★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 23, 2026
Tool Comparison
AUM 13F vs Stock Unlock
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You care about improved filings, something Stock Unlock doesn't offer
Start here
Stock Unlock
Free • From $90/yr · Web · Mobile
- You want the cheaper way in: plans start at $7.5/mo instead of $29/mo
- You do a lot of your research from your phone
- You care about screeners, stock comparison, and ETF analysis, things AUM 13F doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
AUM 13F and Stock Unlock cover a lot of the same ground (5 shared categories, including institutional ownership, insider data, and watchlist), so for the basics you won't go far wrong with either. Stock Unlock simply does more: 17 categories to AUM 13F's 6, including screeners, stock comparison, and ETF analysis, plus a mobile app. AUM 13F counters by keeping things simpler.
What readers say
AUM 13F
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Stock Unlock
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Key differences at a glance
- Cheaper paid plan
- Stock Unlock$7.5/mo vs $29/mo
- Broader coverage
- Stock Unlock17 vs 6 categories
- Mobile app
- Stock Unlock
- Asset coverage
- AUM 13FAdds hedge funds and private funds
- Beginner friendly
- Stock Unlock
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free • From $90/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | 16 limits: Free: monthly price usd: 9, Free: manual portfolios: 2 +14 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | SnapTrade |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | — |
Categories covered | 6 | 17 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | — | Universe builder and Broker sync |
| Try it | Visit AUM 13F | Visit Stock Unlock |
Where each one shines
What AUM 13F and Stock Unlock each do best.ShowHide
Where each one shines
What AUM 13F and Stock Unlock each do best.What AUM 13F does best
- Research coverage for asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browsing access to large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filters for managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Direct access to firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- The latest EDGAR filings feed with filing-type filters for 13F, Form D, 8-K, 10-Q, 10-K, insider forms, and other disclosures.
What Stock Unlock does best
- 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.
Every detail we compared
Every tracked attribute for AUM 13F and Stock Unlock, side by side.ShowHide
Every detail we compared
Every tracked attribute for AUM 13F and Stock Unlock, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFs |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Not specified |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
Import methods | Not specified | BrokerOAuthCSVManual |
Integrations | Not specified | SnapTrade |
| Plans & trust | ||
Capability signals | Not specified | Universe builderBroker sync |
Vendor & support | Chen Software LLCSupport: Email | Stock Unlock Inc.Support: Email and Chat |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freedaily views: Limited (not disclosed) | Freemonthly price usd: 9 · manual portfolios: 2 · +2 more |
| Entry paid plan | $29/mo“Subscription” | $90/yr≈ $7.50/mo“Pro”monthly price usd: 24 · annual billing monthly equivalent usd: 7.5 · +5 more |
| Top plan | — | $240/yr≈ $20/mo“Unlimited”annual billing monthly equivalent usd: 20 · financial history years: 35 · +3 more |
Questions we keep getting
What's the difference between AUM 13F and Stock Unlock?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while Stock Unlock puts more weight on screeners, data visualizations, and stock comparison. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and Stock Unlock cost?
Good news: both AUM 13F and Stock Unlock have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: AUM 13F or Stock Unlock?
Stock Unlock is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use AUM 13F or Stock Unlock on my phone?
Stock Unlock lists a dedicated mobile app, so it travels better. AUM 13F doesn't list a dedicated mobile app; its documented access is web.
Should I choose AUM 13F or Stock Unlock?
It depends on what you're after. Pick AUM 13F if improved filings matter to you; go with Stock Unlock if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and Stock Unlock cover?
Both cover stocks and ETFs. AUM 13F also handles hedge funds, private funds, and real estate.
Which has a better stock screener: AUM 13F or Stock Unlock?
Stock Unlock has a stock screener for surfacing ideas; AUM 13F doesn't, and focuses its energy elsewhere.
Can I track my portfolio with AUM 13F or Stock Unlock?
Stock Unlock handles portfolio tracking. AUM 13F is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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Feedback
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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.