Tool Comparison
Portfolio123 vs Uncle Stock
- Paid from
- $35/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want quant, stock ideas, and correlation.
- Paid from
- $20/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want a lower paid starting price: $20/mo, billed monthly instead of $35/mo, billed monthly
- You want institutional ownership and alerts.
- You're a long-term investor who cares more about fundamentals than headlines
Start here
Portfolio123
Free • From $35/mo, billed monthly · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want quant, stock ideas, and correlation.
Pick Uncle Stock instead if
Uncle Stock
Free • From $20/mo, billed monthly · Web · API
- You want a lower paid starting price: $20/mo, billed monthly instead of $35/mo, billed monthly
- You want institutional ownership and alerts.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portfolio123 and Uncle Stock cover a lot of the same ground (9 shared categories, including screeners, data visualizations, and scores), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Uncle Stock's 11, including quant, stock ideas, and correlation. Uncle Stock counters by offering a lower paid starting price at $20/mo, billed monthly.
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Portfolio123
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Uncle Stock
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Key differences at a glance
- Cheaper paid plan
- Uncle Stock$20/mo, billed monthly vs $35/mo, billed monthly
- Free trial
- Uncle Stock14 days
- Broader coverage
- Portfolio12319 vs 11 categories
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
- Broker sync
- Portfolio123
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
What Uncle Stock does best
- The screener covers more than 100,000 stocks and about 4,000 searchable financial and valuation metrics.
- More than 15 valuation models include DCF, Graham, earnings power value, and residual income methods.
- Screens support metric conditions, Must, Should, and Exclude clauses, geography, industry, and multiple sort fields.
- Silver backtests screens with yearly rebalancing.
- Backtest settings include sector caps, sell rules, stop losses, rebalancing choices, and position-sizing methods.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $35/mo, billed monthly | Free • From $20/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more | 12 limits: Bronze (Monthly): history years: 25, Bronze (Monthly): us history years: 35 +10 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | Interactive Brokers and Tradier | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Retail Traders, Pro Retail +2 more |
Categories covered | 19 | 11 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | Granularity: EOD |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | 3 partners: Sharadar, EOD Historical Data +1 more |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | Universe builder |
| Try it | Visit Portfolio123 | Visit Uncle Stock |
Standout features
The best features of Portfolio123 and Uncle Stock.ShowHide
Standout features
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
What Uncle Stock does best
- The screener covers more than 100,000 stocks and about 4,000 searchable financial and valuation metrics.
- More than 15 valuation models include DCF, Graham, earnings power value, and residual income methods.
- Screens support metric conditions, Must, Should, and Exclude clauses, geography, industry, and multiple sort fields.
- Silver backtests screens with yearly rebalancing.
- Backtest settings include sector caps, sell rules, stop losses, rebalancing choices, and position-sizing methods.
All details
Every attribute we track for Portfolio123 and Uncle Stock.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | EOD |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | SharadarEOD Historical DataFinancial Modeling Prep |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyDocs | Auth: APIKeyDocs |
Import methods | BrokerOAuthCSV | Manual |
Integrations | Interactive BrokersTradier | Not specified |
Export formats | CSVJSON | CSV |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Universe builder |
Vendor & support | Portfolio123Support: Forum | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | Free |
| Entry paid plan | $300/yrBilled annually≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more | $130/yrBilled annually≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 |
| Tier 2 | $35/moBilled monthly“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more | $210/yrBilled annually≈ $17.50/mo“Silver (Yearly)”backtest rebalance: Yearly |
| Tier 3 | $1000/yrBilled annually≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more | $20/moBilled monthly“Bronze (Monthly)”history years: 25 · us history years: 35 |
| Tier 4 | $116/moBilled monthly“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more | $350/yrBilled annually≈ $29.17/mo“Gold (Yearly)”api calls per month: 300 · mcp stock searches daily: Higher than Free; official pages conflict on 75 versus unlimited · +1 more |
| Tier 5 | $1500/yrBilled annually≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more | $35/moBilled monthly“Silver (Monthly)”backtest rebalance: Yearly |
| Tier 6 | $174/moBilled monthly“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more | $60/moBilled monthly“Gold (Monthly)”api calls per month: 300 · mcp stock searches daily: Higher than Free; official pages conflict on 75 versus unlimited · +1 more |
| Tier 7 | $2400/yrBilled annually≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Top plan | $278/moBilled monthly“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more | — |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
| Free trial | — | 14 days |
Free alternatives
Questions we keep getting
What's the difference between Portfolio123 and Uncle Stock?
Portfolio123 leans toward screeners, data visualizations, and quant, while Uncle Stock puts more weight on screeners, backtesting, and data visualizations. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Uncle Stock cost?
Good news: both Portfolio123 and Uncle Stock have free plans, so you can run them side by side and only pay if you hit a wall.
Do Portfolio123 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 Portfolio123 or Uncle Stock?
It depends on what you're after. Pick Portfolio123 if quant and stock ideas matter to you; go with Uncle Stock if you'd rather have institutional ownership and alerts. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Uncle Stock cover?
Both cover stocks. Portfolio123 also handles ETFs and closed-end funds. Uncle Stock adds cryptos on top.
Does Portfolio123 or Uncle Stock have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Uncle Stock runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Portfolio123 and Uncle Stock?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio123 or Uncle Stock connect to my broker?
Portfolio123 syncs with brokers automatically. With Uncle Stock, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio123 or Uncle Stock?
Both Portfolio123 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 Portfolio123 or Uncle Stock?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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