Motley Fool Epic
Annual Subscription
Promotion
Our Rating
Best For
Motley Fool Epic Plan is a premium stock recommendation service designed for long-term investors looking for broader stock coverage, deeper research tools, and expanded portfolio strategies.
It builds on Stock Advisor by offering five monthly stock recommendations, helping investors diversify and maximize growth potential. These picks come with detailed research reports, FoolIQ access, and sector insights, making it easier to make informed investment decisions.
Epic members get full access to GamePlan+, which provides retirement planning tools, model portfolios, and ETF rankings for long-term wealth building.
Additional tools like the Moneyball Database, Quant: 5Y Scoring, and the Potential Growth Indicator (PGI) help investors evaluate stocks with AI-driven analysis and market sentiment insights.
However, Epic has limitations. It lacks real-time stock data, technical analysis tools, and personalized buy/sell alerts. It also does not include options trading strategies or coverage of alternative assets like bonds and crypto.
- 5 Monthly Stock Picks
- Foundational Stocks
- Stock Screener
- My Stocks Tracking
- Moneyball Database
- Returns Simulator
- Quant: 5Y Scoring
- GamePlan+ Portfolio Strategies
- Stock Rankings
- Epic Opportunities Podcast
- Exclusive Analyst Coverage
- PGI Market Sentiment
- Expanded stock recommendations
- Deep research tools
- GamePlan+ portfolio access
- AI-powered stock analysis
- Sector-specific insights
- No real-time stock data
- Lacks technical analysis
- No sell recommendations
- Limited alternative investments
- No automated portfolio management
Motley Fool Epic Plan vs. Other Motley Fool Plans
Motley Fool Epic Plan is a premium subscription designed for investors seeking expanded stock recommendations, AI-driven research, and advanced portfolio strategies.
Plan | Annual Subscription | Promotion |
|---|---|---|
Motley Fool Stock Advisor | $199 (16.60 / month)
No monthly plan
| 30-day money-back guarantee |
Motley Fool Stock Epic | $499 (41.60 / month)
No monthly plan
| 30-day money-back guarantee |
Motley Fool Epic Plus | $1,999 (166.60 / month)
No monthly plan
| 30-day money-back guarantee |
For those wanting exclusive analyst insights and in-depth stock deep dives, Epic+ provides the most advanced research and portfolio strategies, making it ideal for serious long-term investors.
Stock Advisor, Motley Fool’s entry-level plan, offers two stock picks per month but lacks the enhanced tools and insights found in Epic.
Motley Fool Epic Stock Picks: Are They Worth It?
We reviewed Motley Fool Epic Plan’s stock picks, exploring their selection process, research reports, and long-term potential for investors:
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Stock Picks & Recommendations
Motley Fool Epic Plan provides expanded stock recommendations designed for long-term investors looking to build a well-diversified portfolio with even greater market coverage.
Here are three key features that offer stock recommendations from different perspectives:
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5 Monthly Stock Recommendations
Epic members receive five new stock recommendations every month, significantly expanding their access to Motley Fool’s best investment ideas.
These stocks are handpicked by analysts based on in-depth research, financial strength, and long-term growth potential.
Each pick is chosen to outperform the market over the next 3–5 years, focusing on high-quality companies with strong fundamentals, competitive advantages, and industry leadership.
Members receive detailed reports explaining why each stock is a great investment, including insights on risks, opportunities, and expected performance.
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Additional Scorecards with Stock Recommendations
Epic members gain access to additional scorecards, which feature curated investing strategies based on different market conditions and risk profiles.
These scorecards provide extra stock recommendations that align with specific investment themes, such as defensive stocks for bear markets, high-growth opportunities for bull markets, or sector-specific plays.
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Foundational Stocks
Epic includes Foundational Stocks, which are strong, reliable companies with solid balance sheets, sustainable cash flow, and long-term growth prospects.
These stocks form the core of a portfolio, offering stability during market downturns while still providing room for steady growth.
