★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Uncle Stock Review, Pricing, and Features
Uncle Stock
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Uncle Stock is a global fundamental stock screener and screener-backtesting platform for DIY and value investors who want many financial metrics, guru-style screens, watchlists, historical backtests, CSV export, and AI/MCP stock-search access. It is strongest for long-term fundamental screening and value research, while API access, advanced backtesting, exports, crypto coverage, and unlimited MCP usage are gated to higher plans.
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Pricing
Free • From $130/yr · 14-day trial · 7 plans
Free
Limited access after trial; financial results remain free after the trial period.
Bronze
Full data access with stock screener.
Silver
Advanced screener with backtesting.
Gold
Professional features with quarterly backtesting & portfolio management.
Key features
- Screening for more than 100,000 global stocks across regions and market caps using more than 2,000 fundamental and valuation metrics.
- Guru-inspired models and screens based on investors such as Buffett, Graham, and Lynch, with plan-dependent advice, scores, and price-target metrics.
- Tools for building screens with metric conditions, Must/Should/Exclude clauses, and Silver-plus multi-criteria composite ranking.
- Backtest fundamental screens with yearly rebalancing on Silver, then quarterly and half-yearly rebalancing on Gold.
- Configuration for backtests with sector caps, rebalance strategies, early-sell or stop-loss rules, and multiple position-sizing methods.
- Watchlists, saved personal queries, default queries, custom views, and portfolio email notifications where plan support allows.
- Export support for equity lists and details to CSV on Gold, with API/export usage capped unless users arrange more with the vendor.
- Documented CSV/JSON endpoints and API keys on Gold, with a 10 calls/minute search limit and 300 calls/month cap.
- MCP stock-search access for AI-agent workflows, with limited daily searches on the free tier and unlimited daily searches on Gold.
- Uncle Stock is a fundamental screener and backtest workspace, not an intraday trading simulator, broker, portfolio accounting system, or low-latency quote terminal.
- Plan limits: Bronze, Silver, and Gold differ materially on backtesting, exports, API/MCP access, crypto coverage, and history depth.
Data partners
US financial results source.
Non-US fundamentals + historical price data source.
FAQ
Is Uncle Stock free?
Not entirely. Uncle Stock includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 14-day free trial is available on select plans.
Who is Uncle Stock best for?
Uncle Stock is built for Retail Traders, Pro Retail, Long-term Investors, and Value Investors. It suits beginner, intermediate, and advanced users.
What platforms and connections does Uncle Stock support?
You can use Uncle Stock on Web. Uncle Stock offers an API (REST) with APIKey authentication.
Which markets does Uncle Stock cover?
Uncle Stock covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks and Cryptos. Identifiers include Ticker.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
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