Trefis vs Uncle Stock comparison

Trefis focuses on Valuation Models, Financials, and Data Visualizations while Uncle Stock specializes in Screeners, Backtesting, and Data Visualizations. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Good news—both Trefis and Uncle Stock offer free plans. You can try each platform without commitment and only pay when you need premium features.

Uncle Stock provides API access for programmatic data retrieval and custom integrations. Trefis doesn't currently offer an API, so you'll need to use their web interface.

Choose Trefis if you need Interactive “what-if” stock models - adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., and Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.. Go with Uncle Stock if Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze ., and Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent) . better fits how you invest.

Both cover Stocks. Uncle Stock adds coverage for Cryptos.

Both platforms let you export data to spreadsheets (). This is useful for custom analysis or record-keeping.

Uncle Stock includes a stock screener for finding investment ideas. Trefis focuses on other analytical tools.

Uncle Stock offers portfolio tracking features. Trefis is more focused on research and analysis.