and rotki?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while rotki puts more weight on portfolio, on-chain analytics, and wallet / address monitoring. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
How much do GuruFocus and rotki cost?
Good news: both GuruFocus and rotki have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: GuruFocus or rotki?
GuruFocus is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does GuruFocus or rotki have an API?
GuruFocus has an API for programmatic access and custom integrations. rotki doesn't, so you're working through its interface.
Should I choose GuruFocus or rotki?
It depends on what you're after. Pick GuruFocus if stock ideas and screeners matter to you; go with rotki if you'd rather have on-chain analytics and wallet / address monitoring. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and rotki cover?
Both cover other. GuruFocus also handles stocks, ETFs, and bonds. rotki adds cryptos and currencies on top.
Can I export data from GuruFocus and rotki?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can GuruFocus or rotki connect to my broker?
GuruFocus syncs with brokers automatically. With rotki, you're entering holdings by hand or importing files.
Which has a better stock screener: GuruFocus or rotki?
GuruFocus has a stock screener for surfacing ideas; rotki doesn't, and focuses its energy elsewhere.
Can I track my portfolio with GuruFocus or rotki?
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.