They are particularly useful for new investors building a portfolio from scratch or experienced investors seeking stable, high-quality holdings.
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Portfolio Management
Motley Fool Epic Plan goes beyond stock recommendations – it also provides advanced portfolio management tools to help investors diversify, balance risk, and optimize long-term performance.
Here are the key features that support effective portfolio management:
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Portfolio Strategies: Cautious, Moderate, Aggressive
Epic members get access to portfolio strategies tailored to specific risk levels, each with recommended stock allocations to help optimize returns while managing risk.
- Cautious portfolios: Focus on low-volatility, stable stocks that provide consistent returns—ideal for retirees or conservative investors who want lower risk exposure.
- Moderate portfolios: Offer a balanced mix of stable stocks and growth opportunities, helping investors achieve strong long-term returns without excessive risk.
- Aggressive portfolios: Emphasize high-growth stocks, maximizing long-term gains but carrying higher short-term volatility for investors comfortable with risk.
Each portfolio strategy comes with stock recommendations to guide investors toward optimal allocations, ensuring their investments align with their financial goals.
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My Stocks: Personalized Stock Tracking Tool
Epic members can use My Stocks to track, organize, and analyze their investments with personalized insights. This tool allows investors to:
- Build a customized watchlist for stocks they own or are interested in.
- Receive curated analysis on tracked stocks, including earnings reports and price movements.
- Stay updated with portfolio changes and identify new investment opportunities.
This feature makes it easy to monitor market movements and stay informed on how Motley Fool’s stock picks are performing over time.
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Monthly Stock Rankings
Epic members get access to updated stock rankings, which highlight the best investment opportunities based on both analyst research and quantitative models.
These rankings help investors quickly see which stocks the Motley Fool team believes have the best chance of beating the market over the next five years.
Updated weekly, these rankings give investors flexibility in choosing stocks providing provide a broader list of top stocks.
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The Returns Simulator
Epic members have access to the Returns Simulator, a tool designed to estimate potential portfolio performance based on investment size, stock selection, and holding period.
By adjusting key factors, investors can:
- Visualize projected long-term returns based on different allocation strategies.
- Understand how diversification impacts risk and portfolio stability.
- Set realistic investment expectations and fine-tune their approach.
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Stock Research
Motley Fool Epic Plan provides enhanced stock research tools, allowing investors to find, track, and analyze potential investments with deeper insights and broader coverage:
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Stock Screener
The Stock Screener helps investors refine their stock selection by filtering companies based on key financial and fundamental criteria, such as industry, market cap, revenue growth, valuation, and competitive positioning.
Unlike the basic version, Epic’s stock screener provides deeper financial metrics and analyst-driven insights, making it easier to identify high-potential stocks.
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Quant Projections: 5Y Scoring with Expanded Stock Rankings
The Quant is a proprietary system designed to rate stocks based on their historical performance, financial stability, and ability to beat the market over the next five years.
By leveraging these insights, Epic members can make informed decisions and prioritize stocks with the strongest long-term prospects.
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Moneyball Database
The Moneyball Database is an AI-powered stock ranking system that analyzes thousands of companies based on financial strength, earnings consistency, profitability, and long-term growth potential.
Epic members receive full access to this proprietary system, which helps them avoid weaker companies and uncover stocks with the best chances of outperforming the market.
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Watchlist
Epic’s Watchlist offers a customizable tracking system, allowing investors to follow the stocks they own or are considering.
Members receive curated analysis, earnings reports, and price movement alerts, making it easier to monitor portfolio performance and stay informed about new opportunities.
How To Analyze Stocks With Motley Fool’s Epic Plan?
We explored Motley Fool Epic’s stock analysis tools, including FoolIQ, GamePlan+, PGI, and more. Here's what we found out:
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Fundemental Stock Analysis: 10 Years Of Financial Data
Motley Fool’s Epic Plan provides a deeper level of stock analysis, offering expanded insights into individual stocks, their performance, financial health, and long-term potential.
