VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Statfolio View Stockopedia Back to Home

Head-to-head

Statfolio vs Stockopedia comparison

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

Quick takeaways

Statfolio adds Dividends, and Splits coverage that Stockopedia skips.

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

Statfolio highlights: Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts., Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits., and Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked..

Stockopedia is known 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..

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

Statfolio

statfolio.net

Portfolio tracking and analytics platform with daily price and dividend updates. The Free plan supports 1 portfolio (50 orders, 10 holdings). Basic ($10/mo) expands to 3 portfolios, 500 orders, and a performance dashboard. Pro ($30/mo) offers 10 portfolios with unlimited orders and holdings. Dividends and splits are recorded automatically. Orders can be entered manually or imported.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.
Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR.

Community votes (overall)

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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

Web

Mobile

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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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Portfolio, News, and Data Visualizations plus 1 more area.

Where they differ

Statfolio

Distinct strengths include:

Dividends

Splits

Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts.
Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits.
Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked.
Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds.

Stockopedia

Distinct strengths include:

Analyst Recommendations

Analyst Price Targets

Watchlist

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	Statfolio	Stockopedia
Categories Which research workflows each platform targets	Shared: Portfolio, News, Data Visualizations, Financials Unique: Dividends, Splits	Shared: Portfolio, News, Data Visualizations, Financials Unique: Screeners, Stock Ideas, Scores, Checklist, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Watchlist, Alerts, Calendar, Education, Blogs, Newsletters
Asset types Supported asset classes and universes	Stocks, ETFs	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 Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts. Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits. Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked. Research pages for each symbol include charts, news, financial statements, and fundamentals, along with daily relevant news feeds. Exchange coverage spans NASDAQ, NYSE, Cboe BZX, LSE, XETRA, Frankfurt, Euronext Paris, TSX, TSXV, ASX, and NSE India. OTC data available on demand. Supported currencies include USD, EUR, GBP, CAD, AUD, and INR. Mobile access via a native Android app.	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	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Highlighted

Frequently Asked Questions

Which workflows do Statfolio and Stockopedia both support?

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

Which tool offers a free plan?

Statfolio 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 Statfolio and Stockopedia?

Both Statfolio 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?

Statfolio differentiates itself with Manual entry or import of trades; positions aggregated into holdings with long and short support and time-based performance charts., Daily refresh of prices and dividends, with automatic recording of corporate actions such as dividends and share splits., and Contribution analysis and drill-down views at portfolio, sector, industry, and individual holding level; realised vs. unrealised profit tracked., 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..

Keep exploring

Stay on top of related tools

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