VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Monday, January 5, 2026
Tool Comparison
Magic Formula Investing vs WhaleWisdom comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Comparison highlights
- Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
- Overlap: both cover Stock Ideas.
- Coverage tilt: Magic Formula Investing has 1 categories you won't get in WhaleWisdom; WhaleWisdom has 3 unique categories.
- Pricing: Magic Formula Investing is Free; WhaleWisdom is Free, Subscription.
Category leaders
- Screeners: Magic Formula Investing is tagged for this workflow; WhaleWisdom has no category votes yet.
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Side-by-side metrics
| Attribute | Magic Formula Investing | WhaleWisdom |
|---|---|---|
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, API |
Pricing High-level pricing models | Free | Free, Subscription |
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Coverage overlap
Magic Formula Investing strengths
Categories covered by Magic Formula Investing but not WhaleWisdom.
WhaleWisdom strengths
Categories covered by WhaleWisdom but not Magic Formula Investing.
Frequently Asked Questions
Which workflows do Magic Formula Investing and WhaleWisdom both support?
Both platforms cover Stock Ideas workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Magic Formula Investing and WhaleWisdom require subscriptions?
Both Magic Formula Investing and WhaleWisdom keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Magic Formula Investing and WhaleWisdom?
Both Magic Formula Investing and WhaleWisdom prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
Magic Formula Investing differentiates itself with Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50)., Universe restricted to U.S.-listed equities, excluding financial and utility companies., and Ranks companies on two factors: high earnings yield (low P/E) and high return on capital, with minor accounting adjustments., whereas WhaleWisdom stands out for Rank hedge fund managers by performance, risk-adjusted returns, and recent filings., Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts., and API and bulk downloads available for quantitative workflows and screening..
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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ScreenersInvestor HoldingsInstitutional Data - Fiscal.aiEditor's pickHands-on review
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ScreenersInvestor HoldingsInstitutional Data
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.