VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, November 20, 2025

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Tool Comparison

BeyondSPX vs Magic Formula Investing comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

BeyondSPX adds Stock Comparison, AI, Newsletters, Education, News, Calendar, and Watchlist coverage that Magic Formula Investing skips.

In depth comparison

BeyondSPX logo

BeyondSPX

beyondspx.com

Hands-on review

Semantic stock‑discovery and research site focused on the U.S. equity universe. The homepage invites natural‑language queries (e.g., describe the kind of companies you want) and searches a database of company analysis. Coverage claims ‘5,000+ US stocks,’ including microcaps, nanocaps, and OTC tickers. A free, optional email rounds up three ‘under‑the‑radar’ themes each Monday with catalysts, data, and stocks. Terms emphasize that content is for information/education only (not investment advice) and designate Washington State law/jurisdiction.

Platforms

Web

Pricing

Free

Quick highlights

  • 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.
  • Free account creation (email or Google).
  • Community feedback via Discord link in footer.

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Magic Formula Investing logo

Magic Formula Investing

magicformulainvesting.com

Free stock screener based on Joel Greenblatt’s Magic Formula strategy. Covers only U.S.-listed equities, excluding financials and utilities. Users choose a minimum market cap and get either 30 or 50 ranked results. Prices are updated daily on trading mornings, and fundamentals refresh quarterly. Free registration is required.

Platforms

Web

Pricing

Free

Quick highlights

  • Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50).
  • Universe restricted to U.S.-listed equities, excluding financial and utility companies.
  • Ranks companies on two factors: high earnings yield (low P/E) and high return on capital, with minor accounting adjustments.
  • Update cadence: price data refreshed daily around 8:00 AM ET on trading days; financial data updated quarterly.
  • Underlying data source is S&P Compustat. Official guidance suggests focusing on larger caps for less volatility and holding at least 20 stocks.

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Where they differ

BeyondSPX

Distinct strengths include:

Stock ComparisonAINewslettersEducationNewsCalendarWatchlist
  • 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.
  • Free account creation (email or Google).

Feature-by-feature breakdown

AttributeBeyondSPXMagic Formula Investing
Categories

Which research workflows each platform targets

Shared: Stock Ideas, Screeners

Unique: Stock Comparison, AI, Newsletters, Education, News, Calendar, Watchlist

Shared: Stock Ideas, Screeners

Asset types

Supported asset classes and universes

Stocks

Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web

Pricing

High-level pricing models

Free

Free

Key features

Core capabilities called out by each vendor

Unique

  • 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.
  • Free account creation (email or Google).
  • Community feedback via Discord link in footer.
  • Clear disclaimers (informational/educational only) plus Privacy Policy noting Google Analytics and Microsoft Clarity.

Unique

  • Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50).
  • Universe restricted to U.S.-listed equities, excluding financial and utility companies.
  • Ranks companies on two factors: high earnings yield (low P/E) and high return on capital, with minor accounting adjustments.
  • Update cadence: price data refreshed daily around 8:00 AM ET on trading days; financial data updated quarterly.
  • Underlying data source is S&P Compustat. Official guidance suggests focusing on larger caps for less volatility and holding at least 20 stocks.
  • Suggested rules: equal-dollar weighting, annual holding period (sell losses just before 1 year, gains just after 1 year) to optimize after-tax results.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do BeyondSPX and Magic Formula Investing both support?

Both platforms cover Stock Ideas, and Screeners workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do BeyondSPX and Magic Formula Investing require subscriptions?

Both BeyondSPX and Magic Formula Investing keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access BeyondSPX and Magic Formula Investing?

Both BeyondSPX and Magic Formula Investing prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

BeyondSPX differentiates itself with 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., whereas Magic Formula Investing stands out for Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50)., Universe restricted to U.S.-listed equities, excluding financial and utility companies., and Ranks companies on two factors: high earnings yield (low P/E) and high return on capital, with minor accounting adjustments..

Keep exploring

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.