★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Stock Unlock checked June 19, 2026
Tool Comparison
Koyfin vs Stock Unlock
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You care about ETF screeners, custom dashboards, and correlation, things Stock Unlock doesn't offer
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 $39/mo
- You care about stock comparison, dividends, and insider data, things Koyfin doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
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 starting cheaper at $7.5/mo.
What readers say
Koyfin
Vote once to reveal the community verdict.
Stock Unlock
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Stock Unlock$7.5/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 17 categories
- Real-time data
- Koyfin
- Asset coverage
- KoyfinAdds mutual funds and closed-end funds
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $90/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 14 limits: Free: manual portfolios: 2, Free: screener searches per week: 3 +12 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 | Broker sync |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Stock Unlock |
Where each one shines
What Koyfin and Stock Unlock each do best.ShowHide
Where each one shines
What Koyfin and Stock Unlock each do best.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.
Every detail we compared
Every tracked attribute for Koyfin and Stock Unlock, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Stock Unlock, side by side.| 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 | Broker 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Freemanual portfolios: 2 · screener searches per week: 3 · +1 more |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $90/yr≈ $7.50/mo“Pro”annual billing monthly equivalent usd: 7.5 · financial history years: 10 · +4 more |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $240/yr≈ $20/mo“Unlimited”annual billing monthly equivalent usd: 20 · financial history years: 35 · +3 more |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
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.
Keep researching
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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.