BeyondSPX adds Education coverage that Smartkarma skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
BeyondSPX vs Smartkarma comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Smartkarma includes Watchlist, News, Alerts, Calendar, Videos, and Blogs 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..
Smartkarma is known for: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
Smartkarma 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.
Community votes (overall)
Smartkarma
smartkarma.com
An AI-augmented investment intelligence platform that combines independent research, data tools, and real-time alerts. Access is plan-gated: the flagship Pro Platform costs USD 10,950/year per user and is available to accredited or professional investors; Premium and Data subscriptions are available on request, while separate offerings exist for Corporate Digital IR and Plus platforms. Mobile apps are available for iOS and Android.
Platforms
Pricing
Quick highlights
- AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts.
- SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap.
- Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics.
- Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
- Research is distributed simultaneously on the platform, via alerts/email, and syndicated to Bloomberg Terminal.
Community votes (overall)
Shared focus areas
4 overlapsMutual strengths include Stock Ideas, Screeners, and AI plus 1 more area.
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).
Smartkarma
Distinct strengths include:
- AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts.
- SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap.
- Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics.
- Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
Feature-by-feature breakdown
Attribute | BeyondSPX | Smartkarma |
---|---|---|
Categories Which research workflows each platform targets | Shared: Stock Ideas, Screeners, AI, Newsletters Unique: Education | Shared: Stock Ideas, Screeners, AI, Newsletters Unique: Watchlist, News, Alerts, Calendar, Videos, Blogs |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Bonds, Currencies, 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 |
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 | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do BeyondSPX and Smartkarma both support?
Both platforms cover Stock Ideas, Screeners, AI, and Newsletters workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do BeyondSPX and Smartkarma require subscriptions?
Both BeyondSPX and Smartkarma keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Smartkarma 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 Smartkarma stands out for AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
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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.