VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, February 18, 2026
Tool Comparison
Portfolio123 vs Uncle Stock comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio123
portfolio123.com
Uncle Stock
unclestock.com
At a glance
Tool
Portfolio123
$25/mo
Starting price
Plans & pricing
Tool
Uncle Stock
$10.83/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Portfolio123 | Uncle Stock |
|---|---|---|
Asset types | StocksETFsClosed-End Funds | StocksCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | Real-timeEnd of Day | Not specified |
API access | REST | REST |
Export formats | JSON | CSV |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Portfolio123 only.
Categories covered by Uncle Stock only.
Frequently Asked Questions
What's the difference between Portfolio123 and Uncle Stock?
Portfolio123 focuses on Screeners, Data Visualizations, and Quant while Uncle Stock specializes in Screeners, Backtesting, and Data Visualizations. They overlap in 8 categories, so choose based on your preferred workflow and pricing.
How much do Portfolio123 and Uncle Stock cost?
Good news—both Portfolio123 and Uncle Stock offer free plans. You can try each platform without commitment and only pay when you need premium features.
Do Portfolio123 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 Portfolio123 or Uncle Stock?
Choose Portfolio123 if you need Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., and Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.. Go with Uncle Stock if Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” 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 Portfolio123 and Uncle Stock cover?
Both cover Stocks. Portfolio123 also includes ETFs, and Closed-End Funds. Uncle Stock adds coverage for Cryptos.
Does Portfolio123 or Uncle Stock have real-time data?
Portfolio123 offers real-time data feeds, which is essential for active traders. Uncle Stock uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Portfolio123 and Uncle Stock?
Uncle Stock supports data exports to CSV. Portfolio123 has more limited export options.
Can Portfolio123 or Uncle Stock connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. Uncle Stock requires manual portfolio entry or data import.
Which has a better stock screener—Portfolio123 or Uncle Stock?
Both Portfolio123 and Uncle Stock include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with Portfolio123 or Uncle Stock?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.