GuruFocus Premium
Annual Subscription
Promotion
Our Rating
Best For
GuruFocus Premium is a powerful investment research platform designed for investors who prioritize fundamental analysis, long-term stock valuation, and guru insights.
Premium members gain access to real-time guru trades, comprehensive GF Score analysis, aggregated portfolios, and institutional ownership data, making it easy to track top hedge funds and insiders.
Advanced screening tools, including the All-in-One Screener with backtesting, historical financial data, and custom alerts, allow investors to find high-quality stocks using personalized filters.
The platform also includes detailed stock comparisons, valuation models like the Buffett Indicator, and economic indicators covering over 4,000 data points.
While GuruFocus Premium is excellent for research and analysis, it lacks portfolio tracking, real-time execution, and advanced technical trading features. Its data-heavy interface may require time to navigate efficiently.
- GF Score stock ratings
- All-in-One Screener
- Guru trades tracking
- Buffett Indicator valuation
- Insider trading tracker
- Stock comparison tools
- Advanced charting features
- Personalized guru lists
- Economic indicators database
- Dividend history & forecasts
- Stock peer analysis
- Model investment portfolios
- Comprehensive fundamental analysis
- Real-time guru trades
- Advanced stock screeners
- Exclusive valuation models
- Institutional ownership insights
- No portfolio tracking
- Limited technical analysis
- Data-heavy interface
- No real-time execution
- No options or futures
Using GuruFocus Premium for Stock Research
We tested GuruFocus Premium’s in-depth stock research capabilities, helping investors analyze financial health, valuation, and key performance indicators:
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Research Company Stocks
GuruFocus Premium provides investors with an in-depth analysis of a company's financial health, valuation, and performance, offering exclusive tools and 30 year financial statements data.
When searching for a stock, users gain access to the GF Score, a proprietary rating system that evaluates companies based on financial strength, profitability, growth, valuation, and momentum, providing a well-rounded view of investment potential.
The Line of GF Value offers a unique valuation model that helps identify undervalued stocks while avoiding potential value traps.
Premium users benefit from full-scope ratings that include industry rankings and historical performance comparisons across key financial metrics.
Warning signs and good signs highlight potential risks and positive indicators to help investors make informed decisions. The Peter Lynch Chart offers a quick valuation reference based on the legendary investor’s strategy.
Additional customization options allow users to edit their financial views and create personalized ratios.
Exclusive guru and insider statistical series provide valuable insights into market trends, giving investors an edge in tracking institutional and executive moves.
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Premium Screeners
The Screeners on GuruFocus Premium offer advanced tools to help investors filter and identify stocks using detailed financial data, historical trends, and investment strategies.
With more filters, backtesting capabilities, and the ability to set custom screener alerts, premium users can refine their stock selection process with greater precision.
The platform also allows users to download screener results (up to 1,000 rows) for further analysis.
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All In One Screener
The All-in-One Screener enables investors to search for stocks using +500 fundamental and technical metrics such as market capitalization, valuation ratios, profitability, financial strength, and insider activity
Premium users gain access to backtesting features covering the latest five years, allowing them to evaluate the effectiveness of different strategies.
The screener also includes historical financial filters (latest three years), helping investors track long-term performance trends.
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GuruFocus Screener
The GuruFocus Screener provides a selection of predefined screening tools designed to help investors identify stocks based on well-known investment philosophies and financial strategies.
These screeners focus on value, growth, dividends, and insider activity, offering a structured way to discover high-quality investments.
For example, the Dividend Kings 2025 and Dividend Aristocrats 2025 screeners highlight companies with long-term, consistent dividend growth, making them ideal for income-focused investors.
For those following legendary investors, the Peter Lynch & Warren Buffett Screener identifies stocks that align with their investment principles, favoring high-quality, undervalued businesses with strong fundamentals.
