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 with full transparency over metrics. You can screen across thousands of global stocks and use backtesting 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 on 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 totalling more than 10,000 — about 4,000 of which are searchable.
Where does the data come from?
US financial data comes from Sharadar. Data for other countries and price history comes from FMP (Financial Modeling Prep).
How current are the prices?
Prices are delayed. For Nasdaq, they reflect the previous trading day.
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 ones at least once a month.
What happens when a stock is viewed?
If metrics are outdated or the price has moved significantly, indicators are recalculated on the fly.
How does the updating process work?
All stocks are processed in the background:
- Check whether it is time to fetch new financial results. During months when results are expected, this check runs every 2 weeks.
- Recalculate all metrics based on the latest price (and any new results).
The same happens when a user views a stock:
- Check whether it is time to fetch new financial results — every 2 weeks during reporting season, otherwise once a month.
- Recalculate all metrics if there are new results or the price has moved significantly since the last 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 in Yahoo format and the stock will be added automatically.
Why do some stocks rank higher?
Screens apply your filters to narrow the list, but the sort metric determines which stocks appear at the top.
Why can't I add certain metrics as a column in the stock list?
The stock list is designed for comparing stocks side by side, so it focuses on comparable metrics — ratios, percentages, and scores that are meaningful across different companies. Absolute money amounts (such as revenue, debt, or cash flow in currency) are not directly comparable between a large-cap and a small-cap company, so they are typically not available as columns.
Technically, the stock list is populated directly from the search index for performance. Only metrics that have been indexed are available as columns or filter/sort criteria. Not every sub-metric is indexed — only the ones most useful for screening and comparison. You can always see the full set of metrics, including absolute values and all sub-metrics, on the individual stock detail page.
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 that is not the same as a backtest. Backtesting works on screens — it simulates rebalancing into the top-ranked results at each period.