BeyondSPX adds Stock Comparison, AI, Newsletters, Education, and Calendar coverage that Simply Wall St skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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Sunday, December 7, 2025
Tool Comparison
BeyondSPX vs Simply Wall St comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Simply Wall St includes Portfolio, Financials, Valuation Models, Scores, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, Alerts, Dividend, and Broker Connectors categories that BeyondSPX omits.
Simply Wall St offers mobile access, which BeyondSPX skips.
In depth comparison
BeyondSPX
beyondspx.com
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
Pricing
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).
Community votes (overall)
Simply Wall St
simplywall.st
Equity research and portfolio tracker built around visual stock reports and a proprietary “Snowflake” score. Uses S&P Global Market Intelligence data, with end-of-day pricing and intraday fundamentals/ownership refresh. Premium and Unlimited plans add broker linking (Plaid/SnapTrade), daily sync, more reports, and portfolio/screener limits. Unlimited members also get full Excel/CSV/PDF exports.
Categories
Platforms
Pricing
Quick highlights
- Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
- Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
- Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
- Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
- Powerful stock screener with advanced filters; save screens and get weekly alerts on matching companies.
Community votes (overall)
Where they differ
BeyondSPX
Distinct strengths include:
- 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.
Simply Wall St
Distinct strengths include:
- Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
- Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
- Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
- Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
Feature-by-feature breakdown
| Attribute | BeyondSPX | Simply Wall St |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Stock Ideas, Screeners, News, Watchlist Unique: Stock Comparison, AI, Newsletters, Education, Calendar | Shared: Stock Ideas, Screeners, News, Watchlist Unique: Portfolio, Financials, Valuation Models, Scores, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, Alerts, Dividend, Broker Connectors |
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 |
Pricing High-level pricing models | Free | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Simply Wall St both support?
Both platforms cover Stock Ideas, Screeners, News, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do BeyondSPX and Simply Wall St require subscriptions?
Both BeyondSPX and Simply Wall St keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Simply Wall St 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 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 Simply Wall St stands out for Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
Keep exploring
Keep exploring
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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.