Stock Unlock for Experienced Investors

Institutional-Grade Tools.
Retail Price.

Replace your fragmented spreadsheets with one powerful platform. Deep fundamentals data, fair value models, and portfolio tracking that actually works.

Portfolio Intelligence

Track Performance Like a Fund Manager

True time-weighted returns, realized vs. unrealized gains, and future dividend income forecasting. 10+ return calculation methods to understand your actual performance.

Benchmark against the S&P 500, any ETF, or any stock. Compare your performance to whatever matters to you.

Portfolio Tracking Dashboard
Stock Scores Audit
Stock Scores

Quantitative Quality Scores

Eight scoring dimensions: Valuation, Financial Health, Profitability, Growth, Dividends, Returns, Analyst sentiment, plus an overall General Score. Each uses sector-specific algorithms refined over years of back-testing.

Banks, REITs, and tech stocks are evaluated on metrics that actually matter for their business model. Validate your thesis against our scoring system in seconds.

Deep Data Visualization

Visualize Up to 35 Years of History

Spot trends that spreadsheets hide. Plot Free Cash Flow, ROIC, Margins, and Book Value over decades with a single click.

Not just for US stocks. Analyze global equities and ETFs with the same depth.

Fundamental Charts and Data
DCF Calculator Interface
Powerful DCF

Your Assumptions. Our Data.

Skip the manual data entry. We pre-load company fundamentals and analyst estimates so you can focus on the inputs that matter: growth rates, margins, and discount rates. Project 1-10 years forward with Growth Decay modeling for realistic projections. Full control of a spreadsheet, zero grunt work.

Global Screener

Filter the Noise.

The market is noisy. Cut through it with 40+ filters across 100,000+ global stocks covering Valuation, Growth, Dividends, and Financial Health.

Screens are lightning fast, easy to share, and just work. Save your criteria and get alerted when new opportunities hit your strike zone.

Advanced Stock Screener Interface

Why Pros Switch
(And Never Look Back)

The Old Way

  • Manual Spreadsheets

    Error-prone, static models that break easily and require constant manual data entry.

  • Expensive Terminals

    Paying $24k/year for financial data that should be accessible to everyone.

  • Fragmented Data

    Checking 5 different websites just to piece together a complete thesis on one stock.

The Stock Unlock Way

  • Automated Data

    Always fresh. Up to 35 years of standardized financial history at your fingertips instantly.

  • All-in-One Platform

    Research, screening, valuation, and portfolio tracking in one powerful place.

  • Maximum Efficiency

    Analysis that used to take days now takes minutes. Focus on decisions, not data entry.

Experienced Investor FAQ

Common questions from serious analysts and experienced investors

Can I trust Stock Unlock's data?

We source financial data from Finnhub, an institutional-grade provider trusted by hedge funds and financial institutions. Segment-level KPI data comes from Fiscal AI. All financials are standardized to GAAP and validated by CPAs.

We built Stock Unlock partly because we found widespread data errors on Yahoo Finance and similar platforms. Our data updates as companies file quarterly reports. Price data is near real-time for US exchanges. For critical investment decisions, we recommend verifying against official SEC filings.

What screening capabilities does Stock Unlock offer?

Stock Unlock's screener covers 100,000+ stocks across 70+ global exchanges with 40+ filters most platforms don't offer. Screen by our proprietary Stock Scores (Valuation, Financial Health, Profitability, Growth, Dividends, Management, Analyst) and fundamental metrics. Screens are sharable, super fast, and just work. Build multi-criteria screens and save them for reuse.

Unlike basic screeners, you can filter by metrics like free cash flow yield, ROIC trends, debt coverage ratios, and dividend safety scores. Our pre-built screens for value investing, dividend growth, and quality factors give you a starting point.

How does the DCF calculator work?

Our DCF calculator pre-populates with company fundamentals and analyst estimates, letting you calculate intrinsic value in seconds instead of hours. Adjust growth rates, discount rates, terminal multiples, and margin assumptions. The model updates fair value instantly as you change inputs.

Choose from 7 valuation metrics: Free Cash Flow, Operating Cash Flow, Earnings, EBITDA, EBIT, Operating Income, or Book Value. Unlimited users access up to 35 years of historical data to validate assumptions against actual performance. Save your models and revisit them as new earnings data arrives.

How much historical data is available?

Premium plans include up to 35 years of historical financial data for US companies, covering income statements, balance sheets, cash flow statements, and key ratios. This depth lets you analyze how companies performed through multiple economic cycles, including the 2008 financial crisis, dot-com bust, and COVID.

View quarterly or annual data, with all financials standardized to GAAP for consistency. Historical data is essential for validating DCF assumptions, understanding cyclical patterns, and assessing management's capital allocation track record. Free accounts access limited history, with Pro offering 10 years and Unlimited offering the full 35 years.

How does Stock Unlock compare to Bloomberg or FactSet?

Bloomberg Terminal costs $25,000+ per year and is designed for professional traders needing real-time execution and institutional features. Stock Unlock focuses on fundamental analysis at a fraction of the cost, offering the financial data, screening, and valuation tools most individual investors actually need.

We cover 170,000+ stocks and ETFs globally with up to 35 years of historical data, DCF calculators, and proprietary Stock Scores. Our screener includes 100,000+ stocks, and our portfolio tracker handles 100,000s more international mutual funds. What you won't find: real-time tick data, options chains, or bond pricing. What you will find: a clean interface that doesn't require training to use, with institutional-grade fundamentals data.

What portfolio analytics do you offer?

Connect 30+ brokerages for automatic syncing or add holdings manually. Track performance over time with comparison to benchmarks like S&P 500. View sector allocation, geographic exposure, market cap breakdown, and concentration analysis. See aggregate Stock Scores across your holdings to identify portfolio-level risks and opportunities.

Dividend investors get projected annual income, payment calendars showing when dividends arrive, and yield-on-cost tracking. View your portfolio's weighted average P/E, dividend yield, and other key metrics. The Unlimited plan supports multiple brokerage connections for a unified view across accounts (401k, IRA, taxable, international). We support 100,000s of international mutual funds for comprehensive tracking.

Can I compare multiple stocks side by side?

Yes, our comparison tool lets you analyze multiple stocks across dozens of metrics simultaneously. Compare valuation ratios, profitability metrics, growth rates, dividend data, and Stock Scores in a single view. Add competitors from the same industry or compare across sectors.

See which company has better margins, lower debt, or faster growth at a glance. The comparison view highlights where each stock ranks relative to peers, making it easier to identify the best opportunity in a sector you're researching.

Is Stock Unlock free or do I need to pay?

The free tier is genuinely useful, not a crippled demo. Research any stock, use the screener (3 searches/week), track a portfolio, and access limited historical data. Free accounts include a 15-day brokerage connection trial. Many experienced investors start free to evaluate before upgrading.

Premium unlocks 35 years of historical data, unlimited Stock Scores, DCF models, and permanent brokerage connections. The Unlimited plan adds multiple brokerage accounts. Most serious analysts find the extended historical data worth the upgrade. Try free for 15 days with brokerage connection, or upgrade with our 30-day money-back guarantee.

Still have questions?