VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, December 4, 2025

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Tool Comparison

Portseido vs Stockopedia comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Portseido adds Dividend, and Risk Metrics (VaR/ES/Drawdown) coverage that Stockopedia skips.

Stockopedia includes Screeners, Stock Ideas, Financials, Scores, Checklist, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Watchlist, News, Alerts, Calendar, Education, Blogs, and Newsletters categories that Portseido omits.

Portseido has a free tier, while Stockopedia requires a paid plan.

In depth comparison

Portseido

portseido.com

Editor’s pick Hands-on review

Portfolio and dividend tracker covering global stocks, ETFs, and crypto with both web and mobile apps. Free users can track one portfolio with up to 50 transactions. Paid tiers expand limits, add multiple portfolios, and include a 14-day free trial. Dividends and splits are tracked automatically.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
Flexible data input: upload broker CSVs, enter transactions manually, or sync from Google Sheets.

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Stockopedia

stockopedia.com

Editor’s pick Hands-on review

Stockopedia is a stock research and screening platform best known for its StockRanks™ ratings and broad coverage across the UK, US, Europe, and Asia-Pacific. All plans include the same features; pricing is based on regional market access. Data comes primarily from Refinitiv, with fundamentals refreshed multiple times a day and recomputed after the close. Users get unlimited alerts, a 14-day free trial, and a 30-day money-back guarantee on the first payment.

Platforms

WebMobile

Pricing

Subscription

Quick highlights

Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”
StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications.
Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars.
Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
Charts include overlays and indicators such as Bollinger Bands, MACD, RSI, and Ichimoku, plus multi-symbol comparisons.

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Where they differ

Portseido

Distinct strengths include:

Dividend Risk Metrics (VaR/ES/Drawdown)

Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.

Stockopedia

Distinct strengths include:

Screeners Stock Ideas Financials Scores Checklist Analyst Forecasts Analyst Recommendations Analyst Price Targets

Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”
StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications.
Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars.
Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.

Feature-by-feature breakdown

Attribute	Portseido	Stockopedia
Categories Which research workflows each platform targets	Shared: Portfolio, Data Visualizations Unique: Dividend, Risk Metrics (VaR/ES/Drawdown)	Shared: Portfolio, Data Visualizations Unique: Screeners, Stock Ideas, Financials, Scores, Checklist, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Watchlist, News, Alerts, Calendar, Education, Blogs, Newsletters
Asset types Supported asset classes and universes	Stocks, ETFs, Cryptos	Stocks, ETFs, Closed-End Funds
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web, Mobile
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies. Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency. Risk analysis with beta and drawdown metrics in the Portfolio Analyzer. Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments. Flexible data input: upload broker CSVs, enter transactions manually, or sync from Google Sheets. Mobile apps for iOS and Android allow real-time tracking of portfolios on the go.	Unique Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.” StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications. Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars. Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification. Charts include overlays and indicators such as Bollinger Bands, MACD, RSI, and Ichimoku, plus multi-symbol comparisons. Export data from Screens and Folios to Excel or CSV for deeper analysis.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Highlighted

Frequently Asked Questions

Which workflows do Portseido and Stockopedia both support?

Both platforms cover Portfolio, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Portseido offers a free entry point, while Stockopedia requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Portseido and Stockopedia?

Both Portseido and Stockopedia support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Portseido differentiates itself with Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer., whereas Stockopedia stands out for Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..

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