VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, October 16, 2025

View SmartfinView Stock UnlockBack to Home

Head-to-head

Smartfin vs Stock Unlock comparison

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

Quick takeaways

Smartfin adds Stock Ideas, Financials, Transcripts, Checklist, Calendar, and AI Business Summary coverage that Stock Unlock skips.

Stock Unlock includes Screeners, Stock Comparison, ETF Overview, ETF Holdings, Portfolio, Dividends, Institutional Data, Valuation Models, Analyst Forecasts, Analyst Recommendations, AI, AI Report, Education, Blogs, and Newsletters categories that Smartfin omits.

Smartfin highlights: AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover., Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings., and Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts..

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..

Smartfin logo

Smartfin

thesmartfin.com

Beginner‑friendly stock research platform focused on fundamentals: visual financials, sector‑adjusted scoring (value/profit/growth/health), AI company snapshots, curated stock lists, and real‑time alerts for insider trades & analyst price‑target changes. US‑stocks centric; no brokerage sync or advanced risk/quant features.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
  • Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
  • Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
  • Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.
  • Event hub for tracked tickers (earnings, SEC filings, transcripts) and a lightweight research checklist.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Stock Unlock logo

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.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Overlap

Shared focus areas

6 overlaps

Mutual strengths include Scores, Data Visualizations, and Insider Data plus 3 more areas.

Where they differ

Smartfin

Distinct strengths include:

Stock Ideas
Financials
Transcripts
Checklist
Calendar
AI Business Summary
  • AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
  • Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
  • Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
  • Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.

Stock Unlock

Distinct strengths include:

Screeners
Stock Comparison
ETF Overview
ETF Holdings
Portfolio
Dividends
Institutional Data
Valuation Models
  • 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

AttributeSmartfinStock Unlock
Categories

Which research workflows each platform targets

Shared: Scores, Data Visualizations, Insider Data, Analyst Price Targets, Watchlist, Alerts

Unique: Stock Ideas, Financials, Transcripts, Checklist, Calendar, AI Business Summary

Shared: Scores, Data Visualizations, Insider Data, Analyst Price Targets, Watchlist, Alerts

Unique: Screeners, Stock Comparison, ETF Overview, ETF Holdings, Portfolio, Dividends, Institutional Data, Valuation Models, Analyst Forecasts, 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

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

  • AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
  • Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
  • Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
  • Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.
  • Event hub for tracked tickers (earnings, SEC filings, transcripts) and a lightweight research checklist.
  • Curated ‘Stock Lists’ (e.g., top dividend, top AI, top market cap) focused on U.S. markets.

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 Smartfin and Stock Unlock both support?

Both platforms cover Scores, Data Visualizations, Insider Data, Analyst Price Targets, Watchlist, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Smartfin and Stock Unlock require subscriptions?

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

How can you access Smartfin and Stock Unlock?

Both Smartfin 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?

Smartfin differentiates itself with AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover., Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings., and Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts., 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..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.