Monexa adds News, News Sentiment, Calendar, Financials, Transcripts, 13F, 13D/13G, Investor Holdings, US Government Trades, and AI Chat coverage that Stock Unlock skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 26, 2025
Head-to-head
Monexa vs Stock Unlock comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Stock Unlock includes Data Visualizations, Stock Comparison, ETF Overview, ETF Holdings, Portfolio, Scores, Analyst Recommendations, Alerts, AI, AI Report, Education, Blogs, and Newsletters categories that Monexa omits.
Monexa highlights: Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..
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..
Monexa
monexa.ai
AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.
Categories
Platforms
Pricing
Quick highlights
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
- Earnings call Transcripts with gated full history and transcript analysis in Pro.
Community votes (overall)
Stock Unlock
stockunlock.com
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
Pricing
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.
Community votes (overall)
Shared focus areas
8 overlapsMutual strengths include Valuation Models, Analyst Forecasts, and Analyst Price Targets plus 5 more areas.
Where they differ
Monexa
Distinct strengths include:
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
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 | Monexa | Stock Unlock |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, Institutional Data, Screeners, Watchlist Unique: News, News Sentiment, Calendar, Financials, Transcripts, 13F, 13D/13G, Investor Holdings, US Government Trades, AI Chat | Shared: Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, Institutional Data, Screeners, Watchlist Unique: Data Visualizations, Stock Comparison, ETF Overview, ETF Holdings, Portfolio, Scores, Analyst Recommendations, Alerts, AI, AI Report, Education, Blogs, Newsletters |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | 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 Monexa and Stock Unlock both support?
Both platforms cover Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, Institutional Data, Screeners, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Monexa and Stock Unlock require subscriptions?
Both Monexa and Stock Unlock keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Monexa and Stock Unlock?
Both Monexa 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?
Monexa differentiates itself with Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)., 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.