★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
QuickFS vs Uncle Stock
QuickFS
Best for sheets / excel add-ins
Free • From $29/mo
Uncle Stock
Best for screeners and backtesting
Free • From $130/yr
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The verdict
The bottom line
QuickFS and Uncle Stock cover a lot of the same ground (3 shared categories, financials, data visualizations, and APIs & data feeds), so for the basics you won't go far wrong with either. Uncle Stock simply does more: 11 categories to QuickFS's 4, including screeners, backtesting, and valuation models. QuickFS counters by keeping things simpler.
Key differences at a glance
- Cheaper paid plan
- Uncle Stock$10.83/mo vs $29/mo
- Free trial
- Uncle Stock14 days
- Broader coverage
- Uncle Stock11 vs 4 categories
- Desktop app
- QuickFS
- Asset coverage
- Uncle StockAdds cryptos
- Free plan
- Both
Choose
QuickFS if…
- You care about sheets / excel add-ins, something Uncle Stock doesn't offer
Choose
Uncle Stock if…
- You want the cheaper way in: plans start at $10.83/mo instead of $29/mo
- You care about screeners, backtesting, and valuation models, things QuickFS doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free • From $130/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | — | 10 limits: Bronze (Monthly): history years: 25, Bronze (Monthly): us history years: 35 +8 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | — | No |
Integrations | Microsoft Excel | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +2 more |
Categories covered | 4 | 11 |
Regions | North America, Europe, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: End of Day and Granularity: EOD | Granularity: EOD |
Data partners | — | Sharadar and Financial Modeling Prep |
Capabilities | — | Universe builder |
| Try it | Visit QuickFS | Visit Uncle Stock |
Standout features
What QuickFS does best
- 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
- Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online); Microsoft AppSource still lists the add-in and states a QuickFS account is required.
- Public REST API for fundamentals, market data, and company metadata; batch requests supported.
- One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).
- Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more.
What Uncle Stock does best
- 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.
- Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent).
- Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude.
- (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
- Backtest configuration includes sector caps, rebalance strategies, early-sell/stop-loss rules, and multiple position sizing methods (e.g., equal / volatility-weighted).
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North AmericaEuropeAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | 4 countriesIdentifiers: 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: APIKey | Auth: APIKeyDocs |
Import methods | Not specified | Manual |
Integrations | Microsoft Excel | Not specified |
Export formats | CSVExcelJSON | CSV |
| Plans & trust | ||
Capability signals | Not specified | Universe builder |
Vendor & support | QuickFS.net, LLCSupport: Email | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$29/mo
Starting price
Plans & pricing
$130/yr
Lower starting price
Plans & pricing
- history years: 25
- us history years: 35
- history years: 25
- us history years: 35
- backtest rebalance: Yearly
- backtest rebalance: Yearly
- api calls per month: 300
- backtest rebalance: Quarterly/Half-yearly
- api calls per month: 300
- backtest rebalance: Quarterly/Half-yearly
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
QuickFS strengths
1What you only get with QuickFS.
Uncle Stock strengths
8What you only get with Uncle Stock.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between QuickFS and Uncle Stock?
QuickFS leans toward financials, data visualizations, and APIs & data feeds, while Uncle Stock puts more weight on screeners, backtesting, and data visualizations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do QuickFS and Uncle Stock cost?
Good news: both QuickFS and Uncle Stock have free plans, so you can run them side by side and only pay if you hit a wall.
Do QuickFS 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 QuickFS or Uncle Stock?
It depends on what you're after. Pick QuickFS if sheets / excel add-ins matter to you; go with Uncle Stock if you'd rather have screeners and backtesting. And if you only need the basics both share, let price decide.
What asset classes do QuickFS and Uncle Stock cover?
Both cover stocks. Uncle Stock adds cryptos on top.
Can I export data from QuickFS and Uncle Stock?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: QuickFS or Uncle Stock?
Uncle Stock has a stock screener for surfacing ideas; QuickFS doesn't, and focuses its energy elsewhere.
Can I track my portfolio with QuickFS or Uncle Stock?
Uncle Stock handles portfolio tracking. QuickFS is really a research tool; you'd track your portfolio elsewhere.
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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.