BeyondSPX vs Morningstar Investor comparison

BeyondSPX focuses on Stock Ideas, Screeners, and Stock Comparison while Morningstar Investor specializes in Stock Ideas, Screeners, and Stock Comparison. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

Good news—both BeyondSPX and Morningstar Investor offer free plans. You can try each platform without commitment and only pay when you need premium features.

Morningstar Investor has a mobile app so you can check your research on the go. BeyondSPX is web-only, so you'll need a browser to access it from mobile devices.

Choose BeyondSPX if you need 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.”, and 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.. Go with Morningstar Investor if Screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners., and Investment discovery: pre‑filtered investment lists plus the ability to find/compare securities using valuation and performance metrics (described as spanning global company & share‑class data). better fits how you invest.

Both cover Stocks. Morningstar Investor adds coverage for ETFs, Mutual Funds, Closed-End Funds, and Funds.

Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.

Both BeyondSPX and Morningstar Investor include stock screeners. Try each to see which filtering options and interface you prefer.

Morningstar Investor offers portfolio tracking features. BeyondSPX is more focused on research and analysis.