VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
Portfolio123 vs Uncle Stock
Portfolio123 vs Uncle Stock: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Portfolio123
Pickportfolio123.com
Best for quant, and stock ideas
- Pricing
- Free • From $25/mo
- Platforms
- Web, API, Desktop
Uncle Stock
Pickunclestock.com
Best for valuation models, and scores
- Pricing
- Free • From $130/yr
- Platforms
- Web, API
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
Portfolio123 if…
- You need real-time data, not delayed quotes
- 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.
- You need 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.
- You need stock & etf coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current us, canadian, and european stocks” and many more historical issues.
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.
Side-by-side feature breakdown
| 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 |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Portfolio123
$9
Starting price
Plans & pricing
Tool
Uncle Stock
$10.83/mo
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Portfolio123 only.
Categories covered by Uncle Stock only.
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 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 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 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.