Tool Comparison
Dividend Wealth vs Magic Formula Investing
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want portfolio, calendar, and stock comparison.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
Start here
Dividend Wealth
Free • From $99.99/yr · Web
- You want portfolio, calendar, and stock comparison.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Magic Formula Investing instead if
Magic Formula Investing
Free · Web
- Go this way if it's completely free.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Dividend Wealth and Magic Formula Investing cover a lot of the same ground (2 shared categories, screeners and stock ideas), so for the basics you won't go far wrong with either. Dividend Wealth simply does more: 11 categories to Magic Formula Investing's 2, including portfolio, calendar, and stock comparison. Magic Formula Investing counters by being completely free.
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Key differences at a glance
- Global coverage
- Dividend Wealth
- Free trial
- Dividend Wealth14 days
- Broader coverage
- Dividend Wealth11 vs 2 categories
- Asset coverage
- Dividend WealthAdds ETFs and mutual funds
- Free plan
- Both
What Dividend Wealth does best
- Tracking dividend income and portfolio performance from a dashboard built around long-term income visibility.
- Forecast future dividend income with paid-plan access to 10 years of future dividend forecasts and 25+ years of historical dividend data.
- Research coverage for stocks and ETFs with scorecards covering dividend quality, valuation, fundamentals, analyst ratings, price forecasts, and related rating components.
- The dividend screener, ex-dividend calendar, and Top Picks section to find and time dividend ideas.
- Review curated research lists such as Best Dividend ETFs and Dividend Kings for starting points in income research.
What Magic Formula Investing does best
- The official Magic Formula screener with two inputs, minimum market cap and either 30 or 50 results.
- Screening for companies ranked on high earnings yield and high return on capital, with the accounting adjustments described by the official methodology.
- A narrow value and quality idea list for further research.
- Focus on U.S.-listed equities because the official universe excludes foreign companies and ADRs.
- Financial and utility companies are excluded from the official screen.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $99.99/yr | Free |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 9 limits: Free: manual portfolios: 1, Free: holdings: 10 +7 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | Yes | — |
Integrations | Plaid | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +1 more | — |
Categories covered | 11 | 2 |
Regions | North America, Europe | North America |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
| Try it | Visit Dividend Wealth | Visit Magic Formula Investing |
Standout features
The best features of Dividend Wealth and Magic Formula Investing.ShowHide
Standout features
What Dividend Wealth does best
- Tracking dividend income and portfolio performance from a dashboard built around long-term income visibility.
- Forecast future dividend income with paid-plan access to 10 years of future dividend forecasts and 25+ years of historical dividend data.
- Research coverage for stocks and ETFs with scorecards covering dividend quality, valuation, fundamentals, analyst ratings, price forecasts, and related rating components.
- The dividend screener, ex-dividend calendar, and Top Picks section to find and time dividend ideas.
- Review curated research lists such as Best Dividend ETFs and Dividend Kings for starting points in income research.
What Magic Formula Investing does best
- The official Magic Formula screener with two inputs, minimum market cap and either 30 or 50 results.
- Screening for companies ranked on high earnings yield and high return on capital, with the accounting adjustments described by the official methodology.
- A narrow value and quality idea list for further research.
- Focus on U.S.-listed equities because the official universe excludes foreign companies and ADRs.
- Financial and utility companies are excluded from the official screen.
All details
Every attribute we track for Dividend Wealth and Magic Formula Investing.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual Funds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsDividend Investors | Not specified |
Regions | North AmericaEurope | North America |
Coverage details | 4 countriesIdentifiers: Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
Import methods | BrokerOAuthManual | Not specified |
Integrations | Plaid | Not specified |
| Plans & trust | ||
Vendor & support | Dividend WealthSupport: Email | Not specified |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freemanual portfolios: 1 · holdings: 10 · +1 more | Free |
| Entry paid plan | $99.99/yr≈ $8.33/mo“Standard annual”linked portfolios: 1 · manual portfolios: 5 | — |
| Tier 2 | $9.99/mo“Standard”linked portfolios: 1 · manual portfolios: 5 | — |
| Tier 3 | $199.99/yr≈ $16.67/mo“Premium annual”portfolios: Unlimited | — |
| Tier 4 | $19.99/mo“Premium”portfolios: Unlimited | — |
| Top plan | $1500“Lifetime” | — |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Dividend Wealth and Magic Formula Investing?
Dividend Wealth leans toward portfolio, screeners, and calendar, while Magic Formula Investing puts more weight on screeners and stock ideas. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Dividend Wealth and Magic Formula Investing cost?
Good news: both Dividend Wealth and Magic Formula Investing have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Dividend Wealth or Magic Formula Investing?
It depends on what you're after. Pick Dividend Wealth if portfolio and calendar matter to you; go with Magic Formula Investing if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do Dividend Wealth and Magic Formula Investing cover?
Both cover stocks. Dividend Wealth also handles ETFs and mutual funds.
Which covers international markets: Dividend Wealth or Magic Formula Investing?
Dividend Wealth has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. Magic Formula Investing is more region-specific, mainly North America.
Which has a better stock screener: Dividend Wealth or Magic Formula Investing?
Both Dividend Wealth and Magic Formula Investing include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Dividend Wealth or Magic Formula Investing?
Dividend Wealth handles portfolio tracking. Magic Formula Investing is really a research tool; you'd track your portfolio elsewhere.
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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.