VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
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Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
Magic Formula Investing vs Valuesider
Magic Formula Investing vs Valuesider: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Magic Formula Investing
magicformulainvesting.com
Best for stock ideas
- Pricing
- Free
- Platforms
- Web
Valuesider
valuesider.com
Best for investor holdings, and 13f
- Pricing
- Free
- Platforms
- Web
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
Magic Formula Investing if…
- You want pro-level depth and configurability
- 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.
Choose
Valuesider if…
- You’re a long-term or value-focused investor
- You need active 2026 data: homepage shows q4 2025/q1 2026 13f-related updates, including berkshire hathaway updated feb 17, 2026 and daily journal updated apr 15, 2026.
- You need browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on sec 13f filings.
- You need homepage includes top-10 most-owned securities, top buys/sells by recent quarter windows, and biggest aggregated investments across tracked gurus.
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 | Valuesider |
|---|---|---|
Asset types | Stocks | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Regions | North America | Not specified |
Data freshness | End of Day | Not specified |
API access | Not specified | Not specified |
Export formats | Not specified | CSVExcel |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Magic Formula Investing
—
Starting price
Plans & pricing
Tool
Valuesider
—
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 Valuesider?
Magic Formula Investing focuses on Screeners, and Stock Ideas while Valuesider specializes in Screeners, Investor Holdings, and 13F. They overlap in 1 categories, so choose based on your preferred workflow and pricing.
How much do Magic Formula Investing and Valuesider cost?
Good news—both Magic Formula Investing and Valuesider offer free plans. You can try each platform without commitment and only pay when you need premium features.
Which is better for beginners—Magic Formula Investing or Valuesider?
Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.
Should I choose Magic Formula Investing or Valuesider?
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 Valuesider if Active 2026 data: homepage shows Q4 2025/Q1 2026 13F-related updates, including Berkshire Hathaway updated Feb 17, 2026 and Daily Journal updated Apr 15, 2026., and Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings. better fits how you invest.
What asset classes do Magic Formula Investing and Valuesider cover?
Both cover Stocks. Valuesider adds coverage for ETFs, Mutual Funds, Closed-End Funds, Funds, and Other.
Can I export data from Magic Formula Investing and Valuesider?
Valuesider supports data exports to CSV, and Excel. Magic Formula Investing has more limited export options.
Which has a better stock screener—Magic Formula Investing or Valuesider?
Both Magic Formula Investing and Valuesider 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.