VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Tool Comparison

BeyondSPX vs Snowball Analytics comparison

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

Quick takeaways

BeyondSPX adds Stock Ideas, Stock Comparison, Data Visualizations, AI, Newsletters, and Education coverage that Snowball Analytics skips.

Snowball Analytics includes Portfolio, Backtesting, Dividend, Dividends, Splits, Scores, and Broker Connectors categories that BeyondSPX omits.

Snowball Analytics 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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Snowball Analytics logo

Snowball Analytics

snowball-analytics.com

Portfolio & dividend tracker with multi-currency support and broker syncing via Yodlee/SnapTrade. Dividend Rating (13-factor score), dividend/ex‑div calendars, rebalancing by categories, benchmarking (indices or any asset on paid tiers), and 30+ years backtests. Quotes are delayed; site explicitly notes data is not necessarily real‑time. Mobile apps on iOS/Android.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
  • Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
  • Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
  • Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
  • Backtests for portfolio ideas (10 years on lower tiers; 30+ years on Investor/Expert).

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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.

Snowball Analytics

Distinct strengths include:

  • Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
  • Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
  • Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
  • Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.

Feature-by-feature breakdown

AttributeBeyondSPXSnowball Analytics
Categories

Which research workflows each platform targets

Shared: Screeners, Watchlist, News, Calendar, Financials

Unique: Stock Ideas, Stock Comparison, Data Visualizations, AI, Newsletters, Education

Shared: Screeners, Watchlist, News, Calendar, Financials

Unique: Portfolio, Backtesting, Dividend, Dividends, Splits, Scores, Broker Connectors

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Real Estate

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

  • 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

  • Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
  • Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
  • Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
  • Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
  • Backtests for portfolio ideas (10 years on lower tiers; 30+ years on Investor/Expert).
  • Multi‑portfolio analytics, watchlists, model & public portfolios.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do BeyondSPX and Snowball Analytics both support?

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

Do BeyondSPX and Snowball Analytics require subscriptions?

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

Which tool has mobile access?

Snowball Analytics 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 Snowball Analytics stands out for Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting., Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener., and Portfolio rebalancing based on target categories; one‑click buy/sell suggestions..

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.