★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
GuruFocus vs Uncle Stock
Start here
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You do a lot of your research from your phone
- You care about stock ideas, ETF screeners, and top analysts, 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 $45.75/mo
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
GuruFocus and Uncle Stock cover a lot of the same ground (11 shared categories, including screeners, data visualizations, and backtesting), so for the basics you won't go far wrong with either. GuruFocus simply does more: 48 categories to Uncle Stock's 11, including stock ideas, ETF screeners, and top analysts, plus a mobile app. Uncle Stock counters by starting cheaper at $10.83/mo.
What readers say
GuruFocus
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Uncle Stock
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Key differences at a glance
- Cheaper paid plan
- Uncle Stock$10.83/mo vs $45.75/mo
- Broader coverage
- GuruFocus48 vs 11 categories
- Mobile app
- GuruFocus
- Broker sync
- GuruFocus
- 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 $549/yr | Free • From $130/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 14 days |
Plan limits | 47 limits: Free: portfolio limit: Up to 3 portfolios with 25 stocks each for free members, Free: data api requests: 100/month included in the Free API package +45 more | 10 limits: Bronze (Monthly): history years: 25, Bronze (Monthly): us history years: 35 +8 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | Retail Traders, Pro Retail +2 more |
Categories covered | 48 | 11 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Granularity: EOD |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | Sharadar and Financial Modeling Prep |
Capabilities | 8 signals: Custom formulas, Ranking backtests +6 more | Universe builder |
Security | Status page and Encryption in transit | — |
| Try it | Visit GuruFocus | Visit Uncle Stock |
Where each one shines
What GuruFocus and Uncle Stock each do best.ShowHide
Where each one shines
What GuruFocus and Uncle Stock each do best.What GuruFocus does best
- Research coverage for global stocks with long historical financials, valuation data, charts, comparisons, market valuation indicators, economic indicators, industry data, and company-level fundamentals.
- The All-in-One Screener with hundreds of filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, and downloads.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency.
- GF Score to compare stocks through a 0-100 framework built around financial strength, profitability, growth, valuation, and momentum.
- GF Value to frame fair value from historical multiples, past returns, and analyst estimates, then classify stocks by valuation range.
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 GuruFocus and Uncle Stock, side by side.ShowHide
Every detail we compared
Every tracked attribute for GuruFocus and Uncle Stock, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | EOD |
Pricing sources | ExchangeVendorModel | Not specified |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | SharadarFinancial Modeling Prep |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: Python and GoDocs | Auth: APIKeyDocs |
Import methods | CSVBrokerOAuthManual | Manual |
Integrations | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade | Not specified |
Export formats | CSVExcelJSON | CSV |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Not specified |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesAI summaries: Transcripts | Universe builder |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum |
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 | Freeportfolio limit: Up to 3 portfolios with 25 stocks each for free members · data api requests: 100/month included in the Free API package · +1 more | Free |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 more | $130/yr≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 |
| Tier 2 | $1398/yr≈ $116.50/mo“Plus / Premium Plus”billing: Annual only · data api requests: 500/month included with Premium Plus membership · +2 more | $210/yr≈ $17.50/mo“Silver (Yearly)”backtest rebalance: Yearly |
| Tier 3 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +10 more | $20/mo“Bronze (Monthly)”history years: 25 · us history years: 35 |
| Tier 4 | $2448/yr≈ $204/mo“Pro / Professional”billing: Annual only · data api requests: 2,000/month included with Professional membership | $350/yr≈ $29.17/mo“Gold (Yearly)”api calls per month: 300 · backtest rebalance: Quarterly/Half-yearly |
| Tier 5 | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more | $35/mo“Silver (Monthly)”backtest rebalance: Yearly |
| Top plan | $100 per unit“Data API Pay As You Go”initial top up: $100 credit · stock daily prices: $0.05/request · +16 more | $60/mo“Gold (Monthly)”api calls per month: 300 · backtest rebalance: Quarterly/Half-yearly |
| Custom / enterprise | Contact sales“Custom API / Enterprise Package” | — |
| Free trial | 7 days | 14 days |
Questions we keep getting
What's the difference between GuruFocus and Uncle Stock?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while Uncle Stock puts more weight on screeners, backtesting, and data visualizations. They overlap in 11 categories, so for most people it comes down to workflow preference and price.
How much do GuruFocus and Uncle Stock cost?
Good news: both GuruFocus and Uncle Stock have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use GuruFocus or Uncle Stock on my phone?
GuruFocus lists a dedicated mobile app, so it travels better. Uncle Stock doesn't list a dedicated mobile app; its documented access is web and API.
Do GuruFocus 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 GuruFocus or Uncle Stock?
It depends on what you're after. Pick GuruFocus if stock ideas and ETF screeners matter to you; go with Uncle Stock if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and Uncle Stock cover?
Both cover stocks. GuruFocus also handles ETFs, bonds, and mutual funds. Uncle Stock adds cryptos on top.
Can I export data from GuruFocus and Uncle Stock?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can GuruFocus or Uncle Stock connect to my broker?
GuruFocus syncs with brokers automatically. With Uncle Stock, you're entering holdings by hand or importing files.
Are GuruFocus 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: GuruFocus or Uncle Stock?
Both GuruFocus 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 GuruFocus 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.