BeyondSPX adds Stock Comparison, Data Visualizations, Watchlist, News, Calendar, Financials, AI, and Education coverage that Yellowbrick Investing skips.
VOL. XCIV, NO. 247
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Monday, December 8, 2025
Tool Comparison
BeyondSPX vs Yellowbrick Investing comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Yellowbrick Investing includes Investor Holdings, 13F, Institutional Data, and Alerts categories that BeyondSPX omits.
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.
Categories
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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Yellowbrick Investing
joinyellowbrick.com
Aggregates stock pitches and hedge fund holdings into a searchable platform. The free tier gives access to delayed ideas and limited data, while Premium unlocks real-time investor feeds, professional fund portfolios, enhanced filters, investor return stats, and the live Yellowbrick Premium Portfolio with trade alerts. A separate “CEO Watcher Premium” subscription tracks insider activity.
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more.
- Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns.
- Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats.
- Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.
- Free tier limits include ~30-day delays on new hedge-fund stock pitches and restricted access to investor return columns.
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Where they differ
BeyondSPX
Distinct strengths include:
- 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.
Yellowbrick Investing
Distinct strengths include:
- Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more.
- Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns.
- Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats.
- Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.
Feature-by-feature breakdown
| Attribute | BeyondSPX | Yellowbrick Investing |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Stock Ideas, Screeners, Newsletters Unique: Stock Comparison, Data Visualizations, Watchlist, News, Calendar, Financials, AI, Education | Shared: Stock Ideas, Screeners, Newsletters Unique: Investor Holdings, 13F, Institutional Data, Alerts |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs |
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, Subscription |
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 Yellowbrick Investing both support?
Both platforms cover Stock Ideas, Screeners, and Newsletters workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do BeyondSPX and Yellowbrick Investing require subscriptions?
Both BeyondSPX and Yellowbrick Investing keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access BeyondSPX and Yellowbrick Investing?
Both BeyondSPX and Yellowbrick 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 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 Yellowbrick Investing stands out for Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns., and Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats..
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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.