Smartfin adds Stock Ideas, Data Visualizations, Transcripts, Insider Data, Analyst Price Targets, Alerts, Calendar, and AI Business Summary coverage that Uncle Stock skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, October 30, 2025
Tool Comparison
Smartfin vs Uncle Stock comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Uncle Stock includes Screeners, Backtesting, Portfolio, Data APIs, Valuation Models, and Education categories that Smartfin omits.
In depth comparison
Smartfin
thesmartfin.com
Beginner‑friendly stock research platform focused on fundamentals: visual financials, sector‑adjusted scoring (value/profit/growth/health), AI company snapshots, curated stock lists, and real‑time alerts for insider trades & analyst price‑target changes. US‑stocks centric; no brokerage sync or advanced risk/quant features.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
- Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
- Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
- Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.
- Event hub for tracked tickers (earnings, SEC filings, transcripts) and a lightweight research checklist.
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Uncle Stock
unclestock.com
Hands-on review
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
WebAPI
Pricing
FreeSubscription
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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Where they differ
Smartfin
Distinct strengths include:
Stock IdeasData VisualizationsTranscriptsInsider DataAnalyst Price TargetsAlertsCalendarAI Business Summary
- AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
- Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
- Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
- Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.
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 | Smartfin | Uncle Stock |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Financials, Scores, Checklist, Watchlist Unique: Stock Ideas, Data Visualizations, Transcripts, Insider Data, Analyst Price Targets, Alerts, Calendar, AI Business Summary | Shared: Financials, Scores, Checklist, Watchlist Unique: Screeners, Backtesting, Portfolio, Data APIs, Valuation Models, Education |
Asset types Supported asset classes and universes | Stocks | Stocks, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate | Intermediate, Advanced |
Platforms Where you can access the product | Web | 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 | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Smartfin and Uncle Stock both support?
Both platforms cover Financials, Scores, Checklist, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Smartfin and Uncle Stock require subscriptions?
Both Smartfin and Uncle Stock keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Smartfin and Uncle Stock?
Both Smartfin 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?
Smartfin differentiates itself with AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover., Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings., and Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts., 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.