★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
EPSMomentum vs Uncle Stock
Pick EPSMomentum if
EPSMomentum
Free • From $9.99/mo · Web · API · Mobile
- You want the cheaper way in: plans start at $9.99/mo instead of $10.83/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Pick Uncle Stock if
Uncle Stock
Free • From $130/yr · Web · API
- You care about valuation models, institutional ownership, and alerts, things EPSMomentum doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
EPSMomentum and Uncle Stock cover a lot of the same ground (7 shared categories, including screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. EPSMomentum simply does more: 20 categories to Uncle Stock's 11, including stock ideas, money flow, and news, plus a mobile app. Uncle Stock counters by keeping things simpler.
What readers say
EPSMomentum
Vote once to reveal the community verdict.
Uncle Stock
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- EPSMomentum$9.99/mo vs $10.83/mo
- Free trial
- Uncle Stock14 days
- Broader coverage
- EPSMomentum20 vs 11 categories
- Mobile app
- EPSMomentum
- Real-time data
- EPSMomentum
- Global coverage
- Uncle Stock
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.99/mo | Free • From $130/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 16 limits: Bronze: monitors: 1, Bronze: screeners: 1 +14 more | 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 | No | No |
Integrations | TradingView | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | Retail Traders, Pro Retail +2 more |
Categories covered | 20 | 11 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | Granularity: EOD |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | Sharadar and Financial Modeling Prep |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | Universe builder |
Security | Data residency: US | — |
| Try it | Visit EPSMomentum | Visit Uncle Stock |
Where each one shines
What EPSMomentum and Uncle Stock each do best.ShowHide
Where each one shines
What EPSMomentum and Uncle Stock each do best.What EPSMomentum does best
- Screening for U.S. stocks and ETFs with real-time prices, earnings momentum fields, estimate revisions, timing signals, and growth-focused filters.
- The proprietary Earnings Momentum Score to evaluate revenue, EPS, margins, free cash flow, and multi-quarter growth acceleration.
- Tracking Estimates Revision Score signals to identify positive or negative changes in Wall Street earnings and sales forecasts.
- Timing Momentum, Powerdays, trend, price-momentum slope, relative-market-rank slope, and EMA 20/50 context to judge entry or exit timing.
- Views for reviewing PEAD Stock Drift models that use post-earnings price behavior and historical patterns to frame a 90-day path with bands.
What Uncle Stock does best
- 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.
Every detail we compared
Every tracked attribute for EPSMomentum and Uncle Stock, side by side.ShowHide
Every detail we compared
Every tracked attribute for EPSMomentum and Uncle Stock, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | MinuteEOD | EOD |
Data partners | NasdaqFinancial Modeling PrepIntrinioZacksFinnhubTradingView | SharadarFinancial Modeling Prep |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey | Auth: APIKeyDocs |
Import methods | Manual | Manual |
Integrations | TradingView | Not specified |
Export formats | Not specified | CSV |
| Plans & trust | ||
Security & compliance | Data residency: US | Not specified |
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Universe builder |
Vendor & support | EPSM Inc.Country: USASupport: Email | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Bronze”monitors: 1 · screeners: 1 · +1 more | Free |
| Entry paid plan | $9.99/mo“Silver”monitors: 3 · screeners: 3 · +2 more | $130/yr≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 |
| Tier 2 | $49.99/mo“Gold”monitors: Unlimited · screeners: Unlimited · +2 more | $210/yr≈ $17.50/mo“Silver (Yearly)”backtest rebalance: Yearly |
| Tier 3 | $125/mo“Platinum”monitors: Unlimited · screeners: Unlimited · +3 more | $20/mo“Bronze (Monthly)”history years: 25 · us history years: 35 |
| Tier 4 | — | $350/yr≈ $29.17/mo“Gold (Yearly)”api calls per month: 300 · backtest rebalance: Quarterly/Half-yearly |
| Tier 5 | — | $35/mo“Silver (Monthly)”backtest rebalance: Yearly |
| Top plan | — | $60/mo“Gold (Monthly)”api calls per month: 300 · backtest rebalance: Quarterly/Half-yearly |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between EPSMomentum and Uncle Stock?
EPSMomentum leans toward screeners, stock ideas, and data visualizations, while Uncle Stock puts more weight on screeners, backtesting, and data visualizations. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do EPSMomentum and Uncle Stock cost?
Good news: both EPSMomentum and Uncle Stock have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use EPSMomentum or Uncle Stock on my phone?
EPSMomentum 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 EPSMomentum 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 EPSMomentum or Uncle Stock?
It depends on what you're after. Pick EPSMomentum if stock ideas and money flow matter to you; go with Uncle Stock if you'd rather have valuation models and institutional ownership. And if you only need the basics both share, let price decide.
What asset classes do EPSMomentum and Uncle Stock cover?
Both cover stocks. EPSMomentum also handles ETFs. Uncle Stock adds cryptos on top.
Does EPSMomentum or Uncle Stock have real-time data?
EPSMomentum offers real-time data, which matters if you trade actively. Uncle Stock runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: EPSMomentum or Uncle Stock?
Uncle Stock has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. EPSMomentum is more region-specific, mainly North America.
Can I export data from EPSMomentum and Uncle Stock?
Uncle Stock exports to CSV. EPSMomentum is stingier about getting data out.
Is EPSMomentum or Uncle Stock better for day trading?
EPSMomentum is the one positioned more for active traders. Uncle Stock is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: EPSMomentum or Uncle Stock?
Both EPSMomentum and Uncle Stock include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with EPSMomentum 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.