VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

Tool Comparison

Finbox vs Uncle Stock comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Finbox adds Stock Ideas, Data Visualizations, Stock Comparison, Investor Holdings, Analyst Forecasts, 13F, Dividend, and Blogs coverage that Uncle Stock skips.

Uncle Stock includes Backtesting, Portfolio, Data APIs, Scores, Checklist, and Education categories that Finbox omits.

Uncle Stock keeps a free entry point that Finbox lacks.

In depth comparison

Finbox

finbox.com

Hands-on review

A global fundamentals platform that combines screeners, valuation models, investment ideas, and watchlists. CSV exports require a Data Boost add-on with Starter or are bundled with Professional. No public API is offered. Regional exchange coverage can be added to plans.

Platforms

Web

Pricing

Subscription

Quick highlights

Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.
Fair value models (DCF, comparables, and DDM) are built with broker consensus inputs by default, fully editable, and exportable to Excel or Google Sheets.

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Uncle Stock

unclestock.com

Hands-on review

Global, fundamentals‑first stock screener with detailed metrics and built‑in backtesting. Covers 60k+ stocks across all continents with up to ~35 years of US history (20 years elsewhere). US fundamentals from Sharadar; non‑US fundamentals and price history from EOD Historical Data. Prices are delayed; Nasdaq shows prior‑day when market is open. API access (Gold) delivers CSV/JSON with explicit rate limits.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented.
Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.
Lightweight portfolio: positions, limits & email notifications (Gold).

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Where they differ

Finbox

Distinct strengths include:

Stock Ideas Data Visualizations Stock Comparison Investor Holdings Analyst Forecasts 13F Dividend Blogs

Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.

Uncle Stock

Distinct strengths include:

Backtesting Portfolio Data APIs Scores Checklist Education

Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented.
Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.

Feature-by-feature breakdown

Attribute	Finbox	Uncle Stock
Categories Which research workflows each platform targets	Shared: Screeners, Watchlist, Financials, Valuation Models Unique: Stock Ideas, Data Visualizations, Stock Comparison, Investor Holdings, Analyst Forecasts, 13F, Dividend, Blogs	Shared: Screeners, Watchlist, Financials, Valuation Models Unique: Backtesting, Portfolio, Data APIs, Scores, Checklist, Education
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web	Web, API
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa. Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics. CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional). Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates. Fair value models (DCF, comparables, and DDM) are built with broker consensus inputs by default, fully editable, and exportable to Excel or Google Sheets. Smart Watchlists allow bulk adding of tickers, custom views, price targets, and CSV export.	Unique Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters. Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino). Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented. Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals. Lightweight portfolio: positions, limits & email notifications (Gold). API (Gold): CSV/JSON endpoints for symbols, universes, indicators, saved queries, stock history; monthly cap 300 calls and 1 request/minute.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Finbox and Uncle Stock both support?

Both platforms cover Screeners, Watchlist, Financials, and Valuation Models workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Uncle Stock offers a free entry point, while Finbox requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Finbox and Uncle Stock?

Both Finbox and Uncle Stock prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Finbox differentiates itself with Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., and CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)., whereas Uncle Stock stands out for Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters., Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino)., and Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented..

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