Stock Unlock adds Dividends, Institutional Data, Valuation Models, Analyst Recommendations, Analyst Price Targets, AI, AI Report, Education, Blogs, and Newsletters coverage that YCharts skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
Stock Unlock vs YCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
YCharts includes ETF Comparison, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Data APIs, Financials, ETF Performance, ETF Fundamentals, ETF Overlap, Short Interest, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, and Broker Connectors 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..
YCharts is known for: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
Stock Unlock has a free tier, while YCharts requires a paid plan.
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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YCharts
ycharts.com
Hands-on review
Advisor-focused research, portfolio analytics, and proposal platform. Lower tiers are more view-only, while add-ons unlock the Excel add-in and broader fund/SMA datasets. Intraday quotes are available on a short delay (about 90–120 seconds).
Categories
Screeners
Stock Comparison
ETF Comparison
Data Visualizations
Portfolio
Watchlist
Correlation
Risk Metrics (VaR/ES/Drawdown)
Performance Attribution
Scenario & Stress Tests
News
Alerts
Data APIs
Financials
Scores
ETF Overview
ETF Performance
ETF Holdings
ETF Fundamentals
ETF Overlap
Analyst Forecasts
Short Interest
Insider Data
Inflation Rates
Unemployment Rates
GDP
Interest Rates
Yield Curves
APIs & SDKs
Sheets / Excel Add-ins
Broker Connectors
Platforms
Web
API
Pricing
Subscription
Quick highlights
- Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
- Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
- Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
- Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
- Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images.
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Overlap
Shared focus areas
11 overlapsMutual strengths include Screeners, Data Visualizations, and Stock Comparison plus 8 more areas.
Where they differ
Stock Unlock
Distinct strengths include:
Dividends
Institutional Data
Valuation Models
Analyst Recommendations
Analyst Price Targets
AI
AI Report
Education
- 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.
YCharts
Distinct strengths include:
ETF Comparison
Correlation
Risk Metrics (VaR/ES/Drawdown)
Performance Attribution
Scenario & Stress Tests
News
Data APIs
Financials
- Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
- Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
- Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
- Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Feature-by-feature breakdown
| Attribute | Stock Unlock | YCharts |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Data Visualizations, Stock Comparison, ETF Overview, ETF Holdings, Portfolio, Watchlist, Insider Data, Scores, Analyst Forecasts, Alerts Unique: Dividends, Institutional Data, Valuation Models, Analyst Recommendations, Analyst Price Targets, AI, AI Report, Education, Blogs, Newsletters | Shared: Screeners, Data Visualizations, Stock Comparison, ETF Overview, ETF Holdings, Portfolio, Watchlist, Insider Data, Scores, Analyst Forecasts, Alerts Unique: ETF Comparison, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, Data APIs, Financials, ETF Performance, ETF Fundamentals, ETF Overlap, Short Interest, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, ETFs, Mutual Funds, Closed-End Funds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, API |
Pricing High-level pricing models | Free, Subscription | 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 | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Stock Unlock and YCharts both support?
Both platforms cover Screeners, Data Visualizations, Stock Comparison, ETF Overview, ETF Holdings, Portfolio, Watchlist, Insider Data, Scores, Analyst Forecasts, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Stock Unlock offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Stock Unlock and YCharts?
Both Stock Unlock and YCharts 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 YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
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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.