Tool Comparison
Stockopedia vs Uncle Stock
- Paid from
- —
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want stock ideas, checklist, and analyst forecasts.
- Paid from
- $130/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You want backtesting, valuation models, and institutional ownership.
Pick Stockopedia if
Stockopedia
Subscription · Web · Mobile
- You do a lot of your research from your phone
- You want stock ideas, checklist, and analyst forecasts.
Pick Uncle Stock if
Uncle Stock
Free • From $130/yr, billed annually · Web · API
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You want backtesting, valuation models, and institutional ownership.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Stockopedia and Uncle Stock cover a lot of the same ground (7 shared categories, including screeners, financials, and scores), so for the basics you won't go far wrong with either. Stockopedia simply does more: 16 categories to Uncle Stock's 11, including stock ideas, checklist, and analyst forecasts, plus a mobile app. Uncle Stock counters by letting you start free.
What readers say
Stockopedia
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Uncle Stock
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Key differences at a glance
- Free plan
- Uncle Stock
- Broader coverage
- Stockopedia16 vs 11 categories
- Mobile app
- Stockopedia
- API access
- Uncle Stock
What Stockopedia does best
- StockRanks to compare stocks through Quality, Value, and Momentum ratings, with additional risk ratings and style classifications.
- Research coverage for companies through StockReports that combine ranks, financials, forecasts, charts, news, valuation context, risk flags, and key investment signals.
- Screening for stocks with more than 350 criteria across fundamentals, valuation, quality, momentum, dividends, technicals, forecasts, and market data.
- Prebuilt GuruScreens and strategy templates for investors who do not want to build every rule from scratch.
- Tracking portfolios with Folios, time-weighted returns, company announcements, reporting calendars, holdings context, and portfolio-level monitoring.
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 | Subscription | Free • From $130/yr, billed annually |
Free tier | No | Yes |
Free trial | 14 days | 14 days |
Plan limits | 3 limits: Europe including UK annual: stock reports: 9,000+, US and Europe including UK annual: stock reports: 19,000+ +1 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 | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +2 more |
Categories covered | 16 | 11 |
Regions | Europe, North America, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 4 signals: Latency: 15-min Delayed and End of Day, Granularity: EOD +2 more | Granularity: EOD |
Data partners | — | 3 partners: Sharadar, EOD Historical Data +1 more |
Capabilities | Universe builder and Factors: Value, Quality, and Momentum | Universe builder |
| Try it | Visit Stockopedia | Visit Uncle Stock |
Standout features
The best features of Stockopedia and Uncle Stock.ShowHide
Standout features
What Stockopedia does best
- StockRanks to compare stocks through Quality, Value, and Momentum ratings, with additional risk ratings and style classifications.
- Research coverage for companies through StockReports that combine ranks, financials, forecasts, charts, news, valuation context, risk flags, and key investment signals.
- Screening for stocks with more than 350 criteria across fundamentals, valuation, quality, momentum, dividends, technicals, forecasts, and market data.
- Prebuilt GuruScreens and strategy templates for investors who do not want to build every rule from scratch.
- Tracking portfolios with Folios, time-weighted returns, company announcements, reporting calendars, holdings context, and portfolio-level monitoring.
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 Stockopedia and Uncle Stock.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | StocksCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | EuropeNorth AmericaAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | 15-min DelayedEnd of Day | Not specified |
Data granularity | EOD | EOD |
Data partners | Not specified | SharadarEOD Historical DataFinancial Modeling Prep |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | CSVManual | Manual |
Export formats | CSVExcel | CSV |
| Plans & trust | ||
Capability signals | Universe builderFactors: Value, Quality, and Momentum | Universe builder |
Vendor & support | Stockopedia LtdCountry: United KingdomSupport: Email and Chat | 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 | — | Free |
| Entry paid plan | €550/yrBilled annually“Europe including UK annual”stock reports: 9,000+ | $130/yrBilled annually≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 |
| Tier 2 | €725/yrBilled annually“US and Europe including UK annual”stock reports: 19,000+ | $210/yrBilled annually≈ $17.50/mo“Silver (Yearly)”backtest rebalance: Yearly |
| Tier 3 | Subscription“Custom regions”stock reports: Up to 35,000+ | $20/moBilled monthly“Bronze (Monthly)”history years: 25 · us history years: 35 |
| Tier 4 | — | $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 Stockopedia and Uncle Stock?
Stockopedia leans toward screeners, stock ideas, and financials, while Uncle Stock puts more weight on screeners, backtesting, and data visualizations. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
Is Stockopedia or Uncle Stock free to use?
Uncle Stock has a free tier, so you can get started without paying anything. Stockopedia is paid-only. If budget matters, start with Uncle Stock and see how far it takes you before opening your wallet.
Can I use Stockopedia or Uncle Stock on my phone?
Stockopedia 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 Stockopedia or Uncle Stock have an API?
Uncle Stock has an API for programmatic access and custom integrations. Stockopedia doesn't, so you're working through its interface.
Should I choose Stockopedia or Uncle Stock?
It depends on what you're after. Pick Stockopedia if stock ideas and checklist matter to you; go with Uncle Stock if you'd rather have backtesting and valuation models. And if you only need the basics both share, let price decide.
What asset classes do Stockopedia and Uncle Stock cover?
Both cover stocks. Stockopedia also handles ETFs and closed-end funds. Uncle Stock adds cryptos on top.
Can I export data from Stockopedia and Uncle Stock?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Stockopedia or Uncle Stock?
Both Stockopedia 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 Stockopedia or Uncle Stock?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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