+
+

Related Products

  • NaviPlan
    Visit Website
  • Innoslate
    93 Ratings
    Visit Website
  • RealCISO
    223 Ratings
    Visit Website
  • Planview ProjectAdvantage
    121 Ratings
    Visit Website
  • PBXware
    39 Ratings
    Visit Website
  • eToro
    31,958 Ratings
    Visit Website
  • AI Video Cut
    1 Rating
    Visit Website
  • CoinStats
    101,113 Ratings
    Visit Website
  • Portfolio Manager
    3 Ratings
    Visit Website
  • Planview Software Product Delivery
    2 Ratings
    Visit Website

About

Sharpee is a portfolio backtesting platform tailored for European investors, combining powerful quantitative analysis with an intuitive and accessible interface. Designed to be user-friendly even for those without a technical or financial background, Sharpee allows users to backtest portfolios including ETFs, stocks, and cryptocurrencies. The platform provides in-depth insights through key performance and risk metrics like Sharpe ratio, Sortino ratio, beta, rolling returns, Monte Carlo simulations, factor analysis, efficient frontier, as well as geographic and sector diversification. Moreover, Sharpee includes a dedicated bond screener for fixed income securities, offering advanced filtering options based on maturity, yield to maturity (YTM), coupon type, issuer, and other key parameters.

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

European investors and financial professionals seeking a user-friendly platform for portfolio backtesting, performance analysis, and bond screening to optimize investment strategies

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

No images available

Screenshots and Videos

Pricing

No information available.
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:

Review this Software

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

Sharpee
Founded: 2025
Italy
sharpeeinvesting.com

Company Information

Uncle Stock
Founded: 2013
Belgium
www.unclestock.com

Alternatives

Alternatives

My Stock Scanner

My Stock Scanner

Guru Investing Limited
Diversiview

Diversiview

LENSELL
Stockalyze

Stockalyze

Lunetek Software

Categories

Categories

Integrations

Microsoft Excel

Integrations

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