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About

An independent, unbiased stock research platform built by traders and developers for investors that care about researching what they invest their money in. Helping investors get into the beginning stages of stock research. It provides stock reports, screeners, watchlists and other functionality to help you track and find opportunities for your portfolio. An upgrade to provide fair values and stock ratings. Also focused on bringing you insights around company valuations and ratings to help you find better investments. Part of the forever-free plan, gamification of weekly stock picking, allows you to set lineups and see how good you actually are at out-picking your friends! Premium offers access to more valuation and price-specific insight around companies and their stocks. Get ratings, fair values and tools to help you search and get notified of opportunities. Start by creating a private league and inviting those you want to play via email.

About

Uncle Stock is the ultimate tool for discerning investors seeking quality and value in their stock selections. It enables you to invest with confidence, tailoring your approach to achieve better financial results. Here's why Uncle Stock stands out: Unmatched Information Depth: Offering over 4,000 metrics, Uncle Stock provides extensive and precise data, essential for making well-informed investment decisions. Comprehensive Global Coverage: Uncle Stock covers 40,000 companies and 65,000 listings, ranging from nanocaps to largecaps. This wide scope allows investors to diversify their portfolio and explore unique opportunities in various markets. Integrated Backtesting Feature: Uncle Stock includes a built-in backtesting tool, enabling you to evaluate and refine your investment strategies using historical data to maximize your returns. Uncle Stock combines depth, global reach, and advanced tools to support your investment journey, enhancing your potential for success.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors searching for a stock research platform for researching what they invest their money in

Audience

Professional and retail value and quality investors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Free Version
Free Trial

Pricing

$15 per month
Free: Financial results. History: +25 years
Bronze: $15 / month (full data screener)
Silver: $25 / month (with backtest)
Gold: $40 / month (with export to Excel)
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • + Most stock screeners do not offer backtesting therefore you pick a strategy without knowing it it has worked at all in the past. Here screening and backtesting are very closely integrated and you can see how any strategy would have performed. + Full-featured. Tons of markets/tons of criteria, tons of backtesting options. + Amazing support from Peter. Most issues/questions are resolved in a matter of hours! + Price is right!
  • + global coverage + data for any company size, from microcaps to largecaps + very flexible screening options, easy to define your niche ponds to fish in + many-many metrics available (ratios, different kinds of averages, different kinds of growth-stats per metric, etc), handy for filtering out what you want, and also providing good sources for inspiration + customizable view of results, allowing quick comparisons on what is important for you + eye for detail and good effort for dealing with data problems and inconsistencies (such as inconsistencies between quarterly and annual data, and many other data quirks; better than e.g. GuruFocus at this aspect) + csv-export to Excel + pricing leaves budget for subscribing to other services

Cons

  • There are really no major con. Ease of is use is good but there is a bit of a learning curve to master all of the features as the software is very powerful.
  • - most fundamental data updates become available after 7 - 10 days of company filing. This is certainly quick enough for fundamental investors, but there are faster services out there. - look and feel of website may be clunky to newcomers (but it works fine) - risk for newcomers to be overwhelmed with the many possibilities, best to start out your discovery process from one of the recommended predefined screens before creating your own.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

EquitySet
United States
equityset.com

Company Information

Uncle Stock
Founded: 2013
Belgium
www.unclestock.com

Alternatives

Alternatives

My Stock Scanner

My Stock Scanner

Guru Investing Limited

Categories

Categories

Integrations

Microsoft Excel

Integrations

Microsoft Excel
Claim EquitySet and update features and information
Claim EquitySet and update features and information
Claim Uncle Stock and update features and information
Claim Uncle Stock and update features and information