Tool Comparison
Stock Rover vs Uncle Stock
- Paid from
- $34/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want stock ideas, ETF screeners, and stock comparison.
- Paid from
- $20/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want a lower paid starting price: $20/mo, billed monthly instead of $34/mo, billed monthly
- You want an API so you can script or automate things
- You want backtesting, institutional ownership, and APIs & data feeds.
Pick Stock Rover if
Stock Rover
Free • From $34/mo, billed monthly · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want stock ideas, ETF screeners, and stock comparison.
Pick Uncle Stock if
Uncle Stock
Free • From $20/mo, billed monthly · Web · API
- You want a lower paid starting price: $20/mo, billed monthly instead of $34/mo, billed monthly
- You want an API so you can script or automate things
- You want backtesting, institutional ownership, and APIs & data feeds.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
Our take
The bottom line
Stock Rover 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. Stock Rover simply does more: 32 categories to Uncle Stock's 11, including stock ideas, ETF screeners, and stock comparison, plus a mobile app. Uncle Stock counters by offering a lower paid starting price at $20/mo, billed monthly.
What readers say
Stock Rover
No votes yet. Cast the first one.
Uncle Stock
No votes yet. Cast the first one.
Key differences at a glance
- Cheaper paid plan
- Uncle Stock$20/mo, billed monthly vs $34/mo, billed monthly
- Broader coverage
- Stock Rover32 vs 11 categories
- Mobile app
- Stock Rover
- API access
- Uncle Stock
- Real-time data
- Stock Rover
- Broker sync
- Stock Rover
What Stock Rover does best
- Screen North American stocks, ETFs, and funds with up to 800 or more metrics.
- Tracking portfolios and dividends with broker sync, manual or spreadsheet import, benchmark comparison, emailed reports, dividend-income projections, risk-adjusted return, volatility, beta, IRR, Sharpe Ratio, and position contribution analytics.
- Comparison tools for stocks, ETFs, funds, portfolios, indices, and custom datasets in spreadsheet-like table and tile views across valuation, dividend, analyst, ratings, momentum, performance, and operating metrics.
- Automated DCF-driven Fair Value and intrinsic-value metrics to estimate Margin of Safety, then compare valuation ratios against 20-year relative norms to separate real discounts from superficially cheap stocks.
- The Insight Panel for financial statements, sales, earnings, cash flow, dividends, analyst ratings, insider activity, news, earnings transcripts, fair-value formulas, scores, warnings, and options-chain research on higher tiers.
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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $34/mo, billed monthly | Free • From $20/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | 14 days | 14 days |
Plan limits | 54 limits: Free: stock scores: 3/month, Free: research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... +52 more | 12 limits: Bronze (Monthly): history years: 25, Bronze (Monthly): us history years: 35 +10 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | Yes |
Broker sync | Yes | No |
Integrations | Yodlee brokerage aggregation and Interactive Brokers | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | Retail Traders, Pro Retail +2 more |
Categories covered | 32 | 11 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +3 more | Granularity: EOD |
Data partners | 6 partners: Morningstar, Zacks +4 more | 3 partners: Sharadar, EOD Historical Data +1 more |
Capabilities | 10 signals: Custom formulas, Universe builder +8 more | Universe builder |
Security | Encryption at rest and Encryption in transit | — |
| Try it | Visit Stock Rover | Visit Uncle Stock |
Standout features
The best features of Stock Rover and Uncle Stock.ShowHide
Standout features
What Stock Rover does best
- Screen North American stocks, ETFs, and funds with up to 800 or more metrics.
- Tracking portfolios and dividends with broker sync, manual or spreadsheet import, benchmark comparison, emailed reports, dividend-income projections, risk-adjusted return, volatility, beta, IRR, Sharpe Ratio, and position contribution analytics.
- Comparison tools for stocks, ETFs, funds, portfolios, indices, and custom datasets in spreadsheet-like table and tile views across valuation, dividend, analyst, ratings, momentum, performance, and operating metrics.
- Automated DCF-driven Fair Value and intrinsic-value metrics to estimate Margin of Safety, then compare valuation ratios against 20-year relative norms to separate real discounts from superficially cheap stocks.
