BeyondSPX adds Stock Ideas, Screeners, Stock Comparison, AI, Newsletters, Education, News, and Watchlist coverage that The Zen of Investing skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, December 4, 2025
Tool Comparison
BeyondSPX vs The Zen of Investing comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
The Zen of Investing includes Spin-offs, and Blogs categories that BeyondSPX omits.
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)
The Zen of Investing
thezenofinvesting.com
A free, niche site dedicated to spinoffs and special situations. It maintains curated lists of upcoming and recent spinoffs, often linking directly to investor decks, prospectuses, and filings. The site also offers RSS feeds for SEC prospectus and tender-offer filings, making it a useful resource for event-driven investors. No subscriptions, paywalls, or API access are offered.
Platforms
Pricing
Quick highlights
- Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
- “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
- “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
- Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.
- Publishes RSS feeds that surface SEC prospectus and tender-offer filings for easy monitoring.
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.
The Zen of Investing
Distinct strengths include:
- Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
- “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
- “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
- Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.
Feature-by-feature breakdown
| Attribute | BeyondSPX | The Zen of Investing |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Calendar Unique: Stock Ideas, Screeners, Stock Comparison, AI, Newsletters, Education, News, Watchlist | Shared: Calendar Unique: Spin-offs, 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 |
Pricing High-level pricing models | Free | Free |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 The Zen of Investing both support?
Both platforms cover Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do BeyondSPX and The Zen of Investing require subscriptions?
Both BeyondSPX and The Zen of Investing keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access BeyondSPX and The Zen of Investing?
Both BeyondSPX and The Zen of Investing prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
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 The Zen of Investing stands out for Covers U.S. spinoffs and select international cases, with a clear focus on special situations., “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings., and “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks..
Keep exploring
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Stock Comparison, and Watchlist.
ScreenersStock ComparisonWatchlist - Stock AnalysisEditor's pickHands-on review
Overlap: Stock Ideas, Screeners, and Stock Comparison.
Stock IdeasScreenersStock Comparison - StockopediaEditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Watchlist.
ScreenersStock IdeasWatchlist - Smartkarma
Overlap: Stock Ideas, Screeners, and Watchlist.
Stock IdeasScreenersWatchlist - TradingViewEditor's pickHands-on review
Overlap: Stock Ideas, Screeners, and Watchlist.
Stock IdeasScreenersWatchlist - Dividend.comHands-on review
Overlap: Screeners, Calendar, and News.
ScreenersCalendarNews
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.