VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Uncle Stock vs Validea
Pick Uncle Stock if
Uncle Stock
Free • From $130/yr · Web · API
- You want the cheaper way in: plans start at $10.83/mo instead of $22.5/mo
- You want an API so you can script or automate things
- You want data visualizations, institutional ownership, and watchlist.
Pick Validea if
Validea
Free • From $269.95/yr · Web
- You want stock ideas, ETF screeners, and quant.
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
Uncle Stock and Validea cover a lot of the same ground (7 shared categories, including screeners, backtesting, and financials), so for the basics you won't go far wrong with either. Validea simply does more: 15 categories to Uncle Stock's 11, including stock ideas, ETF screeners, and quant. Uncle Stock counters by starting cheaper at $10.83/mo.
What readers say
Uncle Stock
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Validea
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Key differences at a glance
- Cheaper paid plan
- Uncle Stock$10.83/mo vs $22.5/mo
- Free trial
- Uncle Stock14 days
- Broader coverage
- Validea15 vs 11 categories
- API access
- Uncle Stock
- Global coverage
- Uncle Stock
- Beginner friendly
- Uncle Stock
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 $130/yr | Free • From $269.95/yr |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 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 | Yes | No |
Broker sync | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +5 more |
Categories covered | 11 | 15 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | Granularity: EOD | Latency: End of Day and Granularity: EOD |
Data partners | 3 partners: Sharadar, EOD Historical Data +1 more | LSEG |
Capabilities | Universe builder | 6 signals: Ranking backtests, Universe builder +4 more |
| Try it | Visit Uncle Stock | Visit Validea |
Where each one shines
What Uncle Stock and Validea each do best.ShowHide
Where each one shines
What Uncle Stock and Validea each do best.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.
What Validea does best
- Review stock portfolios based on Buffett, Graham, Lynch, Piotroski, Greenblatt, O'Shaughnessy, momentum, quality, value, and other strategies.
- ETF model portfolios, risk-managed ETF portfolios, sector rotation, factor rotation, and macro/factor approaches.
- Direct access to factor reports, guru analysis, guru stock screeners, ETF factor reports, and ETF factor screeners.
- Trend following, market valuation, rating changes, strategy/ETF matching, and portfolio correlation tools.
- Limited public results for stock and ETF screens based on Piotroski F-score, quality, value, momentum, and multiple factors.
Every detail we compared
Every tracked attribute for Uncle Stock and Validea, side by side.ShowHide
Every detail we compared
Every tracked attribute for Uncle Stock and Validea, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksCryptos | StocksETFs |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue Investors | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsQuants/DevelopersStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | EOD | EOD |
Data partners | SharadarEOD Historical DataFinancial Modeling Prep | LSEG |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyDocs | Not specified |
Import methods | Manual | Not specified |
Export formats | CSV | Not specified |
| Plans & trust | ||
Capability signals | Universe builder | Ranking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, and LowVolFactor exposurePortfolio factor exposureCorrelation |
Vendor & support | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum | The Reese Group, LLCCountry: United StatesSupport: Email |
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 | Free | Free“Free public research and newsletter” |
| Entry paid plan | $130/yr≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 | $269.95/yr≈ $22.50/mo“Validea Standard” |
| Tier 2 | $210/yr≈ $17.50/mo“Silver (Yearly)”backtest rebalance: Yearly | $899.95/yr≈ $75/mo“Validea Pro” |
| 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 | 14 days | — |
Questions we keep getting
What's the difference between Uncle Stock and Validea?
Uncle Stock leans toward screeners, backtesting, and data visualizations, while Validea puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Uncle Stock and Validea cost?
Good news: both Uncle Stock and Validea have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Uncle Stock or Validea?
Uncle Stock is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Uncle Stock or Validea have an API?
Uncle Stock has an API for programmatic access and custom integrations. Validea doesn't, so you're working through its interface.
Should I choose Uncle Stock or Validea?
It depends on what you're after. Pick Uncle Stock if data visualizations and institutional ownership matter to you; go with Validea if you'd rather have stock ideas and ETF screeners. And if you only need the basics both share, let price decide.
What asset classes do Uncle Stock and Validea cover?
Both cover stocks. Uncle Stock also handles cryptos. Validea adds ETFs on top.
Which covers international markets: Uncle Stock or Validea?
Uncle Stock has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Validea is more region-specific, mainly North America.
Can I export data from Uncle Stock and Validea?
Uncle Stock exports to CSV. Validea is stingier about getting data out.
Are Uncle Stock and Validea 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: Uncle Stock or Validea?
Both Uncle Stock and Validea 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 Uncle Stock or Validea?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.