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 Smartkarma
Magic Formula Investing vs Smartkarma: 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
Smartkarma
smartkarma.com
Best for watchlist, and news
- 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
Smartkarma if…
- You need a mobile app for on-the-go research
- You need ai-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts.
- You need smartscore screener covers five factors-value, dividend, growth, resilience, and momentum-with filters by country, sector, and market cap.
- You need relative value tool highlights holdco and share-class pair opportunities, with proprietary actionability/investability scores and z-score diagnostics.
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 | Smartkarma |
|---|---|---|
Asset types | Stocks | StocksETFsBondsCurrenciesCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | End of Day | Not specified |
API access | Not specified | Not specified |
Export formats | Not specified | Not specified |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Magic Formula Investing
—
Starting price
Plans & pricing
Tool
Smartkarma
—
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 Magic Formula Investing and Smartkarma?
Magic Formula Investing focuses on Screeners, and Stock Ideas while Smartkarma specializes in Stock Ideas, Screeners, and Watchlist. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
How much do Magic Formula Investing and Smartkarma cost?
Good news—both Magic Formula Investing and Smartkarma 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 Smartkarma on my phone?
Smartkarma 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 Smartkarma?
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 Smartkarma if AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., and SmartScore Screener covers five factors-Value, Dividend, Growth, Resilience, and Momentum-with filters by country, sector, and market cap. better fits how you invest.
What asset classes do Magic Formula Investing and Smartkarma cover?
Both cover Stocks. Smartkarma adds coverage for ETFs, Bonds, Currencies, and Cryptos.
Which has a better stock screener—Magic Formula Investing or Smartkarma?
Both Magic Formula Investing and Smartkarma 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.