PortfoliosLab vs Uncle Stock comparison

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.

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.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

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 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.

Both cover Stocks, and Cryptos. PortfoliosLab also includes ETFs, Mutual Funds, Funds, and Currencies.

Uncle Stock supports data exports to CSV. PortfoliosLab has more limited export options.

Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.

Both PortfoliosLab and Uncle Stock include stock screeners. Try each to see which filtering options and interface you prefer.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.