VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
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Wednesday, June 3, 2026
Tool Comparison · Wednesday, June 3, 2026
Magic Formula Investing vs Simply Wall St
Magic Formula Investing vs Simply Wall St: 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
Simply Wall St
Picksimplywall.st
Best for data visualizations, and portfolio
- Pricing
- Free
- Platforms
- Web, Mobile
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
Simply Wall St if…
- You need a mobile app for on-the-go research
- You’re a long-term or value-focused investor
- You need global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by s&p global market intelligence and analyzed using a documented quantitative model.
- You need company “snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and github docs.
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 | Simply Wall St |
|---|---|---|
Asset types | Stocks | StocksETFsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEuropeAPACAfrica |
Data freshness | End of Day | End of Day |
API access | Not specified | Not specified |
Export formats | Not specified | ExcelPDF |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Magic Formula Investing
—
Starting price
Plans & pricing
Tool
Simply Wall St
—
Starting price
Plans & pricing
Coverage overlap
Categories covered by Magic Formula Investing only.
No unique categories.
Categories covered by Simply Wall St 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 Simply Wall St?
Magic Formula Investing focuses on Screeners, and Stock Ideas while Simply Wall St specializes in Stock Ideas, Screeners, and Data Visualizations. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
How much do Magic Formula Investing and Simply Wall St cost?
Good news—both Magic Formula Investing and Simply Wall St 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 Simply Wall St on my phone?
Simply Wall St 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 Simply Wall St?
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 Simply Wall St if Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., and Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs. better fits how you invest.
What asset classes do Magic Formula Investing and Simply Wall St cover?
Both cover Stocks. Simply Wall St adds coverage for ETFs, and Funds.
Can I export data from Magic Formula Investing and Simply Wall St?
Simply Wall St supports data exports to Excel, and PDF. Magic Formula Investing has more limited export options.
Can Magic Formula Investing or Simply Wall St connect to my broker?
Simply Wall St connects with brokers for portfolio syncing. Magic Formula Investing requires manual portfolio entry or data import.
Which has a better stock screener—Magic Formula Investing or Simply Wall St?
Both Magic Formula Investing and Simply Wall St include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with Magic Formula Investing or Simply Wall St?
Simply Wall St 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.