★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
FactorsToday vs Uncle Stock
Pick FactorsToday if
FactorsToday
Other · Web · API
- Delayed quotes won't cut it; you need real-time data
- You care about quant, stock comparison, and factor exposure, things Uncle Stock doesn't offer
Pick Uncle Stock if
Uncle Stock
Free • From $130/yr · Web · API
- You'd rather start free and only pay if you outgrow it
- You care about financials, valuation models, and scores, things FactorsToday doesn't offer
- You're newer to investing and want something approachable
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
FactorsToday and Uncle Stock cover a lot of the same ground (5 shared categories, including screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. The real difference is focus: only FactorsToday gives you quant and stock comparison, and only Uncle Stock gives you financials and valuation models.
What readers say
FactorsToday
Vote once to reveal the community verdict.
Uncle Stock
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Uncle Stock
- Free trial
- Uncle Stock14 days
- Real-time data
- FactorsToday
- Beginner friendly
- 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 | Other | 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 | No | No |
API access | Yes | Yes |
Broker sync | No | No |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Analysts and Quants/Developers | Retail Traders, Pro Retail +2 more |
Categories covered | 13 | 11 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: EOD and Second +1 more | Granularity: EOD |
Data partners | — | Sharadar and Financial Modeling Prep |
Capabilities | 9 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +7 more | Universe builder |
| Try it | Visit FactorsToday | Visit Uncle Stock |
Where each one shines
What FactorsToday and Uncle Stock each do best.ShowHide
Where each one shines
What FactorsToday and Uncle Stock each do best.What FactorsToday does best
- Monitor extreme factor moves and factor pairs with live dashboards, z-scores, and multiple time windows.
- Screen factors by timeframe, return, direction, and name, or screen stocks by stock type, factor criteria, and model-fit metrics.
- Analyze individual tickers through stock lookup, factor exposures, model comparisons, and related-stock similarity.
- Upload portfolio holdings by CSV, choose factor-model granularity, compare against a benchmark, and run what-if factor scenarios.
- Use Hedge Portfolio Builder to recommend hedge positions against factor targets with constraint controls and CSV export.
What Uncle Stock does best
- Screen more than 100,000 global stocks across regions and market caps using more than 2,000 fundamental and valuation metrics.
- Use guru-inspired models and screens based on investors such as Buffett, Graham, and Lynch, with plan-dependent advice, scores, and price-target metrics.
- Build 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.
- Configure 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 FactorsToday and Uncle Stock, side by side.ShowHide
Every detail we compared
Every tracked attribute for FactorsToday and Uncle Stock, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End Funds | StocksCryptos |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | AnalystsQuants/Developers | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EODSecond | EOD |
Data partners | Not specified | SharadarFinancial Modeling Prep |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: None600 req/minDocs | Auth: APIKeyDocs |
Import methods | CSVManual | Manual |
Export formats | CSVExcelJSON | CSV |
| Plans & trust | ||
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposureVaR/ESStress tests: Rates, FX, and CommoditiesPerformance attributionPortfolio attributionPortfolio factor exposure+1 more | Universe builder |
Vendor & support | FactorsToday (operated by Lukasz R. Tomicki)Country: USSupport: Email | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum |
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 |
| Entry paid plan | — | $130/yr≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 |
| Tier 2 | — | $210/yr≈ $17.50/mo“Silver (Yearly)”backtest rebalance: Yearly |
| Tier 3 | — | $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 FactorsToday and Uncle Stock?
FactorsToday leans toward screeners, quant, and data visualizations, while Uncle Stock puts more weight on screeners, backtesting, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is FactorsToday or Uncle Stock free to use?
Uncle Stock has a free tier, so you can get started without paying anything. FactorsToday 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: FactorsToday 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.
Do FactorsToday 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 FactorsToday or Uncle Stock?
It depends on what you're after. Pick FactorsToday if quant and stock comparison matter to you; go with Uncle Stock if you'd rather have financials and valuation models. And if you only need the basics both share, let price decide.
What asset classes do FactorsToday and Uncle Stock cover?
Both cover stocks. FactorsToday also handles ETFs, mutual funds, and closed-end funds. Uncle Stock adds cryptos on top.
Does FactorsToday or Uncle Stock have real-time data?
FactorsToday 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.
Can I export data from FactorsToday and Uncle Stock?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: FactorsToday or Uncle Stock?
Both FactorsToday 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 FactorsToday or Uncle Stock?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.