VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 26, 2025

Head-to-head

Alpha Spread vs Monexa comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Alpha Spread adds Stock Comparison, Stock Ideas, Portfolio, Alerts, and APIs & SDKs coverage that Monexa skips.

Monexa includes News Sentiment, Calendar, Dividends, Insider Data, Institutional Data, 13F, 13D/13G, Investor Holdings, US Government Trades, and AI Chat categories that Alpha Spread omits.

Alpha Spread highlights: 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..

Monexa is known for: Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..

Alpha Spread logo

Alpha Spread

alphaspread.com

Stock‑valuation platform centered on intrinsic value. Combines DCF and relative valuation into a scenario range (bear/base/bull), adds Wall Street estimates/targets, profitability & solvency scoring, a flexible screener (with alerts), watchlists, an investment journal, curated news, and side‑by‑side comparisons. Enterprise plan advertises API access (currently limited/waitlisted), with public self‑serve tiers Free, Premium, and Unlimited.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • 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.
  • Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
  • Analyst section with price targets and forward estimates; earnings‑calls section; AI assistant for natural‑language summaries/questions.

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Monexa logo

Monexa

monexa.ai

AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
  • AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
  • AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
  • AI SWOT Analysis previews and full SWOT in Pro.
  • Earnings call Transcripts with gated full history and transcript analysis in Pro.

Community votes (overall)

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Overlap

Shared focus areas

8 overlaps

Mutual strengths include Screeners, Valuation Models, and Financials plus 5 more areas.

Where they differ

Alpha Spread

Distinct strengths 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.
  • Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts.
  • Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.

Monexa

Distinct strengths include:

  • Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
  • AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
  • AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
  • AI SWOT Analysis previews and full SWOT in Pro.

Feature-by-feature breakdown

AttributeAlpha SpreadMonexa
Categories

Which research workflows each platform targets

Shared: Screeners, Valuation Models, Financials, Transcripts, Analyst Price Targets, Analyst Forecasts, Watchlist, News

Unique: Stock Comparison, Stock Ideas, Portfolio, Alerts, APIs & SDKs

Shared: Screeners, Valuation Models, Financials, Transcripts, Analyst Price Targets, Analyst Forecasts, Watchlist, News

Unique: News Sentiment, Calendar, Dividends, Insider Data, Institutional Data, 13F, 13D/13G, Investor Holdings, US Government Trades, AI Chat

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, API

Web

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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.
  • Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
  • Analyst section with price targets and forward estimates; earnings‑calls section; AI assistant for natural‑language summaries/questions.
  • Stock comparison for side‑by‑side analysis; curated market news stream; investment journal for notes.

Unique

  • Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
  • AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
  • AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
  • AI SWOT Analysis previews and full SWOT in Pro.
  • Earnings call Transcripts with gated full history and transcript analysis in Pro.
  • Analyst Estimates: consensus dashboards with price targets and 5‑year forecast unlock.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Alpha Spread and Monexa both support?

Both platforms cover Screeners, Valuation Models, Financials, Transcripts, Analyst Price Targets, Analyst Forecasts, Watchlist, and News workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Alpha Spread and Monexa require subscriptions?

Both Alpha Spread and Monexa keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Alpha Spread and Monexa?

Both Alpha Spread and Monexa 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?

Alpha Spread differentiates itself with 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., whereas Monexa stands out for Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..

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.