Other screeners include CEO Buys, which tracks executive stock purchases as a sign of confidence, and specialized filters for fast-growing stocks, founder-led companies, and high-growth Canadian firms.
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Value Screens
The Value Screens on GuruFocus are designed for investors following value investing principles, providing curated lists of stocks that meet specific valuation criteria.
Premium members can use exclusive predefined screeners, including the Buffett-Munger Screener and Peter Lynch Stocks, which highlight high-quality, undervalued companies. O
ther value-based strategies help users find promising investments based on legendary investors' principles.
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Track Guru Trades
The Guru Trades allows investors to track the stock movements of top professional investors, offering valuable insights into their trading strategies. For example:
- The Latest Guru Picks, seeing which stocks have been recently added or reduced in top investors’ portfolios.
- The Guru Portfolio section provides a detailed breakdown of an investor’s holdings, helping users analyze their asset allocations and investment approaches.
- The Score Board ranks gurus based on performance, allowing investors to identify the most successful strategies.
Premium users gain unlimited access to guru summaries, allowing them to view snapshots of recent stock picks, explore guru profiles, and analyze their investing philosophies.
The aggregated guru portfolios & consensus picks feature helps users identify the most popular holdings among the gurus they follow, making it easier to spot stocks with strong institutional backing.
Premium users can also access detailed guru portfolios, analyze asset allocations, and compare different investment approaches.
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Explore Guru Lists
The Guru Lists feature provides premium investors with deeper insights into the portfolios and strategies of top professional investors.
With real-time 13F holdings and 13D/G trading history, users can track institutional investors’ latest portfolio updates and transactions as they happen, ensuring they never miss an important move.
Premium users can create Personalized Guru Lists, adding only the investors they want to follow and monitoring their latest trades in one focused view.
The platform also offers access to top mutual funds' quarterly holding history, covering over 15,000 mutual funds and their current and past portfolio allocations.
By exploring guru profiles, sector allocations, and investment trends, premium users can gain an edge in spotting high-conviction trades.
Not Just Gurus: Charting, Comparison & portfolio Ideas
We explored GuruFocus Premium beyond guru insights, testing its advanced charting, stock comparison tools, model portfolios and more:
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Model Portfolios
The Model Portfolios feature provides premium investors with pre-constructed portfolios based on proven investment strategies, offering deeper insights into how different stock-picking methods perform over time.
These portfolios use a combination of value investing principles, guru strategies, and insider trading data to identify high-potential stocks.
Premium users can access exclusive portfolios like the most broadly held portfolio, which includes the most widely held stocks among top gurus, and the most weighted portfolio, featuring stocks with the highest concentration in guru portfolios—both of which have historically strong performance.
In addition to value strategies that focus on undervalued stocks and Buffett-Munger picks, premium users get expanded access to portfolios built on proven value strategies.
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Advanced Charting & Technical Analysis
GuruFocus Premium offers enhanced charting and technical analysis tools, allowing investors to visualize stock performance with customizable, interactive charts and a broad range of financial metrics.
Premium users gain access to over 300 stock-related data points and 4,000+ global economic indicators, providing a more comprehensive view of market trends.
The platform supports customizable data series, enabling users to create up to five personalized indicators, with unlimited customization for deeper analysis.
Investors can overlay fundamental data, valuation metrics, and technical indicators to assess whether a stock is over- or undervalued.
Premium members also benefit from exclusive insider and guru statistical series, revealing trading patterns that correlate with stock performance.
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Stock & Peer Comparison
The Stock Comparison feature on GuruFocus Premium enables investors to analyze multiple companies side by side using a wide range of financial, valuation, and performance metrics.
Users can compare individual stocks or select from predefined industry categories, such as clean energy, cloud computing, EV stocks, and FAANG stocks.
Premium users gain access to the Stock Comparison Table, allowing them to compare companies within similar metrics while also leveraging historical data for deeper analysis.
Investors can apply customized views, tailoring the data display to focus on the most relevant metrics for their strategy.
