VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Stockopedia and Zacks (Zacks.com) will find that Both Stockopedia and Zacks (Zacks.com) concentrate on Screeners, Scores, and Analyst Forecasts workflows, making them natural alternatives for similar investment research jobs. Stockopedia leans into Stock Ideas, Financials, and Checklist, which can be decisive for teams that need depth over breadth. Zacks (Zacks.com) stands out with ETF Screeners, ETF Overview, and ETF Performance that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Stockopedia vs Zacks (Zacks.com)
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Stockopedia adds Stock Ideas, Financials, Checklist, Data Visualizations, Analyst Recommendations, Education, Blogs, and Newsletters coverage that Zacks (Zacks.com) skips.
- Zacks (Zacks.com) includes ETF Screeners, ETF Overview, ETF Performance, ETF Holdings, and Transcripts 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..
- Zacks (Zacks.com) is known for: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
- Zacks (Zacks.com) keeps a free entry point that Stockopedia lacks.
Stockopedia
stockopedia.com
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.
Categories
Platforms
Pricing
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.
Zacks (Zacks.com)
zacks.com
Equity and fund research platform best known for the Zacks Rank system, Style Scores, and detailed earnings analysis. Free users get access to basic screeners and research pages, while Premium unlocks the full #1 Rank list, Equity Research Reports, and 45+ premium screens. The Earnings ESP filter is exclusive to Premium, and Zacks Ultimate bundles all of the firm’s private portfolios. The mobile app includes subscriber alerts and real-time ECN quotes.
Categories
Platforms
Pricing
Quick highlights
- Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
- Style Scores across Value, Growth, and Momentum factors.
- Stock, ETF, and mutual fund screeners with hundreds of filters.
- Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
- Unique Price-Consensus-EPS Surprise charts that map historical estimate accuracy and surprises.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
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.
Zacks (Zacks.com)
Distinct strengths include:
- Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
- Style Scores across Value, Growth, and Momentum factors.
- Stock, ETF, and mutual fund screeners with hundreds of filters.
- Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
Feature-by-feature breakdown
| Attribute | Stockopedia | Zacks (Zacks.com) |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Scores, Analyst Forecasts, Analyst Price Targets, Portfolio, Watchlist, News, Alerts, Calendar Unique: Stock Ideas, Financials, Checklist, Data Visualizations, Analyst Recommendations, Education, Blogs, Newsletters | Shared: Screeners, Scores, Analyst Forecasts, Analyst Price Targets, Portfolio, Watchlist, News, Alerts, Calendar Unique: ETF Screeners, ETF Overview, ETF Performance, ETF Holdings, Transcripts |
Asset types Supported asset classes and universes | Stocks, ETFs, Closed-End Funds | Stocks, ETFs, Mutual 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 | Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Stockopedia and Zacks (Zacks.com) both support?
Both platforms cover Screeners, Scores, Analyst Forecasts, Analyst Price Targets, Portfolio, Watchlist, News, Alerts, and Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Zacks (Zacks.com) 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 Stockopedia and Zacks (Zacks.com)?
Both Stockopedia and Zacks (Zacks.com) 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?
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 Zacks (Zacks.com) stands out for Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
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.