VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing GuruFocus and YCharts will find that Both GuruFocus and YCharts concentrate on Screeners, Stock Comparison, and Portfolio workflows, making them natural alternatives for similar investment research jobs. GuruFocus leans into Stock Ideas, Backtesting, and Investor Holdings, which can be decisive for teams that need depth over breadth. YCharts stands out with ETF Comparison, Data Visualizations, and Watchlist that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
GuruFocus vs YCharts
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- GuruFocus adds Stock Ideas, Backtesting, Investor Holdings, US Government Trades, Calendar, Commitment of Traders (COT), Valuation Models, Transcripts, and 13F coverage that YCharts skips.
- YCharts includes ETF Comparison, Data Visualizations, Watchlist, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, ETF Performance, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, and Broker Connectors 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..
- YCharts is known 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..
- GuruFocus has a free tier, while YCharts requires a paid plan.
- GuruFocus ships a mobile app. YCharts is web/desktop only.
GuruFocus
gurufocus.com
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.
Categories
Platforms
Pricing
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.
YCharts
ycharts.com
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).
Categories
Platforms
Pricing
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
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.
YCharts
Distinct strengths include:
- 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, Portfolio, News, Alerts, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Yield Curves, Financials, Scores, Insider Data, ETF Overview, ETF Holdings, APIs & SDKs, Sheets / Excel Add-ins Unique: Stock Ideas, Backtesting, Investor Holdings, US Government Trades, Calendar, Commitment of Traders (COT), Valuation Models, Transcripts, 13F | Shared: Screeners, Stock Comparison, Portfolio, News, Alerts, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Yield Curves, Financials, Scores, Insider Data, ETF Overview, ETF Holdings, APIs & SDKs, Sheets / Excel Add-ins Unique: ETF Comparison, Data Visualizations, Watchlist, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Data APIs, ETF Performance, ETF Fundamentals, ETF Overlap, Analyst Forecasts, Short Interest, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual 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, API | Web, API |
Pricing High-level pricing models | Free, Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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, Portfolio, News, Alerts, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Yield Curves, Financials, Scores, Insider Data, ETF Overview, ETF Holdings, APIs & SDKs, and Sheets / Excel Add-ins 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 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 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..
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.