For deeper peer analysis, premium members can use heat maps, bubble charts, and statistical aggregated charts, which visually highlight industry trends, market movements, and sector-wide performance.
These tools make it easier to spot outperformers, undervalued opportunities, and market trends at a glance.
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Premium Insider Tracking & Institutional Ownership
GuruFocus Premium offers enhanced insider and institutional trade tracking, providing real-time insights into market-moving transactions by corporate executives, major investors, and political figures.
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Real-Time Insider Trades
Premium users gain instant access to the latest insider transactions, allowing them to track CEO and CFO trades as they happen.
The platform also offers exclusive aggregated insider trends, helping investors analyze patterns and anticipate potential stock movements.
By identifying clusters of executives buying or selling shares, users can gain insight into internal sentiment.
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Insider Trading Tracker
Follow the smart money by tracking institutional holdings and insider ownership.
Premium users can monitor hedge fund and mutual fund positions, understanding which firms hold significant stakes in a company.
Since institutional investors and insiders drive supply and demand, these insights provide a valuable reference point for stock analysis.
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Politician Trading Tracker
Premium users also receive real-time updates on stock trades made by U.S. politicians, including high-profile figures such as Nancy Pelosi, Mitch McConnell, and Tommy Tuberville, offering a transparent view of how policymakers invest.
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Alerts & Notifications
GuruFocus Premium offers customizable email alerts, ensuring investors never miss important stock movements or investment opportunities.
Users can set screener alerts to receive notifications when a stock meets their specific filtering criteria in the All-In-One Screener or predefined value screens like the Buffett-Munger Screener, Peter Lynch Screen, and Magic Formula.
Additionally, portfolio alerts allow investors to track their personalized stock watchlists, notifying them when stocks within their portfolios match selected parameters.
This helps users stay updated on changes in valuation, financial strength, and market trends without constantly monitoring the platform.
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Dividend History & Future Forecast
The Dividend History & Future Forecast feature is essential for income-focused investors who rely on dividend-paying stocks.
It provides an organized view of a company's dividend payment history, helping users track consistency, growth trends, and payout stability over time.
Premium users also gain access to future dividend forecasts, helping them evaluate expected yields and potential income growth.
This feature is particularly valuable for those building dividend-focused portfolios, ensuring they select reliable and sustainable income-generating stocks.
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Market Valuation, Economic Indicators & Industry Performance
GuruFocus Premium provides investors with an in-depth analysis of global markets, economic indicators, and industry performance, helping them assess broad economic trends before making investment decisions.
Users can explore 4,000+ economic indicators, tracking commodity prices, foreign exchange rates, labor markets, and banking data through a customizable dashboard.
The platform also offers detailed U.S. market valuation insights, including the Buffett Indicator, U.S. Treasury Yield Curve, Shiller P/E ratios, and the GF Value for major indices like the S&P 500, NASDAQ 100, and Dow 30.
For global investors, the Global Market Valuation tool provides future forecasted returns for 28+ markets, and the Global Industry Overview helps investors analyze sector trends, highlighting industries with the lowest valuations or highest dividend yields
Hidden Features of GuruFocus Premium You Should Know
The GuruFocus Premium Plan provides a variety of tools and we couldn't cover all of them. Here are some additional, useful features it offers:
- News: covers a broad range of financial topics, including stock market news, earnings reports, and sector-specific news, including updates on software, biotechnology, hardware, banking, and metals & mining stocks.
- Live Chat Support & Ticket System: Offers premium users direct access to real-time chat support and a ticket system, ensuring quick responses to platform-related questions and technical issues.
- Excel Add-In / Google Sheets Add-On (Up to 2,000 queries): Enables users to import GuruFocus data directly into spreadsheets, allowing for customized financial analysis and portfolio tracking with up to 2,000 queries per month.
