VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 13, 2025

View Tweenvest View Uncle Stock Back to Home

Head-to-head

Tweenvest vs Uncle Stock comparison

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

Quick takeaways

Tweenvest adds Transcripts, AI, News, Calendar, Dividends, and Analyst Forecasts coverage that Uncle Stock skips.

Uncle Stock includes Backtesting, Data APIs, Checklist, and Education categories that Tweenvest omits.

Tweenvest highlights: Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..

Uncle Stock is known 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..

Tweenvest

tweenvest.com

Hands-on review

Equity research and portfolio platform based in Spain, offering global stock and ETF coverage. Features and markets scale by plan: Pro adds a single portfolio, Pro+ expands to unlimited portfolios and positions (with ETF support and a dividend calendar), and Unlimited unlocks worldwide coverage, full screener access, all transcripts, analyst estimates, projection editing, and AI summaries.

Platforms

Web

Pricing

Free

Subscription

Quick highlights

Global equity database covering more than 100,000 stocks, refreshed daily.
Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
Access to company transcripts: Free and Pro plans get the latest transcript, while Unlimited includes the full archive.

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Uncle Stock

unclestock.com

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

Web

API

Pricing

Free

Subscription

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).

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Overlap

Shared focus areas

6 overlaps

Mutual strengths include Screeners, Financials, and Scores plus 3 more areas.

Where they differ

Tweenvest

Distinct strengths include:

Global equity database covering more than 100,000 stocks, refreshed daily.
Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.

Uncle Stock

Distinct strengths include:

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

Attribute	Tweenvest	Uncle Stock
Categories Which research workflows each platform targets	Shared: Screeners, Financials, Scores, Valuation Models, Portfolio, Watchlist Unique: Transcripts, AI, News, Calendar, Dividends, Analyst Forecasts	Shared: Screeners, Financials, Scores, Valuation Models, Portfolio, Watchlist Unique: Backtesting, Data APIs, Checklist, Education
Asset types Supported asset classes and universes	Stocks, ETFs	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 database covering more than 100,000 stocks, refreshed daily. Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier. Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum. Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above. Access to company transcripts: Free and Pro plans get the latest transcript, while Unlimited includes the full archive. Analyst estimates, editable projections, and AI-generated summaries are included in the Unlimited plan.	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	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Tweenvest and Uncle Stock both support?

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

Do Tweenvest and Uncle Stock require subscriptions?

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

How can you access Tweenvest and Uncle Stock?

Both Tweenvest 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?

Tweenvest differentiates itself with Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum., 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..

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