VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View GuruFocus View Wise (Interest & Stocks)Back to Home

Head-to-head

GuruFocus vs Wise (Interest & Stocks) comparison

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

Quick takeaways

GuruFocus adds 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, and Sheets / Excel Add-ins coverage that Wise (Interest & Stocks) skips.

Wise (Interest & Stocks) includes Wealth Management, and Downloadable Tax Reports 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..

Wise (Interest & Stocks) is known for: Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk., Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically., and Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change..

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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Wise (Interest & Stocks)

wise.com

Investing features vary by country. In the UK/EEA, Interest allocates to government money-market funds; in the US, Interest is a bank program with pass-through FDIC insurance (not an investment). “Stocks” is a single BlackRock iShares World Equity Index mutual fund where available. Settlement speed (instant vs non-instant) and whether you invest from Balances or Jars differ by market. Fees are published per currency; Stocks adds a Wise service fee on top of the fund’s OCF.

Platforms

Web

Mobile

API

Pricing

Free

Other

Quick highlights

Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically.
Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change.
Stocks includes a Wise service fee in addition to the fund’s ongoing charges.
Availability, access speed (instant vs non-instant), and Balances vs Jars investing differ by country.

Community votes (overall)

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Overlap

Shared focus areas

1 overlap

Both tools cover this research theme.

APIs & SDKs

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.

Wise (Interest & Stocks)

Distinct strengths include:

Wealth Management

Downloadable Tax Reports

Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically.
Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change.
Stocks includes a Wise service fee in addition to the fund’s ongoing charges.

Feature-by-feature breakdown

Attribute	GuruFocus	Wise (Interest & Stocks)
Categories Which research workflows each platform targets	Shared: APIs & SDKs Unique: 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, Sheets / Excel Add-ins	Shared: APIs & SDKs Unique: Wealth Management, Downloadable Tax Reports
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds	Mutual Funds, Currencies
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, Mobile, API
Pricing High-level pricing models	Free, Subscription	Free, Other
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 Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk. Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically. Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change. Stocks includes a Wise service fee in addition to the fund’s ongoing charges. Availability, access speed (instant vs non-instant), and Balances vs Jars investing differ by country. US Interest: opt-in bank program with pass-through FDIC insurance via partner banks—classified as a banking feature, not an investment product.
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 Wise (Interest & Stocks) both support?

Both platforms cover APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do GuruFocus and Wise (Interest & Stocks) require subscriptions?

Both GuruFocus and Wise (Interest & Stocks) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access GuruFocus and Wise (Interest & Stocks)?

Both GuruFocus and Wise (Interest & Stocks) support web and mobile access, making it easy to keep tabs on research away from the desk.

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 Wise (Interest & Stocks) stands out for Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk., Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically., and Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change..

Keep exploring

Stay on top of related tools

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