★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Wealthfolio checked July 22, 2026
Tool Comparison
GuruFocus vs Wealthfolio
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 Wealthfolio doesn't offer
Pick Wealthfolio if
Wealthfolio
Free • From $3.99/mo · Desktop · Mobile · Web
- You want the cheaper way in: plans start at $3.99/mo instead of $45.75/mo
- You care about performance attribution, risk metrics, and monte carlo, 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 and Wealthfolio cover a lot of the same ground (4 shared categories, including data visualizations, portfolio, and broker connectors), so for the basics you won't go far wrong with either. GuruFocus simply does more: 48 categories to Wealthfolio's 8, including stock ideas, screeners, and ETF screeners. Wealthfolio counters by starting cheaper at $3.99/mo.
What readers say
GuruFocus
Vote once to reveal the community verdict.
Wealthfolio
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Wealthfolio$3.99/mo vs $45.75/mo
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus48 vs 8 categories
- Desktop app
- Wealthfolio
- API access
- GuruFocus
- Free plan
- Both
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 • From $3.99/mo |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 47 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 +45 more | 6 limits: Core app: broker sync: Not included, Core app: device sync: Not included +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | Retail Traders, Pro Retail +3 more |
Categories covered | 48 | 8 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Pricing: Vendor and Manual and Multi-currency |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | SnapTrade |
Capabilities | 8 signals: Custom formulas, Ranking backtests +6 more | 7 signals: Performance attribution, Monte Carlo +5 more |
Security | Status page and Encryption in transit | — |
| Try it | Visit GuruFocus | Visit Wealthfolio |
Where each one shines
What GuruFocus and Wealthfolio each do best.ShowHide
Where each one shines
What GuruFocus and Wealthfolio 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.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency.
- GF Score to compare stocks through a 0-100 framework built around financial strength, profitability, growth, valuation, and momentum.
- GF Value to frame fair value from historical multiples, past returns, and analyst estimates, then classify stocks by valuation range.
What Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
Every detail we compared
Every tracked attribute for GuruFocus and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for GuruFocus and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker and CIK | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | ExchangeVendorModel | VendorManual |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | SnapTrade |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: Python and GoDocs | Not specified |
Import methods | CSVBrokerOAuthManual | CSVBrokerOAuthManual |
Integrations | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade | SnapTradeDocker |
Export formats | CSVExcelJSON | CSVJSON |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Not specified |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesAI summaries: Transcripts | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | Teymz Inc.Country: CanadaSupport: 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“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 more | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 |
| Tier 2 | $1398/yr≈ $116.50/mo“Plus / Premium Plus”billing: Annual only · data api requests: 500/month included with Premium Plus membership · +2 more | $7.99/mo“Connect Essentials”institution connections: 5 |
| Tier 3 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +10 more | $12.99/mo“Connect Duo”institution connections: 12 |
| Tier 4 | $2448/yr≈ $204/mo“Pro / 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” | — |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between GuruFocus and Wealthfolio?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do GuruFocus and Wealthfolio cost?
Good news: both GuruFocus and Wealthfolio have free plans, so you can run them side by side and only pay if you hit a wall.
Does GuruFocus or Wealthfolio have an API?
GuruFocus has an API for programmatic access and custom integrations. Wealthfolio doesn't, so you're working through its interface.
Should I choose GuruFocus or Wealthfolio?
It depends on what you're after. Pick GuruFocus if stock ideas and screeners matter to you; go with Wealthfolio if you'd rather have performance attribution and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and Wealthfolio cover?
Both cover stocks, ETFs, bonds, and mutual funds. GuruFocus also handles options and funds. Wealthfolio adds currencies, cryptos, and real estate on top.
Can I export data from GuruFocus and Wealthfolio?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can GuruFocus or Wealthfolio connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are GuruFocus and Wealthfolio good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: GuruFocus or Wealthfolio?
GuruFocus has a stock screener for surfacing ideas; Wealthfolio doesn't, and focuses its energy elsewhere.
Can I track my portfolio with GuruFocus or Wealthfolio?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.