VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Uncle Stock vs Valuesider
Start here
Uncle Stock
Free • From $130/yr · Web · API
- You want the cheaper way in: plans start at $10.83/mo instead of $17/mo
- You want an API so you can script or automate things
- You want backtesting, valuation models, and scores.
Pick Valuesider instead if
Valuesider
Free • From $204/yr · Web
- Go this way if you prefer a simpler, more focused tool.
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 Valuesider cover a lot of the same ground (6 shared categories, including screeners, data visualizations, and financials), so for the basics you won't go far wrong with either. Uncle Stock simply does more: 11 categories to Valuesider's 6, including backtesting, valuation models, and scores. Valuesider counters by keeping things simpler.
What readers say
Uncle Stock
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Valuesider
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Key differences at a glance
- Cheaper paid plan
- Uncle Stock$10.83/mo vs $17/mo
- Free trial
- Uncle Stock14 days
- Broader coverage
- Uncle Stock11 vs 6 categories
- API access
- Uncle Stock
- Free plan
- Both
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 $204/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 | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +4 more |
Categories covered | 11 | 6 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | Granularity: EOD | Adjustments: Splits |
Data partners | 3 partners: Sharadar, EOD Historical Data +1 more | — |
Capabilities | Universe builder | Universe builder |
| Try it | Visit Uncle Stock | Visit Valuesider |
Where each one shines
What Uncle Stock and Valuesider each do best.ShowHide
Where each one shines
What Uncle Stock and Valuesider 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 Valuesider does best
- Browse tracked value-investor portfolios with quarter-by-quarter holdings and activity from SEC 13F filings.
- Review homepage summaries such as top owned securities, top buys, top sells, and biggest aggregated investments across tracked gurus.
- The Holdings Screener to filter the aggregate guru portfolio by ownership, number of gurus, security type, and portfolio-impact fields.
- The Activity Screener to analyze aggregated buy and sell changes across investors and quarter windows.
- Export support for screener results to XLSX, XLS, or CSV for offline research notes and spreadsheets.
Every detail we compared
Every tracked attribute for Uncle Stock and Valuesider, side by side.ShowHide
Every detail we compared
Every tracked attribute for Uncle Stock and Valuesider, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksCryptos | StocksETFsMutual FundsClosed-End FundsFundsBondsOptionsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailLong-term InvestorsValue Investors | Retail TradersPro RetailValue InvestorsLong-term InvestorsAnalystsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data granularity | EOD | Not specified |
Data partners | SharadarEOD Historical DataFinancial Modeling Prep | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyDocs | Not specified |
Import methods | Manual | Not specified |
Export formats | CSV | CSVExcel |
| Plans & trust | ||
Capability signals | Universe builder | Universe builder |
Vendor & support | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum | Valuesider LLCSupport: 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“Basic” |
| Entry paid plan | $130/yr≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 | $204/yr≈ $17/mo“Premium annual” |
| Tier 2 | $210/yr≈ $17.50/mo“Silver (Yearly)”backtest rebalance: Yearly | $25/mo“Premium” |
| Tier 3 | $20/mo“Bronze (Monthly)”history years: 25 · us history years: 35 | $444/yr≈ $37/mo“Elite annual” |
| Tier 4 | $350/yr≈ $29.17/mo“Gold (Yearly)”api calls per month: 300 · backtest rebalance: Quarterly/Half-yearly | $55/mo“Elite” |
| 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 Valuesider?
Uncle Stock leans toward screeners, backtesting, and data visualizations, while Valuesider puts more weight on screeners, institutional ownership, and data visualizations. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Uncle Stock and Valuesider cost?
Good news: both Uncle Stock and Valuesider 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 Valuesider?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Does Uncle Stock or Valuesider have an API?
Uncle Stock has an API for programmatic access and custom integrations. Valuesider doesn't, so you're working through its interface.
Should I choose Uncle Stock or Valuesider?
It depends on what you're after. Pick Uncle Stock if backtesting and valuation models matter to you; go with Valuesider if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do Uncle Stock and Valuesider cover?
Both cover stocks. Uncle Stock also handles cryptos. Valuesider adds ETFs, mutual funds, and closed-end funds on top.
Can I export data from Uncle Stock and Valuesider?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Are Uncle Stock and Valuesider 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 Valuesider?
Both Uncle Stock and Valuesider 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 Valuesider?
Uncle Stock handles portfolio tracking. Valuesider is really a research tool; you'd track your portfolio elsewhere.
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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.