VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Simply Wall St and Stock Unlock will find that Both Simply Wall St and Stock Unlock concentrate on Screeners, Portfolio, and Watchlist workflows, making them natural alternatives for similar investment research jobs. Simply Wall St leans into Stock Ideas, Financials, and News, which can be decisive for teams that need depth over breadth. Stock Unlock stands out with Data Visualizations, Stock Comparison, and ETF Overview that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Simply Wall St vs Stock Unlock
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Simply Wall St adds Stock Ideas, Financials, News, Dividend, and Broker Connectors coverage that Stock Unlock skips.
- Stock Unlock includes Data Visualizations, Stock Comparison, ETF Overview, ETF Holdings, Dividends, Analyst Recommendations, AI, AI Report, Education, Blogs, and Newsletters categories that Simply Wall St omits.
- Simply Wall St highlights: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
- 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..
- Simply Wall St ships a mobile app. Stock Unlock is web/desktop only.
Simply Wall St
simplywall.st
Equity research and portfolio tracker built around visual stock reports and a proprietary “Snowflake” score. Uses S&P Global Market Intelligence data, with end-of-day pricing and intraday fundamentals/ownership refresh. Premium and Unlimited plans add broker linking (Plaid/SnapTrade), daily sync, more reports, and portfolio/screener limits. Unlimited members also get full Excel/CSV/PDF exports.
Categories
Platforms
Pricing
Quick highlights
- Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
- Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
- Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
- Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
- Powerful stock screener with advanced filters; save screens and get weekly alerts on matching companies.
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Simply Wall St
Distinct strengths include:
- Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
- Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
- Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
- Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
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 | Simply Wall St | Stock Unlock |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, Watchlist, Valuation Models, Scores, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, Alerts Unique: Stock Ideas, Financials, News, Dividend, Broker Connectors | Shared: Screeners, Portfolio, Watchlist, Valuation Models, Scores, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, Alerts Unique: Data Visualizations, Stock Comparison, ETF Overview, ETF Holdings, Dividends, Analyst Recommendations, AI, AI Report, Education, Blogs, Newsletters |
Asset types Supported asset classes and universes | Stocks | 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
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Simply Wall St and Stock Unlock both support?
Both platforms cover Screeners, Portfolio, Watchlist, Valuation Models, Scores, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Simply Wall St and Stock Unlock require subscriptions?
Both Simply Wall St and Stock Unlock keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Simply Wall St ships a dedicated mobile experience, while Stock Unlock focuses on web or desktop access.
What unique strengths set the two platforms apart?
Simply Wall St differentiates itself with Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits., 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..
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.