Smartkarma is the closest drop-in replacement with overlapping coverage in Stock Ideas, Screeners, and AI while adding Alerts and Videos coverage and AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts. and SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap. features (category overlap ~78%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, November 20, 2025
Free programmatic picks
Free Alternatives to BeyondSPX
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test BeyondSPX before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with Smartkarma, Stock Analysis, and Stock Rover to road-test BeyondSPX workflows without paying up front.
Need mobile access? Smartkarma, Stock Analysis, and Stock Rover bring phone-ready workflows that BeyondSPX lacks.
Round out your stack with new coverage areas like Alerts, Videos, Blogs, and ETF Screeners.
Similarity score 1279Category overlap: 78%
Shared coverage
Stock IdeasScreenersAINewslettersNewsCalendar
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Smartkarma adds mobile access for on-the-go monitoring.
- Expands into Alerts, Videos, and Blogs coverage beyond what BeyondSPX offers.
- Standout features include AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
- Pair it with BeyondSPX if you still need Stock Comparison and Education.
Adds coverage: Alerts, Videos, and Blogs
Standout features: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics., and Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
Similarity score 1163Category overlap: 67%
Shared coverage
Stock IdeasScreenersStock ComparisonNewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Stock Analysis adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Top Analysts, and IPO coverage beyond what BeyondSPX offers.
- Standout features include Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., and IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters..
- Pair it with BeyondSPX if you still need AI, Newsletters, and Education.
Adds coverage: ETF Screeners, Top Analysts, IPO, and ETF Comparison
Standout features: Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters., and Top Analysts ranking page with success rates, average returns, number of ratings and last rating date, plus Top 50 Strong‑Buy Stocks list showing upside potential.
Similarity score 1163Category overlap: 67%
Shared coverage
ScreenersStock ComparisonEducationNewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, ETF Comparison, and Data Visualizations coverage beyond what BeyondSPX offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with BeyondSPX if you still need Stock Ideas, AI, and Newsletters.
Adds coverage: ETF Screeners, ETF Comparison, Data Visualizations, and Correlation
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 1163Category overlap: 67%
Shared coverage
Stock IdeasScreenersStock ComparisonNewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, ETF Screeners, and Analyst Forecasts coverage beyond what BeyondSPX offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with BeyondSPX if you still need AI, Newsletters, and Education.
Adds coverage: Top Analysts, ETF Screeners, Analyst Forecasts, and Analyst Recommendations
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Similarity score 1163Category overlap: 67%
Shared coverage
Stock IdeasScreenersEducationNewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Data Visualizations, and Options & Derivatives coverage beyond what BeyondSPX offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with BeyondSPX if you still need Stock Comparison, AI, and Newsletters.
Adds coverage: ETF Screeners, Data Visualizations, Options & Derivatives, and Portfolio
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 1137Category overlap: 67%
Shared coverage
Stock IdeasScreenersNewslettersNewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Dividends, Portfolio, and Scores coverage beyond what BeyondSPX offers.
- Standout features include Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., and DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members..
- Pair it with BeyondSPX if you still need Stock Comparison, AI, and Education.
Adds coverage: Dividends, Portfolio, Scores, and Compounding Calculator
Standout features: Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members., and Dividend Watchlist with performance view and email alerts for tracked tickers.
Similarity score 1137Category overlap: 67%
Shared coverage
ScreenersStock ComparisonAINewslettersEducationWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Data Visualizations, ETF Overview, and ETF Holdings coverage beyond what BeyondSPX offers.
- Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
- Pair it with BeyondSPX if you still need Stock Ideas, News, and Calendar.
Adds coverage: Data Visualizations, ETF Overview, ETF Holdings, and Portfolio
Standout features: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
Similarity score 1129Category overlap: 67%
Shared coverage
Stock IdeasScreenersNewslettersNewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Market Sentiment, Scores, and Options & Derivatives coverage beyond what BeyondSPX offers.
- Standout features include Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., and Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days..
- Pair it with BeyondSPX if you still need Stock Comparison, AI, and Education.
Adds coverage: Market Sentiment, Scores, Options & Derivatives, and Management Guidance
Standout features: Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days., and Investor tools include an Earnings Screener, Guidance and Reaction pages, and a Short Report with a focus on short interest.
