VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Monday, December 8, 2025

Tool Comparison

BeyondSPX vs Wisesheets 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, Watchlist, News, Calendar, AI, and Newsletters coverage that Wisesheets skips.

Wisesheets includes Sheets / Excel Add-ins, Analyst Forecasts, Options, ETF Overview, Portfolio, and Broker Connectors categories that BeyondSPX omits.

BeyondSPX has a free tier, while Wisesheets requires a paid plan.

In depth comparison

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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Wisesheets

wisesheets.io

Spreadsheet add‑on for Excel & Google Sheets delivering fundamentals, key metrics, analyst estimates, live/historical prices, dividends, ETF/fund fields, options chains/greeks (Elite), plus a built‑in screener and a broker sync (‘Portfolio Connect’) via SnapTrade. Uses Yahoo‑style tickers and emphasizes standardized statements; options data requires the Elite plan. ‘Live’ prices are provided through the add‑ins (not a standalone REST API). For broker syncing, connections are handled by SnapTrade (SOC 2 Type II).

Platforms

WebDesktop

Pricing

Subscription

Quick highlights

Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite).
‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers.
Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes.
Coverage across major global exchanges (US, Europe, APAC, LatAm, Middle East, Africa) and OTC; supports ETFs and mutual funds.
Portfolio Connect: sync holdings/transactions from 30+ brokers via SnapTrade; daily refresh; IRR/Sharpe/factor‑style views and wash‑sale/tax‑loss hints.

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Where they differ

BeyondSPX

Distinct strengths include:

Stock Ideas Stock Comparison Data Visualizations Watchlist News Calendar AI Newsletters

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.

Wisesheets

Distinct strengths include:

Sheets / Excel Add-ins Analyst Forecasts Options ETF Overview Portfolio Broker Connectors

Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite).
‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers.
Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes.
Coverage across major global exchanges (US, Europe, APAC, LatAm, Middle East, Africa) and OTC; supports ETFs and mutual funds.

Feature-by-feature breakdown

Attribute	BeyondSPX	Wisesheets
Categories Which research workflows each platform targets	Shared: Screeners, Financials, Education Unique: Stock Ideas, Stock Comparison, Data Visualizations, Watchlist, News, Calendar, AI, Newsletters	Shared: Screeners, Financials, Education Unique: Sheets / Excel Add-ins, Analyst Forecasts, Options, ETF Overview, Portfolio, Broker Connectors
Asset types Supported asset classes and universes	Stocks	Stocks, ETFs, Mutual Funds, Options, Currencies, Commodities, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Desktop
Pricing High-level pricing models	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 Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite). ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers. Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes. Coverage across major global exchanges (US, Europe, APAC, LatAm, Middle East, Africa) and OTC; supports ETFs and mutual funds. Portfolio Connect: sync holdings/transactions from 30+ brokers via SnapTrade; daily refresh; IRR/Sharpe/factor‑style views and wash‑sale/tax‑loss hints. No Wisesheets‑side daily quota; typical Google limits apply (e.g., ~20k requests/day for standard Google accounts, ~100k for paid).
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 Wisesheets both support?

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

Which tool offers a free plan?

BeyondSPX offers a free entry point, while Wisesheets requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access BeyondSPX and Wisesheets?

Both BeyondSPX and Wisesheets 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 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 Wisesheets stands out for Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite)., ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers., and Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes..

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