Epic members get a comprehensive Return vs. S&P 500 comparison, allowing them to see how a stock has performed relative to the market over time.
The financial health segment goes beyond basic figures, highlighting revenue growth, profitability trends, and balance sheet strength, ensuring investors understand a company’s financial stability.
The valuation section provides a broader perspective on whether a stock is fairly priced or over/undervalued, helping investors make informed decisions.
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Full FoolIQ Access
Epic members receive full access to FoolIQ, a data-rich research tool used by Motley Fool’s own analysts.
Unlike Stock Advisor members, who get only partial access, Epic members can explore up to 10 years of financial data, providing a comprehensive view of a company’s performance over time.
FoolIQ includes detailed company reports, enhanced valuation metrics, and expanded financial insights that help investors assess a stock’s long-term growth potential.
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GamePlan Access: Full Access for Epic Members
Epic members receive full access to GamePlan, Motley Fool’s exclusive retirement planning and investment strategy platform.
Unlike Stock Advisor members, who receive only partial access, Epic members can unlock GamePlan+, which includes a wider range of portfolio models and long-term investment strategies.
With full GamePlan access, investors can explore model portfolio strategies tailored to different risk levels, including cautious, moderate, and aggressive allocations.
Members also receive ETF rankings and stock recommendations that align with their financial goals, offering an easy way to build a balanced retirement portfolio.
GamePlan also provides insights into withdrawal strategies, Social Security planning, and tax-efficient investing, helping investors optimize their retirement income.
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Epic Opportunities Podcast
The Epic Opportunities Podcast is an exclusive audio series available only to Epic members, featuring in-depth discussions on Motley Fool’s premium stock recommendations and advanced investing strategies.
Hosted by top Motley Fool analysts, the podcast highlights high-potential stocks, including those exclusive to the Epic plan that aren’t covered in Stock Advisor or other Motley Fool services.
Each episode provides expert analysis, market insights, and stock deep dives, helping investors understand why certain companies stand out as long-term opportunities.
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Access to Fool24’s Live Coverage
Epic members get expanded access to Fool24’s Live Coverage, featuring real-time market insights, analyst discussions, and exclusive stock analysis every trading day from 9 a.m. to 11 a.m. ET.
This coverage includes earnings reactions, portfolio strategies, and deep dives into market-moving events.
During earnings season, members receive bonus coverage, ensuring they stay ahead of key financial developments.
Missed a session? All episodes are recorded for on-demand viewing.
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Scoreboard Videos & Leaderboard
Epic members can access daily stock evaluations through Scoreboard Videos & Leaderboard, where Motley Fool analysts review and rank stocks based on fundamentals, management quality, and performance.
Every trading day, two stocks are analyzed and added to the leaderboard, making it easy to track top-rated investment opportunities.
This tool helps investors quickly identify high-quality stocks and gain expert insights into companies with the best long-term potential.
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PGI (Potential Growth Indicator)
Epic members benefit from the Potential Growth Indicator (PGI), a market sentiment metric that measures investor confidence and available liquidity.
PGI tracks cash in taxable money market accounts relative to the total value of U.S. stocks.
A high PGI suggests investors are holding back, signaling market caution, while a low PGI indicates strong confidence and active investing.
Additional Features & Tools
Motley Fool’s Epic Plan includes additional tools and features designed to help investors stay informed, research stocks, and manage their portfolios more effectively.
Here are some of the key tools available to members:
- Exclusive Analyst Coverage, News & Reports: Epic members receive premium access to in-depth stock reports, sector analysis, and market trend insights, ensuring they stay ahead of emerging opportunities and industry shifts.
- Dividend Stock List: Highlights top dividend-paying companies with strong histories of consistent payouts, helping income-focused investors build a reliable passive income stream.
- Earnings Calendar: Displays upcoming earnings reports for major companies, helping investors prepare for potential stock price movements and make informed decisions.
- IPO Calendar: Tracks new and upcoming IPOs, offering insights into high-potential companies entering the market and opportunities for early investments.
