Stock Unlock adds Screeners, ETF Overview, ETF Holdings, Portfolio, Watchlist, Dividends, Insider Data, Institutional Data, Scores, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, AI, AI Report, Education, and Newsletters coverage that Trefis skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
Stock Unlock vs Trefis comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Trefis includes Financials, and Custom Dashboards categories that Stock Unlock omits.
Stock Unlock 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)., and Custom watchlists with event notifications and alerts..
Trefis is known for: Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..
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.
Categories
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.
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Trefis
trefis.com
Interactive valuation platform where you can build, adjust, and share stock models. It supports a full Excel round-trip (download your scenarios into Excel; upload spreadsheets back into Trefis to auto-generate dashboards). Models can be exported to PDF, Excel, or image. Market data and consensus EPS come from QuoteMedia, with a disclosed 15–20 minute exchange delay. Both free and paid plans are available.
Platforms
Web
Pricing
Free
Subscription
Quick highlights
- Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
- Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
- Export reports, charts, and scenarios as PDF, Excel, or image files.
- Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
- Peer and ratio comparison tools make it easy to benchmark companies against competitors.
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Overlap
Shared focus areas
4 overlapsMutual strengths include Data Visualizations, Stock Comparison, and Valuation Models plus 1 more area.
Where they differ
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.
Trefis
Distinct strengths include:
- Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
- Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
- Export reports, charts, and scenarios as PDF, Excel, or image files.
- Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
Feature-by-feature breakdown
| Attribute | Stock Unlock | Trefis |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Stock Comparison, Valuation Models, Blogs Unique: Screeners, ETF Overview, ETF Holdings, Portfolio, Watchlist, Dividends, Insider Data, Institutional Data, Scores, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, AI, AI Report, Education, Newsletters | Shared: Data Visualizations, Stock Comparison, Valuation Models, Blogs Unique: Financials, Custom Dashboards |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks |
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 | Yes | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Stock Unlock and Trefis both support?
Both platforms cover Data Visualizations, Stock Comparison, Valuation Models, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Stock Unlock and Trefis require subscriptions?
Both Stock Unlock and Trefis keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Stock Unlock and Trefis?
Both Stock Unlock and Trefis 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?
Stock Unlock differentiates itself with 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., whereas Trefis stands out for Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..
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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.