GuruFocus Reviews and Ratings: The Definitive Guide

Jeremy BiberdorfBy: Jeremy Biberdorf

August 18, 2023August 18, 2023


GuruFocus, an esteemed online financial research platform, has garnered much attention in the investment community. Here’s a deep dive into GuruFocus reviews and ratings to help you make an informed decision.

What is GuruFocus?

GuruFocus is a preeminent platform dedicated to stock market research, data provision, and a suite of relevant tools. Founded in 2004 by Charlie Tian and based in Texas, the platform has entrenched itself as a vital online hub for stock market enthusiasts, professionals, and investors. Its primary mission is to shed light on the trading activities of insiders within the stock market, particularly focusing on renowned investors. By closely monitoring “gurus” – a category which includes fund managers, affluent investors, and key company executives – GuruFocus strives to offer its users a distinct edge over the rest of the market.

GuruFocus doesn’t just offer insights into the moves of the market’s big players. It has pioneered a series of innovative research tools and screeners tailored for value investing. These tools provide in-depth analyses and screening capabilities, covering markets not only in the U.S. but also extending to Canada, Europe, Asia, Australia, and beyond.

Furthermore, GuruFocus is not just about tools and data. The platform serves as a comprehensive knowledge base with its regular publications. Users can dive into a plethora of financial articles focusing on value investing strategies and concepts. Additionally, GuruFocus offers newsletters to its subscribers, further enriching their market knowledge.

It’s important to note that GuruFocus positions itself uniquely in the market. Unlike many platforms, it isn’t operated by a broker or dealer. It does, however, have an affiliated registered investment adviser, which notably serves as the subadviser to an exchange-traded fund (ETF). Despite this affiliation, the platform makes it clear that it does not offer direct advice to individual investors.

Learn More About GuruFocus

GuruFocus Reviews and Ratings

One of the hallmarks of a reputable platform is its user reviews. With an “Excellent” rating of 4.5/5 on Trustpilot, GuruFocus has certainly earned its stripes. Some highlights from user reviews include:

  • Reduced Ads: GuruFocus has received feedback on its ad frequency. Acknowledging users’ concerns, the platform has since reduced pop-up ads for free users, enhancing the overall experience.
  • Exemplary Customer Service: Numerous accounts detail their stellar customer service. One user recalls two representatives promptly addressing complex issues over a Zoom session. Their approach was professional, understanding, and efficient.
  • User-driven Upgrades: There’s no better way to keep users engaged than by valuing their input. In one instance, a user-suggested feature was implemented within days.
  • Platform Benefits: The GuruFocus platform has dramatically improved the business analysis process for many. Frequent updates, handy tools, and interactive monthly meetings make it a must-have for serious investors.
  • Platform Quality: Another user shifted to GuruFocus due to poor service from a different provider. The switch was worthwhile, as GuruFocus provided superior value, customizable features, and stellar customer service.

But what truly sets GuruFocus apart from many other investment platforms? For starters, it provides exclusive insights and strategies from financial titans like Warren Buffett and Charlie Munger. The platform also offers customizable stock screeners and watchlists, helping investors to pinpoint new and promising investment opportunities. Users can further delve into in-depth articles to stay abreast of market trends and glean insights from a supportive community of like-minded investors.

GuruFocus Mobile App

Beyond the desktop experience, GuruFocus offers a powerful mobile app available on Google Play. The app’s strengths lie in its real-time updates, user-friendly interface, and essential value investing tools. Some key features include:

  • Real-time updates from renowned investors and insiders.
  • A handy DCF calculator, currently in development.
  • Quick access to personal portfolios.
  • Fresh value investing news delivered instantly.

While GuruFocus is a valuable tool for long-term investors with a keen focus on value investing, the platform may not be the best fit for those more inclined towards short-term trading or those whose investment philosophies do not resonate with value investing principles. This distinction emphasizes the company’s clear positioning in the market and the niche it has carved for itself over the years.

Pricing and Membership

There are various membership tiers available on GuruFocus, catering to a diverse set of user needs:

  • Basic Access: This free membership provides limited accessibility to some features of the platform such as news articles, forums, and stock screeners. Users can also view guru holdings, but it offers limited insights to form a solid investment strategy.
  • Premium Membership: At $499/year, the Premium membership offers subscribers a comprehensive stock dashboard, full access to the All-in-One Stock Screener with an option to download up to 1,000 data rows, and the ability to backtest their strategies using data from the most recent 5 years. Additionally, members can gain detailed insights into over 140 premium gurus’ trading habits with 13F holdings and 13D/G trading history. The package also offers Excel Add-In capabilities for up to 2,000 queries, and customization options for up to 5 different fields.
  • Premium Plus Membership: Costing $1,348/year, this package includes all features of the Premium membership. It further expands on its offerings by providing full access to the Stock Screener with an option to download up to 5,000 data rows, extended screener backtesting since 2006, and detailed trading insights from over 8,000 institutional investors. Other perks include unlimited Excel Add-In queries, API access up to 20,000 queries, and unlimited customizable fields.
  • Professional Membership: The top-tier plan, priced at $2,398/year, encompasses all the benefits of the Premium Plus membership. It enhances the user experience by providing API access for up to 50,000 queries, exclusive access to delisted stocks, and the added advantage of a dedicated account manager to streamline the investing process.

Prospective users can trial the platform’s premium features with a 7-day free trial, providing a glimpse of the platform’s capabilities without any financial commitment. Moreover, GuruFocus stands confidently behind its offerings, assuring a 100% money-back guarantee within the first 30 days of membership.

GuruFocus Reviews and Ratings: The Final Verdict

GuruFocus has successfully cemented its reputation as a trusted investment research platform. With its distinctive focus on tracking the trading habits of market insiders and gurus, it provides traders with valuable insights that are hard to find elsewhere. Their exceptional customer service, evidenced by numerous positive GuruFocus reviews and ratings, further reinforces their commitment to user satisfaction.

If you’re serious about staying updated, making informed decisions, and capitalizing on insights from the best in the business, it is worth giving GuruFocus a closer look. Click here to get started.

Learn More About GuruFocus

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Jeremy Biberdorf
Jeremy Biberdorf

About the Author:

Jeremy Biberdorf is the founder of Modest Money. He's a father of 2 beautiful girls, a dog owner, a long-time online entrepreneur and an investing enthusiast.

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