Tool Comparison
GuruFocus vs YCharts
- Paid from
- $45.75/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $45.75/mo instead of $250/mo
- You do a lot of your research from your phone
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want risk metrics, scenario & stress tests, and monte carlo.
Pick GuruFocus if
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $45.75/mo instead of $250/mo
- You do a lot of your research from your phone
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want risk metrics, scenario & stress tests, and monte carlo.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
GuruFocus and YCharts cover a lot of the same ground (14 shared categories, including screeners, stock comparison, and ETF comparison), so for the basics you won't go far wrong with either. GuruFocus simply does more: 49 categories to YCharts's 20, including stock ideas, ETF screeners, and top analysts, plus a mobile app. YCharts counters by keeping things simpler.
What readers say
GuruFocus
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Key differences at a glance
- Free plan
- GuruFocus
- Cheaper paid plan
- GuruFocus$45.75/mo vs $250/mo
- Broader coverage
- GuruFocus49 vs 20 categories
- Mobile app
- GuruFocus
- Desktop app
- YCharts
- API access
- GuruFocus
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.
- ETF Screener and ETF GF Scores for filtering and comparing more than 5,000 U.S.
- Corporate and government bond screening by yield, maturity, ratings, coupon structure, outstanding amount, issuer, and industry, plus company-level bond tabs.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency; current membership terms give Premium the latest five years and Premium Plus/Professional history back to 2006.
What YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $549/yr | From $3000/yr |
Free tier | Yes | No |
Free trial | 7 days | 7 days |
Plan limits | 57 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 +55 more | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 49 | 20 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | Status page and Encryption in transit | 4 signals: SOC2, Status page +2 more |
| Try it | Visit GuruFocus | Visit YCharts |
Standout features
The best features of GuruFocus and YCharts.ShowHide
Standout features
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.
- ETF Screener and ETF GF Scores for filtering and comparing more than 5,000 U.S.
- Corporate and government bond screening by yield, maturity, ratings, coupon structure, outstanding amount, issuer, and industry, plus company-level bond tabs.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency; current membership terms give Premium the latest five years and Premium Plus/Professional history back to 2006.
What YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
All details
Every attribute we track for GuruFocus and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker and CIK | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | ExchangeVendorModel | Not specified |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: Python and GoDocs | Not specified |
Import methods | CSVBrokerOAuthManual | CSVCustodianManual |
Integrations | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | CSVExcelJSON | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesCredit ratings+1 more | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| 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 | — |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · region price: $549/year for USA, Asia, or Europe; $369/year for several other regions · +7 more | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +12 more | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Tier 3 | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more | Subscription“Presenter”additional seat annual usd: 2,400 |
| Tier 4 | Subscription“Premium Plus”billing: Annual only · public price: Current rendered pricing could not establish the Premium Plus amount · +4 more | — |
| Tier 5 | Subscription“Professional”billing: Annual only · public price: Current rendered pricing could not establish the Professional amount · +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” | Contact sales“Enterprise” |
| Free trial | 7 days | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between GuruFocus and YCharts?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 14 categories, so for most people it comes down to workflow preference and price.
Is GuruFocus or YCharts free to use?
GuruFocus has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with GuruFocus and see how far it takes you before opening your wallet.
Which is better for beginners: GuruFocus or YCharts?
GuruFocus is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use GuruFocus or YCharts on my phone?
GuruFocus lists a dedicated mobile app, so it travels better. YCharts doesn't list a dedicated mobile app; its documented access is web and desktop.
Does GuruFocus or YCharts have an API?
GuruFocus has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose GuruFocus or YCharts?
It depends on what you're after. Pick GuruFocus if stock ideas and ETF screeners matter to you; go with YCharts if you'd rather have risk metrics and scenario & stress tests. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and YCharts cover?
Both cover stocks, ETFs, bonds, and mutual funds. GuruFocus also handles options, funds, and other. YCharts adds closed-end funds and cryptos on top.
Can I export data from GuruFocus and YCharts?
Yes, both export to spreadsheets (CSV and Excel), which is handy if you like running your own numbers.
Can GuruFocus or YCharts connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: GuruFocus or YCharts?
Both GuruFocus and YCharts include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with GuruFocus or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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