VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Tuesday, December 23, 2025

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Tool Comparison

Uncle Stock vs ValueSense comparison

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

Quick takeaways

Uncle Stock adds Financials, Institutional Data, Portfolio, Alerts, Data APIs, and APIs & SDKs coverage that ValueSense skips.

ValueSense includes Stock Ideas, Quant, Money Flow, News, Calendar, Transcripts, Insider Data, 13F, Research Templates, Shared Workspaces, AI, and AI Earnings Summary categories that Uncle Stock omits.

In depth comparison

Uncle Stock logo

Uncle Stock

unclestock.com

Editor’s pick Hands-on review

Fundamental stock screener/backtester for DIY/value investors. Plan gating: Bronze = screener + watchlist + shared queries; Silver adds multi-sort, flexible matching, charts, and yearly backtests; Gold adds quarterly/half-yearly backtests, portfolio email notifications, CSV export/API (max 300 calls/month), and crypto coverage . Pricing is shown in both USD and EUR on the official pricing page . Some quotes/indexes are delayed (~30 minutes per terms) .

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze .
  • Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent) .
  • Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude .
  • (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing .
  • Backtest configuration includes sector caps, rebalance strategies, early-sell/stop-loss rules, and multiple position sizing methods (e.g., equal / volatility-weighted) .

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ValueSense logo

ValueSense

valuesense.io

ValueSense is a web research platform focused on fundamental equity analysis, intrinsic valuation, KPI/segment data, and AI‑aided earnings summaries. It includes a global stock screener (country/exchange filters), backtest charting, institutional/insider ("smart money") dashboards, a KPI-aware charting studio, and a workspace/public gallery for sharing screeners, charts, dashboards and valuation calculators. Exports include Excel/CSV/PDF and PNG chart images.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
  • AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
  • Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
  • Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
  • KPI & segments data (e.g., product/geo/segment revenue, operating income by segment) with 10+ years of history and quarterly/LTM modes.

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Where they differ

Uncle Stock

Distinct strengths include:

FinancialsInstitutional DataPortfolioAlertsData APIsAPIs & SDKs
  • Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze .
  • Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent) .
  • Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude .
  • (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing .

ValueSense

Distinct strengths include:

Stock IdeasQuantMoney FlowNewsCalendarTranscriptsInsider Data13F
  • Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
  • AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
  • Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
  • Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.

Feature-by-feature breakdown

AttributeUncle StockValueSense
Categories

Which research workflows each platform targets

Shared: Screeners, Backtesting, Data Visualizations, Valuation Models, Scores, Watchlist

Unique: Financials, Institutional Data, Portfolio, Alerts, Data APIs, APIs & SDKs

Shared: Screeners, Backtesting, Data Visualizations, Valuation Models, Scores, Watchlist

Unique: Stock Ideas, Quant, Money Flow, News, Calendar, Transcripts, Insider Data, 13F, Research Templates, Shared Workspaces, AI, AI Earnings Summary

Asset types

Supported asset classes and universes

Stocks, Cryptos

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze .
  • Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent) .
  • Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude .
  • (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing .
  • Backtest configuration includes sector caps, rebalance strategies, early-sell/stop-loss rules, and multiple position sizing methods (e.g., equal / volatility-weighted) .
  • (Gold) Lightweight portfolio tracking (manual positions/limits) with email notifications; landing page also mentions “smart alerts” .

Unique

  • Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
  • AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
  • Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
  • Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
  • KPI & segments data (e.g., product/geo/segment revenue, operating income by segment) with 10+ years of history and quarterly/LTM modes.
  • Stock charting for fundamentals & KPIs with multi‑view layouts; PNG export.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Uncle Stock and ValueSense both support?

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

Do Uncle Stock and ValueSense require subscriptions?

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

How can you access Uncle Stock and ValueSense?

Both Uncle Stock and ValueSense 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?

Uncle Stock differentiates itself with Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze ., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent) ., and Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude ., whereas ValueSense stands out for Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..

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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.