Stock Unlock

Stock Unlock is an investment research and portfolio tracking platform to analyze stocks, screen markets, track portfolios, and monitor dividends with web, mobile, and SnapTrade syncing.

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Investment research and portfolio tracking

Stock Unlock is an investment research and portfolio tracking platform for investors who want stock analysis, screening, dividend tracking, and brokerage syncing in one place. It covers more than 170,000 stocks and ETFs across 70+ global exchanges, with historical financial data reaching up to 35 years on higher-tier plans.

The product combines proprietary stock scoring, fundamental data, valuation tools, and portfolio analysis. Users can browse individual stock pages, run screens, compare companies, calculate fair value, and connect a brokerage through SnapTrade for read-only portfolio syncing. The platform is available on the web and through mobile apps for iOS and Android.

Core features

Stock Scores

Review proprietary 1-5 Stock Scores across seven fundamental pillars, including valuation, growth, profitability, financial health, dividends, management, and analyst sentiment.

Portfolio tracking

Track holdings, see real returns, forecast dividend income, and sync brokerage accounts through SnapTrade for automatic portfolio updates.

Stock and ETF screening

Filter more than 100,000 stocks or 50,000 ETFs with 85+ filters and score-based ranking to narrow research quickly.

DCF calculator

Estimate fair value with the DCF calculator, which loads valuation metrics automatically and supports saving and loading calculations on paid plans.

Stock comparison

Compare stocks across 80+ financial metrics with built-in statistics for side-by-side analysis.

Learn Mode

Explain financial terms and ratios in plain English with Learn Mode while researching actual companies.

Common use cases

Research individual stocks
Use Stock Unlock to evaluate companies with scores, financial statements, valuation metrics, and analyst sentiment in a single research flow.
Build a shortlist from a screener
Screen large stock or ETF universes with filters and ranking to find candidates that match a style, sector, or quality threshold.
Monitor a portfolio
Track holdings, monitor returns, and forecast dividend income by connecting a brokerage account or entering positions manually.
Learn investing concepts
Use Learn Mode to understand ratios and metrics in context while researching, which is especially useful for newer investors.
Compare and value investments
Compare companies across financial metrics and use the DCF calculator to estimate fair value before making a decision.

Pros and Cons

Pros

Covers a large universe of stocks and ETFs across many global exchanges.
Combines research, screening, valuation, dividend tracking, and portfolio monitoring in one product.
Offers a free starting tier with no credit card required.
Supports brokerage syncing plus manual portfolio tracking.
Includes educational guidance through Learn Mode for users who want context while researching.

Cons

Some capabilities are limited on the free plan, including financial history depth, screening usage, and other advanced tools.
Brokerage syncing is read-only and depends on supported brokerages through SnapTrade, so coverage is limited to the platforms listed by the service.

FAQ

Is Stock Unlock free to use?

Yes. Stock Unlock can be used without creating an account, and the free plan includes access to core stock research tools. A free account adds features such as watchlists, portfolios, and additional stock score views.

Does Stock Unlock have mobile apps?

Yes. The mobile apps for iOS and Android are free, and they sync with your web account so portfolios, watchlists, and core research stay up to date across devices.

Can I connect my brokerage for free?

Yes. Free accounts can connect one brokerage for 15 days without a credit card. After that, the portfolio remains visible, but automatic syncing requires a paid plan if you want it to continue.

How does brokerage syncing work?

Stock Unlock uses SnapTrade for brokerage connections. The connection is read-only, so the platform can view holdings and transactions for tracking and analysis, but it cannot see your login credentials or place trades.

Can I track a portfolio without linking a brokerage?

Yes. The platform supports both connected brokerage accounts and manual tracking. You can add holdings manually or upload a CSV if you do not want to connect a brokerage.

Quick Facts

Category: Investment research and portfolio tracking
Platforms: Web, iOS, Android
Coverage: 170,000+ stocks and ETFs across 70+ global exchanges
Brokerage sync: 30+ supported brokerages via SnapTrade, read-only
Pricing: Free tier available; paid plans include Pro and Unlimited
Trial/refund: 15-day free brokerage syncing on free accounts; 30-day money-back guarantee on paid plans