VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Saturday, January 17, 2026
Uncle Stock Review, Pricing, and Features
Fundamental stock screener/backtester for DIY/value investors. Plan gating: Bronze = screener + watchlist + shared queries; Silver adds multi-sort, flexible matching, charts, and yearly backtests; Gold adds quarterly/half-yearly backtests, portfolio email notifications, CSV export/API (max 300 calls/month), and crypto coverage. Pricing is shown in both USD and EUR on the official pricing page. Some quotes/indexes are delayed (~30 minutes per terms).
Community votes (overall)
Key features
- Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze.
- Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent).
- Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude.
- (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
- Backtest configuration includes sector caps, rebalance strategies, early-sell/stop-loss rules, and multiple position sizing methods (e.g., equal / volatility-weighted).
- (Gold) Lightweight portfolio tracking (manual positions/limits) with email notifications; landing page also mentions “smart alerts”.
- (Gold) CSV export and documented CSV/JSON endpoints for export/backtest data (max 300 calls/month).
- Data sources disclosed by vendor: US financial results from Sharadar; non-US fundamentals and historical prices from Financial Modeling Prep.
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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Information
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
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.