VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Finimize View Stock Unlock Back to Home

Head-to-head

Finimize vs Stock Unlock comparison

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

Quick takeaways

Finimize adds Stock Ideas, and News 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, and AI Report categories that Finimize omits.

Finimize highlights: Free daily newsletter that distills global market and investing news into a 3-minute read., Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events., and Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs..

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..

Finimize ships a mobile app. Stock Unlock is web/desktop only.

Finimize

finimize.com

A consumer-facing investing insights product best known for its quick daily newsletter and app experience. The free tier covers top market stories in minutes, while the Pro subscription adds analyst research, real-time fundamentals for U.S. equities, audio formats, and monthly live Q&A sessions with analysts. Pricing is roughly $200 per year or $29 per month, with localized checkout options. Intraday U.S. pricing and company data are sourced from IEX.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Free daily newsletter that distills global market and investing news into a 3-minute read.
Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events.
Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs.
Built-in audio mode (“Listen”) for most articles on web and mobile.
Intraday pricing and U.S. company data on Markets pages are provided by IEX.

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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.

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

3 overlaps

Mutual strengths include Education, Blogs, and Newsletters.

Where they differ

Finimize

Distinct strengths include:

Stock Ideas

News

Free daily newsletter that distills global market and investing news into a 3-minute read.
Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events.
Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs.
Built-in audio mode (“Listen”) for most articles on web and mobile.

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

Attribute	Finimize	Stock Unlock
Categories Which research workflows each platform targets	Shared: Education, Blogs, Newsletters Unique: Stock Ideas, News	Shared: Education, 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
Asset types Supported asset classes and universes	Stocks, ETFs, Cryptos, Commodities, Currencies, Bonds	Stocks, ETFs
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Free daily newsletter that distills global market and investing news into a 3-minute read. Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events. Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs. Built-in audio mode (“Listen”) for most articles on web and mobile. Intraday pricing and U.S. company data on Markets pages are provided by IEX. Pricing: around $200 annually (includes a 7-day free trial) or $29 monthly, subject to local variations.	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 Finimize and Stock Unlock both support?

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

Do Finimize and Stock Unlock require subscriptions?

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

Which tool has mobile access?

Finimize ships a dedicated mobile experience, while Stock Unlock focuses on web or desktop access.

What unique strengths set the two platforms apart?

Finimize differentiates itself with Free daily newsletter that distills global market and investing news into a 3-minute read., Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events., and Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs., 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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