Simply Wall St adds Stock Ideas, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, Alerts, News, Dividend, and Broker Connectors coverage that Uncle Stock skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, October 13, 2025
Head-to-head
Simply Wall St vs Uncle Stock comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Uncle Stock includes Backtesting, Data APIs, Checklist, and Education categories that Simply Wall St omits.
Simply Wall St highlights: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
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..
Simply Wall St ships a mobile app. Uncle Stock is web/desktop only.
Simply Wall St
simplywall.st
Editor’s pick Hands-on review
Equity research and portfolio tracker built around visual stock reports and a proprietary “Snowflake” score. Uses S&P Global Market Intelligence data, with end-of-day pricing and intraday fundamentals/ownership refresh. Premium and Unlimited plans add broker linking (Plaid/SnapTrade), daily sync, more reports, and portfolio/screener limits. Unlimited members also get full Excel/CSV/PDF exports.
Categories
Platforms
Web
Mobile
Pricing
Free
Subscription
Quick highlights
- Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
- Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
- Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
- Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
- Powerful stock screener with advanced filters; save screens and get weekly alerts on matching companies.
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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.
Categories
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 overlapsMutual strengths include Screeners, Portfolio, and Watchlist plus 3 more areas.
Where they differ
Simply Wall St
Distinct strengths include:
- Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
- Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
- Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
- Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
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 Wall St | Uncle Stock |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, Watchlist, Financials, Valuation Models, Scores Unique: Stock Ideas, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, Alerts, News, Dividend, Broker Connectors | Shared: Screeners, Portfolio, Watchlist, Financials, Valuation Models, Scores Unique: Backtesting, Data APIs, Checklist, Education |
Asset types Supported asset classes and universes | Stocks | Stocks, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile | Web, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Simply Wall St and Uncle Stock both support?
Both platforms cover Screeners, Portfolio, Watchlist, Financials, Valuation Models, and Scores workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Simply Wall St and Uncle Stock require subscriptions?
Both Simply Wall St and Uncle Stock keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Simply Wall St ships a dedicated mobile experience, while Uncle Stock focuses on web or desktop access.
What unique strengths set the two platforms apart?
Simply Wall St differentiates itself with Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits., 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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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.