VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, December 4, 2025

Tool Comparison

BeyondSPX vs Wealth Hub — Hedge Fund Letters 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, Education, News, Calendar, and Watchlist coverage that Wealth Hub — Hedge Fund Letters skips.

Wealth Hub — Hedge Fund Letters includes Blogs 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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Wealth Hub — Hedge Fund Letters

miltonfmr.com

Free public index of hedge fund investor letters organized by quarter. Each entry links to Dropbox folders maintained by the site, giving readers direct access to recent and historical letters. Wealth Hub also runs separate paid products—an archive and a Discord community—but these are distinct from the freely available letters page.

Platforms

Web

Pricing

Free

Quick highlights

Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years.
Letters are distributed via Dropbox folders linked directly from the index.
Index is regularly updated, with a call for readers to submit additional material.
Optional newsletter sign-up for new article alerts, plus social links on X/Twitter and LinkedIn.
Operated by Wealth Hub Capital, based in New York (590 Madison Avenue).

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Where they differ

BeyondSPX

Distinct strengths include:

Stock Ideas Screeners Stock Comparison AI Education News Calendar Watchlist

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.

Wealth Hub — Hedge Fund Letters

Distinct strengths include:

Blogs

Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years.
Letters are distributed via Dropbox folders linked directly from the index.
Index is regularly updated, with a call for readers to submit additional material.
Optional newsletter sign-up for new article alerts, plus social links on X/Twitter and LinkedIn.

Feature-by-feature breakdown

Attribute	BeyondSPX	Wealth Hub — Hedge Fund Letters
Categories Which research workflows each platform targets	Shared: Newsletters Unique: Stock Ideas, Screeners, Stock Comparison, AI, Education, News, Calendar, Watchlist	Shared: Newsletters Unique: Blogs
Asset types Supported asset classes and universes	Stocks	Other
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 Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years. Letters are distributed via Dropbox folders linked directly from the index. Index is regularly updated, with a call for readers to submit additional material. Optional newsletter sign-up for new article alerts, plus social links on X/Twitter and LinkedIn. Operated by Wealth Hub Capital, based in New York (590 Madison Avenue). Paid offerings such as the Wealth Hub Archive and Discord community exist separately, but the hedge fund letters index remains freely available.
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 Wealth Hub — Hedge Fund Letters both support?

Both platforms cover Newsletters workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do BeyondSPX and Wealth Hub — Hedge Fund Letters require subscriptions?

Both BeyondSPX and Wealth Hub — Hedge Fund Letters keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access BeyondSPX and Wealth Hub — Hedge Fund Letters?

Both BeyondSPX and Wealth Hub — Hedge Fund Letters 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 Wealth Hub — Hedge Fund Letters stands out for Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years., Letters are distributed via Dropbox folders linked directly from the index., and Index is regularly updated, with a call for readers to submit additional material..

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