Uncle Stock

What it is

Uncle Stock is a fundamental stock screener for value-oriented investors, started by one developer, Peter Nees, and sold as a web app. It screens a database of 100,000+ listings across 79 countries on fundamental metrics — valuation multiples, profitability, solvency, multi-year growth, quality-of-earnings tests — and on its own composite scores. The screenable list published by its metrics service holds 1,863 entries; the marketing copy says 2,000+ and the FAQ 4,000 searchable sub-metrics, so read the headline number as an order of magnitude.

What sets it apart from a plain screener is the modelling layer. Several intrinsic-value models (DCF, dividend discount, residual income, Graham, EPV and others) sit beside guru screens built from Graham, Lynch, Greenblatt, Piotroski, Levermann, Beneish and Altman, and any saved screen can be backtested: equal-, volatility- or expectation-weighted, rebalanced yearly, half-yearly or quarterly, with keep and sell rules, stop-loss slippage and dividends included. The interface was rebuilt in React during 2026; the classic client is still reachable, and the changelog is dated almost daily.

Pricing

Three plans, each in dollars or euros set separately: Bronze $20 a month, Silver $35, Gold $60. Yearly billing cuts that to $130, $210 and $350 — the "from $130 a year" a reader may have seen elsewhere is Bronze on annual terms. Bronze is the whole screener and every indicator; Silver adds backtesting with yearly rebalancing and saved queries; Gold adds quarterly rebalancing, CSV export capped at 300 calls a month, the API, a 75-a-day MCP quota and the portfolio module.

The 14-day trial needs no card and lapses on its own. After it, price metrics and financial results stay free to read. Cancelling stops renewal at the end of the paid cycle.

Data & coverage

US fundamentals come from Sharadar; everything outside the US, and price history, from EODHD and/or Financial Modeling Prep. History runs 25 years, 35 on US stocks. New financial results are imported within about 10 days of publication. A ticker not yet in the database is added by typing it in Yahoo Finance format. Gold adds cryptocurrencies.

Integrations

The API and the MCP server are the two ways out. The API is a set of keyed URLs on Gold that return what the UI exports. The MCP server is hosted, answers unauthenticated requests with 401, and connects to Claude.ai by OAuth or to other clients with the account's API key. There is no Python package, spreadsheet add-in or broker connection.

Limitations

• It emits verdicts as well as data. Every plan shows a Strong Buy to Strong Sell "advice", a price target and an Act/Wait trading recommendation, all computed from the vendor's own score and expected return. The formula is published in the documentation; it is still one house's model, and the screener ranks on it if you let it.
• Prices are not live, and indicators can be up to a month old for an obscure stock.
• CSV export, the API and quarterly backtests are Gold-only; on Bronze and Silver the only way data leaves is the 5-a-day MCP quota.
• Backtests rebalance into equal or rule-weighted top lists and ignore intraday gaps; the vendor notes that rerunning one can give a different result as historical data is corrected.
• Portfolio management is "lightweight" in the vendor's own word: positions, limits and email notifications, no broker sync and no tax reporting.
• A small vendor: the founder's own page describes building it alone, and support mail goes to him by name. Weigh that against a multi-year commitment to the yearly price.

Alternatives

Stock Rover is the closer fit for US and Canadian stocks with a real portfolio tracker attached. Portfolio123 is the step up for ranking-system backtests on point-in-time data. GuruFocus is the other value-investor research desk with global coverage, priced per region, and Koyfin suits a reader who wants charts and dashboards more than a screen.