★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Journalytic vs Uncle Stock
Journalytic
Best for notes & highlights and checklist
Free
Uncle Stock
Best for screeners and backtesting
Free • From $130/yr
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The verdict
The bottom line
Uncle Stock simply does more: 11 categories to Journalytic's 3, including screeners, backtesting, and financials. Journalytic counters by being completely free. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
Key differences at a glance
- Asset coverage
- JournalyticAdds real estate and private funds
- Free trial
- Uncle Stock14 days
- Broader coverage
- Uncle Stock11 vs 3 categories
- API access
- Uncle Stock
- Free plan
- Both
Choose
Journalytic if…
- You care about notes & highlights and checklist, things Uncle Stock doesn't offer
Choose
Uncle Stock if…
- You want an API so you can script or automate things
- You care about screeners, backtesting, and financials, things Journalytic doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $130/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | — | 10 limits: Bronze (Monthly): history years: 25, Bronze (Monthly): us history years: 35 +8 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | — | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +2 more |
Categories covered | 3 | 11 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Granularity: EOD |
Data partners | — | Sharadar and Financial Modeling Prep |
Capabilities | — | Universe builder |
Security | Encryption at rest and Encryption in transit | — |
| Try it | Visit Journalytic | Visit Uncle Stock |
Standout features
What Journalytic does best
- Pricing: Journalytic is in an open beta period and is currently completely free (a future freemium model is mentioned).
- Investment journaling tool designed to record thoughts, track decisions, and surface feedback/blindspots in the investing process.
- Create “ideas” by referencing an asset with “$” in an entry; includes a stock database and supports custom ideas (real estate, private equity/VC, crypto), including manual custom-idea price updates.
- Journal Actions to add structure: record decisions, run checklists (including a checklist library + custom checklists), create self-contracts, make probabilistic predictions, and capture feelings.
- Idea dashboards include a price chart with journal entries displayed; “Decisions” and “All Actions” views overlay decisions and other actions (contracts/predictions/checklists/feelings).
What Uncle Stock does best
- Screens 100,000+ stocks (nano-cap to large-cap) across all continents with 2,000+ metrics; pricing page lists “History: 25 years. 35 years on US.” on Bronze.
- Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent).
- Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude.
- (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
- Backtest configuration includes sector caps, rebalance strategies, early-sell/stop-loss rules, and multiple position sizing methods (e.g., equal / volatility-weighted).
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksCryptosReal EstatePrivate Funds | 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 | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | Not specified | Manual |
Export formats | Not specified | CSV |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Not specified |
Capability signals | Not specified | Universe builder |
Vendor & support | JournalyticCountry: United States | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
Free
Lower starting price
Plans & pricing
$130/yr
Starting price
Plans & pricing
- history years: 25
- us history years: 35
- history years: 25
- us history years: 35
- backtest rebalance: Yearly
- backtest rebalance: Yearly
- api calls per month: 300
- backtest rebalance: Quarterly/Half-yearly
- api calls per month: 300
- backtest rebalance: Quarterly/Half-yearly
Coverage overlap
Shared categories
1Where the two tools cover the same ground.
Journalytic strengths
2What you only get with Journalytic.
Uncle Stock strengths
10What you only get with Uncle Stock.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between Journalytic and Uncle Stock?
Journalytic leans toward notes & highlights, checklist, and data visualizations, while Uncle Stock puts more weight on screeners, backtesting, and data visualizations. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
How much do Journalytic and Uncle Stock cost?
Good news: both Journalytic and Uncle Stock have free plans, so you can run them side by side and only pay if you hit a wall.
Does Journalytic or Uncle Stock have an API?
Uncle Stock has an API for programmatic access and custom integrations. Journalytic doesn't, so you're working through its interface.
Should I choose Journalytic or Uncle Stock?
It depends on what you're after. Pick Journalytic if notes & highlights and checklist 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 Journalytic and Uncle Stock cover?
Both cover stocks and cryptos. Journalytic also handles real estate and private funds.
Can I export data from Journalytic and Uncle Stock?
Uncle Stock exports to CSV. Journalytic is stingier about getting data out.
Which has a better stock screener: Journalytic or Uncle Stock?
Uncle Stock has a stock screener for surfacing ideas; Journalytic doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Journalytic or Uncle Stock?
Uncle Stock handles portfolio tracking. Journalytic is really a research tool; you'd track your portfolio elsewhere.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.