VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

NO ADVICE

Monday, February 23, 2026

Tool Comparison

Magic Formula Investing vs WhaleWisdom comparison

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

Magic Formula Investing logo

Magic Formula Investing

magicformulainvesting.com

PricingFree
PlatformsWeb
WhaleWisdom logo

WhaleWisdom

whalewisdom.com

PricingFree, Subscription
PlatformsWeb, API
Top 50 Investing ToolsThe global ranking of the best investing tools, ranked by community votes.

At a glance

Platforms
Magic Formula InvestingWeb
WhaleWisdomWeb, API
Categories
Magic Formula Investing2
WhaleWisdom4
Pricing details

Tool

Magic Formula Investing

Starting price

Free tierYes
Free trial

Plans & pricing

FreeFree

Tool

WhaleWisdom

Starting price

Free tierYes
Free trial

Plans & pricing

FreeFree
PremiumSubscription
APISubscription
Category leaders
ScreenersMagic Formula Investing
Browse the #1 tool in 90+ categories

Vote sentiment comparison

Loading sentiment chart...

Platform details

AttributeMagic Formula InvestingWhaleWisdom
Asset types
Stocks
StocksETFs
Experience
BeginnerIntermediateAdvanced
BeginnerIntermediateAdvanced
Regions
North America
North America
Data freshness
End of Day
Not specified
API access
Not specified
REST
Export formats
Not specified
CSV

Coverage overlap

Shared categories1

Categories where both tools offer overlapping coverage.

Magic Formula Investing strengths1

Categories covered by Magic Formula Investing only.

WhaleWisdom strengths3

Categories covered by WhaleWisdom only.

Frequently Asked Questions

What's the difference between Magic Formula Investing and WhaleWisdom?

Magic Formula Investing focuses on Screeners, and Stock Ideas while WhaleWisdom specializes in Institutional Data, 13F, and Investor Holdings. They overlap in 1 categories, so choose based on your preferred workflow and pricing.

How much do Magic Formula Investing and WhaleWisdom cost?

Good news—both Magic Formula Investing and WhaleWisdom offer free plans. You can try each platform without commitment and only pay when you need premium features.

Does Magic Formula Investing or WhaleWisdom have an API?

WhaleWisdom provides API access for programmatic data retrieval and custom integrations. Magic Formula Investing doesn't currently offer an API, so you'll need to use their web interface.

Should I choose Magic Formula Investing or WhaleWisdom?

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 WhaleWisdom if Rank hedge fund managers by performance, risk-adjusted returns, and recent filings., and Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts. better fits how you invest.

What asset classes do Magic Formula Investing and WhaleWisdom cover?

Both cover Stocks. WhaleWisdom adds coverage for ETFs.

Can I export data from Magic Formula Investing and WhaleWisdom?

WhaleWisdom supports data exports to CSV. Magic Formula Investing has more limited export options.

Which has a better stock screener—Magic Formula Investing or WhaleWisdom?

Magic Formula Investing includes a stock screener for finding investment ideas. WhaleWisdom focuses on other analytical tools.

Keep Exploring

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.