VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Saturday, December 13, 2025
BeyondSPX
Free, web-based stock-discovery and fundamental research platform focused on the U.S. equity universe. Combines semantic/AI stock idea generation, long-form company research, category heatmaps, and watchlists with upcoming earnings and news. No brokerage, trading, or API access; quotes use 15‑minute delayed IEX data and the core app is free as of late 2025.
Community votes (overall)
Key features
- Coverage and research on roughly 5,000 U.S. stocks, including microcaps, nanocaps, and OTC names, with a stated goal of helping investors “find and understand stocks.”
- Semantic / AI-powered stock screener: investors type theses such as “profitable companies with quantum computing exposure” or “stocks benefiting from reshoring trends” and receive matching companies linked to full analysis.
- Company pages combine 15‑minute delayed IEX quotes with key valuation multiples, growth and profitability metrics, balance-sheet and cash-flow ratios, financial charts, peer valuation comparisons, and long-form narrative research sections (Growth, Profitability, Competitive Moat, Financial Health, Valuation, Returns to Shareholders).
- Category Movers and market heatmap views show top gaining and losing business categories by performance, plus a heatmap where tile size represents market cap and color represents daily performance, backed by a granular business-category taxonomy.
- Watchlists with customizable columns (Price, Change, Market Cap, Volume, P/E, P/S, P/B, etc.) and additional panels for Upcoming Earnings, Similar Stocks, and Latest News for tracked symbols; features require a free logged-in account.
- Weekly “Investment Themes of the Week” newsletter delivers three under‑the‑radar themes every Monday, including catalysts, data points, and highlighted stocks, with an on-site archive of past issues.
- Historical financial statements and ratio charts via Financials and Metrics tabs, with annual/quarterly toggles and multi‑year ranges (e.g., 5Y, 10Y, All) to analyze long-term fundamentals.
- Free account creation via Google or email; as of late 2025 the core research library, AI screener, watchlists, and newsletter sign‑up are available without a paid subscription.
- Community and feedback via an official Discord server linked from the site footer, alongside clear “not financial advice” disclaimers on major pages.
Data partners
US equity quote data provider; company pages disclose “Data provided by IEX” with 15‑minute delayed prices.
FAQ
Is BeyondSPX free?
BeyondSPX is free to use. Visit the vendor site for the latest limits and onboarding details.
Who is BeyondSPX best for?
BeyondSPX is built for Retail Traders, Pro Retail, Long-term Investors, Value Investors, Growth Investors, and Analysts. It suits beginner, intermediate, and advanced users.
What platforms and connections does BeyondSPX support?
You can use BeyondSPX on Web.
Which markets does BeyondSPX cover?
BeyondSPX covers North America. Examples include US. It tracks Stocks. Identifiers include Ticker.
Suggest an edit
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!
Missing a Tool?
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!
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.