VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Tool Comparison

BeyondSPX vs CapEdge comparison

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

Quick takeaways

BeyondSPX adds Stock Ideas, Screeners, Stock Comparison, AI, Newsletters, Education, and Watchlist coverage that CapEdge skips.

CapEdge includes Improved Filings, Diff View, Filing Sentiment, Transcripts, Insider Data, Institutional Data, 13D/13G, 13F, Which ETF includes this Stock?, Alerts, IPO, Secondary Offerings, and Financials categories that BeyondSPX omits.

In depth comparison

BeyondSPX

beyondspx.com

Hands-on review

Semantic stock-discovery and research platform focused on the U.S. equity universe. Users can describe the type of companies they want (e.g., ‘profitable robotics companies’ or ‘stocks with strong pricing power’) and the AI screener returns matching stocks from a library of research reports. Coverage spans 5,000+ US-traded stocks, including microcaps, nanocaps, and OTC names, with detailed fundamentals, narrative analysis, category taxonomy, and a weekly ‘Investment Themes of the Week’ newsletter. The core web app is free to use as of late 2025.

Platforms

Web

Pricing

Free

Quick highlights

AI-powered natural‑language stock screener: type a thesis like “profitable companies with quantum computing exposure” or “stocks benefiting from reshoring trends” and get matching companies with links to full analysis.
Semantic discovery on the homepage and dedicated ‘AI Stock Screener’ page that searches across BeyondSPX’s research corpus on 5,000+ US stocks, including microcaps, nanocaps, and OTC tickers.
Dedicated stock pages combining quote data (15‑min delayed IEX prices), key valuation multiples, growth metrics, profitability, balance sheet strength, and cash‑flow metrics in one dashboard.
Thematic company write‑ups with structured sections like Growth Outlook, Profitability, Competitive Moat, Financial Health, Valuation, and Returns to Shareholders, plus full long‑form research reports.
Peer and category context via ‘Explore Other Stocks In…’ and peer valuation sections that group each stock into detailed business categories (e.g., Construction & Engineering, Wound Care Devices, 5G Infrastructure).

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CapEdge

capedge.com

Editor’s pick Hands-on review

A free research platform for US markets that combines filings, transcripts, ownership dashboards, IPO tracking, and ETF exposure tools. Users can set up near real-time filing alerts, search with advanced operators, and export results to CSV/Excel. CapEdge also connects to Deal Roadshow for access to IPO roadshows. There’s no public API; all functionality is delivered through the web app.

Platforms

Web

Pricing

Free

Quick highlights

Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators.
Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported.
Earnings transcript catalog updated hourly, with results downloadable to CSV.
IPO calendar with coverage of S-1, F-1, and S-11 filings, plus access to retail roadshows via Deal Roadshow.
Ownership dashboards tracking 13F holdings, 13D/13G activist positions, and Form 144 insider sales, with export to CSV or Excel.

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Where they differ

BeyondSPX

Distinct strengths include:

Stock Ideas Screeners Stock Comparison AI Newsletters Education Watchlist

AI-powered natural‑language stock screener: type a thesis like “profitable companies with quantum computing exposure” or “stocks benefiting from reshoring trends” and get matching companies with links to full analysis.
Semantic discovery on the homepage and dedicated ‘AI Stock Screener’ page that searches across BeyondSPX’s research corpus on 5,000+ US stocks, including microcaps, nanocaps, and OTC tickers.
Dedicated stock pages combining quote data (15‑min delayed IEX prices), key valuation multiples, growth metrics, profitability, balance sheet strength, and cash‑flow metrics in one dashboard.
Thematic company write‑ups with structured sections like Growth Outlook, Profitability, Competitive Moat, Financial Health, Valuation, and Returns to Shareholders, plus full long‑form research reports.

CapEdge

Distinct strengths include:

Improved Filings Diff View Filing Sentiment Transcripts Insider Data Institutional Data 13D/13G 13F

Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators.
Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported.
Earnings transcript catalog updated hourly, with results downloadable to CSV.
IPO calendar with coverage of S-1, F-1, and S-11 filings, plus access to retail roadshows via Deal Roadshow.

Feature-by-feature breakdown

Attribute	BeyondSPX	CapEdge
Categories Which research workflows each platform targets	Shared: News, Calendar Unique: Stock Ideas, Screeners, Stock Comparison, AI, Newsletters, Education, Watchlist	Shared: News, Calendar Unique: Improved Filings, Diff View, Filing Sentiment, Transcripts, Insider Data, Institutional Data, 13D/13G, 13F, Which ETF includes this Stock?, Alerts, IPO, Secondary Offerings, Financials
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
Pricing High-level pricing models	Free	Free
Key features Core capabilities called out by each vendor	Unique AI-powered natural‑language stock screener: type a thesis like “profitable companies with quantum computing exposure” or “stocks benefiting from reshoring trends” and get matching companies with links to full analysis. Semantic discovery on the homepage and dedicated ‘AI Stock Screener’ page that searches across BeyondSPX’s research corpus on 5,000+ US stocks, including microcaps, nanocaps, and OTC tickers. Dedicated stock pages combining quote data (15‑min delayed IEX prices), key valuation multiples, growth metrics, profitability, balance sheet strength, and cash‑flow metrics in one dashboard. Thematic company write‑ups with structured sections like Growth Outlook, Profitability, Competitive Moat, Financial Health, Valuation, and Returns to Shareholders, plus full long‑form research reports. Peer and category context via ‘Explore Other Stocks In…’ and peer valuation sections that group each stock into detailed business categories (e.g., Construction & Engineering, Wound Care Devices, 5G Infrastructure). ‘Category Movers’ page showing top gaining and losing business categories by one‑day performance, plus a market heatmap where tile size reflects market cap and color reflects performance.	Unique Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators. Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported. Earnings transcript catalog updated hourly, with results downloadable to CSV. IPO calendar with coverage of S-1, F-1, and S-11 filings, plus access to retail roadshows via Deal Roadshow. Ownership dashboards tracking 13F holdings, 13D/13G activist positions, and Form 144 insider sales, with export to CSV or Excel. ETF exposure lookup tool answering: 'Which ETFs hold this stock?' using NPORT-P filings.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Standard listing	Highlighted

Frequently Asked Questions

Which workflows do BeyondSPX and CapEdge both support?

Both platforms cover News, and Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do BeyondSPX and CapEdge require subscriptions?

Both BeyondSPX and CapEdge keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access BeyondSPX and CapEdge?

Both BeyondSPX and CapEdge 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?

BeyondSPX differentiates itself with AI-powered natural‑language stock screener: type a thesis like “profitable companies with quantum computing exposure” or “stocks benefiting from reshoring trends” and get matching companies with links to full analysis., Semantic discovery on the homepage and dedicated ‘AI Stock Screener’ page that searches across BeyondSPX’s research corpus on 5,000+ US stocks, including microcaps, nanocaps, and OTC tickers., and Dedicated stock pages combining quote data (15‑min delayed IEX prices), key valuation multiples, growth metrics, profitability, balance sheet strength, and cash‑flow metrics in one dashboard., whereas CapEdge stands out for Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators., Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported., and Earnings transcript catalog updated hourly, with results downloadable to CSV..

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