- Investment Calculators: Includes tools for retirement planning, portfolio projections, and compound interest estimates, helping members optimize long-term financial strategies.
Limitations: What Motley Fool Epic Does Not Offer?
While Motley Fool Epic offers expanded stock recommendations, advanced research tools, and deeper portfolio strategies, it still has some gaps and areas for improvement:
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Lack of Technical Analysis Tools
Epic is not designed for traders who rely on technical analysis. Motley Fool does not offer interactive charts, price action indicators, moving averages, or momentum tracking tools.
The recommendations are fundamentally driven, meaning investors who time their entries and exits based on chart patterns or volume trends will need to use additional tools.
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No Real-Time Stock Data or Trading Features
Despite providing extensive research and stock recommendations, Epic does not offer real-time stock prices, live market data, or direct trading capabilities.
Investors still need to rely on external brokerage platforms for up-to-the-minute price movements and trade execution.
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Limited Coverage on Alternative Investments
Epic focuses exclusively on stock recommendations and does not provide detailed coverage of bonds, commodities, options, or real estate investments.
Investors looking to build a fully diversified portfolio across multiple asset classes will need to seek additional research elsewhere.
Other platforms like Morningstar Investor and Bloomberg offer broader investment research, including mutual funds, ETFs, and fixed-income securities, which can be essential for reducing risk during market downturns.
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Lack of Sell Recommendations
Epic members receive five stock picks per month but very few sell recommendations or exit strategies. Once a stock is recommended, investors must decide when to sell based on their own research and market conditions.
Some competing services, like Zacks and Morningstar, provide clear buy, hold, and sell ratings, helping investors make more informed exit decisions.
What Type of Investor Should Use Motley Fool Epic?
Motley Fool Epic Plan is designed for investors looking for broader stock coverage, advanced research tools, and deeper market insights. Here are types of investors who may benefit:
- Long-Term Growth Investors: Best for those who want to build wealth over time by investing in stocks with high growth potential and strong fundamentals.
- Investors Who Want Deeper Research: Offers full FoolIQ access, Quant: 5Y Scoring, and sector reports, making it great for those who want detailed stock analysis.
- Retirement-Focused Investors: Provides access to GamePlan+ for retirement strategies, making it useful for those planning long-term financial security.
- Investors Seeking Stock Recommendations: With five stock picks per month, Epic helps those aiming to outperform the S&P 500 with carefully researched stock recommendations.
Motley Fool Epic: Who Won’t Benefit?
Motley Fool Epic Plan is designed for long-term investors, but it may not meet the needs of all types of traders and investors:
- Day Traders: Epic does not provide real-time market data, trade signals, or technical analysis tools, making it unsuitable for those who rely on short-term price movements.
- Investors Wanting Full Portfolio Management: Epic provides recommendations and research but does not offer automated portfolio management, rebalancing, or financial advisor services.
- Investors Who Prefer Bonds or Alternative Assets: The service focuses primarily on stocks and ETFs, with no deep analysis on bonds, commodities, or real estate.
- Short-Term Swing Traders: Epic’s long-term approach may not work for traders who buy and sell stocks frequently based on technical patterns or short-term catalysts.
Motley Fool Epic: Who Won’t Benefit?
Motley Fool Epic Plan is designed for long-term investors, but it may not meet the needs of all types of traders and investors:
- Day Traders: Epic does not provide real-time market data, trade signals, or technical analysis tools, making it unsuitable for those who rely on short-term price movements.
- Investors Wanting Full Portfolio Management: Epic provides recommendations and research but does not offer automated portfolio management, rebalancing, or financial advisor services.
- Investors Who Prefer Bonds or Alternative Assets: The service focuses primarily on stocks and ETFs, with no deep analysis on bonds, commodities, or real estate.
- Short-Term Swing Traders: Epic’s long-term approach may not work for traders who buy and sell stocks frequently based on technical patterns or short-term catalysts.
