VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 13, 2025

View Simply Safe Dividends View Uncle Stock Back to Home

Head-to-head

Simply Safe Dividends vs Uncle Stock comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Simply Safe Dividends adds Alerts, Dividends, Data Visualizations, Newsletters, and Other coverage that Uncle Stock skips.

Uncle Stock includes Backtesting, Data APIs, Valuation Models, and Checklist categories that Simply Safe Dividends omits.

Simply Safe Dividends highlights: Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided., Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data., and Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios..

Uncle Stock is known for: Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters., Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino)., and Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented..

Uncle Stock keeps a free entry point that Simply Safe Dividends lacks.

Simply Safe Dividends

simplysafedividends.com

Dividend‑focused research and portfolio tracker built around 0–100 Dividend Safety Scores with a public track record (97% of cuts avoided). One annual plan ($39/mo billed annually), 14‑day free trial (no card), and 60‑day money‑back guarantee. Features include stock & CEF screeners, valuation & 10‑year financial charts with analyst estimates, income calendar/forecast, alerts for dividend changes and score updates, S&P credit ratings, model portfolios & newsletter, plus portfolio sync or manual entry; portfolios can include US stocks/funds and even bonds & CDs.

Platforms

Web

Pricing

Subscription

Quick highlights

Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided.
Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data.
Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios.
Income calendar and forecast; email alerts for dividend changes and special dividends; monthly recap emails.
Valuation indicators (yield vs history, P/E vs history) and 10‑year financial charts with analyst projections; S&P credit ratings shown.

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Uncle Stock

unclestock.com

Global, fundamentals‑first stock screener with detailed metrics and built‑in backtesting. Covers 60k+ stocks across all continents with up to ~35 years of US history (20 years elsewhere). US fundamentals from Sharadar; non‑US fundamentals and price history from EOD Historical Data. Prices are delayed; Nasdaq shows prior‑day when market is open. API access (Gold) delivers CSV/JSON with explicit rate limits.

Platforms

Web

API

Pricing

Free

Subscription

Quick highlights

Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented.
Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.
Lightweight portfolio: positions, limits & email notifications (Gold).

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Overlap

Shared focus areas

6 overlaps

Mutual strengths include Portfolio, Watchlist, and Screeners plus 3 more areas.

Where they differ

Simply Safe Dividends

Distinct strengths include:

Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided.
Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data.
Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios.
Income calendar and forecast; email alerts for dividend changes and special dividends; monthly recap emails.

Uncle Stock

Distinct strengths include:

Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented.
Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.

Feature-by-feature breakdown

Attribute	Simply Safe Dividends	Uncle Stock
Categories Which research workflows each platform targets	Shared: Portfolio, Watchlist, Screeners, Scores, Financials, Education Unique: Alerts, Dividends, Data Visualizations, Newsletters, Other	Shared: Portfolio, Watchlist, Screeners, Scores, Financials, Education Unique: Backtesting, Data APIs, Valuation Models, Checklist
Asset types Supported asset classes and universes	Stocks, Closed-End Funds, ETFs, Bonds	Stocks, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web	Web, API
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided. Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data. Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios. Income calendar and forecast; email alerts for dividend changes and special dividends; monthly recap emails. Valuation indicators (yield vs history, P/E vs history) and 10‑year financial charts with analyst projections; S&P credit ratings shown.	Unique Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters. Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino). Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented. Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals. Lightweight portfolio: positions, limits & email notifications (Gold). API (Gold): CSV/JSON endpoints for symbols, universes, indicators, saved queries, stock history; monthly cap 300 calls and 1 request/minute.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Simply Safe Dividends and Uncle Stock both support?

Both platforms cover Portfolio, Watchlist, Screeners, Scores, Financials, and Education workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Uncle Stock offers a free entry point, while Simply Safe Dividends requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Simply Safe Dividends and Uncle Stock?

Both Simply Safe Dividends and Uncle Stock prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Simply Safe Dividends differentiates itself with Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided., Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data., and Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios., whereas Uncle Stock stands out for Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters., Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino)., and Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented..

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