VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Tool Comparison

BeyondSPX vs Perplexity Finance comparison

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

Quick takeaways

BeyondSPX adds Stock Ideas, Stock Comparison, Calendar, AI, Newsletters, and Education coverage that Perplexity Finance skips.

Perplexity Finance includes Transcripts, ETF Overview, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets categories that BeyondSPX omits.

Perplexity Finance offers mobile access, which BeyondSPX skips.

In depth comparison

BeyondSPX

beyondspx.com

Hands-on review

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.

Platforms

Web

Pricing

Free

Quick highlights

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.

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Perplexity Finance

perplexity.ai

Editor’s pick Hands-on review

AI-assisted finance hub with quote and overview pages for stocks, ETFs, funds, and crypto. Free to use with search limits; Pro lifts caps and unlocks Pro/Deep Research. Enterprise Pro connects to data subscriptions like FactSet and Crunchbase and adds SSO/SCIM. Data providers are disclosed on each page. Not designed for trading execution.

Platforms

WebMobileDesktop

Pricing

FreeSubscription

Quick highlights

Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
Watchlist feature and a Screener tab available directly in the Finance hub.
AI-curated news feeds on instrument pages with linked sources.
Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
Crypto section with Historical Data downloads and Coinbase COIN50 index charts on the Finance homepage.

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Where they differ

BeyondSPX

Distinct strengths include:

Stock Ideas Stock Comparison Calendar AI Newsletters Education

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.

Perplexity Finance

Distinct strengths include:

Transcripts ETF Overview Analyst Forecasts Analyst Recommendations Analyst Price Targets

Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
Watchlist feature and a Screener tab available directly in the Finance hub.
AI-curated news feeds on instrument pages with linked sources.
Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).

Feature-by-feature breakdown

Attribute	BeyondSPX	Perplexity Finance
Categories Which research workflows each platform targets	Shared: Screeners, Data Visualizations, Watchlist, News, Financials Unique: Stock Ideas, Stock Comparison, Calendar, AI, Newsletters, Education	Shared: Screeners, Data Visualizations, Watchlist, News, Financials Unique: Transcripts, ETF Overview, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets
Asset types Supported asset classes and universes	Stocks	Stocks, ETFs, Mutual Funds, Closed-End Funds, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Mobile, Desktop
Pricing High-level pricing models	Free	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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.	Unique Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets. Watchlist feature and a Screener tab available directly in the Finance hub. AI-curated news feeds on instrument pages with linked sources. Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings). Crypto section with Historical Data downloads and Coinbase COIN50 index charts on the Finance homepage. Global market coverage spanning US, UK, Germany, Canada, Australia, Japan, and Thailand.
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 Perplexity Finance both support?

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

Do BeyondSPX and Perplexity Finance require subscriptions?

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

Which tool has mobile access?

Perplexity Finance 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 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., and 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)., whereas Perplexity Finance stands out for Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..

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