Tool Comparison
Firefly III vs Uncle Stock
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want webhooks and other.
- Paid from
- $10.83/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want screeners, backtesting, and data visualizations.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Firefly III instead if
Firefly III
Free · Web · API
- You want webhooks and other.
Start here
Uncle Stock
Free • From $130/yr · Web · API
- You want screeners, backtesting, and data visualizations.
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
Our take
The bottom line
Firefly III and Uncle Stock cover a lot of the same ground (2 shared categories, portfolio and APIs & data feeds), so for the basics you won't go far wrong with either. Uncle Stock simply does more: 11 categories to Firefly III's 4, including screeners, backtesting, and data visualizations. Firefly III counters by being completely free.
What readers say
Firefly III
No votes yet. Cast the first one.
Uncle Stock
No votes yet. Cast the first one.
Key differences at a glance
- Broader coverage
- Uncle Stock11 vs 4 categories
- Free trial
- Uncle Stock14 days
- Free plan
- Both
What Firefly III does best
- Self-host a personal finance ledger under the AGPLv3 open-source license rather than using a hosted budgeting app.
- Track accounts and transactions with double-entry bookkeeping, budgets, categories, tags, recurring transactions, subscriptions, piggy banks, rules, and reports.
- Use the JSON REST API with OAuth2 or personal access tokens for dashboards, automations, and personal analytics.
- Optional event webhooks for transaction create, update, and delete events when enabled through environment configuration.
- Import transaction data through the separate Data Importer using CSV, CAMT.052, CAMT.053, GoCardless, SimpleFIN, Lunch Flow, or Enable Banking.
What Uncle Stock does best
- The screener covers more than 100,000 stocks and about 4,000 searchable financial and valuation metrics.
- More than 15 valuation models include DCF, Graham, earnings power value, and residual income methods.
- Screens support metric conditions, Must, Should, and Exclude clauses, geography, industry, and multiple sort fields.
- Silver backtests screens with yearly rebalancing.
- Backtest settings include sector caps, sell rules, stop losses, rebalancing choices, and position-sizing methods.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $130/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | — | 12 limits: Bronze (Monthly): history years: 25, Bronze (Monthly): us history years: 35 +10 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | GoCardless, SimpleFIN +5 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +2 more |
Categories covered | 4 | 11 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Granularity: EOD |
Data partners | — | 3 partners: Sharadar, EOD Historical Data +1 more |
Capabilities | — | Universe builder |
| Try it | Visit Firefly III | Visit Uncle Stock |
Standout features
The best features of Firefly III and Uncle Stock.ShowHide
Standout features
What Firefly III does best
- Self-host a personal finance ledger under the AGPLv3 open-source license rather than using a hosted budgeting app.
- Track accounts and transactions with double-entry bookkeeping, budgets, categories, tags, recurring transactions, subscriptions, piggy banks, rules, and reports.
- Use the JSON REST API with OAuth2 or personal access tokens for dashboards, automations, and personal analytics.
- Optional event webhooks for transaction create, update, and delete events when enabled through environment configuration.
- Import transaction data through the separate Data Importer using CSV, CAMT.052, CAMT.053, GoCardless, SimpleFIN, Lunch Flow, or Enable Banking.
What Uncle Stock does best
- The screener covers more than 100,000 stocks and about 4,000 searchable financial and valuation metrics.
- More than 15 valuation models include DCF, Graham, earnings power value, and residual income methods.
- Screens support metric conditions, Must, Should, and Exclude clauses, geography, industry, and multiple sort fields.
- Silver backtests screens with yearly rebalancing.
- Backtest settings include sector caps, sell rules, stop losses, rebalancing choices, and position-sizing methods.
All details
Every attribute we track for Firefly III and Uncle Stock.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Other | StocksCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data granularity | Not specified | EOD |
Data partners | Not specified | SharadarEOD Historical DataFinancial Modeling Prep |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: OAuth2 and APIKeyWebhooks | Auth: APIKeyDocs |
Import methods | CSVManual | Manual |
Integrations | GoCardlessSimpleFINLunch FlowEnable BankingSlackDiscordMattermost | Not specified |
Export formats | CSV | CSV |
| Plans & trust | ||
Capability signals | Not specified | Universe builder |
Vendor & support | Firefly III (open-source project)Support: Email | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum |
Curation ratings | Methodology 4/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | 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 · mcp stock searches daily: Higher than Free; official pages conflict on 75 versus unlimited · +1 more |
| Tier 5 | — | $35/mo“Silver (Monthly)”backtest rebalance: Yearly |
| Top plan | — | $60/mo“Gold (Monthly)”api calls per month: 300 · mcp stock searches daily: Higher than Free; official pages conflict on 75 versus unlimited · +1 more |
| Free trial | — | 14 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Firefly III and Uncle Stock?
Firefly III leans toward portfolio, APIs & data feeds, and webhooks, while Uncle Stock puts more weight on screeners, backtesting, and data visualizations. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Firefly III and Uncle Stock cost?
Good news: both Firefly III and Uncle Stock have free plans, so you can run them side by side and only pay if you hit a wall.
Do Firefly III 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 Firefly III or Uncle Stock?
It depends on what you're after. Pick Firefly III if webhooks and other 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 Firefly III and Uncle Stock cover?
Firefly III covers other. Uncle Stock covers stocks and cryptos.
Can I export data from Firefly III 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: Firefly III or Uncle Stock?
Uncle Stock has a stock screener for surfacing ideas; Firefly III doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Firefly III or Uncle Stock?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.