VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Stock Rover and Stock Unlock will find that Both Stock Rover and Stock Unlock concentrate on Screeners, Stock Comparison, and Data Visualizations workflows, making them natural alternatives for similar investment research jobs. Stock Rover leans into ETF Screeners, ETF Comparison, and Correlation, which can be decisive for teams that need depth over breadth. Stock Unlock stands out with Insider Data, Institutional Data, and Analyst Forecasts 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
Stock Rover vs Stock Unlock
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Stock Rover adds ETF Screeners, ETF Comparison, Correlation, Monte Carlo, News, Calendar, Financials, Transcripts, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, and Videos coverage that Stock Unlock skips.
- Stock Unlock includes Insider Data, Institutional Data, Analyst Forecasts, AI, AI Report, Blogs, and Newsletters categories that Stock Rover omits.
- Stock Rover highlights: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- 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..
- Stock Rover ships a mobile app. Stock Unlock is web/desktop only.
Stock Rover
stockrover.com
A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.
Categories
Platforms
Pricing
Quick highlights
- Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
- Flexible screening: ranked screening, historical screening, and custom equation builders.
- Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
- Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
- Fair Value and Margin of Safety models, alongside quantitative scores for value, growth, quality, sentiment, and more.
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
Stock Rover
Distinct strengths include:
- Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
- Flexible screening: ranked screening, historical screening, and custom equation builders.
- Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
- Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
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 | Stock Rover | Stock Unlock |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Alerts, Dividends, Scores, Valuation Models, ETF Overview, ETF Holdings, Analyst Recommendations, Analyst Price Targets, Education Unique: ETF Screeners, ETF Comparison, Correlation, Monte Carlo, News, Calendar, Financials, Transcripts, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Videos | Shared: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Alerts, Dividends, Scores, Valuation Models, ETF Overview, ETF Holdings, Analyst Recommendations, Analyst Price Targets, Education Unique: Insider Data, Institutional Data, Analyst Forecasts, AI, AI Report, Blogs, Newsletters |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds | 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 Stock Rover and Stock Unlock both support?
Both platforms cover Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Alerts, Dividends, Scores, Valuation Models, ETF Overview, ETF Holdings, Analyst Recommendations, Analyst Price Targets, and Education workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Stock Rover and Stock Unlock require subscriptions?
Both Stock Rover and Stock Unlock keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Stock Rover ships a dedicated mobile experience, while Stock Unlock focuses on web or desktop access.
What unique strengths set the two platforms apart?
Stock Rover differentiates itself with Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., 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.