VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
DATAROMA vs Magic Formula Investing
DATAROMA vs Magic Formula Investing: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
DATAROMA
dataroma.com
Best for investor holdings, and 13f
- Pricing
- Free
- Platforms
- Web
Magic Formula Investing
magicformulainvesting.com
Best for screeners
- Pricing
- Free
- Platforms
- Web
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
DATAROMA if…
- You’re a long-term or value-focused investor
- You need homepage states it is “currently tracking portfolios” of superinvestors (count shown on-page and may change over time) and highlights recent activity / insider buys of superinvestor holdings.
- You need superinvestor holdings pages list positions with % of portfolio, activity (e.g., add/reduce), shares, reported price, current price, and 52‑week low/high.
- You need portfolio change views show quarter-based activity and top buys/sells by manager; the site’s own content references 13f filings in this context.
Choose
Magic Formula Investing if…
- You need straightforward screener with only two inputs: minimum market cap (usd, millions) and number of results (30 or 50).
- You need universe restricted to u.s.-listed equities, excluding financial and utility companies.
- You need ranks companies on two factors: high earnings yield (low p/e) and high return on capital, with minor accounting adjustments.
- You need update cadence: price data refreshed daily around 8:00 am et on trading days; financial data updated quarterly.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | DATAROMA | Magic Formula Investing |
|---|---|---|
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North America |
Data freshness | Not specified | End of Day |
API access | Not specified | Not specified |
Export formats | Not specified | Not specified |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
DATAROMA
—
Starting price
Plans & pricing
Pricing not published
Tool
Magic Formula Investing
—
Starting price
Plans & pricing
Coverage overlap
Categories covered by DATAROMA only.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between DATAROMA and Magic Formula Investing?
DATAROMA focuses on Stock Ideas, Investor Holdings, and 13F while Magic Formula Investing specializes in Screeners, and Stock Ideas. They overlap in 1 categories, so choose based on your preferred workflow and pricing.
How much do DATAROMA and Magic Formula Investing cost?
Good news—both DATAROMA and Magic Formula Investing offer free plans. You can try each platform without commitment and only pay when you need premium features.
Should I choose DATAROMA or Magic Formula Investing?
Choose DATAROMA if you need Homepage states it is “currently tracking portfolios” of superinvestors (count shown on-page and may change over time) and highlights recent activity / insider buys of superinvestor holdings., and Superinvestor holdings pages list positions with % of portfolio, activity (e.g., Add/Reduce), shares, reported price, current price, and 52‑week low/high.. Go with Magic Formula Investing if Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50)., and Universe restricted to U.S.-listed equities, excluding financial and utility companies. better fits how you invest.
What asset classes do DATAROMA and Magic Formula Investing cover?
Both cover Stocks. DATAROMA also includes ETFs.
Which has a better stock screener—DATAROMA or Magic Formula Investing?
Magic Formula Investing includes a stock screener for finding investment ideas. DATAROMA focuses on other analytical tools.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.