Stock Unlock alternative: filed rules
Stock Unlock publishes 35 years of history and a DCF that becomes a buy target, from $7.50 a month. A price trigger is not a rule tested against each filing.
By Javier SanzPublished Updated : Our side now names the markets it covers as they are read when the page is served (2026-10-15), and reads the plans of 2026-10-06: the plan names, prices, trial and refund in the tables come from our own pricing constants, and the sentences about our product were corrected where they had gone stale. Every statement about Stock Unlock is as verified on 2026-09-18, the date in the note below.
Founder of ValueScreener. Built Ninety Nine, a securities services provider, and sold it to a tier-one global bank; ran operations and internationalization at Alpaca, the brokerage API.
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Of everything on this list, Stock Unlock ships the most complete loop from a valuation to a notification: build a discounted cash flow, save it, turn it into a buy target, and be told when the price reaches it. That is a threshold the user chose, watched on their behalf, which is the same family of idea as a guardrail. The difference is what the threshold is made of, and it decides which of the two products you want.
What both do
Both compute fundamentals from company accounts, both screen on them, both put an editable discounted cash flow in front of the reader, and both notify. Their pricing page, read 2026-09-18, publishes an "Unlimited DCF Calculator", "Save & Load DCF Calculations" and "Buy Targets from DCF" on the paid tiers, with screener searches metered at three a week on Free and unlimited above it.
The difference that decides it
Their published trigger is a price reaching a value you derived. Ours is a filed number breaking a rule you wrote.
"Buy Target Hit Notifications" is a published row on their paid tiers and "Portfolio Notifications" on all tiers. The threshold comes from your own model, which is exactly right, and then it waits for the market to come to it. Whether the delivery channel is email is not stated on the page we read, and we found nothing published there describing a notification that fires when a company's accounts break a condition you set. That is absence of published evidence on the page read, not a statement that the feature does not exist.
A guardrail here is attached to a written thesis and stated in the vocabulary of the accounts: a margin that must not fall under a level, an interest coverage that must stay above a number, a dividend streak that must not break. After the newest filings are ingested each night, every rule is recomputed from the filed statements and tested again, and one email goes out on the day a rule breaks, with the arithmetic and the filing attached. Nothing arrives on the days nothing breaks, and the per-thesis record of each night's pass is in the product, so a quiet month is checkable rather than assumed.
The second difference is the trail behind a figure. Each number on a company page here opens into its formula, its inputs and, where one stands behind it, the source statement, the fiscal year and the filing date. A figure that cannot show that trail says so, and a number that cannot be read renders as not available rather than as a zero. We could not find a per-figure trace of that kind published on their pricing page as of 2026-09-18, with every answer in its FAQ opened.
The third is scope, and it runs against us. They are global and they carry exchange-traded funds as first-class objects. This product covers the common equity of companies listed on NYSE, NASDAQ and NYSE American, plus 54 other markets with a Home Market Pack (see each market), and excludes warrants, units, rights and preferreds by design.
What each costs
| Stock Unlock, as published | ValueScreener | |
|---|---|---|
| Free tier | "$0", usable without an account | Curious: screener, company pages, watchlist |
| Pro | "$7.50 monthly" on annual billing, "$9 monthly" on monthly | Serious: $29/month or $299/year |
| Unlimited | "$20 monthly" on annual billing, "$24 monthly" on monthly | Professional: $99/month or $999/year |
| Trial | No general trial. "All free accounts can connect one brokerage account free for 15 days, no credit card required" | 30 days of Professional, no card |
| Refund | "All paid plans come with a 30-day money-back guarantee" | 30-day money-back guarantee on a first payment |
Their figures are quoted from their own pricing page and its FAQ as read on 2026-09-18, with both billing toggles used. They publish monthly rates under annual billing and no annual total, only "Save 17%", so no annual figure is stated here: multiplying theirs would make it our number rather than theirs. Their page also prints that prices are shown in dollars and that they accept the euro, the pound, the rupee and the Canadian dollar as well, and their FAQ says they "sell subscriptions in USD, CAD, GBP, EUR, and more".
Where Stock Unlock is better
Thirty-five years of financial data, dividend data and historical stock scores on their top tier at $20 a month is the deepest history per dollar on this page, and more than three times the ten-year fundamental window here.
The loop from a saved model to a notification is complete, and most tools leave it open. Saving a discounted cash flow, deriving a buy target from it and being told when the price arrives is a real piece of product design that this one does not copy.
Coverage is wider by any measure. Their own FAQ publishes that Stock Unlock "covers 170,000+ stocks and ETFs across 70+ exchanges worldwide, including NYSE, NASDAQ, TSX, LSE, Frankfurt, Tokyo, and dozens of others", with multi-currency portfolios. Exchange-traded funds are covered as a first-class object.
Linked brokerages, unlimited on their top tier, remove manual entry entirely, and their FAQ says the connection is read-only and runs through SnapTrade. There is no broker link here: holdings are typed in or imported from a CSV.
Segment-level operating metrics, described on their page as "iPhone to AWS Revenue", are a kind of business data no standard ratio set carries.
And their way in is cheap: usable before you make an account, a free tier after that, $7.50 a month as the paid entry, a mobile app today, and a 30-day money-back guarantee on every paid plan, where ours covers a first payment.
Who should pick which
If you hold non-US names or funds, or you want the longest history for the lowest price, or you want your brokerage to fill in your portfolio for you, theirs answers all three and this product answers none of them.
If what you want is the filing behind every filed figure, and a nightly re-test of the specific numbers your reasoning depends on, with one email the day one breaks, that is the narrow job here. Both are research tools. Neither recommends a security and neither does this page.
What this leaves out
Every claim about Stock Unlock here was read on their own pricing page and its FAQ on 2026-09-18, with each FAQ answer expanded and both the monthly and the annual billing toggle read. We did not create an account, so anything visible only inside the product is not described. Their years of history are published per tier and quoted as such. Where this page says a capability was not found, that is absence of published evidence on the page read, not a statement that it does not exist.