★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Simply Wall St vs Uncle Stock
Pick Simply Wall St if
Simply Wall St
Free • Paid plans available · Web · Mobile
- You do a lot of your research from your phone
- You care about stock ideas, dividends, and insider data, things Uncle Stock doesn't offer
Pick Uncle Stock if
Uncle Stock
Free • From $130/yr · Web · API
- You want an API so you can script or automate things
- You care about backtesting, scores, and APIs & data feeds, things Simply Wall St 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
Simply Wall St and Uncle Stock cover a lot of the same ground (8 shared categories, including screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to Uncle Stock's 11, including stock ideas, dividends, and insider data, plus a mobile app. Uncle Stock counters by keeping things simpler.
What readers say
Simply Wall St
Vote once to reveal the community verdict.
Uncle Stock
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Key differences at a glance
- Mobile app
- Simply Wall St
- Free trial
- Uncle Stock14 days
- Broader coverage
- Simply Wall St19 vs 11 categories
- API access
- Uncle Stock
- Broker sync
- Simply Wall St
- 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 • Paid plans available | Free • From $130/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 13 limits: Free: company reports per month: 5, Free: portfolios: 1 +11 more | 10 limits: Bronze (Monthly): history years: 25, Bronze (Monthly): us history years: 35 +8 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | Yes |
Broker sync | Yes | No |
Integrations | Plaid, SnapTrade +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Long-term Investors +3 more | Retail Traders, Pro Retail +2 more |
Categories covered | 19 | 11 |
Regions | North America, Europe, APAC, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Granularity: EOD |
Data partners | S&P Global Market Intelligence | Sharadar and Financial Modeling Prep |
Capabilities | 6 signals: Universe builder, Broker sync +4 more | Universe builder |
Security | Encryption in transit | — |
| Try it | Visit Simply Wall St | Visit Uncle Stock |
Where each one shines
What Simply Wall St and Uncle Stock each do best.ShowHide
Where each one shines
What Simply Wall St and Uncle Stock each do best.What Simply Wall St does best
- Research coverage for global stocks through visual company reports that summarize valuation, future growth, past performance, financial health, and dividends.
- The Snowflake report format to move from a high-level visual score into detailed sections, methodology notes, financials, risks, and supporting data.
- Discovery tools for ideas through curated themes such as undervalued companies, dividend stocks, insider buying, sectors, industries, and thematic lists.
- The stock screener to filter by market, industry, value, growth, income, risk, and other fundamental metrics, with saved screeners and alerts on paid plans.
- Tracking portfolios with visual dashboards, portfolio Snowflake views, performance versus market, diversification, sector and region exposure, and holding-level fundamentals.
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 Simply Wall St and Uncle Stock, side by side.ShowHide
Every detail we compared
Every tracked attribute for Simply Wall St and Uncle Stock, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsFunds | StocksCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North AmericaEuropeAPACAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | EOD |
Pricing sources | Vendor | Not specified |
Data partners | S&P Global Market Intelligence | SharadarFinancial Modeling Prep |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | BrokerOAuthCSVManual | Manual |
Integrations | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard | Not specified |
Export formats | ExcelPDF | CSV |
| Plans & trust | ||
Security & compliance | Encryption in transit | Not specified |
Capability signals | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO | Universe builder |
Vendor & support | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: 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 | Freecompany reports per month: 5 · portfolios: 1 · +3 more | Free |
| Entry paid plan | Subscription“Premium”company reports per month: 30 · portfolios: 3 · +2 more | $130/yr≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 |
| Tier 2 | Subscription“Unlimited”company reports per month: Unlimited · portfolios: 5 · +2 more | $210/yr≈ $17.50/mo“Silver (Yearly)”backtest rebalance: Yearly |
| Tier 3 | — | $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 Simply Wall St and Uncle Stock?
Simply Wall St leans toward stock ideas, screeners, and data visualizations, while Uncle Stock puts more weight on screeners, backtesting, and data visualizations. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Simply Wall St and Uncle Stock cost?
Good news: both Simply Wall St and Uncle Stock have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Simply Wall St or Uncle Stock on my phone?
Simply Wall St lists a dedicated mobile app, so it travels better. Uncle Stock doesn't list a dedicated mobile app; its documented access is web and API.
Does Simply Wall St or Uncle Stock have an API?
Uncle Stock has an API for programmatic access and custom integrations. Simply Wall St doesn't, so you're working through its interface.
Should I choose Simply Wall St or Uncle Stock?
It depends on what you're after. Pick Simply Wall St if stock ideas and dividends matter to you; go with Uncle Stock if you'd rather have backtesting and scores. And if you only need the basics both share, let price decide.
What asset classes do Simply Wall St and Uncle Stock cover?
Both cover stocks. Simply Wall St also handles ETFs and funds. Uncle Stock adds cryptos on top.
Can I export data from Simply Wall St and Uncle Stock?
Yes, both export to spreadsheets (Simply Wall St: Excel; Uncle Stock: CSV), which is handy if you like running your own numbers.
Can Simply Wall St or Uncle Stock connect to my broker?
Simply Wall St syncs with brokers automatically. With Uncle Stock, you're entering holdings by hand or importing files.
Are Simply Wall St 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: Simply Wall St or Uncle Stock?
Both Simply Wall St 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 Simply Wall St or Uncle Stock?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.