GuruFocus is the closest drop-in replacement with overlapping coverage in Screeners and Stock Ideas while adding Stock Comparison and Portfolio coverage and All-in-One Screener with hundreds of filters, historical screening, and custom filter creation. and 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. features (category overlap ~100%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Programmatic picks
Alternatives to Magic Formula Investing
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Magic Formula Investing against peers before committing to a long-term plan.
Quick takeaways
Free tiers remain available through GuruFocus, Simply Wall St, TipRanks, TradingView, Smartkarma, ChartMill, Danelfin, Dividend.com, Earnings Whispers, Track Your Dividends (TYD), Yellowbrick Investing, BeyondSPX, Fiscal.ai, Koyfin, Perplexity Finance, Seeking Alpha, and Stock Analysis for side-by-side testing.
Need mobile access? GuruFocus, Simply Wall St, and TipRanks bring phone-ready workflows that Magic Formula Investing lacks.
Round out your stack with new coverage areas like Stock Comparison, Portfolio, Backtesting, and Investor Holdings.
Similarity score 616
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Comparison, Portfolio, and Backtesting coverage beyond what Magic Formula Investing offers.
- Standout features 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., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
Adds coverage: Stock Comparison, Portfolio, Backtesting, and Investor Holdings
Standout features: 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., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 616
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Simply Wall St adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Watchlist, and Financials coverage beyond what Magic Formula Investing offers.
- Standout features include Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
Adds coverage: Portfolio, Watchlist, Financials, and Valuation Models
Standout features: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits., and Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
Similarity score 616
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, ETF Screeners, and Analyst Forecasts coverage beyond what Magic Formula Investing offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
Adds coverage: Top Analysts, ETF Screeners, Analyst Forecasts, and Analyst Recommendations
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Similarity score 616
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Data Visualizations, and Options & Derivatives coverage beyond what Magic Formula Investing offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
Adds coverage: ETF Screeners, Data Visualizations, Options & Derivatives, and Portfolio
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 594
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Smartkarma adds mobile access for on-the-go monitoring.
- Expands into Watchlist, News, and Alerts coverage beyond what Magic Formula Investing offers.
- Standout features include AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
Adds coverage: Watchlist, News, Alerts, and Calendar
Standout features: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics., and Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
Similarity score 590
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Watchlist, News, and Alerts coverage beyond what Magic Formula Investing offers.
- Standout features include Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., and Ability to create custom expressions and filters in the screener for advanced screening logic..
Adds coverage: Watchlist, News, Alerts, and Calendar
Standout features: Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., Ability to create custom expressions and filters in the screener for advanced screening logic., and Historical screener mode allows users to run any screen as of a past date.
Similarity score 590
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and Alerts coverage beyond what Magic Formula Investing offers.
- Standout features include AI Score (1–10) estimates the probability of a stock or ETF outperforming the market over the next three months, based on daily analysis of ~10,000 features per stock across technical, fundamental, and sentiment data., Coverage includes U.S.-listed stocks and ETFs as well as STOXX 600 European stocks, with historical daily AI Scores available since 2017., and REST API with API key authentication and JSON output. Endpoints include rankings, filters (date, ticker, sector, industry, asset type), buy/sell track record filters, and sector/industry breakdowns..
Adds coverage: Portfolio, Watchlist, Alerts, and Scores
Standout features: AI Score (1–10) estimates the probability of a stock or ETF outperforming the market over the next three months, based on daily analysis of ~10,000 features per stock across technical, fundamental, and sentiment data., Coverage includes U.S.-listed stocks and ETFs as well as STOXX 600 European stocks, with historical daily AI Scores available since 2017., REST API with API key authentication and JSON output. Endpoints include rankings, filters (date, ticker, sector, industry, asset type), buy/sell track record filters, and sector/industry breakdowns., and API plans (Basic, Expert, Elite) differ by monthly call quotas and rate limits — ranging from 1,000 to 50,000 calls per month.
Similarity score 590
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Calendar, Dividends, and News coverage beyond what Magic Formula Investing offers.
- Standout features include Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., and DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members..
Adds coverage: Calendar, Dividends, News, and Watchlist
Standout features: Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members., and Dividend Watchlist with performance view and email alerts for tracked tickers.
Similarity score 586
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- Stockopedia adds mobile access for on-the-go monitoring.
- Expands into Financials, Scores, and Checklist coverage beyond what Magic Formula Investing offers.
- Standout features include Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..
Adds coverage: Financials, Scores, Checklist, and Data Visualizations
Standout features: Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars., and Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
Similarity score 582
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Calendar, News, and Market Sentiment coverage beyond what Magic Formula Investing offers.
- Standout features include Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., and Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days..
Adds coverage: Calendar, News, Market Sentiment, and Watchlist
Standout features: Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days., and Investor tools include an Earnings Screener, Guidance and Reaction pages, and a Short Report with a focus on short interest.
Similarity score 582
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and Dividends coverage beyond what Magic Formula Investing offers.
- Standout features include Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., and Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support..
