VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 31, 2025

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Tool Comparison

Journalytic vs Uncle Stock comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Journalytic adds Notes & Highlights, and Research Templates coverage that Uncle Stock skips.

Uncle Stock includes Screeners, Backtesting, Watchlist, Portfolio, Data APIs, Financials, Valuation Models, Scores, and Education categories that Journalytic omits.

In depth comparison

Journalytic logo

Journalytic

journalytic.com

Investor journaling & process analytics: record decisions (buy/sell/pass/hold), run checklists, make probabilistic predictions, create self‑contracts, capture feelings/mood, tag & link entries, and review process analytics (top ideas, reason comparisons, heat maps, usage metrics). Open beta is currently free; native mobile app not yet available (use mobile web/PWA). Client‑side encryption before data leaves the browser; encrypted in transit and at rest.

Platforms

Web

Pricing

Free

Quick highlights

  • Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling.
  • Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards.
  • Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas.
  • Reports Dashboard: Top Ideas, Reason Comparison (buy/sell/pass/hold), Heat Map & activity tracking, usage metrics, daily activity, decision tracking.
  • Search, sidebar navigation, linking entries, and dashboards to organize research.

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Uncle Stock logo

Uncle Stock

unclestock.com

Hands-on review

Global, fundamentals‑first stock screener with detailed metrics and built‑in backtesting. Covers 60k+ stocks across all continents with up to ~35 years of US history (20 years elsewhere). US fundamentals from Sharadar; non‑US fundamentals and price history from EOD Historical Data. Prices are delayed; Nasdaq shows prior‑day when market is open. API access (Gold) delivers CSV/JSON with explicit rate limits.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
  • Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
  • Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented.
  • Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.
  • Lightweight portfolio: positions, limits & email notifications (Gold).

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Where they differ

Journalytic

Distinct strengths include:

Notes & HighlightsResearch Templates
  • Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling.
  • Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards.
  • Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas.
  • Reports Dashboard: Top Ideas, Reason Comparison (buy/sell/pass/hold), Heat Map & activity tracking, usage metrics, daily activity, decision tracking.

Uncle Stock

Distinct strengths include:

ScreenersBacktestingWatchlistPortfolioData APIsFinancialsValuation ModelsScores
  • Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
  • Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
  • Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented.
  • Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.

Feature-by-feature breakdown

AttributeJournalyticUncle Stock
Categories

Which research workflows each platform targets

Shared: Checklist

Unique: Notes & Highlights, Research Templates

Shared: Checklist

Unique: Screeners, Backtesting, Watchlist, Portfolio, Data APIs, Financials, Valuation Models, Scores, Education

Asset types

Supported asset classes and universes

Stocks, Real Estate, Cryptos, Private Funds

Stocks, Cryptos

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, API

Pricing

High-level pricing models

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling.
  • Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards.
  • Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas.
  • Reports Dashboard: Top Ideas, Reason Comparison (buy/sell/pass/hold), Heat Map & activity tracking, usage metrics, daily activity, decision tracking.
  • Search, sidebar navigation, linking entries, and dashboards to organize research.
  • Reminders & Idea Alerts: set time‑based reminders and inactivity alerts (e.g., 30/60‑day) per idea.

Unique

  • Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
  • Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
  • Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented.
  • Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.
  • Lightweight portfolio: positions, limits & email notifications (Gold).
  • API (Gold): CSV/JSON endpoints for symbols, universes, indicators, saved queries, stock history; monthly cap 300 calls and 1 request/minute.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do Journalytic and Uncle Stock both support?

Both platforms cover Checklist workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Journalytic and Uncle Stock require subscriptions?

Both Journalytic and Uncle Stock keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Journalytic and Uncle Stock?

Both Journalytic and Uncle Stock prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Journalytic differentiates itself with Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling., Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards., and Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas., whereas Uncle Stock stands out for Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters., Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino)., and Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented..

Keep exploring

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.