VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Magic Formula InvestingView Perplexity FinanceBack to Home

Head-to-head

Magic Formula Investing vs Perplexity Finance comparison

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

Quick takeaways

Magic Formula Investing adds Stock Ideas coverage that Perplexity Finance skips.

Perplexity Finance includes Financials, Data Visualizations, News, Watchlist, Transcripts, ETF Overview, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets categories that Magic Formula Investing omits.

Magic Formula Investing 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., and Ranks companies on two factors: high earnings yield (low P/E) and high return on capital, with minor accounting adjustments..

Perplexity Finance is known for: Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..

Perplexity Finance offers mobile access, which Magic Formula Investing skips.

Magic Formula Investing logo

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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Perplexity Finance logo

Perplexity Finance

perplexity.ai

Editor’s pick Hands-on review

AI-assisted finance hub with quote and overview pages for stocks, ETFs, funds, and crypto. Free to use with search limits; Pro lifts caps and unlocks Pro/Deep Research. Enterprise Pro connects to data subscriptions like FactSet and Crunchbase and adds SSO/SCIM. Data providers are disclosed on each page. Not designed for trading execution.

Platforms

Web
Mobile
Desktop

Pricing

Free
Subscription

Quick highlights

  • Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
  • Watchlist feature and a Screener tab available directly in the Finance hub.
  • AI-curated news feeds on instrument pages with linked sources.
  • Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
  • Crypto section with Historical Data downloads and Coinbase COIN50 index charts on the Finance homepage.

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Overlap

Shared focus areas

1 overlap

Both tools cover this research theme.

Where they differ

Magic Formula Investing

Distinct strengths include:

Stock Ideas
  • 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.

Perplexity Finance

Distinct strengths include:

Financials
Data Visualizations
News
Watchlist
Transcripts
ETF Overview
Analyst Forecasts
Analyst Recommendations
  • Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
  • Watchlist feature and a Screener tab available directly in the Finance hub.
  • AI-curated news feeds on instrument pages with linked sources.
  • Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).

Feature-by-feature breakdown

AttributeMagic Formula InvestingPerplexity Finance
Categories

Which research workflows each platform targets

Shared: Screeners

Unique: Stock Ideas

Shared: Screeners

Unique: Financials, Data Visualizations, News, Watchlist, Transcripts, ETF Overview, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs, Mutual Funds, Closed-End Funds, Cryptos

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Mobile, Desktop

Pricing

High-level pricing models

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

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.

Unique

  • Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
  • Watchlist feature and a Screener tab available directly in the Finance hub.
  • AI-curated news feeds on instrument pages with linked sources.
  • Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
  • Crypto section with Historical Data downloads and Coinbase COIN50 index charts on the Finance homepage.
  • Global market coverage spanning US, UK, Germany, Canada, Australia, Japan, and Thailand.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Magic Formula Investing and Perplexity Finance both support?

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

Do Magic Formula Investing and Perplexity Finance require subscriptions?

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

Which tool has mobile access?

Perplexity Finance ships a dedicated mobile experience, while Magic Formula Investing focuses on web or desktop access.

What unique strengths set the two platforms apart?

Magic Formula Investing differentiates itself with 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., whereas Perplexity Finance stands out for Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..

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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.