BeyondSPX adds Stock Ideas, Stock Comparison, AI, Newsletters, News, and Calendar coverage that Uncle Stock skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, December 7, 2025
Tool Comparison
BeyondSPX vs Uncle Stock comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Uncle Stock includes Backtesting, Portfolio, Data APIs, Financials, Valuation Models, Scores, and Checklist categories that BeyondSPX omits.
In depth comparison
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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Uncle Stock
unclestock.com
Hands-on review
Global, fundamentals‑first stock screener with detailed metrics and built‑in backtesting. Covers 60k+ stocks across all continents with up to ~35 years of US history (20 years elsewhere). US fundamentals from Sharadar; non‑US fundamentals and price history from EOD Historical Data. Prices are delayed; Nasdaq shows prior‑day when market is open. API access (Gold) delivers CSV/JSON with explicit rate limits.
Categories
Platforms
WebAPI
Pricing
FreeSubscription
Quick highlights
- Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
- Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
- Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented.
- Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.
- Lightweight portfolio: positions, limits & email notifications (Gold).
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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.
Uncle Stock
Distinct strengths include:
- Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
- Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
- Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented.
- Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.
Feature-by-feature breakdown
| Attribute | BeyondSPX | Uncle Stock |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Education, Watchlist Unique: Stock Ideas, Stock Comparison, AI, Newsletters, News, Calendar | Shared: Screeners, Education, Watchlist Unique: Backtesting, Portfolio, Data APIs, Financials, Valuation Models, Scores, Checklist |
Asset types Supported asset classes and universes | Stocks | Stocks, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, API |
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 | Standard listing |
Frequently Asked Questions
Which workflows do BeyondSPX and Uncle Stock both support?
Both platforms cover Screeners, Education, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do BeyondSPX and Uncle Stock require subscriptions?
Both BeyondSPX and Uncle Stock keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access BeyondSPX and Uncle Stock?
Both BeyondSPX and Uncle Stock 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 Uncle Stock stands out for Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters., Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino)., and Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented..
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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.