★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs Uncle Stock
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, stock comparison, and ETF analysis, things Uncle Stock doesn't offer
Pick Uncle Stock instead if
Uncle Stock
Free • From $130/yr · Web · API
- You want the cheaper way in: plans start at $10.83/mo instead of $39/mo
- You care about backtesting and scores, things Fiscal.ai doesn't offer
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
Fiscal.ai and Uncle Stock cover a lot of the same ground (9 shared categories, including screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Uncle Stock's 11, including stock ideas, stock comparison, and ETF analysis. Uncle Stock counters by starting cheaper at $10.83/mo.
What readers say
Fiscal.ai
Vote once to reveal the community verdict.
Uncle Stock
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Uncle Stock$10.83/mo vs $39/mo
- Broader coverage
- Fiscal.ai29 vs 11 categories
- Real-time data
- Fiscal.ai
- 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 • From $39/mo | Free • From $130/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 14 days |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | 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 | MCP, Claude Connector +7 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | Retail Traders, Pro Retail +2 more |
Categories covered | 29 | 11 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more | Granularity: EOD |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | Sharadar and Financial Modeling Prep |
Capabilities | 6 signals: Custom formulas, Universe builder +4 more | Universe builder |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Uncle Stock |
Where each one shines
What Fiscal.ai and Uncle Stock each do best.ShowHide
Where each one shines
What Fiscal.ai and Uncle Stock each do best.What Fiscal.ai does best
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, financial analysis, and company research.
- Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Packaged Fiscal Skills in MCP clients for financial pulls, three-statement models, segment and KPI work, comp sets, valuation, industry reports, ownership activity, filing discovery, quality scores, and earnings reactions.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
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 Fiscal.ai and Uncle Stock, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and Uncle Stock, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data granularity | EOD | EOD |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | SharadarFinancial Modeling Prep |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Auth: APIKeyDocs |
Import methods | Manual | Manual |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Not specified |
Export formats | CSVImagePDF | CSV |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Universe builder |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | 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“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more | Free |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $130/yr≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 |
| Tier 2 | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $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 |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 7 days | 14 days |
Questions we keep getting
What's the difference between Fiscal.ai and Uncle Stock?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Uncle Stock puts more weight on screeners, backtesting, and data visualizations. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Uncle Stock cost?
Good news: both Fiscal.ai and Uncle Stock have free plans, so you can run them side by side and only pay if you hit a wall.
Do Fiscal.ai 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 Fiscal.ai or Uncle Stock?
It depends on what you're after. Pick Fiscal.ai if stock ideas and stock comparison matter to you; go with Uncle Stock if you'd rather have backtesting and scores. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Uncle Stock cover?
Both cover stocks. Fiscal.ai also handles ETFs, mutual funds, and funds. Uncle Stock adds cryptos on top.
Does Fiscal.ai or Uncle Stock have real-time data?
Fiscal.ai 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 Fiscal.ai and Uncle Stock?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Are Fiscal.ai and Uncle Stock good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Fiscal.ai or Uncle Stock?
Both Fiscal.ai 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 Fiscal.ai or Uncle Stock?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.