VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Stockopedia vs Yellowbrick Investing comparison

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

Quick takeaways

Stockopedia adds Financials, Scores, Checklist, Data Visualizations, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Portfolio, Watchlist, News, Calendar, Education, and Blogs coverage that Yellowbrick Investing skips.

Yellowbrick Investing includes Investor Holdings, 13F, and Institutional Data categories that Stockopedia omits.

Stockopedia 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., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..

Yellowbrick Investing is known for: Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns., and Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats..

Yellowbrick Investing keeps a free entry point that Stockopedia lacks.

Stockopedia ships a mobile app. Yellowbrick Investing is web/desktop only.

Stockopedia logo

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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Yellowbrick Investing logo

Yellowbrick Investing

joinyellowbrick.com

Aggregates stock pitches and hedge fund holdings into a searchable platform. The free tier gives access to delayed ideas and limited data, while Premium unlocks real-time investor feeds, professional fund portfolios, enhanced filters, investor return stats, and the live Yellowbrick Premium Portfolio with trade alerts. A separate “CEO Watcher Premium” subscription tracks insider activity.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more.
  • Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns.
  • Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats.
  • Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.
  • Free tier limits include ~30-day delays on new hedge-fund stock pitches and restricted access to investor return columns.

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Screeners, Stock Ideas, and Alerts plus 1 more area.

Where they differ

Stockopedia

Distinct strengths include:

  • 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.

Yellowbrick Investing

Distinct strengths include:

  • Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more.
  • Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns.
  • Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats.
  • Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.

Feature-by-feature breakdown

AttributeStockopediaYellowbrick Investing
Categories

Which research workflows each platform targets

Shared: Screeners, Stock Ideas, Alerts, Newsletters

Unique: Financials, Scores, Checklist, Data Visualizations, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Portfolio, Watchlist, News, Calendar, Education, Blogs

Shared: Screeners, Stock Ideas, Alerts, Newsletters

Unique: Investor Holdings, 13F, Institutional Data

Asset types

Supported asset classes and universes

Stocks, ETFs, Closed-End Funds

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile

Web

Pricing

High-level pricing models

Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

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.

Unique

  • Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more.
  • Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns.
  • Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats.
  • Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.
  • Free tier limits include ~30-day delays on new hedge-fund stock pitches and restricted access to investor return columns.
  • Yellowbrick Premium Portfolio is a real-money portfolio that mirrors top investor trades and issues alerts when new trades are made.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Stockopedia and Yellowbrick Investing both support?

Both platforms cover Screeners, Stock Ideas, Alerts, and Newsletters workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

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

Which tool has mobile access?

Stockopedia ships a dedicated mobile experience, while Yellowbrick Investing focuses on web or desktop access.

What unique strengths set the two platforms apart?

Stockopedia differentiates itself with 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., whereas Yellowbrick Investing stands out for Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns., and Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats..

Curation & Accuracy

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.