VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 13, 2025

View Fintool View Uncle Stock Back to Home

Head-to-head

Fintool vs Uncle Stock comparison

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

Quick takeaways

Fintool adds Transcripts, AI Chat, AI Report, AI Earnings Summary, and APIs & SDKs coverage that Uncle Stock skips.

Uncle Stock includes Backtesting, Portfolio, Valuation Models, Scores, Checklist, and Education categories that Fintool omits.

Fintool highlights: Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events..

Uncle Stock is known 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..

Uncle Stock keeps a free entry point that Fintool lacks.

Fintool

fintool.com

Hands-on review

AI-powered research platform combining SEC filings, earnings transcripts, and financial data with natural-language querying. Two tiers: Regular includes unlimited queries, filings and transcripts, advanced screening, real-time market data, and up to 5 user seats. Enterprise adds API access, private-data connectors, and enterprise-grade security. A 14-day free trial is available.

Platforms

Web

API

Pricing

Subscription

Quick highlights

Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.
Enterprise-grade private data handling: connectors for SharePoint, OneDrive, and Google Drive; role-based access control, audit logs, SIEM export, and IDP integrations (Okta, Azure AD, Google Workspace). Vendor promises no training on customer data; AES-256 at rest and TLS 1.2+ in transit.

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Uncle Stock

unclestock.com

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

Web

API

Pricing

Free

Subscription

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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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Financials, Screeners, and Watchlist plus 1 more area.

Where they differ

Fintool

Distinct strengths include:

Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.

Uncle Stock

Distinct strengths include:

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	Fintool	Uncle Stock
Categories Which research workflows each platform targets	Shared: Financials, Screeners, Watchlist, Data APIs Unique: Transcripts, AI Chat, AI Report, AI Earnings Summary, APIs & SDKs	Shared: Financials, Screeners, Watchlist, Data APIs Unique: Backtesting, Portfolio, Valuation Models, Scores, Checklist, Education
Asset types Supported asset classes and universes	Stocks	Stocks, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, API
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations. Built-in company screener and watchlists, plus workflow tools and sharable watchlists. Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events. Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included. Enterprise-grade private data handling: connectors for SharePoint, OneDrive, and Google Drive; role-based access control, audit logs, SIEM export, and IDP integrations (Okta, Azure AD, Google Workspace). Vendor promises no training on customer data; AES-256 at rest and TLS 1.2+ in transit. Workflow templates like 'Draft an Earnings Memo with AI', integrated charting, and collaborative sharing controls.	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	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Fintool and Uncle Stock both support?

Both platforms cover Financials, Screeners, Watchlist, and Data APIs 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 Fintool requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Fintool and Uncle Stock?

Both Fintool 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?

Fintool differentiates itself with Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events., 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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