★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
PortfoliosLab vs Uncle Stock
Pick PortfoliosLab if
PortfoliosLab
Free • From $8.33/mo · Web · API
- You want the cheaper way in: plans start at $8.33/mo instead of $10.83/mo
- You care about correlation, risk metrics, and factor exposure, things Uncle Stock doesn't offer
Pick Uncle Stock if
Uncle Stock
Free • From $130/yr · Web · API
- You care about financials, valuation models, and scores, things PortfoliosLab 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
PortfoliosLab and Uncle Stock cover a lot of the same ground (6 shared categories, including portfolio, watchlist, and backtesting), so for the basics you won't go far wrong with either. PortfoliosLab simply does more: 17 categories to Uncle Stock's 11, including correlation, risk metrics, and factor exposure. Uncle Stock counters by keeping things simpler.
What readers say
PortfoliosLab
Vote once to reveal the community verdict.
Uncle Stock
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- PortfoliosLab$8.33/mo vs $10.83/mo
- Free trial
- Uncle Stock14 days
- Broader coverage
- PortfoliosLab17 vs 11 categories
- Asset coverage
- PortfoliosLabAdds ETFs and mutual funds
- Free plan
- Both
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 $8.33/mo | Free • From $130/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 23 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +21 more | 10 limits: Bronze (Monthly): history years: 25, Bronze (Monthly): us history years: 35 +8 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | MCP, ChatGPT +1 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +2 more |
Categories covered | 17 | 11 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | Granularity: EOD |
Data partners | — | Sharadar and Financial Modeling Prep |
Capabilities | 6 signals: Factor exposure, VaR/ES +4 more | Universe builder |
| Try it | Visit PortfoliosLab | Visit Uncle Stock |
Where each one shines
What PortfoliosLab and Uncle Stock each do best.ShowHide
Where each one shines
What PortfoliosLab and Uncle Stock each do best.What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha/beta, factor, diversification, and optimization tools including mean-variance, risk parity, HRP, and HERC models.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
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 PortfoliosLab and Uncle Stock, side by side.ShowHide
Every detail we compared
Every tracked attribute for PortfoliosLab and Uncle Stock, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsCryptosCurrencies | StocksCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and GBIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | EOD |
Data partners | Not specified | SharadarFinancial Modeling Prep |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: NoneDocs | Auth: APIKeyDocs |
Import methods | ManualCSV | Manual |
Integrations | MCPChatGPTClaude | Not specified |
Export formats | Not specified | CSV |
| Plans & trust | ||
Capability signals | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation | Universe builder |
Vendor & support | PortfoliosLabSupport: Email | 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 | Freewatchlists: 1 · watchlist symbols: 100 · +4 more | Free |
| Entry paid plan | $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +3 more | $130/yr≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 |
| Tier 2 | $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +3 more | $210/yr≈ $17.50/mo“Silver (Yearly)”backtest rebalance: Yearly |
| Tier 3 | $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more | $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 |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between PortfoliosLab and Uncle Stock?
PortfoliosLab leans toward portfolio, watchlist, and backtesting, while Uncle Stock puts more weight on screeners, backtesting, and data visualizations. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do PortfoliosLab and Uncle Stock cost?
Good news: both PortfoliosLab and Uncle Stock have free plans, so you can run them side by side and only pay if you hit a wall.
Do PortfoliosLab 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 PortfoliosLab or Uncle Stock?
It depends on what you're after. Pick PortfoliosLab if correlation and risk metrics matter to you; go with Uncle Stock if you'd rather have financials and valuation models. And if you only need the basics both share, let price decide.
What asset classes do PortfoliosLab and Uncle Stock cover?
Both cover stocks and cryptos. PortfoliosLab also handles ETFs, mutual funds, and funds.
Can I export data from PortfoliosLab and Uncle Stock?
Uncle Stock exports to CSV. PortfoliosLab is stingier about getting data out.
Are PortfoliosLab and Uncle Stock good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: PortfoliosLab or Uncle Stock?
Both PortfoliosLab 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 PortfoliosLab or Uncle Stock?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.