VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
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Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
Invesst vs Magic Formula Investing
Invesst vs Magic Formula Investing: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Invesst
invesst.ai
Best for valuation models, and portfolio
- Pricing
- Free
- Platforms
- Web
Magic Formula Investing
magicformulainvesting.com
Best for stock ideas
- Pricing
- Free
- Platforms
- Web
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
Invesst if…
- You need real-time data, not delayed quotes
- You need ai-driven investment research with natural-language agents and data-rich search capabilities.
- You need automated valuation models including dcf, along with predictive analytics and customizable screeners.
- You need real-time market data for stocks and etfs, plus filtering tools across multiple metrics.
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 | Invesst | Magic Formula Investing |
|---|---|---|
Asset types | StocksETFsCryptos | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | Not specified | North America |
Data freshness | Real-timeEnd of Day | 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
Invesst
—
Starting price
Plans & pricing
Tool
Magic Formula Investing
—
Starting price
Plans & pricing
Coverage overlap
Community category leaders
Vote sentiment comparison
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Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Invesst and Magic Formula Investing?
Invesst focuses on Screeners, Valuation Models, and Portfolio 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 Invesst and Magic Formula Investing cost?
Good news—both Invesst 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 Invesst or Magic Formula Investing?
Choose Invesst if you need AI-driven investment research with natural-language agents and data-rich search capabilities., and Automated valuation models including DCF, along with predictive analytics and customizable screeners.. 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 Invesst and Magic Formula Investing cover?
Both cover Stocks. Invesst also includes ETFs, and Cryptos.
Does Invesst or Magic Formula Investing have real-time data?
Invesst offers real-time data feeds, which is essential for active traders. Magic Formula Investing uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Which has a better stock screener—Invesst or Magic Formula Investing?
Both Invesst and Magic Formula Investing include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with Invesst or Magic Formula Investing?
Invesst offers portfolio tracking features. Magic Formula Investing is more focused on research and analysis.
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.