VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, June 3, 2026
Tool Comparison · Wednesday, June 3, 2026
PortfoliosLab vs Uncle Stock
PortfoliosLab vs Uncle Stock: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
PortfoliosLab
portfolioslab.com
Best for correlation, and risk metrics
- Pricing
- Free • From $6.66/mo
- Platforms
- Web, API
Uncle Stock
Pickunclestock.com
Best for financials, and valuation models
- Pricing
- Free • From $130/yr
- Platforms
- Web, API
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
PortfoliosLab if…
- You need portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, sharpe, sortino, omega, martin, var, cvar, volatility models).
- You need portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.
- You need backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (free limited to ~10 years, paid plans use 40+ years of data).
- You need stock, etf and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Choose
Uncle Stock if…
- 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 .
- You need (silver+) built-in backtesting of screens with yearly rebalancing; (gold) adds quarterly and half-yearly rebalancing .
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | PortfoliosLab | Uncle Stock |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | End of Day | Not specified |
API access | REST | REST |
Export formats | Not specified | CSV |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
PortfoliosLab
$6.66/mo
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 PortfoliosLab only.
Categories covered by Uncle Stock only.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between PortfoliosLab and Uncle Stock?
PortfoliosLab focuses on Portfolio, Watchlist, and Backtesting while Uncle Stock specializes in Screeners, Backtesting, and Data Visualizations. They overlap in 7 categories, so choose based on your preferred workflow and pricing.
How much do PortfoliosLab and Uncle Stock cost?
Good news—both PortfoliosLab and Uncle Stock offer free plans. You can try each platform without commitment and only pay when you need premium features.
Do PortfoliosLab 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 PortfoliosLab or Uncle Stock?
Choose PortfoliosLab if you need Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., and Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.. 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 PortfoliosLab and Uncle Stock cover?
Both cover Stocks, and Cryptos. PortfoliosLab also includes ETFs, Mutual Funds, Funds, and Currencies.
Can I export data from PortfoliosLab and Uncle Stock?
Uncle Stock supports data exports to CSV. PortfoliosLab has more limited export options.
Are PortfoliosLab and Uncle Stock good for long-term investing?
Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.
Which has a better stock screener—PortfoliosLab or Uncle Stock?
Both PortfoliosLab and Uncle Stock include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with PortfoliosLab 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.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.