★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 4, 2026
Tool Comparison
Stock Unlock vs Trefis
Start here
Stock Unlock
Free • From $90/yr · Web · Mobile
- You do a lot of your research from your phone
- You care about screeners, ETF analysis, and portfolio, things Trefis doesn't offer
Pick Trefis instead if
Trefis
Free • Paid plans available · Web
- You care about financials and custom dashboards, things Stock Unlock 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
Stock Unlock and Trefis cover a lot of the same ground (4 shared categories, including data visualizations, stock comparison, and valuation models), so for the basics you won't go far wrong with either. Stock Unlock simply does more: 17 categories to Trefis's 6, including screeners, ETF analysis, and portfolio, plus a mobile app. Trefis counters by being completely free.
What readers say
Stock Unlock
Vote once to reveal the community verdict.
Trefis
Vote once to reveal the community verdict.
Key differences at a glance
- Mobile app
- Stock Unlock
- Broader coverage
- Stock Unlock17 vs 6 categories
- Broker sync
- Stock Unlock
- Asset coverage
- Stock UnlockAdds ETFs
- 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 $90/yr | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 14 limits: Free: manual portfolios: 2, Free: screener searches per week: 3 +12 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | SnapTrade | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 17 | 6 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | Latency: 15-min Delayed and End of Day and Granularity: EOD |
Capabilities | Broker sync | — |
| Try it | Visit Stock Unlock | Visit Trefis |
Where each one shines
What Stock Unlock and Trefis each do best.ShowHide
Where each one shines
What Stock Unlock and Trefis each do best.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.
What Trefis does best
- Work through public stock valuation pages that break a company into revenue drivers, margins, cash-profit assumptions, and estimated value per share.
- Change model assumptions to create what-if scenarios instead of only reading a static price target or article.
- Trefis Price estimates as an explainable valuation starting point, then inspect the forecasts and discount assumptions behind the output.
- Comparison tools for companies through peer-return tables, valuation ratios, growth metrics, and better-buy style research where public pages are available.
- Views for reviewing ticker pages for stock-move drivers, sector and market correlations, drawdowns, key events, and related AI analysis modules where supported.
Every detail we compared
Every tracked attribute for Stock Unlock and Trefis, side by side.ShowHide
Every detail we compared
Every tracked attribute for Stock Unlock and Trefis, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | 15-min DelayedEnd of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
Import methods | BrokerOAuthCSVManual | Not specified |
Integrations | SnapTrade | Not specified |
Export formats | Not specified | Excel |
| Plans & trust | ||
Capability signals | Broker sync | Not specified |
Vendor & support | Stock Unlock Inc.Support: Email and Chat | Insight Guru Inc.Country: USSupport: Email and Phone |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Methodology 4/5Reliability 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 | Freemanual portfolios: 2 · screener searches per week: 3 · +1 more | Free |
| Entry paid plan | $90/yr≈ $7.50/mo“Pro”annual billing monthly equivalent usd: 7.5 · financial history years: 10 · +4 more | Subscription“Custom / Subscriber” |
| Top plan | $240/yr≈ $20/mo“Unlimited”annual billing monthly equivalent usd: 20 · financial history years: 35 · +3 more | — |
Questions we keep getting
What's the difference between Stock Unlock and Trefis?
Stock Unlock leans toward screeners, data visualizations, and stock comparison, while Trefis puts more weight on valuation models, financials, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Stock Unlock and Trefis cost?
Good news: both Stock Unlock and Trefis have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Stock Unlock or Trefis on my phone?
Stock Unlock lists a dedicated mobile app, so it travels better. Trefis doesn't list a dedicated mobile app; its documented access is web.
Should I choose Stock Unlock or Trefis?
It depends on what you're after. Pick Stock Unlock if screeners and ETF analysis matter to you; go with Trefis if you'd rather have financials and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do Stock Unlock and Trefis cover?
Both cover stocks. Stock Unlock also handles ETFs.
Can I export data from Stock Unlock and Trefis?
Trefis exports to Excel. Stock Unlock is stingier about getting data out.
Can Stock Unlock or Trefis connect to my broker?
Stock Unlock syncs with brokers automatically. With Trefis, you're entering holdings by hand or importing files.
Which has a better stock screener: Stock Unlock or Trefis?
Stock Unlock has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Stock Unlock or Trefis?
Stock Unlock handles portfolio tracking. Trefis is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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Feedback
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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.