Tool Comparison
Koyfin vs Stock Unlock
- Paid from
- $468/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You want ETF screeners, custom dashboards, and correlation.
- Paid from
- $90/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want a lower paid starting price: $90/yr, billed annually instead of $468/yr, billed annually
- You want stock comparison, dividends, and insider data.
Pick Koyfin if
Koyfin
Free • From $468/yr, billed annually · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want ETF screeners, custom dashboards, and correlation.
Pick Stock Unlock if
Stock Unlock
Free • From $90/yr, billed annually · Web · Mobile
- You want a lower paid starting price: $90/yr, billed annually instead of $468/yr, billed annually
- You want stock comparison, dividends, and insider data.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Koyfin and Stock Unlock cover a lot of the same ground (8 shared categories, including screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Stock Unlock's 17, including ETF screeners, custom dashboards, and correlation. Stock Unlock counters by offering a lower paid starting price at $90/yr, billed annually.
What readers say
Koyfin
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Stock Unlock
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Key differences at a glance
- Cheaper paid plan
- Stock Unlock$90/yr, billed annually vs $468/yr, billed annually
- Broader coverage
- Koyfin20 vs 17 categories
- Real-time data
- Koyfin
- Asset coverage
- KoyfinAdds mutual funds and closed-end funds
- Free plan
- Both
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
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 $468/yr, billed annually | Free • From $90/yr, billed annually |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 19 limits: Free: monthly price usd: 0, Free: manual portfolios: 2 +17 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | SnapTrade |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 17 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Universe builder and Broker sync |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Stock Unlock |
Standout features
The best features of Koyfin and Stock Unlock.ShowHide
Standout features
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
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 Koyfin and Stock Unlock.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | BrokerOAuthCSVManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | SnapTrade |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderBroker sync |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Freemonthly price usd: 0 · manual portfolios: 2 · +3 more |
| Entry paid plan | $468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $90/yrBilled annually≈ $7.50/mo“Pro”monthly price usd: 9 · annual billing monthly equivalent usd: 7.5 · +6 more |
| Tier 2 | $948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $240/yrBilled annually≈ $20/mo“Unlimited”monthly price usd: 24 · annual billing monthly equivalent usd: 20 · +4 more |
| Tier 3 | $2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yrBilled annually≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Koyfin and Stock Unlock?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Stock Unlock puts more weight on screeners, data visualizations, and stock comparison. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Stock Unlock cost?
Good news: both Koyfin and Stock Unlock have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Koyfin or Stock Unlock?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with Stock Unlock if you'd rather have stock comparison and dividends. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Stock Unlock cover?
Both cover stocks and ETFs. Koyfin also handles mutual funds, closed-end funds, and bonds.
Does Koyfin or Stock Unlock have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Stock Unlock runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Koyfin and Stock Unlock?
Koyfin exports to CSV. Stock Unlock is stingier about getting data out.
Can Koyfin or Stock Unlock connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Koyfin or Stock Unlock?
Both Koyfin 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 Koyfin or Stock Unlock?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.