Uncle Stock adds Backtesting, Data APIs, Valuation Models, Scores, and Checklist coverage that Yahoo Finance skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, October 13, 2025
Head-to-head
Uncle Stock vs Yahoo Finance comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Yahoo Finance includes News, Alerts, Calendar, Data Visualizations, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, ETF Performance, Options, Dividends, and Splits categories that Uncle Stock omits.
Uncle Stock 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)., and Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented..
Yahoo Finance is known for: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
Yahoo Finance offers mobile access, which Uncle Stock skips.
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.
Categories
Platforms
Pricing
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).
Community votes (overall)
Yahoo Finance
finance.yahoo.com
One of the most widely used finance portals, offering global market coverage, news, screeners, and portfolio tools. A free plan provides core features, while paid Silver and Gold tiers add extras such as research, enhanced filters, and historical data downloads. Real-time vs delayed quotes vary by exchange, and mobile apps support price alerts and personalized news.
Categories
Platforms
Pricing
Quick highlights
- Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
- Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
- Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
- Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
- Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings.
Community votes (overall)
Shared focus areas
5 overlapsMutual strengths include Screeners, Watchlist, and Portfolio plus 2 more areas.
Where they differ
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.
Yahoo Finance
Distinct strengths include:
- Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
- Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
- Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
- Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Feature-by-feature breakdown
Attribute | Uncle Stock | Yahoo Finance |
---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Watchlist, Portfolio, Financials, Education Unique: Backtesting, Data APIs, Valuation Models, Scores, Checklist | Shared: Screeners, Watchlist, Portfolio, Financials, Education Unique: News, Alerts, Calendar, Data Visualizations, Analyst Recommendations, Analyst Price Targets, ETF Overview, ETF Holdings, ETF Performance, Options, Dividends, Splits |
Asset types Supported asset classes and universes | Stocks, Cryptos | Stocks, ETFs, Mutual Funds, Options, Futures, Commodities, Currencies, Cryptos, Bonds |
Experience levels Who each product is built for | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, Mobile |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Uncle Stock and Yahoo Finance both support?
Both platforms cover Screeners, Watchlist, Portfolio, Financials, and Education workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Uncle Stock and Yahoo Finance require subscriptions?
Both Uncle Stock and Yahoo Finance keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Yahoo Finance ships a dedicated mobile experience, while Uncle Stock focuses on web or desktop access.
What unique strengths set the two platforms apart?
Uncle Stock differentiates itself with 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., whereas Yahoo Finance stands out for Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
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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.