VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, January 18, 2026
Tool Comparison
Magic Formula Investing vs Morningstar Investor comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Morningstar Investor
morningstar.com
At a glance
| Magic Formula Investing | Morningstar Investor | |
|---|---|---|
| Free tier | ||
| Free trial | 7 days | |
| Starting price | — | $20.75/mo |
| Enterprise option | ||
| Available plans | Free | Investor (Monthly), Investor (Yearly) |
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | Magic Formula Investing | Morningstar Investor |
|---|---|---|
Asset types | Stocks | StocksETFsMutual FundsClosed-End FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | Not specified |
Data freshness | End of Day | Not specified |
API access | Not specified | Not specified |
Export formats | Not specified | Not specified |
Coverage overlap
Categories covered by Magic Formula Investing only.
No unique categories.
Categories covered by Morningstar Investor only.
Frequently Asked Questions
What's the difference between Magic Formula Investing and Morningstar Investor?
Magic Formula Investing focuses on Screeners, and Stock Ideas while Morningstar Investor specializes in Stock Ideas, Screeners, and Stock Comparison. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
How much do Magic Formula Investing and Morningstar Investor cost?
Good news—both Magic Formula Investing and Morningstar Investor offer free plans. You can try each platform without commitment and only pay when you need premium features.
Can I use Magic Formula Investing or Morningstar Investor on my phone?
Morningstar Investor has a mobile app so you can check your research on the go. Magic Formula Investing is web-only, so you'll need a browser to access it from mobile devices.
Should I choose Magic Formula Investing or Morningstar Investor?
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 Morningstar Investor if Screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners., and Investment discovery: pre‑filtered investment lists plus the ability to find/compare securities using valuation and performance metrics (described as spanning global company & share‑class data). better fits how you invest.
What asset classes do Magic Formula Investing and Morningstar Investor cover?
Both cover Stocks. Morningstar Investor adds coverage for ETFs, Mutual Funds, Closed-End Funds, and Funds.
Which has a better stock screener—Magic Formula Investing or Morningstar Investor?
Both Magic Formula Investing and Morningstar Investor include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with Magic Formula Investing or Morningstar Investor?
Morningstar Investor 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.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.