VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Uncle Stock Review, Pricing, and Features
Uncle Stock
This visit supports Find My Moat at no extra cost to you thanks to an affiliate link.
This visit supports Find My Moat at no extra cost to you thanks to an affiliate link.
Uncle Stock screens more than 100,000 global stocks with financial metrics, valuation models, scores, historical tests, watchlists, and alerts. Gold adds CSV export, a JSON API, and limited portfolio tracking. Free accounts can use the MCP server with daily limits. It is not a broker or an intraday trading simulator.
Best for
- Value and long-term investors screening global companies by financial statements, ratios, scores, and valuation models.
- Researchers testing fundamental screens with annual, half-yearly, or quarterly rebalancing.
- Developers and agent users who need read-only stock searches through the JSON API or MCP server.
Watch out
- The JSON Search API requires Gold and is capped at 10 calls per minute and 300 calls per month unless the vendor raises the limit.
- The backtester evaluates fundamental screens and scheduled rebalancing. It does not simulate intraday execution or broker orders.
Community votes (overall)
No votes yet. Be the first to rate this tool.
Pricing
Free • From $130/yr · 14-day trial · 4 plans
Free
Stock-price metrics and financial results remain free after the trial.
Bronze
Full data access and the stock screener.
Silver
Adds multiple sort fields, charts, and yearly backtests.
Gold
Adds shorter rebalance periods, exports, JSON API access, a higher MCP search quota, and portfolio alerts.
Key features
- The screener covers more than 100,000 stocks and about 4,000 searchable financial and valuation metrics.
- More than 15 valuation models include DCF, Graham, earnings power value, and residual income methods.
- Screens support metric conditions, Must, Should, and Exclude clauses, geography, industry, and multiple sort fields.
- Silver backtests screens with yearly rebalancing. Gold adds half-yearly and quarterly rebalancing.
- Backtest settings include sector caps, sell rules, stop losses, rebalancing choices, and position-sizing methods.
- Watchlists, saved queries, custom views, and email notifications depend on the selected plan.
- Gold exports equity lists and details to CSV and exposes a JSON Search API with a 300-call monthly cap.
- The JSON Search API is limited to 10 calls per minute. Higher monthly volume requires contacting the vendor.
- The MCP server allows five stock searches per day on free accounts. Gold raises the quota, but vendor pages disagree on its exact size. Metric lookup and universe calls do not consume the quota.
- Uncle Stock does not execute trades, simulate intraday fills, or provide low-latency quotes.
Data partners
US financial-results source.
Source for other-country financial data and price history.
Source for some other-country data and price history.
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.
Suggest an edit
Keep Exploring
Information
Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
- Tools
- 366
- Categories
- 120
- Tested
- 85
- Starred
- 38
How this site is funded
Some provider links pay me a commission. It costs you nothing. Sponsors can buy the ad slots marked as such. Neither moves a tool up the rankings or earns it a star. Your votes set the order, and I fix errors for free.
- Affiliate links
- Disclosed
- Sponsors
- Labeled
- Corrections
- Free
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.