- The Insight Panel for financial statements, sales, earnings, cash flow, dividends, analyst ratings, insider activity, news, earnings transcripts, fair-value formulas, scores, warnings, and options-chain research on higher tiers.
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.
All details
Every attribute we track for Stock Rover and Uncle Stock.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther | StocksCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CA11 exchangesIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data granularity | MinuteEOD | EOD |
Pricing sources | ExchangeVendorModel | Not specified |
Data partners | MorningstarZacksIntrinioQuandlYodleeIEX | SharadarEOD Historical DataFinancial Modeling Prep |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | CSVBrokerOAuthManual | Manual |
Integrations | Yodlee brokerage aggregationInteractive Brokers | Not specified |
Export formats | CSVImagePDF | CSV |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Not specified |
Capability signals | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more | Universe builder |
Vendor & support | Stock Rover LLCCountry: United StatesFounded 2008Support: Email and Phone | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freestock scores: 3/month · research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... · +1 more | Free |
| Entry paid plan | $34/moBilled monthly“Premium”annual billing: $348/year ($29/month equivalent) · two year billing: $576 every 2 years ($24/month equivalent) · +11 more | $130/yrBilled annually≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 |
| Tier 2 | $70/moBilled monthly“Premium Plus”annual billing: $588/year ($49/month equivalent) · two year billing: $1,008 every 2 years ($42/month equivalent) · +12 more | $210/yrBilled annually≈ $17.50/mo“Silver (Yearly)”backtest rebalance: Yearly |
| Tier 3 | $99/moBilled monthly“Ultimate”annual billing: $948/year ($79/month equivalent) · two year billing: $1,656 every 2 years ($69/month equivalent) · +10 more | $20/moBilled monthly“Bronze (Monthly)”history years: 25 · us history years: 35 |
| Tier 4 | $199/moBilled monthly“Ultimate Pro”annual billing: $1,788/year ($149/month equivalent) · two year billing: $3,096 every 2 years ($129/month equivalent) · +10 more | $350/yrBilled annually≈ $29.17/mo“Gold (Yearly)”api calls per month: 300 · mcp stock searches daily: Higher than Free; official pages conflict on 75 versus unlimited · +1 more |
| Tier 5 | — | $35/moBilled monthly“Silver (Monthly)”backtest rebalance: Yearly |
| Top plan | — | $60/moBilled monthly“Gold (Monthly)”api calls per month: 300 · mcp stock searches daily: Higher than Free; official pages conflict on 75 versus unlimited · +1 more |
| Free trial | 14 days | 14 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Stock Rover and Uncle Stock?
Stock Rover leans toward stock ideas, screeners, and ETF screeners, 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 Stock Rover and Uncle Stock cost?
Good news: both Stock Rover 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 Stock Rover or Uncle Stock on my phone?
Stock Rover 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 Stock Rover or Uncle Stock have an API?
Uncle Stock has an API for programmatic access and custom integrations. Stock Rover doesn't, so you're working through its interface.
Should I choose Stock Rover or Uncle Stock?
It depends on what you're after. Pick Stock Rover if stock ideas and ETF screeners matter to you; go with Uncle Stock if you'd rather have backtesting and institutional ownership. And if you only need the basics both share, let price decide.
What asset classes do Stock Rover and Uncle Stock cover?
Both cover stocks. Stock Rover also handles ETFs, mutual funds, and closed-end funds. Uncle Stock adds cryptos on top.
Does Stock Rover or Uncle Stock have real-time data?
Stock Rover offers real-time data, which matters if you trade actively. Uncle Stock runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Stock Rover or Uncle Stock?
Uncle Stock has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Stock Rover is more region-specific, mainly North America.
Can I export data from Stock Rover and Uncle Stock?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Stock Rover or Uncle Stock connect to my broker?
Stock Rover syncs with brokers automatically. With Uncle Stock, you're entering holdings by hand or importing files.
Are Stock Rover 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: Stock Rover or Uncle Stock?
Both Stock Rover 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 Stock Rover or Uncle Stock?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.