VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, October 30, 2025

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Tool Comparison

TIKR vs Uncle Stock comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

TIKR adds Investor Holdings, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Transcripts, News, and Dividends coverage that Uncle Stock skips.

Uncle Stock includes Backtesting, Portfolio, Data APIs, Scores, Checklist, and Education categories that TIKR omits.

In depth comparison

TIKR logo

TIKR

tikr.com

Editor’s pick Hands-on review

A global equities research terminal and screener covering more than 100,000 stocks. Free plans are limited to US coverage, while Plus expands to global markets with 10 years of history, and Pro extends to 20 years, five years of analyst estimates, full transcript history with search, Excel exports, and deep fund ownership search. The platform is web-only, with no public API or dedicated mobile app.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges.
  • Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates).
  • Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ.
  • Transcript access by tier: 90 days (Free), three years (Plus), or full searchable history (Pro).
  • Ownership data includes Top 40 “guru” funds on Free, with Pro unlocking 10,000+ fund filings and international disclosures.

Community votes (overall)

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Uncle Stock logo

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.

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).

Community votes (overall)

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Where they differ

TIKR

Distinct strengths include:

Investor HoldingsAnalyst ForecastsAnalyst Price TargetsAnalyst RecommendationsTranscriptsNewsDividends
  • Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges.
  • Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates).
  • Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ.
  • Transcript access by tier: 90 days (Free), three years (Plus), or full searchable history (Pro).

Uncle Stock

Distinct strengths include:

BacktestingPortfolioData APIsScoresChecklistEducation
  • 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

AttributeTIKRUncle Stock
Categories

Which research workflows each platform targets

Shared: Screeners, Watchlist, Financials, Valuation Models

Unique: Investor Holdings, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Transcripts, News, Dividends

Shared: Screeners, Watchlist, Financials, Valuation Models

Unique: Backtesting, Portfolio, Data APIs, Scores, Checklist, Education

Asset types

Supported asset classes and universes

Stocks

Stocks, Cryptos

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

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

  • Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges.
  • Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates).
  • Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ.
  • Transcript access by tier: 90 days (Free), three years (Plus), or full searchable history (Pro).
  • Ownership data includes Top 40 “guru” funds on Free, with Pro unlocking 10,000+ fund filings and international disclosures.
  • Custom market newsfeeds with Reuters-sourced real-time coverage.

Unique

  • 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).
  • API (Gold): CSV/JSON endpoints for symbols, universes, indicators, saved queries, stock history; monthly cap 300 calls and 1 request/minute.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do TIKR and Uncle Stock both support?

Both platforms cover Screeners, Watchlist, Financials, and Valuation Models workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do TIKR and Uncle Stock require subscriptions?

Both TIKR and Uncle Stock keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access TIKR and Uncle Stock?

Both TIKR 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?

TIKR differentiates itself with Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges., Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates)., and Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ., 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..

Keep exploring

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.