VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Friday, December 26, 2025

Tool Comparison

GuruFocus vs YCharts comparison

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

Quick takeaways

GuruFocus adds Stock Ideas, Investor Holdings, US Government Trades, Backtesting, Calendar, IPO, Spin-offs, Acquisitions, Delisted, Dividends, Commitment of Traders (COT), Valuation Models, Institutional Data, 13F, 13D/13G, Analyst Price Targets, Analyst Recommendations, Transcripts, AI, AI Chat, Education, Videos, Blogs, Forums, Newsletters, and Stock Handbook coverage that YCharts skips.

YCharts includes ETF Comparison, Watchlist, Correlation, Risk Metrics, Performance Attribution, Scenario & Stress Tests, ETF Performance, ETF Fundamentals, ETF Overlap, APIs & SDKs, Sheets / Excel Add-ins, and Broker Connectors categories that GuruFocus omits.

GuruFocus has a free tier, while YCharts requires a paid plan.

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

In depth comparison

GuruFocus

gurufocus.com

Editor’s pick Hands-on review

Global value‑investing research platform with 100k+ stocks in ~100 markets, guru & insider holdings, macro indicators and AI tools. Basic access is free with limited scanner/guru data, while Premium / PremiumPlus / Professional tiers unlock 30‑year financials, advanced All‑in‑One Screener, GuruAI, backtesting, Excel/Sheets add‑ins and increasing API query limits; a separate GuruAPI data-licensing product provides institutional datasets and pay‑per‑call or subscription access.

Platforms

WebMobileDesktopAPI

Pricing

FreeSubscription

Quick highlights

Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors.
All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios.
Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables.
Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Insider and politician trading trackers provide real-time insider buys/sells, clusters and combined guru+insider signals, plus a dedicated U.S. politician trading tracker with real-time picks and full politician lists.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

YCharts

ycharts.com

Hands-on review

Advisor-focused research, portfolio analytics, and proposal platform. Lower tiers are more view-only, while add-ons unlock the Excel add-in and broader fund/SMA datasets. Intraday quotes are available on a short delay (about 90–120 seconds).

Platforms

WebAPI

Pricing

Subscription

Quick highlights

Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Where they differ

GuruFocus

Distinct strengths include:

Stock Ideas Investor Holdings US Government Trades Backtesting Calendar IPO Spin-offs Acquisitions

Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors.
All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios.
Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables.
Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.

YCharts

Distinct strengths include:

ETF Comparison Watchlist Correlation Risk Metrics Performance Attribution Scenario & Stress Tests ETF Performance ETF Fundamentals

Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).

Feature-by-feature breakdown

Attribute	GuruFocus	YCharts
Categories Which research workflows each platform targets	Shared: Screeners, Stock Comparison, Data Visualizations, Portfolio, News, Alerts, Data APIs, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Yield Curves, Financials, Scores, Insider Data, Short Interest, ETF Overview, ETF Holdings, Analyst Forecasts Unique: Stock Ideas, Investor Holdings, US Government Trades, Backtesting, Calendar, IPO, Spin-offs, Acquisitions, Delisted, Dividends, Commitment of Traders (COT), Valuation Models, Institutional Data, 13F, 13D/13G, Analyst Price Targets, Analyst Recommendations, Transcripts, AI, AI Chat, Education, Videos, Blogs, Forums, Newsletters, Stock Handbook	Shared: Screeners, Stock Comparison, Data Visualizations, Portfolio, News, Alerts, Data APIs, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Yield Curves, Financials, Scores, Insider Data, Short Interest, ETF Overview, ETF Holdings, Analyst Forecasts Unique: ETF Comparison, Watchlist, Correlation, Risk Metrics, Performance Attribution, Scenario & Stress Tests, ETF Performance, ETF Fundamentals, ETF Overlap, APIs & SDKs, Sheets / Excel Add-ins, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Options, Funds	Stocks, ETFs, Mutual Funds, Closed-End Funds
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, Desktop, API	Web, API
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors. All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios. Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables. Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings. Insider and politician trading trackers provide real-time insider buys/sells, clusters and combined guru+insider signals, plus a dedicated U.S. politician trading tracker with real-time picks and full politician lists. Market & macro dashboards cover U.S. and global valuation (Buffett Indicator, Shiller P/E, GF Value for major indices), Treasury yield curve, inflation, debt-to-GDP, GDP, unemployment, VIX and broader economic indicators across multiple regions.	Unique Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks. Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns. Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators. Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds). Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images. Advisor ecosystem integrations including Addepar, Orion, Redtail, Schwab Advisor Center, iRebal, Pershing, LPL ClientWorks, Black Diamond, and VRGL.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do GuruFocus and YCharts both support?

Both platforms cover Screeners, Stock Comparison, Data Visualizations, Portfolio, News, Alerts, Data APIs, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Yield Curves, Financials, Scores, Insider Data, Short Interest, ETF Overview, ETF Holdings, and Analyst Forecasts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

GuruFocus offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

GuruFocus ships a dedicated mobile experience, while YCharts focuses on web or desktop access.

What unique strengths set the two platforms apart?

GuruFocus differentiates itself with Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., whereas YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.