If you’re into investing like Buffett or want to track what top hedge funds are buying, GuruFocus might be your new go-to.
The free version gives solid fundamentals and guru snapshots, but if you're serious about research, Premium takes it way further. Think custom screeners, real-time alerts, and deep valuation tools.
Let's compare them.
Plan | Annual Subscription | Promotion |
|---|---|---|
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 |
GuruFocus Premium Plus | $1,348 ($112.33/ month)
No monthly plan, price for US citizens, price change by region | 7-day free trial + 30-day money-back guarantee |
GuruFocus Professional | $2,398 ($199/ month)
No monthly plan, price for US citizens, price change by region | 7-day free trial + 30-day money-back guarantee |
What You'll Get On Both Plans?
Here are key features available on both the GuruFocus Free and Premium plans:
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Basic Screening Tools
GuruFocus gives users access to predefined screening options across both free and premium plans.
Free users can explore curated screens like the Ben Graham Lost Formula or Buffett-Munger Picks to discover value stocks. These are great for investors seeking undervalued companies with strong fundamentals.
However, filters are limited, so users must work within fixed criteria without customization or backtesting capabilities.
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Fundamental Stock Research Access
Both plans offer robust access to historical financials and valuation data, helping users analyze company health.
For instance, when evaluating JPMorgan Chase, you can review past revenue, net income, and margin trends to assess profitability and risk. This is useful for investors comparing financial performance across time or assessing consistency.
While deeper customization is premium-only, free users can still view essential income statements and balance sheet metrics.
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Insider Trading & Guru Holdings Overview
GuruFocus tracks stock trades by corporate insiders and top investors in both plans.
Free users can view recent CEO/CFO purchases or see Buffett’s latest disclosed holdings. This helps investors identify confidence signals or widely held stocks.
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Stock Comparison Tool
Both plans let users compare two or more stocks side by side using performance metrics and financial ratios.
For example, an investor can compare Apple vs. Microsoft on valuation, ROE, and revenue growth. This tool supports smarter decisions when choosing between similar large-cap stocks.
While customization and historical depth improve with premium, the free version still delivers a snapshot view for quick analysis.
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ETF and Fund Data
GuruFocus includes data on ETFs and mutual funds across both plans. Users can see fund sector allocations, holdings, and performance summaries.
For instance, if you're exploring clean energy ETFs or dividend-focused mutual funds, this feature lets you check what’s inside before investing.
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Additional Tools You Get on Both Plans
In addition to the main tools, both GuruFocus Free and Premium plans include a few smaller yet useful features that support research and learning:
Earnings Call Transcripts: Users can read transcripts of quarterly earnings calls, helping them understand management's tone, future outlook, and response to analysts.
Discussion Board Access: Both plans offer access to a community forum where investors share analysis, ask questions, and discuss stocks or macro trends.
Stock Market News Updates: GuruFocus provides curated financial news and sector-specific updates, useful for staying informed about market events that may affect your watchlist.
Economic Data Snapshots: Users can access charts and summaries of major economic indicators like interest rates and inflation, which help contextualize stock movements.
Submit Article Feature: Investors can write and publish their own analysis, contributing to the platform while building credibility and sharing insights with peers.
What You'll Get If You Upgrade To The X Plan?
Here are five standout features that are exclusive to the GuruFocus Premium plan or offer major upgrades over the free version:
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Advanced All-in-One Screener
The Premium version unlocks full access to the All-in-One Screener, letting users filter stocks using 500+ customizable metrics.
You can set detailed financial, valuation, and growth filters to build strategies, then backtest performance over the past five years—something not possible on the free plan
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Real-Time Guru Trades Tracking
Premium users get instant access to guru portfolio changes, including recent buys, sells, and consensus picks.
This feature offers real-time insights into the actions of top investors like Buffett or Ackman. Free users only see delayed or limited guru data, without detailed strategy breakdowns.
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GF Score & Proprietary Valuation Tools
GuruFocus Premium includes proprietary tools like the GF Score, GF Value Line, and Peter Lynch charts. These models provide quick snapshots of a company’s valuation and strength.
While free users see basic financial data, these premium tools simplify deeper research with expert-level scoring systems.
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Custom Alerts and Watchlists
Premium subscribers can set alerts for stock price movements, screener results, or insider activity.
For example, you can get notified when a stock hits a specific PE ratio or when a guru adds it to their portfolio. This automation saves time and helps avoid missed opportunities.
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Expanded Charting & Comparison Tools
GuruFocus Premium enables fully customizable stock charts with overlays of 300+ financial metrics and 4,000+ economic indicators.
Investors can also compare multiple stocks across advanced metrics using heatmaps or bubble charts. In contrast, the free plan offers only limited chart functionality and no custom visuals.
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Additional Unique Features Only in GuruFocus Premium
Beyond core research tools, GuruFocus Premium offers several lesser-known features that improve customization, automation, and advanced analysis for serious investors:
Excel Add-In / Google Sheets Integration: Premium users can directly pull data into spreadsheets using up to 2,000 queries per month for custom modeling and tracking.
API Access for Automation: Build your own apps or scripts using API access to GuruFocus data—ideal for quants or developers automating stock research.
Fund Letters Archive: Read investor letters from top hedge funds to gain insight into fund managers’ strategies, market views, and key holdings.
Manual of Stocks PDFs: Download detailed, printable stock reports with key financial ratios, GF Scores, and valuation metrics for offline review or presentations.
Live Chat & Support Ticket Access: Premium users get direct platform support via real-time chat and ticketing, ensuring fast help when analyzing or navigating tools.
Who May Want To Upgrade To GuruFocus Premium?
Some investors will benefit much more from the full range of GuruFocus Premium tools and deeper data access:
Long-Term Value Investors: Those seeking undervalued stocks based on fundamentals will appreciate the GF Score, advanced screeners, and valuation models.
Guru Followers & Institutional Analysts: Premium gives real-time guru trades, aggregated holdings, and performance metrics—great for mimicking top fund managers.
Dividend or Income-Focused Investors: Premium access includes dividend growth forecasts, yield trends, and exclusive dividend screeners for building income portfolios.
Serious Fundamental Analysts: This plan suits those running deep valuation models or personalized strategies. It includes Excel/API access, backtesting, and custom alerts.
Plan | Annual Subscription | Promotion |
|---|---|---|
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 |
GuruFocus Premium Plus | $1,348 ($112.33/ month)
No monthly plan, price for US citizens, price change by region | 7-day free trial + 30-day money-back guarantee |
GuruFocus Professional | $2,398 ($199/ month)
No monthly plan, price for US citizens, price change by region | 7-day free trial + 30-day money-back guarantee |
Which Investor Types Prefer GuruFocus Free Plan?
GuruFocus Free still offers meaningful tools for investors with simpler research needs or those new to the platform:
Beginner Fundamental Investors: If you’re learning to read financials and understand company health, the free plan’s financial data and valuation tools are a good start.
Passive Guru Trackers: You can still view Buffett’s top holdings or sector allocations without real-time updates or detailed guru trade analysis.
Basic Comparison & News Readers: Free users can compare stocks side-by-side, read curated news, and explore earnings transcripts without needing advanced analytics.
ETF & Sector Watchers: If you’re casually watching fund allocations or macroeconomic data, the free plan offers enough insights for broad market awareness.
Bottom Line: GuruFocus Subscription - Is It Worth It?
GuruFocus is a research powerhouse for investors focused on fundamentals and guru strategies. The free plan works for casual analysis, but serious investors will find the Premium upgrade worth it.
With tools like the GF Score, real-time guru trades, downloadable data, and customizable screeners, you gain a strategic edge.
