VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, November 19, 2025

Tool Comparison

Gainify vs Magic Formula Investing comparison

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

Quick takeaways

Gainify adds Calendar, Financials, Valuation Models, Transcripts, Analyst Recommendations, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, 13F, US Government Trades, Watchlist, and Blogs coverage that Magic Formula Investing skips.

In depth comparison

Gainify

gainify.io

AI‑assisted stock research platform built on institutional‑grade datasets (S&P Global Market Intelligence as core, plus Finnhub & FMP). Modules include a fundamentals‑first **Stock Screener** (500+ filters), **Earnings Calendar**, **Fundamentals Charting**, **Top Investors** (13F + Congress/insiders with alerts), thematic **Ideas/Trending**, one‑page **Stock Reports**, and a conversational **Gainify AI** that reasons over real‑time market data and analyst estimates. Roadmap lists filings viewer, calculators, alerts on fundamentals, and portfolio sync with major brokers.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples.
Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware).
Earnings Calendar with dates, estimates and quick drilldowns.
Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.
Fundamentals Charting: build dynamic charts from statements in seconds.

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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

Gainify

Distinct strengths include:

Calendar Financials Valuation Models Transcripts Analyst Recommendations Analyst Forecasts Analyst Price Targets Insider Data

Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples.
Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware).
Earnings Calendar with dates, estimates and quick drilldowns.
Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.

Feature-by-feature breakdown

Attribute	Gainify	Magic Formula Investing
Categories Which research workflows each platform targets	Shared: Screeners, Stock Ideas Unique: Calendar, Financials, Valuation Models, Transcripts, Analyst Recommendations, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, 13F, US Government Trades, Watchlist, Blogs	Shared: Screeners, Stock Ideas
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, Subscription	Free
Key features Core capabilities called out by each vendor	Unique Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples. Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware). Earnings Calendar with dates, estimates and quick drilldowns. Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views. Fundamentals Charting: build dynamic charts from statements in seconds. Watchlists with analyst upgrades/downgrades, upcoming earnings, and community 'My Ratings'.	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	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Gainify and Magic Formula Investing both support?

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

Do Gainify and Magic Formula Investing require subscriptions?

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

How can you access Gainify and Magic Formula Investing?

Both Gainify 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?

Gainify differentiates itself with Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., and Earnings Calendar with dates, estimates and quick drilldowns., 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..

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