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

BeyondSPX adds Stock Ideas, Screeners, Stock Comparison, AI, Newsletters, Education, News, and Watchlist coverage that The Zen of Investing skips.

The Zen of Investing includes Spin-offs, and Blogs categories that BeyondSPX omits.

In depth comparison

BeyondSPX logo

BeyondSPX

beyondspx.com

Hands-on review

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

Web

Pricing

Free

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).

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The Zen of Investing logo

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

Web

Pricing

Free

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.

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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

AttributeBeyondSPXThe 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

  • 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).
  • ‘Category Movers’ page showing top gaining and losing business categories by one‑day performance, plus a market heatmap where tile size reflects market cap and color reflects performance.

Unique

  • 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.
  • Simple, free access with a contact form for inquiries; no paid plans or gated features.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

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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

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.