Adds coverage: Portfolio, Watchlist, Dividends, and Alerts
Standout features: Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support., and Dividend alerts cover declarations on the Free plan, with Premium extending to ex-dates, payment dates, and optional weekly recaps.
Similarity score 582
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Investor Holdings, 13F, and Institutional Data coverage beyond what Magic Formula Investing offers.
- Standout features include Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns., and Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats..
Adds coverage: Investor Holdings, 13F, Institutional Data, and Alerts
Standout features: Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns., Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats., and Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.
Similarity score 576
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into AI, Newsletters, and Education coverage beyond what Magic Formula Investing offers.
- Standout features include Natural‑language discovery: “Describe what type of companies you're interested in and we'll search our database of stock analysis to find matches.”, Breadth: “analysis on 5,000+ US stocks” across the market cap spectrum; founder page highlights coverage of microcaps, nanocaps, and OTC‑traded names., and Weekly newsletter: every Monday, three under‑the‑radar themes with catalysts, data, and candidate stocks..
Adds coverage: AI, Newsletters, and Education
Standout features: Natural‑language discovery: “Describe what type of companies you're interested in and we'll search our database of stock analysis to find matches.”, Breadth: “analysis on 5,000+ US stocks” across the market cap spectrum; founder page highlights coverage of microcaps, nanocaps, and OTC‑traded names., Weekly newsletter: every Monday, three under‑the‑radar themes with catalysts, data, and candidate stocks., and Free account creation (email or Google).
#14 Alternative
Similarity score 564
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- Qfinr adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Watchlist, and Backtesting coverage beyond what Magic Formula Investing offers.
- Standout features include Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..
Adds coverage: Portfolio, Watchlist, Backtesting, and Scenario & Stress Tests
Standout features: Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities., and Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
Similarity score 560
Category overlap: 100%Shared coverage
Screeners
Stock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- Expands into Data Visualizations, Stock Comparison, and Watchlist coverage beyond what Magic Formula Investing offers.
- Standout features include Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., and CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)..
Adds coverage: Data Visualizations, Stock Comparison, Watchlist, and Investor Holdings
Standout features: Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)., and Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.
Similarity score 456
Category overlap: 50%Shared coverage
Screeners
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Fiscal.ai adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Stock Comparison, and Portfolio coverage beyond what Magic Formula Investing offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with Magic Formula Investing if you still need Stock Ideas.
Adds coverage: Data Visualizations, Stock Comparison, Portfolio, and Watchlist
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 456
Category overlap: 50%Shared coverage
Screeners
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Data Visualizations, and News coverage beyond what Magic Formula Investing offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Magic Formula Investing if you still need Stock Ideas.
Adds coverage: ETF Screeners, Data Visualizations, News, and Alerts
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 456
Category overlap: 50%Shared coverage
Screeners
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Perplexity Finance adds mobile access for on-the-go monitoring.
- Expands into Financials, Data Visualizations, and News coverage beyond what Magic Formula Investing offers.
- Standout features include Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
- Pair it with Magic Formula Investing if you still need Stock Ideas.
Adds coverage: Financials, Data Visualizations, News, and Watchlist
Standout features: Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., AI-curated news feeds on instrument pages with linked sources., and Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
Similarity score 456
Category overlap: 50%Shared coverage
Screeners
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Stock Comparison, and Data Visualizations coverage beyond what Magic Formula Investing offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with Magic Formula Investing if you still need Stock Ideas.
Adds coverage: ETF Screeners, Stock Comparison, Data Visualizations, and Portfolio
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 456
Category overlap: 50%Shared coverage
Screeners
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Stock Analysis adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, IPO, and Top Analysts coverage beyond what Magic Formula Investing offers.
- Standout features include Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., and Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)..
- Pair it with Magic Formula Investing if you still need Stock Ideas.
Adds coverage: ETF Screeners, IPO, Top Analysts, and Stock Comparison
Standout features: Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)., and Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×20
Stock Ideas×15
New angles introduced
Categories the alternatives add beyond Magic Formula Investing.
Watchlist+17
Alerts+13
Financials+13
News+13
Portfolio+13
Calendar+12
Data Visualizations+10
Scores+10
Access & Pricing
Free options
17/20
17 of 20 alternatives keep a free tier for trials.
Mobile ready
12/20
12 alternatives bring native mobile access.
API availability
3/20
3 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 14 tested
10 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
88%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Magic Formula Investing?
Magic Formula Investing users most often consider GuruFocus, Simply Wall St, and TipRanks as their go-to alternatives.
Which alternatives keep a free tier?
GuruFocus, Simply Wall St, TipRanks, TradingView, Smartkarma, ChartMill, Danelfin, Dividend.com, Earnings Whispers, Track Your Dividends (TYD), Yellowbrick Investing, BeyondSPX, Fiscal.ai, Koyfin, Perplexity Finance, Seeking Alpha, and Stock Analysis offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Magic Formula Investing alternatives cover?
Expect deep coverage across Screeners and Stock Ideas, so you can port most Magic Formula Investing workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.