VOL. XCIV, NO. 247

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Friday, December 26, 2025

Tool Comparison

Marketgenius vs Uncle Stock comparison

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

Quick takeaways

Marketgenius adds Investor Holdings, Dividends, Short Interest, Insider Data, and Blogs coverage that Uncle Stock skips.

Uncle Stock includes Screeners, Backtesting, Watchlist, Portfolio, Alerts, Data APIs, and APIs & SDKs categories that Marketgenius omits.

In depth comparison

Marketgenius

marketgenius.app

Mobile-friendly stock discovery site centered on heatmaps and simple stock dashboards. The site markets "real-time" heatmaps for major indices and superinvestor portfolios and provides per-stock fundamentals/valuation stats plus a couple of simple scores. No public pricing, paid plans, or API docs found on the vendor site as of 2025-12-26; site appears ad-supported (Google AdSense) per privacy policy.

Platforms

Web

Pricing

Free

Quick highlights

Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios).
Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).
Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins).
Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.
Simple indicators/scores on stock pages (Industry Safety Score, Net Profitability Score) with peer comparison table.

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Uncle Stock

unclestock.com

Editor’s pick Hands-on review

Fundamental stock screener/backtester for DIY/value investors. Plan gating: Bronze = screener + watchlist + shared queries; Silver adds multi-sort, flexible matching, charts, and yearly backtests; Gold adds quarterly/half-yearly backtests, portfolio email notifications, CSV export/API (max 300 calls/month), and crypto coverage . Pricing is shown in both USD and EUR on the official pricing page . Some quotes/indexes are delayed (~30 minutes per terms) .

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” 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) .

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Where they differ

Marketgenius

Distinct strengths include:

Investor Holdings Dividends Short Interest Insider Data Blogs

Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios).
Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).
Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins).
Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.

Uncle Stock

Distinct strengths include:

Screeners Backtesting Watchlist Portfolio Alerts Data APIs APIs & SDKs

Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” 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 .

Feature-by-feature breakdown

Attribute	Marketgenius	Uncle Stock
Categories Which research workflows each platform targets	Shared: Data Visualizations, Financials, Valuation Models, Scores, Institutional Data Unique: Investor Holdings, Dividends, Short Interest, Insider Data, Blogs	Shared: Data Visualizations, Financials, Valuation Models, Scores, Institutional Data Unique: Screeners, Backtesting, Watchlist, Portfolio, Alerts, Data APIs, APIs & SDKs
Asset types Supported asset classes and universes	Stocks	Stocks, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate	Beginner, 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 Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios). Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)). Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins). Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates. Simple indicators/scores on stock pages (Industry Safety Score, Net Profitability Score) with peer comparison table. Free stock code validators for CFI, CUSIP, ISIN, LEI, SEDOL, and WKN codes.	Unique Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” 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) . (Gold) Lightweight portfolio tracking (manual positions/limits) with email notifications; landing page also mentions “smart alerts” .
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Highlighted

Frequently Asked Questions

Which workflows do Marketgenius and Uncle Stock both support?

Both platforms cover Data Visualizations, Financials, Valuation Models, Scores, and Institutional Data workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Marketgenius and Uncle Stock require subscriptions?

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

How can you access Marketgenius and Uncle Stock?

Both Marketgenius 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?

Marketgenius differentiates itself with Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios)., Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ))., and Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins)., whereas Uncle Stock stands out for Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze ., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent) ., and Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude ..

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