Stockopedia
Factor-based stock research with daily StockRanks scores and 65+ live-tracked guru screens across 61 exchanges — subscription only, sold by region.
Stockopedia (Oxford, UK — entity from 2007, platform launched 2012) built its reputation on StockRanks: daily 0–100 Quality, Value and Momentum ranks plus a composite, computed for 30,000+ stocks on 61 exchanges and grounded in published factor research. Around the ranks sit one-page StockReports with forensic scores like Piotroski and Altman, a screener with 350+ ratios and unusually expressive advanced rules (ratio versus a multiple of another ratio, percentile-versus-universe), and 65+ GuruScreens modelled on famous investors — whose performance the vendor live-tracks rather than backtests, an unusually honest methodology choice. It is subscription-only with no free tier, and coverage is sold by region: the base plan covers Europe including the UK, with the US and other regions costing extra. There are no native mobile apps (responsive web only), no API, and no user-facing backtesting.
Features at a glance
| Feature | Stockopedia |
|---|---|
| Pricing | Paid |
| Tracking & data | |
| Multi-asset | Partial |
| Screening | |
| Fundamental filters | Yes |
| Technical filters | Partial |
| Custom metrics & formulas | Partial |
| Preset & guru screens | Yes |
| Composite stock scores | Yes |
| Valuation models | Partial |
| Watchlists & alerts | Yes |
| Global market coverage | Yes |
| Data export | Yes |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis | Not supported |
| Backtesting & scenarios | Not supported |
| Access & pricing | |
| Free tier | Not supported |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Not supported |
| Multi-language | Not supported |
Best for
UK and European systematic stock pickers who want factor ranks and guru strategies over broad non-US coverage — and accept a paid-only, region-priced subscription for it.
Strengths
- StockRanks factor scoring at scale: Quality/Value/Momentum plus composite, 0–100, updated daily across 30k+ stocks with performance history published since 2013
- 65+ guru screens (Buffett, Graham, Slater's Zulu Principle…) whose results are live-tracked — not backtested — and can be duplicated and customised
- Deep screening and research combo: 350+ ratios, ratio-vs-ratio and percentile rules, one-page StockReports with forensic scores
- Rare breadth outside the US: 61 exchanges across Europe, Asia and Australasia with especially deep UK coverage
Trade-offs
- No free tier at all, and coverage is sold by region — the base European plan cannot screen US stocks without paying for the US region
- No native mobile apps (responsive web only), no API, and no user backtesting despite years of community requests
- Priced for committed investors — several hundred euros a year for one region, more for multi-region
Stockopedia vs PortfolioGlance
Stockopedia ranks and screens stocks; PortfolioGlance keeps the book on the portfolio you build from them. PortfolioGlance deliberately has no screener and computes no factor ranks, so for finding high-QVM stocks across European exchanges Stockopedia does a job we chose not to. Its folios do cover watchlist-style tracking, but ownership accounting is not the product: no multi-currency cost basis engine, no dividend income analytics, no allocation health score or goal projection — and no asset classes beyond listed securities. A European investor can screen in Stockopedia and run the resulting portfolio — stocks, funds, bonds, cash, property — in PortfolioGlance without the two tools competing for the same job.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.