VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Stock Unlock Review, Pricing, and Features
Stock Unlock
Stock Unlock combines stock and ETF scores, screens, DCF tools, comparison charts, watchlists, and portfolio tracking. It is aimed at retail investors who want a guided research workflow, with deeper tools and usage limits set by plan. Model outputs still need independent review.
Best for
- Retail investors who want stock scores, DCF models, screeners, watchlists, broker-linked portfolios, and global stock coverage in one account.
- Investors comparing global stock-research and portfolio-tracking services with a permanent free plan.
- Investors who want broker-connected tracking and fundamental research without paying for a professional terminal.
Watch out
- Free users get limited data depth, limited DCF/charting, three screener searches per week, two manual portfolios, and only a temporary free broker-link trial.
- Read-only brokerage connectivity is useful, but availability and reliability depend on the supported broker network and aggregator flow.
Community votes (overall)
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Pricing
Free • From $90/yr · 3 plans
Free
Free account with limited research data, watchlists, manual portfolios, capped screening, and limited valuation/charting.
Pro
Paid plan for budget-minded investors that need deeper history, unrestricted core research tools, one linked broker login, and portfolio notifications.
Unlimited
Top public plan with maximum published history, unlimited linked brokers, unrestricted feature access, and unlimited key business metrics.
Key features
- Research coverage for more than 170,000 stocks and ETFs across 70+ global exchanges, with premium plans extending historical financial depth.
- Stock Scores rated from 1 to 5 across valuation, profitability, financial health, growth, dividends, management, and analyst sentiment.
- Screening for stocks with 85+ metrics across scores, valuation, dividends, growth, financial health, and other fundamentals.
- Research coverage for ETFs through the ETF Screener, which the product navigation and homepage describe as covering 50,000+ global ETFs.
- Tools for running built-in DCF models that auto-populate financial data while letting users adjust projection periods, growth assumptions, terminal multiples, required return, and dividend growth.
- Comparison tools for stocks with free-form charting across 80+ metrics, multi-stock overlays, reusable presets, summary statistics, and chart downloads.
- Tracking portfolios through read-only broker connections via SnapTrade, CSV upload, or manual entry, with dividend forecasting, allocation views, combined portfolios, and portfolio health scores.
- Watchlists with configurable columns, notes, price targets, and high-level data, synced across web, iOS, and Android apps.
- Free Daily Big Movers and Upcoming Earnings alerts by email and mobile notification. Pro and Unlimited add Buy Target Hit alerts.
- Tier limits: Free caps data depth, DCF/charting, screener searches, manual portfolios, and broker-link duration; Pro and Unlimited expand history, tools, and linked brokers.
- Stock Unlock is research and tracking software, not a broker, trade execution platform, tax-lot system, portfolio manager, or source of personalized advice.
FAQ
Is Stock Unlock free?
Not entirely. Stock Unlock includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is Stock Unlock best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does Stock Unlock support?
You can use Stock Unlock on Web and Mobile. Integrations include SnapTrade.
Which markets does Stock Unlock cover?
Stock Unlock covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks and ETFs. Identifiers include Ticker.
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Information
Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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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.