Tool Comparison
Global Factor Data (JKP Factors) vs Uncle Stock
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Other
Best if
- You want quant and factor exposure.
- Paid from
- $10.83/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want screeners, backtesting, and financials.
- You're newer to investing and want something approachable
Pick Global Factor Data (JKP Factors) instead if
Global Factor Data (JKP Factors)
Free · Web · Other
- You want quant and factor exposure.
Start here
Uncle Stock
Free • From $130/yr · Web · API
- You want an API so you can script or automate things
- You want screeners, backtesting, and financials.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Global Factor Data (JKP Factors) and Uncle Stock cover a lot of the same ground (2 shared categories, APIs & data feeds and data visualizations), so for the basics you won't go far wrong with either. Uncle Stock simply does more: 11 categories to Global Factor Data (JKP Factors)'s 4, including screeners, backtesting, and financials. Global Factor Data (JKP Factors) counters by being completely free.
What readers say
Global Factor Data (JKP Factors)
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Uncle Stock
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Key differences at a glance
- Asset coverage
- Uncle StockAdds cryptos
- Free trial
- Uncle Stock14 days
- Broader coverage
- Uncle Stock11 vs 4 categories
- API access
- Uncle Stock
- Beginner friendly
- Uncle Stock
- Free plan
- Both
What Global Factor Data (JKP Factors) does best
- The download tool covers 153 factor portfolios in 13 themes, 93 countries, and four regions.
- Factor returns are excess returns in US dollars with daily or monthly frequency and multiple weighting methods where available.
- Downloads also include low, middle, and high sorted portfolios, GICS and Fama-French industry returns, breakpoints, cutoffs, and factor mappings.
- Analysis pages compare annualized return, volatility, Sharpe ratio, information ratio, alpha, beta, and cumulative performance.
- Monthly stock-level characteristics are distributed through WRDS and require an eligible institutional subscription.
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 | Free (non-commercial license): license: CC BY-NC 4.0; commercial use requires separate permission. | 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 | No | Yes |
Broker sync | — | No |
Integrations | WRDS and GitHub | — |
| Audience & fit | ||
Experience level | Advanced | Beginner, Intermediate, Advanced |
Best for | Quants/Developers, Analysts +1 more | Retail Traders, Pro Retail +2 more |
Categories covered | 4 | 11 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Granularity: EOD | Granularity: EOD |
Data partners | 3 partners: WRDS, CRSP +1 more | 3 partners: Sharadar, EOD Historical Data +1 more |
Capabilities | — | Universe builder |
| Try it | Visit Global Factor Data (JKP Factors) | Visit Uncle Stock |
Standout features
The best features of Global Factor Data (JKP Factors) and Uncle Stock.ShowHide
Standout features
What Global Factor Data (JKP Factors) does best
- The download tool covers 153 factor portfolios in 13 themes, 93 countries, and four regions.
- Factor returns are excess returns in US dollars with daily or monthly frequency and multiple weighting methods where available.
- Downloads also include low, middle, and high sorted portfolios, GICS and Fama-French industry returns, breakpoints, cutoffs, and factor mappings.
- Analysis pages compare annualized return, volatility, Sharpe ratio, information ratio, alpha, beta, and cumulative performance.
- Monthly stock-level characteristics are distributed through WRDS and require an eligible institutional subscription.
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 Global Factor Data (JKP Factors) and Uncle Stock.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksCryptos |
Experience | Advanced | BeginnerIntermediateAdvanced |
Target audience | Quants/DevelopersAnalystsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data granularity | EOD | EOD |
Data partners | WRDSCRSPCompustat | SharadarEOD Historical DataFinancial Modeling Prep |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | Not specified | Manual |
Integrations | WRDSGitHub | Not specified |
Export formats | Not specified | CSV |
| Plans & trust | ||
Capability signals | Not specified | Universe builder |
Vendor & support | Global Factor Data (Jensen, Kelly, Pedersen)Support: Forum and Email | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum |
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 (non-commercial license)”license: CC BY-NC 4.0; commercial use requires separate permission. | 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 |
Questions we keep getting
What's the difference between Global Factor Data (JKP Factors) and Uncle Stock?
Global Factor Data (JKP Factors) leans toward APIs & data feeds, quant, and data visualizations, 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 Global Factor Data (JKP Factors) and Uncle Stock cost?
Good news: both Global Factor Data (JKP Factors) and Uncle Stock have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Global Factor Data (JKP Factors) or Uncle Stock?
Uncle Stock is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Global Factor Data (JKP Factors) or Uncle Stock have an API?
Uncle Stock has an API for programmatic access and custom integrations. Global Factor Data (JKP Factors) doesn't, so you're working through its interface.
Should I choose Global Factor Data (JKP Factors) or Uncle Stock?
It depends on what you're after. Pick Global Factor Data (JKP Factors) if quant and factor exposure 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 Global Factor Data (JKP Factors) and Uncle Stock cover?
Both cover stocks. Uncle Stock adds cryptos on top.
Can I export data from Global Factor Data (JKP Factors) and Uncle Stock?
Uncle Stock exports to CSV. Global Factor Data (JKP Factors) is stingier about getting data out.
Which has a better stock screener: Global Factor Data (JKP Factors) or Uncle Stock?
Uncle Stock has a stock screener for surfacing ideas; Global Factor Data (JKP Factors) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Global Factor Data (JKP Factors) or Uncle Stock?
Uncle Stock handles portfolio tracking. Global Factor Data (JKP Factors) is really a research tool; you'd track your portfolio elsewhere.
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