VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

Wednesday, June 3, 2026

Tool Comparison · Wednesday, June 3, 2026

okama vs Uncle Stock

okama vs Uncle Stock: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.

Quick verdict
okama logo

okama

okama.io

Best for quant, and correlation

Pricing
Free
Platforms
Web, API
VS
Uncle Stock logo

Uncle Stock

Pick

unclestock.com

Best for screeners, and financials

Pricing
Free • From $130/yr
Platforms
Web, API

Outbound links may include affiliate or sponsor codes.

Comparison snapshot

Attribute
okama
Uncle Stock
Starting price
Free
Free • From $130/yr
Categories covered
11
12
Web app
Yes
Yes
Mobile app
No
No
API access
Yes
Yes
Regions
North America, Europe, APAC, Middle East
North America, Europe, APAC, LatAm, Middle East, Africa

Who should choose which?

Choose

okama if…

  • You need interactive efficient frontier (mean–variance) widget for quick visualization.
  • You need compare-assets widget covering returns, drawdowns, cvar, and correlations.
  • You need portfolio widget built on adjusted monthly data for risk/return analysis.
  • You need python library supports constrained mean–variance optimization, multi-period efficient-frontier optimization with rebalancing constraints, contribution/withdrawal cash-flow modeling, and advanced risk metrics such as var, cvar, semideviation, and drawdowns.

Choose

Uncle Stock if…

  • You’re a long-term or value-focused investor
  • You need 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 .
  • You need includes guru-inspired models/screens (buffett, graham, lynch) and provides advice/scores and a price target metric set (plan-dependent) .
  • You need screen builder supports metric conditions and (silver+) multi-criteria composite ranking; query clauses include must/should/exclude .

Consider alternatives if…

  • You want broader category coverage in one tool.
  • Neither pricing tier fits your budget.
See alternatives

Side-by-side feature breakdown

AttributeokamaUncle Stock
Asset types
StocksETFsCommoditiesCurrenciesMutual Funds
StocksCryptos
Experience
BeginnerIntermediateAdvanced
BeginnerIntermediateAdvanced
Regions
North AmericaEuropeAPACMiddle East
North AmericaEuropeAPACLatAmMiddle EastAfrica
Data freshness
End of Day15-min Delayed
Not specified
API access
REST
REST
Export formats
Not specified
CSV

Seen enough? Open either tool and try it now.

Pricing breakdown

Pricing details

Tool

okama

Starting price

Free tierYes
Free trial

Plans & pricing

FreeFree

Tool

Uncle Stock

$10.83/mo

Starting price

Free tierYes
Free trial14 days

Plans & pricing

FreeFree
Bronze (Monthly)$20/mo
Bronze (Yearly)$130/yr
Silver (Monthly)$35/mo
Silver (Yearly)$210/yr
Gold (Monthly)$60/mo
Gold (Yearly)$350/yr

Coverage overlap

Shared categories4

Categories where both tools offer overlapping coverage.

Community category leaders

Vote sentiment comparison

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Still deciding? Get hands-on with both — most plans offer a free tier or trial.

Frequently Asked Questions

What's the difference between okama and Uncle Stock?

okama focuses on Quant, Data Visualizations, and Portfolio while Uncle Stock specializes in Screeners, Backtesting, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

How much do okama and Uncle Stock cost?

Good news—both okama and Uncle Stock offer free plans. You can try each platform without commitment and only pay when you need premium features.

Do okama and Uncle Stock have APIs?

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Should I choose okama or Uncle Stock?

Choose okama if you need Interactive Efficient Frontier (mean–variance) widget for quick visualization., and Compare-assets widget covering returns, drawdowns, CVaR, and correlations.. Go with Uncle Stock if 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 ., and Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent) . better fits how you invest.

What asset classes do okama and Uncle Stock cover?

Both cover Stocks. okama also includes ETFs, Commodities, Currencies, and Mutual Funds. Uncle Stock adds coverage for Cryptos.

Can I export data from okama and Uncle Stock?

Uncle Stock supports data exports to CSV. okama has more limited export options.

Which has a better stock screener—okama or Uncle Stock?

Uncle Stock includes a stock screener for finding investment ideas. okama focuses on other analytical tools.

Can I track my portfolio with okama or Uncle Stock?

Both platforms include portfolio tracking, so you can monitor your 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.