Similarity score 1129Category overlap: 67%
Shared coverage
Stock IdeasScreenersAINewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Data Visualizations, Quant, and Money Flow coverage beyond what BeyondSPX offers.
- Standout features include Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..
- Pair it with BeyondSPX if you still need Stock Comparison, Newsletters, and Education.
Adds coverage: Data Visualizations, Quant, Money Flow, and Backtesting
Standout features: Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500., and Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
Similarity score 1018Category overlap: 56%
Shared coverage
Stock IdeasScreenersStock ComparisonNewsCalendar
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Backtesting, and Investor Holdings coverage beyond what BeyondSPX offers.
- Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with BeyondSPX if you still need AI, Newsletters, and Education.
Adds coverage: Portfolio, Backtesting, Investor Holdings, and US Government Trades
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 1018Category overlap: 56%
Shared coverage
ScreenersStock ComparisonNewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Data Visualizations, and Portfolio coverage beyond what BeyondSPX offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with BeyondSPX if you still need Stock Ideas, AI, and Newsletters.
Adds coverage: ETF Screeners, Data Visualizations, Portfolio, and Alerts
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 1006Category overlap: 56%
Shared coverage
ScreenersAINewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Alerts, and News Sentiment coverage beyond what BeyondSPX offers.
- Standout features include Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., and Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes..
- Pair it with BeyondSPX if you still need Stock Ideas, Stock Comparison, and Newsletters.
Adds coverage: Portfolio, Alerts, News Sentiment, and Improved Filings
Standout features: Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes., and Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights **factor tilts** driving returns, flags strengths/risks, scans for **mis‑pricings** (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.
Similarity score 1004Category overlap: 56%
Shared coverage
ScreenersNewslettersNewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- MarketWatch adds mobile access for on-the-go monitoring.
- Expands into Alerts, Data Visualizations, and Paper Trading coverage beyond what BeyondSPX offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with BeyondSPX if you still need Stock Ideas, Stock Comparison, and AI.
Adds coverage: Alerts, Data Visualizations, Paper Trading, and Financials
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 1004Category overlap: 56%
Shared coverage
ScreenersEducationNewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Alerts, and Data Visualizations coverage beyond what BeyondSPX offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with BeyondSPX if you still need Stock Ideas, Stock Comparison, and AI.
Adds coverage: Portfolio, Alerts, Data Visualizations, and Financials
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Similarity score 993Category overlap: 63%
Shared coverage
ScreenersNewslettersNewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Benzinga adds mobile access for on-the-go monitoring.
- Expands into Alerts, Data APIs, and Transcripts coverage beyond what BeyondSPX offers.
- Standout features include Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., and Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans..
- Pair it with BeyondSPX if you still need Stock Ideas, Stock Comparison, and AI.
Adds coverage: Alerts, Data APIs, and Transcripts
Standout features: Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans., and Equity Audio Squawk channel included in higher tiers, with optional High Beta Squawk add-on for $99/month.
Similarity score 993Category overlap: 63%
Shared coverage
Stock IdeasNewslettersEducationNewsWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- The Motley Fool adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Videos, and Blogs coverage beyond what BeyondSPX offers.
- Standout features include Stock Advisor membership includes two new stock recommendations per month, currently priced at $199/year, with a 30-day refund policy., Tiered memberships expand access: Epic ($499/year) adds research and scorecards; Epic Plus ($1,999/year) includes the real-money Moneyball Portfolio with daily guidance; Fool Portfolios ($3,999/year) provides access to Tom Gardner’s live portfolios; Fool One is an all-access bundle., and Mobile apps (iOS and Android) send instant notifications for new recommendations and service updates, plus tools to track “My Portfolios” and watchlists..
- Pair it with BeyondSPX if you still need Screeners, Stock Comparison, and AI.
Adds coverage: Portfolio, Videos, and Blogs
Standout features: Stock Advisor membership includes two new stock recommendations per month, currently priced at $199/year, with a 30-day refund policy., Tiered memberships expand access: Epic ($499/year) adds research and scorecards; Epic Plus ($1,999/year) includes the real-money Moneyball Portfolio with daily guidance; Fool Portfolios ($3,999/year) provides access to Tom Gardner’s live portfolios; Fool One is an all-access bundle., Mobile apps (iOS and Android) send instant notifications for new recommendations and service updates, plus tools to track “My Portfolios” and watchlists., and Personal portfolio and watchlist features let you add tickers and monitor performance inside the platform.
