Frequently Asked Questions
General
What is Uncle Stock?
Uncle Stock is a powerful fundamental stock screener designed for value-oriented investors. It offers over 4,000 financial metrics, 15+ valuation models (like DCF, Graham, EPV, Residual Income), and advanced filtering tools to help you find undervalued stocks worldwide.
Who should use Uncle Stock?
Uncle Stock is ideal for long-term investors, fundamental analysts, and DIY investors who want to go beyond basic screeners. Whether you're inspired by Buffett, Graham, Lynch, or Greenblatt, you can implement their strategies directly in the screener.
What makes Uncle Stock different from other screeners?
Unlike other platforms, Uncle Stock combines deep valuation models and full transparency over metrics. You can screen across thousands of global stocks and use backtest to create and optimize your strategy.
Can I compare intrinsic values from different models?
Yes. Uncle Stock calculates and displays intrinsic values using multiple models side-by-side, including DCF, Graham, EPV, Residual Income, and more.
Is Uncle Stock suitable for international stock screening?
Yes. Uncle Stock covers global markets including the US, Europe, Asia, and more. You can filter, rank, and screen across different countries using uniform metrics and valuation logic.
Do you offer a free trial?
Yes, all new users receive a 2-week free trial to test the platform before subscribing.
What personal data do you store?
Only your name and email address. We do not share this information with third parties.
How can I pay?
You can pay via the Stripe buttons op the subscription page, or by bank transfer.
Is there a referral program?
Yes. Each user receives a personal referral link to invite others and receive rewards.
Stock Screening
How many metrics are available?
Over 850 base metrics, with sub-metrics totaling +10,000 — about 4,000 of which are searchable.
Where does the data come from?
US financial data is from Sharadar. Other countries and price history come from FMP.
How current are the prices?
Prices are delayed. For Nasdaq, they reflect the previous day when the market is open.
How current are financial results?
We aim to import financial results within 10 days of their public release.
How fresh are screener indicators?
Popular stocks are updated roughly every 10 days, less popular at least once a month.
What happens when a stock is viewed?
If metrics are outdated or the price deviates too much, indicators are recalculated live.
How does the updating process work?
There is a background processing of all stocks, in which
- it is checked whether it is time to try getting new results. In the months that results are expected, this is 2 weeks.
- recalculate all metrics based on the latest price (and any new results)
When a stock is consulted by a user, the same happens
- it is checked whether it is time to try getting new results. In the months that results are expected, this is 2 weeks, otherwise 1 month.
- recalculate all metrics based on the latest price (and any new results), if there are new results or the price deviates too much from the one used at previous calculation.
Can I define a custom stock universe?
Yes. You can save a screen and mark it as default, effectively defining your universe.
Can I add a missing stock?
Yes. If the market is supported, enter the ticker once in Yahoo format and it will be added.
Why do some stocks rank higher?
Screens apply filters, but the sort metric determines the top-ranked results.
Backtesting
How does backtesting work?
The system simulates investing in top-ranked screen results at each rebalance, using equal weights.
Are dividends included?
Yes, backtests use price return and dividends.
Why do results change when rerun?
Historical data may be updated, or screen definitions slightly changed, which affects backtest results.
Can I test a custom portfolio?
You can calculate the historical return of a stock list, but this is not what we call a backtest. A backtest works on screens.