VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, November 29, 2025

Tool Comparison

GuruFocus vs Smartfin comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

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, 13D/13G, ETF Overview, ETF Holdings, ETF Valuation, ETF Performance, Data APIs, APIs & SDKs, Sheets / Excel Add-ins, AI, and AI Chat coverage that Smartfin skips.

Smartfin includes Data Visualizations, Checklist, Analyst Price Targets, Watchlist, and AI Business Summary categories that GuruFocus omits.

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

In depth comparison

GuruFocus logo

GuruFocus

gurufocus.com

Editor’s pick Hands-on review

Global equity research and value-investing platform with deep fundamental data, guru/insider/politician portfolios, powerful screeners and backtesting, macro dashboards, and spreadsheets/API access. Best for fundamentals‑driven investors and pros willing to pay for depth; UI is dense but incredibly data‑rich.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

  • All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields.
  • Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades.
  • Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals.
  • Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.
  • Proprietary valuation and quality metrics including GF Score, GF Value Line, predictability scores, warning signs, Peter Lynch charts, and DCF/WACC calculators.

Community votes (overall)

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Smartfin logo

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.

Platforms

Web

Pricing

FreeSubscription

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
You haven't voted yet

Where they differ

GuruFocus

Distinct strengths include:

  • All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields.
  • Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades.
  • Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals.
  • Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.

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

AttributeGuruFocusSmartfin
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, 13D/13G, ETF Overview, ETF Holdings, ETF Valuation, ETF Performance, Data APIs, APIs & SDKs, Sheets / Excel Add-ins, AI, AI Chat

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, 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

  • All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields.
  • Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades.
  • Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals.
  • Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.
  • Proprietary valuation and quality metrics including GF Score, GF Value Line, predictability scores, warning signs, Peter Lynch charts, and DCF/WACC calculators.
  • Macro & market‑valuation suite: Buffett Indicator, Shiller P/E (by market and sector), yield curves, global market valuation, Fed net liquidity, debt‑to‑GDP, and more.

Unique

  • 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.
  • Curated ‘Stock Lists’ (e.g., top dividend, top AI, top market cap) focused on U.S. markets.
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 fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields., Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades., and Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals., 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..

Keep exploring

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.