★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 23, 2026
Tool Comparison
Simply Wall St vs Uncle Stock
Pick Simply Wall St if
Simply Wall St
Free • From $120/yr · Web · Mobile
- You want the cheaper way in: plans start at $10/mo instead of $10.83/mo
- 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
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Uncle Stock
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Key differences at a glance
- Cheaper paid plan
- Simply Wall St$10/mo vs $10.83/mo
- Broader coverage
- Simply Wall St19 vs 11 categories
- Mobile app
- Simply Wall St
- 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 • From $120/yr | Free • From $130/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 14 days |
Plan limits | 15 limits: Free: company reports per month: 5, Free: portfolios: 1 +13 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 | 3 partners: Sharadar, EOD Historical Data +1 more |
Capabilities | 6 signals: Universe builder, Broker sync +4 more | Universe builder |
Security | Encryption at rest and 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
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
What Uncle Stock does best
- The screener covers more than 100,000 stocks and about 4,000 searchable financial and valuation metrics.
- More than 15 valuation models include DCF, Graham, earnings power value, and residual income methods.
- Screens support metric conditions, Must, Should, and Exclude clauses, geography, industry, and multiple sort fields.
- Silver backtests screens with yearly rebalancing.
- Backtest settings include sector caps, sell rules, stop losses, rebalancing choices, and 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 | StocksETFs | 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 | SharadarEOD Historical DataFinancial 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 at restEncryption 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 | $120/yr≈ $10/mo“Premium”company reports per month: 30 · portfolios: 3 · +3 more | $130/yr≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 |
| Tier 2 | $240/yr≈ $20/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +3 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 | 7 days | 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. 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.