VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Addepar vs Uncle Stock comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Uncle Stock
unclestock.com
At a glance
| Addepar | Uncle Stock | |
|---|---|---|
| Free tier | ||
| Free trial | 14 days | |
| Starting price | — | $10.83/mo |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Free, Bronze (Monthly), Bronze (Yearly), Silver (Monthly), Silver (Yearly), Gold (Monthly), Gold (Yearly) |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | Uncle Stock |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksCryptos |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | End of Day | Not specified |
API access | REST | REST |
Export formats | JSONPDF | CSV |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by Uncle Stock only.
Frequently Asked Questions
What's the difference between Addepar and Uncle Stock?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Uncle Stock specializes in Screeners, Backtesting, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.
Is Addepar or Uncle Stock free to use?
Uncle Stock offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with Uncle Stock and upgrade later if you need more advanced features.
Which is better for beginners—Addepar or Uncle Stock?
Uncle Stock is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Addepar or Uncle Stock on my phone?
Addepar has a mobile app so you can check your research on the go. Uncle Stock is web-only, so you'll need a browser to access it from mobile devices.
Do Addepar and Uncle Stock have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Addepar or Uncle Stock?
Choose Addepar if you need Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., and Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15]. Go with Uncle Stock if Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze ., and Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent) . better fits how you invest.
What asset classes do Addepar and Uncle Stock cover?
Both cover Stocks, and Cryptos. Addepar also includes Bonds, ETFs, Mutual Funds, Closed-End Funds, Funds, Currencies, Private Funds, Real Estate, Options, and Futures.
Can I export data from Addepar and Uncle Stock?
Uncle Stock supports data exports to CSV. Addepar has more limited export options.
Can Addepar or Uncle Stock connect to my broker?
Addepar connects with brokers for portfolio syncing. Uncle Stock requires manual portfolio entry or data import.
Which has a better stock screener—Addepar or Uncle Stock?
Uncle Stock includes a stock screener for finding investment ideas. Addepar focuses on other analytical tools.
Can I track my portfolio with Addepar or Uncle Stock?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.