★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Uncle Stock checked August 4, 2026
Tool Comparison
Firefly III vs Uncle Stock
Pick Firefly III instead if
Firefly III
Free · Web · API
- You care about webhooks and other, things Uncle Stock doesn't offer
Start here
Uncle Stock
Free • From $130/yr · Web · API
- You care about screeners, backtesting, and data visualizations, things Firefly III doesn't offer
- 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.
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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
Vote once to reveal the community verdict.
Uncle Stock
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Key differences at a glance
- Broader coverage
- Uncle Stock11 vs 4 categories
- Free trial
- Uncle Stock14 days
- Free plan
- Both
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 | Free • From $130/yr |
Free tier | Yes | 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 |
Integrations | Salt Edge, GoCardless +2 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 | — | Sharadar and Financial Modeling Prep |
Capabilities | — | Universe builder |
| Try it | Visit Firefly III | Visit Uncle Stock |
Where each one shines
What Firefly III and Uncle Stock each do best.ShowHide
Where each one shines
What Firefly III and Uncle Stock each do best.What Firefly III does best
- Self-host a personal finance ledger under the AGPLv3 open-source license rather than using a hosted budgeting app.
- Tracking accounts and transactions with double-entry bookkeeping, budgets, categories, tags, recurring transactions, subscriptions, piggy banks, rules, and reporting.
- The JSON REST API with OAuth2, personal access tokens, and a full OpenAPI specification for dashboards, automations, and personal analytics.
- Optional event webhooks for transaction create, update, and delete events when enabled through environment configuration.
- Import support for transaction data through the separate Firefly III Data Importer, CSV and CAMT.053 files, and optional providers such as Salt Edge, GoCardless, and SimpleFIN.
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 Firefly III and Uncle Stock, side by side.ShowHide
Every detail we compared
Every tracked attribute for Firefly III and Uncle Stock, side by side.| 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 | SharadarFinancial Modeling Prep |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: OAuth2 and APIKeyWebhooks | Auth: APIKeyDocs |
Import methods | CSVManual | Manual |
Integrations | Salt EdgeGoCardlessSimpleFINSlack | 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.
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 | 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 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
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Feedback
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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.