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 WhaleWisdom
Magic Formula Investing vs WhaleWisdom: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Magic Formula Investing
magicformulainvesting.com
Best for screeners
- Pricing
- Free
- Platforms
- Web
WhaleWisdom
whalewisdom.com
Best for institutional data, and 13f
- Pricing
- Free • Paid plans available
- Platforms
- Web, API
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
WhaleWisdom if…
- You build with APIs or automate workflows
- You need rank hedge fund managers by performance, risk-adjusted returns, and recent filings.
- You need pull 13f, 13d/g, insider trades, and sector exposures into custom portfolios and alerts.
- You need standard adds historical 13f data back to 2001, historical 13d/g data back to 2006, api access, excel exports/add-in, whaleindex, and whalescore within usage limits.
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 | WhaleWisdom |
|---|---|---|
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 |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Magic Formula Investing
—
Starting price
Plans & pricing
Tool
WhaleWisdom
$25/mo
Starting price
Plans & pricing
Coverage overlap
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 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.
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.