★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs Uncle Stock
Start here
Portfolio123
Free • From $25/mo · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You care about quant, stock ideas, and correlation, things Uncle Stock doesn't offer
Pick Uncle Stock instead if
Uncle Stock
Free • From $130/yr · Web · API
- You want the cheaper way in: plans start at $10.83/mo instead of $25/mo
- You care about institutional ownership and alerts, things Portfolio123 doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
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 starting cheaper at $10.83/mo.
What readers say
Portfolio123
Vote once to reveal the community verdict.
Uncle Stock
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Key differences at a glance
- Cheaper paid plan
- Uncle Stock$10.83/mo vs $25/mo
- Free trial
- Uncle Stock14 days
- Broader coverage
- Portfolio12319 vs 11 categories
- Desktop app
- Portfolio123
- Real-time data
- Portfolio123
- Broker sync
- Portfolio123
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | Free • From $130/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | 10 limits: Bronze (Monthly): history years: 25, Bronze (Monthly): us history years: 35 +8 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 | Sharadar and Financial Modeling Prep |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | Universe builder |
| Try it | Visit Portfolio123 | Visit Uncle Stock |
Where each one shines
What Portfolio123 and Uncle Stock each do best.ShowHide
Where each one shines
What Portfolio123 and Uncle Stock each do best.What Portfolio123 does best
- Tools for building multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Tools for running simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Tools for creating 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
- Screening for more than 100,000 global stocks across regions and market caps using more than 2,000 fundamental and valuation metrics.
- Guru-inspired models and screens based on investors such as Buffett, Graham, and Lynch, with plan-dependent advice, scores, and price-target metrics.
- Tools for building screens with metric conditions, Must/Should/Exclude clauses, and Silver-plus multi-criteria composite ranking.
- Backtest fundamental screens with yearly rebalancing on Silver, then quarterly and half-yearly rebalancing on Gold.
- Configuration for backtests with sector caps, rebalance strategies, early-sell or stop-loss rules, and multiple position-sizing methods.
Every detail we compared
Every tracked attribute for Portfolio123 and Uncle Stock, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio123 and Uncle Stock, side by side.| 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 | SharadarFinancial Modeling Prep |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: PythonDocs | 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Manage (Free)” | Free |
| Entry paid plan | $25/mo“Retail Research Plans” | $130/yr≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 |
| Tier 2 | — | $210/yr≈ $17.50/mo“Silver (Yearly)”backtest rebalance: Yearly |
| Tier 3 | — | $20/mo“Bronze (Monthly)”history years: 25 · us history years: 35 |
| Tier 4 | — | $350/yr≈ $29.17/mo“Gold (Yearly)”api calls per month: 300 · backtest rebalance: Quarterly/Half-yearly |
| Tier 5 | — | $35/mo“Silver (Monthly)”backtest rebalance: Yearly |
| Top plan | — | $60/mo“Gold (Monthly)”api calls per month: 300 · backtest rebalance: Quarterly/Half-yearly |
| Custom / enterprise | Contact sales“Professional / API & Data Licenses” | — |
| Free trial | — | 14 days |
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.
Keep researching
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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.