- API Query (Up to 2,000 queries): Provides access to GuruFocus data via API, enabling users to integrate financial metrics, valuation models, and stock data into their own applications or automated trading strategies.
- Fund Letters Archive: A library of investment fund letters containing insights from top hedge funds and institutional investors, helping users track fund strategies, market outlooks, and portfolio changes.
- Manual of Stocks and Individual Stock PDFs: A comprehensive guide covering fundamental data, financial ratios, and key insights for all listed companies, available in individual stock PDFs for easy offline analysis.
- Q&A with Gurus: Provides insights from top investors through interviews and discussions, helping users understand expert perspectives on market trends and investment strategies.
- Podcast: Features discussions on stock market trends, investing strategies, and insights from financial experts, offering an alternative way to stay informed.
- Earnings Call Transcripts: Gives access to company earnings call transcripts, allowing investors to analyze management commentary and business outlooks.
- Submit Article: Allows users to contribute articles on investing topics, stock analysis, and market trends, fostering community engagement and knowledge sharing.
- DCF Calculator: Allows users to perform basic discounted cash flow (DCF) valuation estimates to determine whether a stock is overvalued or undervalued.
Where GuruFocus Premium Could Improve?
The GuruFocus Premium Plan significantly enhances stock research with advanced tools, expanded data access, and exclusive insights.
However, compared to competing platforms, there are still areas where it could improve to offer a more seamless experience:
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User Interface & Experience Can Be Smoother
GuruFocus Premium provides an extensive range of stock data, valuation models, and research tools, but its UI and UX could be more intuitive and beginner-friendly.
The platform remains data-heavy, requiring users to navigate multiple sections to access key information. A more streamlined layout and improved navigation would enhance usability.
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Limited Advanced Technical Analysis Features
While Premium users gain access to customizable charts, valuation overlays, and proprietary metrics, GuruFocus is still fundamentally geared toward long-term investors.
It lacks real-time pattern recognition, in-depth technical indicators, and tools like Bollinger Bands or Fibonacci levels that active traders rely on.
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No Built-In Portfolio Tracking & Analysis
Despite offering guru and insider portfolio tracking, GuruFocus Premium does not include personal portfolio tracking or performance analysis tools.
Investors cannot monitor their own holdings, analyze returns, or assess risk exposure directly within the platform.
While GuruFocus excels in research and valuation, users looking for a fully integrated portfolio management tool may need additional software to track their investments.
Who Benefits Most from GuruFocus Premium?
The GuruFocus Premium Plan is designed for investors who rely on fundamental analysis, long-term strategies, and expert-driven insights:
- Guru Followers: Premium users get real-time guru trades, aggregated portfolio views, and consensus picks, making it easier to track hedge fund and institutional investment strategies.
- Long-Term Value Investors: Those following Warren Buffett-style investing will benefit from advanced valuation metrics, historical financials, and premium stock screeners to identify undervalued opportunities.
- Fundamental Analysts: Investors who focus on deep financial research will appreciate detailed company reports, historical trends, and proprietary scoring models like the GF Score for a full company evaluation.
- Sector-Focused Investors: With enhanced sector heatmaps, peer comparisons, and industry-specific valuation tools, users can analyze stocks within clean energy, technology, financials, and other industries more effectively.
Who Might Not Benefit from GuruFocus?
While GuruFocus Premium offers an extensive range of tools, it may not suit every type of investor or trader:
- High-Frequency Traders: GuruFocus Premium does not offer direct market access (DMA), real-time execution tools, or algorithmic trading capabilities, making it less suitable for high-speed traders.
- Advanced Technical Traders: While premium users gain access to customizable charting and valuation models, those who rely on advanced technical indicators like Bollinger Bands, Fibonacci levels, or real-time pattern recognition may prefer platforms.
- Short-Term Day Traders: The platform prioritizes long-term investing and fundamental analysis, making it less ideal for traders who rely on intraday movements, real-time execution, and price action strategies.
