ETF Action adds ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Backtesting, 13F, Data APIs, and Videos coverage that Stock Unlock skips.
VOL. XCIV, NO. 247
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PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
ETF Action vs Stock Unlock comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Stock Unlock includes Stock Comparison, Dividends, Insider Data, Institutional Data, Scores, Valuation Models, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, AI, AI Report, Education, and Newsletters categories that ETF Action omits.
ETF Action highlights: Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..
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..
ETF Action
etfaction.com
Independent ETF analytics platform for advisors and asset managers. Offers global ETF classification, look‑through holdings analytics, overlap analysis, flows/volumes with T+1 flow timing, live quotes (FMV) via Polygon.io, model portfolio tools, 13F screening (Advisor Pro), and enterprise options including API access. DIY/Advisor Pro plans emphasize self‑service research and Excel/CSV downloads; Enterprise adds collaboration, custom dashboards, and API. A separate Model Builder plan enables model uploads and ‘Bridge’ trading integration. API details are not publicly documented—confirm endpoints and auth with vendor.
Categories
Platforms
Web
API
Pricing
Free
Subscription
Quick highlights
- Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto).
- Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.
- Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates.
- Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
- Screeners for ETFs; watchlists; data exports to Excel/CSV (DIY 50 rows, Advisor Pro 500 rows).
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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.
Categories
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
8 overlapsMutual strengths include ETF Overview, ETF Holdings, and Screeners plus 5 more areas.
Where they differ
ETF Action
Distinct strengths include:
- Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto).
- Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.
- Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates.
- Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
Stock Unlock
Distinct strengths include:
Stock Comparison
Dividends
Insider Data
Institutional Data
Scores
Valuation Models
Analyst Forecasts
Analyst Recommendations
- 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
| Attribute | ETF Action | Stock Unlock |
|---|---|---|
Categories Which research workflows each platform targets | Shared: ETF Overview, ETF Holdings, Screeners, Data Visualizations, Portfolio, Watchlist, Alerts, Blogs Unique: ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Backtesting, 13F, Data APIs, Videos | Shared: ETF Overview, ETF Holdings, Screeners, Data Visualizations, Portfolio, Watchlist, Alerts, Blogs Unique: Stock Comparison, Dividends, Insider Data, Institutional Data, Scores, Valuation Models, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, AI, AI Report, Education, Newsletters |
Asset types Supported asset classes and universes | ETFs, 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, API | Web |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 ETF Action and Stock Unlock both support?
Both platforms cover ETF Overview, ETF Holdings, Screeners, Data Visualizations, Portfolio, Watchlist, Alerts, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do ETF Action and Stock Unlock require subscriptions?
Both ETF Action and Stock Unlock keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access ETF Action and Stock Unlock?
Both ETF Action 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?
ETF Action differentiates itself with Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates., 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..
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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.