Motley Fool Epic Alternatives: Pricing & Tools
Motley Fool Epic Plan competes with top-tier investment research services like Zacks Ultimate, which provides stock, ETF, and options picks, catering to both short-term traders and long-term investors.
Plan | Subscription | Promotion |
|---|---|---|
Motley Fool Epic | $499 (41.60 / month)
No monthly plan
| 30-day money-back guarantee |
TradingView Premium | $59.95
$432 ($23.98 / month) if paid annually | 30-day free trial |
Zacks Ultimate | $299
$2,995 ($249.5 / month) if paid annually | 30-day free trial |
InvestingPro+ | $39.99
$300 ($24.99 / month) if paid annually | N/A |
Seeking Alpha PRO | $2,400 ($200 / month)
No monthly subscription | $99 for 1 month |
TipRanks Ultimate | $599 ($50 / month)
No monthly plan | 30 day money-back guarantee |
Yahoo Finance Gold | $49.95
$479.40 ($39.95 / month) if paid annually | N/A |
Morningstar Investor focuses on in-depth fundamental research, while Yahoo Finance Gold provides enhanced stock screeners and portfolio tracking.
Benzinga Pro Plan is tailored for real-time market news and day traders.
FAQ
Epic provides recommendations from a pool of 500+ companies, significantly expanding beyond Stock Advisor’s ~200 stock coverage.
No, Epic is a mid-tier plan and does not include access to Motley Fool One, Everlasting Stocks, or higher-tier premium services.
Yes, Epic includes exclusive stock recommendations that Stock Advisor members do not receive. It also offers additional scorecards for thematic investing.
Yes, Epic members get access to ETF rankings and portfolio strategies, making it easier to build a diversified portfolio.
Portfolio strategies are updated regularly to reflect market conditions, risk tolerance levels, and sector trends.
Yes, Epic includes GamePlan+, which offers retirement-focused portfolio models, ETF rankings, and long-term investment planning.
No, Epic mainly focuses on U.S. stocks, with limited coverage of international markets.
Yes, Motley Fool offers Leaderboard rankings and Scoreboard videos that review and evaluate past recommendations.
No, Epic is focused on long-term fundamentals and does not provide advanced charting tools or short-term trade signals.
Epic provides risk-based portfolio strategies (cautious, moderate, aggressive) and tools like the Potential Growth Indicator (PGI) to assess market conditions.
Review Premium Stock Analysis Tools
How We Rated Premium Investing Analysis & Research Tools
At The Smart Investor, we evaluated premium investment research platforms based on their advanced features, data depth, and overall value compared to other paid alternatives. Each platform was rated based on the following key aspects:
- Advanced Fundamental Analysis Tools (20%): We assessed the depth of financial data, historical reports, earnings forecasts, and valuation models. Platforms that provided institutional-grade insights, DCF analysis, customizable financial models, and access to premium analyst reports scored higher.
- Advanced Technical Analysis Features (20%): We reviewed the availability of real-time charting, advanced indicators, custom scripting, and AI-driven pattern recognition. Platforms that offered backtesting tools, automated trading strategies, and integration with third-party software received better ratings.
- Stock Screener & Premium Filters (15%): A high-quality screener is essential for pro investors, so we evaluated customization depth, real-time filtering, and AI-driven stock discovery. Platforms offering pre-built expert screeners, backtesting capabilities, and sector-specific analytics scored the highest.
- Portfolio Tracking & Advanced Alerts (10%): We rated platforms on their ability to provide real-time performance tracking, portfolio rebalancing tools, and tax optimization insights. Platforms with smart alerts, AI-driven risk assessments, and brokerage integration ranked higher.
- Ease of Use & Customization (15%): We assessed how well premium platforms balance advanced capabilities with user-friendly interfaces. Those offering custom dashboards, API access, and seamless multi-device usability received better ratings.
- Pricing (20%): We considered how the plan's pricing compared to other premium plans and what benefits traders/investors get. Is it worth it overall?
