VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Tool Comparison

BeyondSPX vs Quartr 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, Data Visualizations, and News coverage that Quartr skips.

Quartr includes Transcripts, Analyst Forecasts, Alerts, AI Chat, AI Earnings Summary, Notes & Highlights, Shared Workspaces, Citations & Source Pinning, Data APIs, APIs & SDKs, Webhooks, and Blogs categories that BeyondSPX omits.

Quartr offers mobile access, which BeyondSPX skips.

In depth comparison

BeyondSPX logo

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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Quartr logo

Quartr

quartr.com

Editor’s pick Hands-on review

Qualitative public‑market research platform focused on investor relations material: live earnings calls, real‑time transcripts, filings, slide decks, analyst estimates, and AI chat across 13k+ public companies. Mobile app is free; Quartr Pro (desktop) and Quartr API are commercial products with dataset access, exports, and API/webhook usage gated by subscription contracts and plan‑level permissions.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

  • Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable.
  • Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features.
  • Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars.
  • Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.
  • AI chat built on first‑party IR material lets users ask anything across public companies globally and get instant answers and event summaries, with every quote, metric and slide fully traceable back to the original document or audio source.

Community votes (overall)

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Where they differ

BeyondSPX

Distinct strengths include:

  • 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.

Quartr

Distinct strengths include:

  • Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable.
  • Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features.
  • Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars.
  • Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.

Feature-by-feature breakdown

AttributeBeyondSPXQuartr
Categories

Which research workflows each platform targets

Shared: Watchlist, Calendar, Financials, AI, Newsletters, Education

Unique: Stock Ideas, Screeners, Stock Comparison, Data Visualizations, News

Shared: Watchlist, Calendar, Financials, AI, Newsletters, Education

Unique: Transcripts, Analyst Forecasts, Alerts, AI Chat, AI Earnings Summary, Notes & Highlights, Shared Workspaces, Citations & Source Pinning, Data APIs, APIs & SDKs, Webhooks, Blogs

Asset types

Supported asset classes and universes

Stocks

Stocks

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

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

  • Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable.
  • Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features.
  • Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars.
  • Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.
  • AI chat built on first‑party IR material lets users ask anything across public companies globally and get instant answers and event summaries, with every quote, metric and slide fully traceable back to the original document or audio source.
  • Workspaces in Quartr Pro let users drag and drop transcript snippets, report pages, and slides into projects, add notes and comments, keep research private or share with colleagues, and maintain an organized library of qualitative research in one place.
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 Quartr both support?

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

Do BeyondSPX and Quartr require subscriptions?

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

Which tool has mobile access?

Quartr 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 Quartr stands out for Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., and Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars..

Keep exploring

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.