November 28, 2024
Say you’ve got your portfolio set up nicely with ETFs.
Now, you’re interested in adding some individual stocks from companies that interest you.
Where do you start? What will be good investments long-term?
If that’s you, Stock Unlock is a cool tool that makes it easier to analyze and choose stocks that are the best fit for your portfolio.
The secret to investing isn’t picking stocks - it’s understanding the businesses behind them.
And until a few years ago, the information to make better investing decisions was only available to professionals.
That’s why Daniel Pronk and Jake Ruth founded Stock Unlock to make stock analysis available to everyday investors. (You might recognize Daniel from his top YouTube account on investing.)
“It’s hard to know what companies to invest in without the full picture.
Stock Unlock equips you with the knowledge and clarity to make confident investing decisions,” explains Jake.
Even Jake personally saw a difference in his own portfolio - looking at his charts, he basically sees the day he started using it.
“Once I started investing using these deeper insights, my portfolio literally went up and up.”
Jake says, “This is helpful for anyone who wants to find great companies to invest in.
We see a lot of people who've ‘gambled’ on Robinhood, feeling like a baller placing trades while clinking beers, thinking the “hot stock tip” they got on X will go to the moon.
And then there’s the flipside - frustrated investors who really tried to be diligent with their investments, but simply didn’t have enough details to make an informed decision.
Even investors who are doing the work get burned, simply because they didn’t have all they needed to make a smart investment.”
As much as I love investing, I know firsthand how most courses are painfully boring.
Stock Unlock’s “Learn” mode is a fresh approach, which basically turns the platform into an interactive tool to teach investing.
It’s like having training wheels on a bike - start investing with the training wheels on, and as you get more familiar you can start doing it all on your own.
It’s easy to learn as you go, and is especially helpful for brand-new stock investors.
Use the Insights Score to see if a company is a good fit for you.
For example, you might see 2 different stocks with the same overall score - but for totally different reasons.
You get the real story when you look at the score for each metric, instead of just the overall score.
For example…
Company A is growing like gangbusters, but isn’t profitable yet.
If everything else checks out, this has major upside potential in the future. This was like Amazon in the early days.
Company B’s growth is stagnant, but it’s incredibly profitable.
This is likely good for stability and dividends.
In addition to everything you’d expect to see in a portfolio tracker, you also get:
And while I don’t want to count my chickens before they hatch, I’m pretty happy to see I might get over $5300 in divvies next year!
If you can’t get enough of analytics, there’s a whole lot more I haven’t even touched yet.
I’m excited to play around with the DCF Calculator to help predict the future growth of a company.
And if you want to compare stocks, the Free Form tool does it quickly. You get the complete picture of all the stocks you’re comparing, all in one graph.
Whatever your reason for adding individual stocks into the mix - whether it’s a particular company you believe in, a sector you know well, or ESG investing - you want it to be the right fit.
It’s all about the numbers, baby!
When you know the stock and how it aligns with your goals, you can invest while having peace of mind.
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Automatically calculate trades
Get notified of cash & dividends
Connect multiple brokerages
