★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 23, 2026
Tool Comparison
The Ledger Terminal vs Uncle Stock
Pick The Ledger Terminal if
The Ledger Terminal
Free • From $100.80/yr · Web
- You want the cheaper way in: plans start at $8.4/mo instead of $10.83/mo
- You care about stock ideas, stock comparison, and news, 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, institutional ownership, and portfolio, things The Ledger Terminal 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
The Ledger Terminal and Uncle Stock cover a lot of the same ground (7 shared categories, including screeners, data visualizations, and watchlist), so for the basics you won't go far wrong with either. The Ledger Terminal simply does more: 17 categories to Uncle Stock's 11, including stock ideas, stock comparison, and news. Uncle Stock counters by keeping things simpler.
What readers say
The Ledger Terminal
No votes yet. Cast the first one.
Uncle Stock
No votes yet. Cast the first one.
Key differences at a glance
- Cheaper paid plan
- The Ledger Terminal$8.4/mo vs $10.83/mo
- Broader coverage
- The Ledger Terminal17 vs 11 categories
- API access
- Uncle Stock
- Asset coverage
- Uncle StockAdds cryptos
- 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 $100.80/yr | Free • From $130/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 14 days |
Plan limits | 9 limits: Free: anonymous daily stock views: 1, Free: authenticated daily stock views: 6 +7 more | 10 limits: Bronze (Monthly): history years: 25, Bronze (Monthly): us history years: 35 +8 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | No | No |
Integrations | SEC EDGAR source links and Third-party financial data | — |
| 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 | 17 | 11 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | Granularity: EOD |
Data partners | 3 partners: SEC EDGAR, Third-party financial data +1 more | 3 partners: Sharadar, EOD Historical Data +1 more |
Capabilities | Universe builder and Factors: Value, Quality, Growth, and Size | Universe builder |
Security | Data residency: EU and Other and Encryption in transit | — |
| Try it | Visit The Ledger Terminal | Visit Uncle Stock |
Where each one shines
What The Ledger Terminal and Uncle Stock each do best.ShowHide
Where each one shines
What The Ledger Terminal and Uncle Stock each do best.What The Ledger Terminal does best
- Direct access to one-page stock tearsheets that combine business description, historical financials, valuation visuals, quality checks, SEC filing links, and relevant news.
- More than 10,000 US stocks, plus UK companies sourced from ESEF filings.
- Review SEC EDGAR-derived financial-statement history with source filing links, automated QA checks, annual and quarterly data, and trailing twelve months where available.
- Log-scale valuation charts to compare price against fair value views such as P/E, P/FCF, P/CF, and P/OE owner earnings.
- Support for applying a 9-point quality checklist covering profitability, growth, capital efficiency, shareholder returns, fair value, and balance-sheet health.
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 The Ledger Terminal and Uncle Stock, side by side.ShowHide
Every detail we compared
Every tracked attribute for The Ledger Terminal and Uncle Stock, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsGrowth InvestorsDividend InvestorsAnalysts+1 more | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and GBIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | EOD |
Pricing sources | VendorModel | Not specified |
Data partners | SEC EDGARThird-party financial dataFinancial outlets and wire services | SharadarEOD Historical DataFinancial Modeling Prep |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | Manual | Manual |
Integrations | SEC EDGAR source linksThird-party financial data | Not specified |
Export formats | Excel | CSV |
| Plans & trust | ||
Security & compliance | Data residency: EU and OtherEncryption in transit | Not specified |
Capability signals | Universe builderFactors: Value, Quality, Growth, and Size | Universe builder |
Vendor & support | The Ledger TerminalCountry: PortugalSupport: 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 | Freeanonymous daily stock views: 1 · authenticated daily stock views: 6 · +2 more | Free |
| Entry paid plan | $100.80/yr≈ $8.40/mo“Pro (Annual)”public starting price monthly usd: 12 · introductory first year usd: 100.8 · +3 more | $130/yr≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 |
| Tier 2 | — | $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 The Ledger Terminal and Uncle Stock?
The Ledger Terminal leans toward stock ideas, screeners, and stock comparison, 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.
How much do The Ledger Terminal and Uncle Stock cost?
Good news: both The Ledger Terminal and Uncle Stock have free plans, so you can run them side by side and only pay if you hit a wall.
Does The Ledger Terminal or Uncle Stock have an API?
Uncle Stock has an API for programmatic access and custom integrations. The Ledger Terminal doesn't, so you're working through its interface.
Should I choose The Ledger Terminal or Uncle Stock?
It depends on what you're after. Pick The Ledger Terminal if stock ideas and stock comparison 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 The Ledger Terminal and Uncle Stock cover?
Both cover stocks. Uncle Stock adds cryptos on top.
Can I export data from The Ledger Terminal and Uncle Stock?
Yes, both export to spreadsheets (The Ledger Terminal: Excel; Uncle Stock: CSV), which is handy if you like running your own numbers.
Are The Ledger Terminal 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: The Ledger Terminal or Uncle Stock?
Both The Ledger Terminal 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 The Ledger Terminal or Uncle Stock?
Uncle Stock handles portfolio tracking. The Ledger Terminal is really a research tool; you'd track your portfolio elsewhere.
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.