GuruFocus adds Screeners, Stock Comparison, Portfolio, Backtesting, Investor Holdings, US Government Trades, News, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Valuation Models, 13F, ETF Overview, ETF Holdings, APIs & SDKs, and Sheets / Excel Add-ins coverage that Smartfin skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, October 16, 2025
Head-to-head
GuruFocus vs Smartfin comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Smartfin includes Data Visualizations, Checklist, Analyst Price Targets, Watchlist, and AI Business Summary 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..
Smartfin is known for: AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover., Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings., and Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts..
GuruFocus ships a mobile app. Smartfin is web/desktop only.
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.
Categories
Screeners
Stock Ideas
Stock Comparison
Portfolio
Backtesting
Investor Holdings
US Government Trades
News
Alerts
Calendar
GDP
Interest Rates
Inflation Rates
Unemployment Rates
Commitment of Traders (COT)
Yield Curves
Financials
Valuation Models
Scores
Transcripts
Insider Data
13F
ETF Overview
ETF Holdings
APIs & SDKs
Sheets / Excel Add-ins
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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Smartfin
thesmartfin.com
Beginner‑friendly stock research platform focused on fundamentals: visual financials, sector‑adjusted scoring (value/profit/growth/health), AI company snapshots, curated stock lists, and real‑time alerts for insider trades & analyst price‑target changes. US‑stocks centric; no brokerage sync or advanced risk/quant features.
Categories
Platforms
Web
Pricing
Free
Subscription
Quick highlights
- AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
- Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
- Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
- Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.
- Event hub for tracked tickers (earnings, SEC filings, transcripts) and a lightweight research checklist.
Community votes (overall)
0% upvotes 0% downvotes
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Overlap
Shared focus areas
7 overlapsMutual strengths include Stock Ideas, Alerts, and Calendar plus 4 more areas.
Where they differ
GuruFocus
Distinct strengths include:
- 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.
Smartfin
Distinct strengths include:
- AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
- Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
- Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
- Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.
Feature-by-feature breakdown
| Attribute | GuruFocus | Smartfin |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Stock Ideas, Alerts, Calendar, Financials, Scores, Transcripts, Insider Data Unique: Screeners, Stock Comparison, Portfolio, Backtesting, Investor Holdings, US Government Trades, News, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Valuation Models, 13F, ETF Overview, ETF Holdings, APIs & SDKs, Sheets / Excel Add-ins | Shared: Stock Ideas, Alerts, Calendar, Financials, Scores, Transcripts, Insider Data Unique: Data Visualizations, Checklist, Analyst Price Targets, Watchlist, AI Business Summary |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Platforms Where you can access the product | Web, Mobile, API | Web |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Smartfin both support?
Both platforms cover Stock Ideas, Alerts, Calendar, Financials, Scores, Transcripts, and Insider Data workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do GuruFocus and Smartfin require subscriptions?
Both GuruFocus and Smartfin keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
GuruFocus ships a dedicated mobile experience, while Smartfin 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 Smartfin stands out for AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover., Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings., and Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts..
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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.