VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing BeyondSPX and CB Insights will find that Both BeyondSPX and CB Insights concentrate on Screeners, AI, and Newsletters workflows, making them natural alternatives for similar investment research jobs. BeyondSPX leans into Stock Ideas, and Education, which can be decisive for teams that need depth over breadth. CB Insights stands out with Data APIs, Sheets / Excel Add-ins, and Data Visualizations that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
BeyondSPX vs CB Insights
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- BeyondSPX adds Stock Ideas, and Education coverage that CB Insights skips.
- CB Insights includes Data APIs, Sheets / Excel Add-ins, Data Visualizations, and Acquisitions categories that BeyondSPX omits.
- BeyondSPX highlights: Natural‑language discovery: “Describe what type of companies you're interested in and we'll search our database of stock analysis to find matches.”, Breadth: “analysis on 5,000+ US stocks” across the market cap spectrum; founder page highlights coverage of microcaps, nanocaps, and OTC‑traded names., and Weekly newsletter: every Monday, three under‑the‑radar themes with catalysts, data, and candidate stocks..
- CB Insights is known for: Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets..
- BeyondSPX has a free tier, while CB Insights requires a paid plan.
- CB Insights offers mobile access, which BeyondSPX skips.
BeyondSPX
beyondspx.com
Semantic stock‑discovery and research site focused on the U.S. equity universe. The homepage invites natural‑language queries (e.g., describe the kind of companies you want) and searches a database of company analysis. Coverage claims ‘5,000+ US stocks,’ including microcaps, nanocaps, and OTC tickers. A free, optional email rounds up three ‘under‑the‑radar’ themes each Monday with catalysts, data, and stocks. Terms emphasize that content is for information/education only (not investment advice) and designate Washington State law/jurisdiction.
Platforms
Pricing
Quick highlights
- Natural‑language discovery: “Describe what type of companies you're interested in and we'll search our database of stock analysis to find matches.”
- Breadth: “analysis on 5,000+ US stocks” across the market cap spectrum; founder page highlights coverage of microcaps, nanocaps, and OTC‑traded names.
- Weekly newsletter: every Monday, three under‑the‑radar themes with catalysts, data, and candidate stocks.
- Free account creation (email or Google).
- Community feedback via Discord link in footer.
CB Insights
cbinsights.com
An enterprise-grade market intelligence platform covering both private and public companies. CB Insights combines company profiles, deal tracking, and predictive scoring with AI-powered search and visual analytics. APIs and enterprise integrations (Salesforce, Excel, Snowflake, Microsoft 365 Copilot) are available on paid plans. A 10-day free trial is offered for new users.
Platforms
Pricing
Quick highlights
- Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
- APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
- Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
- Salesforce integration to embed company and investor insights into CRM workflows.
- Microsoft 365 Copilot Graph Connector to surface CB Insights data directly inside Copilot experiences.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
BeyondSPX
Distinct strengths include:
- Natural‑language discovery: “Describe what type of companies you're interested in and we'll search our database of stock analysis to find matches.”
- Breadth: “analysis on 5,000+ US stocks” across the market cap spectrum; founder page highlights coverage of microcaps, nanocaps, and OTC‑traded names.
- Weekly newsletter: every Monday, three under‑the‑radar themes with catalysts, data, and candidate stocks.
- Free account creation (email or Google).
CB Insights
Distinct strengths include:
- Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
- APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
- Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
- Salesforce integration to embed company and investor insights into CRM workflows.
Feature-by-feature breakdown
| Attribute | BeyondSPX | CB Insights |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, AI, Newsletters Unique: Stock Ideas, Education | Shared: Screeners, AI, Newsletters Unique: Data APIs, Sheets / Excel Add-ins, Data Visualizations, Acquisitions |
Asset types Supported asset classes and universes | Stocks | Stocks, Other |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Mobile, API |
Pricing High-level pricing models | Free | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 BeyondSPX and CB Insights both support?
Both platforms cover Screeners, AI, and Newsletters workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
BeyondSPX offers a free entry point, while CB Insights requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
CB Insights ships a dedicated mobile experience, while BeyondSPX focuses on web or desktop access.
What unique strengths set the two platforms apart?
BeyondSPX differentiates itself with Natural‑language discovery: “Describe what type of companies you're interested in and we'll search our database of stock analysis to find matches.”, Breadth: “analysis on 5,000+ US stocks” across the market cap spectrum; founder page highlights coverage of microcaps, nanocaps, and OTC‑traded names., and Weekly newsletter: every Monday, three under‑the‑radar themes with catalysts, data, and candidate stocks., whereas CB Insights stands out for Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets..
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.