VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Bridgewater Associates vs Stock Unlock comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Bridgewater Associates adds Wealth Management, Videos, and Performance During Crisis coverage that Stock Unlock skips.

Stock Unlock includes Screeners, Data Visualizations, Stock Comparison, ETF Overview, ETF Holdings, Portfolio, Watchlist, Dividends, Insider Data, Institutional Data, Scores, Valuation Models, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, AI, AI Report, and Education categories that Bridgewater Associates omits.

Bridgewater Associates highlights: Global institutional asset manager serving sovereign wealth funds, central banks, pensions, insurers, endowments, and foundations., Investments are not available to retail investors; the public website is informational only., and Flagship strategies: Pure Alpha (active macro, launched 1991) and All Weather (risk-parity, designed to balance exposures across economic environments)..

Stock Unlock is known for: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..

Bridgewater Associates logo

Bridgewater Associates

bridgewater.com

One of the world’s largest hedge fund managers, serving only institutional clients such as pensions, sovereign wealth funds, and central banks. Bridgewater does not offer investments to the public. Its public site hosts free research and insights — including Daily Observations, whitepapers, and videos — alongside commentary on economic themes like debt cycles and monetary policy. Core investment strategies include Pure Alpha and All Weather (risk-parity).

Platforms

Web

Pricing

Other
Free

Quick highlights

  • Global institutional asset manager serving sovereign wealth funds, central banks, pensions, insurers, endowments, and foundations.
  • Investments are not available to retail investors; the public website is informational only.
  • Flagship strategies: Pure Alpha (active macro, launched 1991) and All Weather (risk-parity, designed to balance exposures across economic environments).
  • Research & Insights section offers Daily Observations, downloadable whitepapers, videos, and podcasts. Topics range from monetary policy to gold, inflation, and debt crises. Email signup is available.
  • Sustainability disclosures note that while Pure Alpha and All Weather do not have explicit impact or net-zero mandates, the firm publishes separate sustainability research and reports.

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Stock Unlock logo

Stock Unlock

stockunlock.com

Hands-on review

Global stock and ETF research platform with screeners, valuation tools, customizable charts, and portfolio tracking. The free plan comes with meaningful but tight limits—such as two manual portfolios, one 10-ticker watchlist, and capped screener results—while paid tiers unlock the full feature set. Billing is monthly or yearly, with a 30-day money-back guarantee.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Coverage of more than 130,000 stocks and ETFs across 65 global exchanges.
  • Portfolio tracking through manual entry or broker connections (via SnapTrade integration).
  • Custom watchlists with event notifications and alerts.
  • Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
  • Stock Screener with dozens of filters, plus the ability to compare results by Insights Score.

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Blogs, and Newsletters.

Where they differ

Bridgewater Associates

Distinct strengths include:

  • Global institutional asset manager serving sovereign wealth funds, central banks, pensions, insurers, endowments, and foundations.
  • Investments are not available to retail investors; the public website is informational only.
  • Flagship strategies: Pure Alpha (active macro, launched 1991) and All Weather (risk-parity, designed to balance exposures across economic environments).
  • Research & Insights section offers Daily Observations, downloadable whitepapers, videos, and podcasts. Topics range from monetary policy to gold, inflation, and debt crises. Email signup is available.

Stock Unlock

Distinct strengths include:

  • Coverage of more than 130,000 stocks and ETFs across 65 global exchanges.
  • Portfolio tracking through manual entry or broker connections (via SnapTrade integration).
  • Custom watchlists with event notifications and alerts.
  • Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.

Feature-by-feature breakdown

AttributeBridgewater AssociatesStock Unlock
Categories

Which research workflows each platform targets

Shared: Blogs, Newsletters

Unique: Wealth Management, Videos, Performance During Crisis

Shared: Blogs, Newsletters

Unique: Screeners, Data Visualizations, Stock Comparison, ETF Overview, ETF Holdings, Portfolio, Watchlist, Dividends, Insider Data, Institutional Data, Scores, Valuation Models, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, AI, AI Report, Education

Asset types

Supported asset classes and universes

Hedge Funds

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

Other, Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Global institutional asset manager serving sovereign wealth funds, central banks, pensions, insurers, endowments, and foundations.
  • Investments are not available to retail investors; the public website is informational only.
  • Flagship strategies: Pure Alpha (active macro, launched 1991) and All Weather (risk-parity, designed to balance exposures across economic environments).
  • Research & Insights section offers Daily Observations, downloadable whitepapers, videos, and podcasts. Topics range from monetary policy to gold, inflation, and debt crises. Email signup is available.
  • Sustainability disclosures note that while Pure Alpha and All Weather do not have explicit impact or net-zero mandates, the firm publishes separate sustainability research and reports.
  • Founded in 1975 by Ray Dalio. Headquarters in Westport, Connecticut, with additional offices in New York, Shanghai, and Singapore.

Unique

  • Coverage of more than 130,000 stocks and ETFs across 65 global exchanges.
  • Portfolio tracking through manual entry or broker connections (via SnapTrade integration).
  • Custom watchlists with event notifications and alerts.
  • Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
  • Stock Screener with dozens of filters, plus the ability to compare results by Insights Score.
  • Built-in DCF (Discounted Cash Flow) calculator for valuation work.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Bridgewater Associates and Stock Unlock both support?

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

Do Bridgewater Associates and Stock Unlock require subscriptions?

Both Bridgewater Associates and Stock Unlock keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Bridgewater Associates and Stock Unlock?

Both Bridgewater Associates and Stock Unlock 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?

Bridgewater Associates differentiates itself with Global institutional asset manager serving sovereign wealth funds, central banks, pensions, insurers, endowments, and foundations., Investments are not available to retail investors; the public website is informational only., and Flagship strategies: Pure Alpha (active macro, launched 1991) and All Weather (risk-parity, designed to balance exposures across economic environments)., whereas Stock Unlock stands out for Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..

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.