Similarity score 992Category overlap: 56%
Shared coverage
Stock IdeasScreenersNewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Alerts, Data Visualizations, and Scores coverage beyond what BeyondSPX offers.
- Standout features include Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., and Ability to create custom expressions and filters in the screener for advanced screening logic..
- Pair it with BeyondSPX if you still need Stock Comparison, AI, and Newsletters.
Adds coverage: Alerts, Data Visualizations, Scores, and Financials
Standout features: Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., Ability to create custom expressions and filters in the screener for advanced screening logic., and Historical screener mode allows users to run any screen as of a past date.
Similarity score 992Category overlap: 56%
Shared coverage
ScreenersAINewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Financials, Scores, and Valuation Models coverage beyond what BeyondSPX offers.
- Standout features include Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..
- Pair it with BeyondSPX if you still need Stock Ideas, Stock Comparison, and Newsletters.
Adds coverage: Financials, Scores, Valuation Models, and Transcripts
Standout features: Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum., and Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
Similarity score 984Category overlap: 56%
Shared coverage
Stock IdeasScreenersStock ComparisonNewsWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Valuation Models, Financials, and Transcripts coverage beyond what BeyondSPX offers.
- Standout features include Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., and Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts..
- Pair it with BeyondSPX if you still need AI, Newsletters, and Education.
Adds coverage: Valuation Models, Financials, Transcripts, and Analyst Price Targets
Standout features: Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts., and Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
Similarity score 984Category overlap: 56%
Shared coverage
ScreenersNewslettersNewsCalendarWatchlist
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Alerts, Acquisitions, and Spin-offs coverage beyond what BeyondSPX offers.
- Standout features include Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., and Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)..
- Pair it with BeyondSPX if you still need Stock Ideas, Stock Comparison, and AI.
Adds coverage: Alerts, Acquisitions, Spin-offs, and Buybacks & Authorizations
Standout features: Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)., and Spinoff suite: upcoming/completed spinoffs and ‘Spinsider’ screen; CVR deals database with outcomes.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
News×19Screeners×19Watchlist×19Calendar×17Stock Ideas×11Newsletters×8Stock Comparison×7AI×5
New angles introduced
Categories the alternatives add beyond BeyondSPX.
Alerts+14Portfolio+14Data Visualizations+11Financials+11Analyst Price Targets+10Scores+10Dividends+9ETF Overview+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
11/20
11 alternatives bring native mobile access.
API availability
3/20
3 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
7 starred / 13 tested
7 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
62%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to BeyondSPX?
Start with Smartkarma, Stock Analysis, and Stock Rover to replicate BeyondSPX workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which BeyondSPX workflows stay covered on the free plan?
Expect solid overlap across Stock Ideas, Screeners, AI, Newsletters, News, Calendar, Watchlist, Stock Comparison, and Education, so core BeyondSPX workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Alerts, Videos, Blogs, ETF Screeners, Top Analysts, IPO, ETF Comparison, Data Visualizations, Portfolio, Dividends, Splits, Delisted, Spin-offs, Ticker Changes, Acquisitions, Bankruptcy, Financials, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Correlation, Monte Carlo, Scores, Valuation Models, Transcripts, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Flags, App & Website Traffic, Insider Data, Institutional Data, Which ETF includes this Stock?, News Sentiment, Options & Derivatives, Backtesting, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Forums, Compounding Calculator, Dividend, AI Report, Market Sentiment, Management Guidance, Short Interest, Quant, Money Flow, 13F, Research Templates, Shared Workspaces, AI Earnings Summary, Investor Holdings, US Government Trades, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, Bulls Say Bear Say, ETF Factors, Options, Improved Filings, AI Filings Summary, Factor Exposure, Data APIs, Position Sizing, Buybacks & Authorizations, 13D/13G, Regulatory Filings Monitoring, Playbooks & Case Studies, and PDF Annotation show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on BeyondSPX?
Stock Comparison, Education, AI, Newsletters, Stock Ideas, News, Calendar, Watchlist, and Screeners remain strengths for BeyondSPX. Keep it handy for those tasks or plan for a paid upgrade if they matter.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
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Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.