Tool Comparison
ETF Action vs Stock Unlock
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want ETF factors, ETF overlap, and ETF screeners.
- Paid from
- $7.50/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- 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 want screeners, stock comparison, and dividends.
Pick ETF Action if
ETF Action
Free • From $29/mo · Web
- You want ETF factors, ETF overlap, and ETF screeners.
Pick Stock Unlock if
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 want screeners, stock comparison, and dividends.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
ETF Action and Stock Unlock cover a lot of the same ground (7 shared categories, including ETF analysis, data visualizations, and portfolio), so for the basics you won't go far wrong with either. Stock Unlock simply does more: 17 categories to ETF Action's 12, including screeners, stock comparison, and dividends, plus a mobile app. ETF Action counters by keeping things simpler.
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ETF Action
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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 12 categories
- Mobile app
- Stock Unlock
- Broker sync
- Stock Unlock
- Free plan
- Both
What ETF Action does best
- Research ETFs by size and style, region, country, sector, industry, theme, fixed income, non-traditional assets, commodities, and crypto.
- Look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Comparison tools for ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitor ETF flows, trading volume, average daily volume, and daily data updates from platform dashboards.
- Screeners, watchlists, fund dashboards, and Excel exports are available subject to plan limits.
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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free • From $90/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 19 limits: Free: monthly price usd: 0, Free: manual portfolios: 2 +17 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | — | SnapTrade |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 12 | 17 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 4 signals: Latency: End of Day, Granularity: EOD +2 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | 5 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +3 more | Universe builder and Broker sync |
| Try it | Visit ETF Action | Visit Stock Unlock |
Standout features
The best features of ETF Action and Stock Unlock.ShowHide
Standout features
What ETF Action does best
- Research ETFs by size and style, region, country, sector, industry, theme, fixed income, non-traditional assets, commodities, and crypto.
- Look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Comparison tools for ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitor ETF flows, trading volume, average daily volume, and daily data updates from platform dashboards.
- Screeners, watchlists, fund dashboards, and Excel exports are available subject to plan limits.
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.
All details
Every attribute we track for ETF Action and Stock Unlock.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsStocks | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Exchanges: ARCX, XNAS, and BATSIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
Import methods | Not specified | BrokerOAuthCSVManual |
Integrations | Not specified | SnapTrade |
Export formats | ExcelPDF | Not specified |
| Plans & trust | ||
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposureRebalancingPortfolio factor exposure | Universe builderBroker sync |
Vendor & support | ETF Action, Inc.Country: USFounded 2018Support: Email | Stock Unlock Inc.Support: Email and Chat |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freemonthly price usd: 0 · manual portfolios: 2 · +3 more |
| Entry paid plan | $29/mo“DIY” | $90/yr≈ $7.50/mo“Pro”monthly price usd: 9 · annual billing monthly equivalent usd: 7.5 · +6 more |
| Tier 2 | $99/mo“Advisor Pro” | $240/yr≈ $20/mo“Unlimited”monthly price usd: 24 · annual billing monthly equivalent usd: 20 · +4 more |
| Top plan | $199/mo“Model Builder” | — |
| Custom / enterprise | Contact sales“Enterprise” | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between ETF Action and Stock Unlock?
ETF Action leans toward ETF analysis, ETF factors, and ETF overlap, while Stock Unlock puts more weight on screeners, data visualizations, and stock comparison. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do ETF Action and Stock Unlock cost?
Good news: both ETF Action and Stock Unlock have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use ETF Action or Stock Unlock on my phone?
Stock Unlock lists a dedicated mobile app, so it travels better. ETF Action doesn't list a dedicated mobile app; its documented access is web.
Should I choose ETF Action or Stock Unlock?
It depends on what you're after. Pick ETF Action if ETF factors and ETF overlap 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.
Can I export data from ETF Action and Stock Unlock?
ETF Action exports to Excel. Stock Unlock is stingier about getting data out.
Can ETF Action or Stock Unlock connect to my broker?
Stock Unlock syncs with brokers automatically. With ETF Action, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Action or Stock Unlock?
Both ETF Action and Stock Unlock include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with ETF Action or Stock Unlock?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.