★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Stockopedia Review, Pricing, and Features
Stockopedia is a paid stock research and screening platform for investors who want StockRanks, StockReports, GuruScreens, factor-style idea generation, portfolio Folios, alerts, and exportable screen data across selected regions. It is strongest for disciplined Quality, Value, and Momentum screening rather than broker execution or API-based data delivery.
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Pricing
Subscription · 14-day trial · 3 plans
Europe incl UK (Annual)
US and Europe incl UK (Annual)
Custom (regions)
Deals
25% off the first year of an annual Stockopedia plan for new subscribers
Key features
- StockRanks to compare stocks through Quality, Value, and Momentum ratings, with additional risk ratings and style classifications.
- Research coverage for companies through StockReports that combine ranks, financials, forecasts, charts, news, valuation context, risk flags, and key investment signals.
- Screening for stocks with more than 350 criteria across fundamentals, valuation, quality, momentum, dividends, technicals, forecasts, and market data.
- Starting point: prebuilt GuruScreens and strategy templates when you want proven screening recipes instead of building every rule from scratch.
- Tracking portfolios with Folios, time-weighted returns, company announcements, reporting calendars, holdings context, and portfolio-level monitoring.
- Support for setting custom alerts on price moves or any screenable fundamental or technical rule, with delivery by email or in-app notification.
- Charts with overlays and indicators such as Bollinger Bands, MACD, RSI, Ichimoku, and multi-symbol comparisons.
- Export support for screens and Folios to Excel or CSV when you want to continue analysis outside Stockopedia.
- Cover stocks, ETFs, investment trusts, and closed-end funds across the UK, US, Canada, Europe, Asia, and Australasia depending on your regional subscription.
- Subscription constraints: access starts with a card trial, pricing depends on regional market access, data can be delayed, and there is no public API.
- Stockopedia is suited to repeatable screening and portfolio monitoring, not for raw institutional terminals, broker trading, or custom factor backtesting.
FAQ
Is Stockopedia free?
No. Stockopedia does not offer a free plan. Expect subscription pricing when you onboard. Check the vendor site for the most recent offers. A 14-day free trial is available on select plans.
Who is Stockopedia best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does Stockopedia support?
You can use Stockopedia on Web and Mobile.
Which markets does Stockopedia cover?
Stockopedia covers Europe, North America, and APAC. It tracks Stocks, ETFs, and Closed-End Funds. Identifiers include Ticker.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.