- Options & Futures Traders: The platform is designed for stock investors, with limited support for derivatives, futures contracts, or complex options strategies.
GuruFocus Premium Alternatives: How They Compare?
GuruFocus Premium competes with top-tier investment research platforms like InvestingPro, TradingView Premium, Benzinga Pro (Basic), Seeking Alpha Premium, MarketBeat All Access and TipRanks Premium.
While GuruFocus Premium excels in fundamental analysis, guru trades, and valuation models, it lacks real-time execution like Benzinga Pro offer and advanced charting, which TradingView Premium provide.
Plan | Subscription | Promotion |
|---|---|---|
Morningstar Investor | $34.95
$249 ($20.75 / month) if paid annually | 7-Day free trial |
Zacks Premium | $249 ($20.75/month)
No monthly plan | 30-day free trial |
Motley Fool Stock Advisor | $199 (16.60 / month)
No monthly plan
| 30-day money-back guarantee |
Benzinga Pro | $37
$367 ($30.58 / month) if paid annually | $129
$129 for new member’s annual price ($11/month), including 7-day money-back guarantee
|
GuruFocus Premium | $499 ($41.58/ month)
No monthly plan, price for US citizens, price change by region | 7-day free trial + 30-day money-back guarantee |
StockTwits Edge | $22.95
$229.50 ($19.10 / month) if paid annually
| N/A |
Stock Analysis | $9.99
$79 ($6.58 / month) if paid annually | 60-day money back guarantee |
Seeking Alpha Premium and TipRanks Premium provide robust stock ratings and analyst insights, while InvestingPro and MarketBeat All Access also focus on analysis and research tools for investors, each has its own pros and cons.
FAQ
Yes, Premium users can backtest screening strategies for up to the last five years to evaluate their effectiveness.
Yes, Premium users can download financial statements in Excel or CSV format for further analysis.
No, GuruFocus is web-based only, but the platform is optimized for mobile browsers.
Yes, users can analyze top mutual fund holdings, quarterly changes, and fund manager strategies.
No, the platform is primarily focused on stocks, ETFs, and mutual funds, with no dedicated bond analysis.
Yes, Premium users can analyze global markets, including China, Japan, Europe, and emerging economies.
Yes, Premium users can set email alerts for economic data like GDP growth, inflation, and interest rates.
Review Premium Stock Analysis & Charting Tools
How We Rated Premium Investing Analysis & Research Tools
At The Smart Investor, we evaluated premium investment research platforms based on their advanced features, data depth, and overall value compared to other paid alternatives. Each platform was rated based on the following key aspects:
- Advanced Fundamental Analysis Tools (20%): We assessed the depth of financial data, historical reports, earnings forecasts, and valuation models. Platforms that provided institutional-grade insights, DCF analysis, customizable financial models, and access to premium analyst reports scored higher.
- Advanced Technical Analysis Features (20%): We reviewed the availability of real-time charting, advanced indicators, custom scripting, and AI-driven pattern recognition. Platforms that offered backtesting tools, automated trading strategies, and integration with third-party software received better ratings.
- Stock Screener & Premium Filters (15%): A high-quality screener is essential for pro investors, so we evaluated customization depth, real-time filtering, and AI-driven stock discovery. Platforms offering pre-built expert screeners, backtesting capabilities, and sector-specific analytics scored the highest.
- Portfolio Tracking & Advanced Alerts (10%): We rated platforms on their ability to provide real-time performance tracking, portfolio rebalancing tools, and tax optimization insights. Platforms with smart alerts, AI-driven risk assessments, and brokerage integration ranked higher.
- Ease of Use & Customization (15%): We assessed how well premium platforms balance advanced capabilities with user-friendly interfaces. Those offering custom dashboards, API access, and seamless multi-device usability received better ratings.
- Pricing (20%): We considered how the plan's pricing compared to other premium plans and what benefits traders/investors get. Is it worth it overall?
