★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Addepar vs Uncle Stock
Addepar
Best for wealth management and advisor operations
Contact for pricing
Uncle Stock
Best for screeners and backtesting
Free • From $130/yr
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The verdict
The bottom line
Addepar and Uncle Stock cover a lot of the same ground (3 shared categories, portfolio, data visualizations, and APIs & data feeds), so for the basics you won't go far wrong with either. Uncle Stock simply does more: 11 categories to Addepar's 7, including screeners, backtesting, and financials. Addepar counters by keeping things simpler.
Key differences at a glance
- Mobile app
- Addepar
- Free plan
- Uncle Stock
- Free trial
- Uncle Stock14 days
- Broader coverage
- Uncle Stock11 vs 7 categories
- Broker sync
- Addepar
- Asset coverage
- AddeparAdds bonds and ETFs
Choose
Addepar if…
- You do a lot of your research from your phone
- You care about wealth management, advisor operations, and tax lots / lot optimization, things Uncle Stock doesn't offer
Choose
Uncle Stock if…
- You'd rather start free and only pay if you outgrow it
- You care about screeners, backtesting, and financials, things Addepar doesn't offer
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $130/yr |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | — | 10 limits: Bronze (Monthly): history years: 25, Bronze (Monthly): us history years: 35 +8 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | Fidelity, Schwab +8 more | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +2 more |
Categories covered | 7 | 11 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | Granularity: EOD |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | Sharadar and Financial Modeling Prep |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | Universe builder |
Security | Role-based access | — |
| Try it | Visit Addepar | Visit Uncle Stock |
Standout features
What Addepar does best
- 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.
- Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform.
- 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]
- Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities.
- Broad multi-asset security model supporting stocks, bonds, ETFs, mutual funds, closed-end funds, currencies, real estate, private funds, hedge funds, options, futures, digital assets and generic custom assets via rich model types.
What Uncle Stock does best
- Screens 100,000+ stocks (nano-cap to large-cap) across all continents with 2,000+ metrics; pricing page lists “History: 25 years. 35 years on US.” 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).
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksCryptos |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | EOD |
Pricing sources | Vendor | Not specified |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | SharadarFinancial Modeling Prep |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey and OAuth2Docs | Auth: APIKeyDocs |
Import methods | CustodianManual | Manual |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | Not specified |
Export formats | JSONPDF | CSV |
| Plans & trust | ||
Security & compliance | Role-based access | Not specified |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Universe builder |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
—
Starting price
Plans & pricing
$130/yr
Starting price
Plans & pricing
- history years: 25
- us history years: 35
- history years: 25
- us history years: 35
- backtest rebalance: Yearly
- backtest rebalance: Yearly
- api calls per month: 300
- backtest rebalance: Quarterly/Half-yearly
- api calls per month: 300
- backtest rebalance: Quarterly/Half-yearly
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Addepar strengths
4What you only get with Addepar.
Uncle Stock strengths
8What you only get with Uncle Stock.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Addepar and Uncle Stock?
Addepar leans toward wealth management, portfolio, and advisor operations, while Uncle Stock puts more weight on screeners, backtesting, and data visualizations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Addepar or Uncle Stock free to use?
Uncle Stock has a free tier, so you can get started without paying anything. Addepar is paid-only. If budget matters, start with Uncle Stock and see how far it takes you before opening your wallet.
Which is better for beginners: Addepar or Uncle Stock?
Uncle Stock is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Addepar or Uncle Stock on my phone?
Addepar lists a dedicated mobile app, so it travels better. Uncle Stock doesn't list a dedicated mobile app; its documented access is web and API.
Do Addepar and Uncle Stock have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Addepar or Uncle Stock?
It depends on what you're after. Pick Addepar if wealth management and advisor operations matter to you; go with Uncle Stock if you'd rather have screeners and backtesting. And if you only need the basics both share, let price decide.
What asset classes do Addepar and Uncle Stock cover?
Both cover stocks and cryptos. Addepar also handles bonds, ETFs, and mutual funds.
Can I export data from Addepar and Uncle Stock?
Uncle Stock exports to CSV. Addepar is stingier about getting data out.
Can Addepar or Uncle Stock connect to my broker?
Addepar syncs with brokers automatically. With Uncle Stock, you're entering holdings by hand or importing files.
Which has a better stock screener: Addepar or Uncle Stock?
Uncle Stock has a stock screener for surfacing ideas; Addepar doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Addepar or Uncle Stock?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.