VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, June 3, 2026
Tool Comparison · Wednesday, June 3, 2026
Magic Formula Investing vs Monexa
Magic Formula Investing vs Monexa: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Magic Formula Investing
magicformulainvesting.com
Best for screeners, and stock ideas
- Pricing
- Free
- Platforms
- Web
Monexa
monexa.ai
Best for news, and calendar
- Pricing
- Free • From $9.9/mo
- Platforms
- Web
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
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.
Choose
Monexa if…
- You’re a long-term or value-focused investor
- You need real-time data, not delayed quotes
- You need web “platform” includes dashboard, news, ai chat, calendar, screener, watchlist, whale tracker, and congressional trading modules.
- You need current public page states every user starts with a 7-day free trial of pro features.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | Magic Formula Investing | Monexa |
|---|---|---|
Asset types | Stocks | StocksETFsBondsCommoditiesFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | Not specified |
Data freshness | End of Day | Real-time |
API access | Not specified | Not specified |
Export formats | Not specified | Excel |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Magic Formula Investing
—
Starting price
Plans & pricing
Tool
Monexa
$9.9/mo
Starting price
Plans & pricing
Coverage overlap
Categories covered by Magic Formula Investing only.
No unique categories.
Categories covered by Monexa 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 Magic Formula Investing and Monexa?
Magic Formula Investing focuses on Screeners, and Stock Ideas while Monexa specializes in Screeners, Stock Ideas, and News. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
How much do Magic Formula Investing and Monexa cost?
Good news—both Magic Formula Investing and Monexa offer free plans. You can try each platform without commitment and only pay when you need premium features.
Should I choose Magic Formula Investing or Monexa?
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)., and Universe restricted to U.S.-listed equities, excluding financial and utility companies.. Go with Monexa if Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., and Current public page states every user starts with a 7-day free trial of Pro features. better fits how you invest.
What asset classes do Magic Formula Investing and Monexa cover?
Both cover Stocks. Monexa adds coverage for ETFs, Bonds, Commodities, and Funds.
Does Magic Formula Investing or Monexa have real-time data?
Monexa 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.
Can I export data from Magic Formula Investing and Monexa?
Monexa supports data exports to Excel. Magic Formula Investing has more limited export options.
Which has a better stock screener—Magic Formula Investing or Monexa?
Both Magic Formula Investing and Monexa include stock screeners. Try each to see which filtering options and interface you prefer.
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.