Back to directory


Stockopedia vs Zacks
A side-by-side feature comparison.
| Feature | Stockopedia | Zacks |
|---|---|---|
| Pricing | Paid | Freemium |
| Tracking & data | ||
| Multi-asset | Partial | Yes |
| Screening | ||
| Fundamental filters | Yes | Yes |
| Technical filters | Partial | Partial |
| Custom metrics & formulas. Build your own ratios or screening formulas from raw data fields. | Partial | Partial |
| Preset & guru screens. Ready-made screens curated by the vendor or modelled on well-known investors. | Yes | Yes |
| Composite stock scores. A per-stock composite rating (e.g. quality/value/momentum ranks) — not a portfolio health score. | Yes | Yes |
| Valuation models. Built-in intrinsic-value estimates computed in the product, such as DCF fair value (not just a quoted analyst price target). | Partial | Partial |
| Watchlists & alerts | Yes | Yes |
| Global market coverage. Screens international exchanges, not just US markets. | Yes | Not supported |
| Data export | Yes | Yes |
| Analysis & insights | ||
| AI portfolio analysis | Not supported | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported | Partial |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Not supported | Partial |
| Access & pricing | ||
| Free tier | Not supported | Yes |
| Open source | Not supported | Not supported |
| Self-hostable | Not supported | Not supported |
| Public API | Not supported | Not supported |
| Platform & reach | ||
| Mobile app | Not supported | Yes |
| Multi-language | Not supported | Not supported |
LegendSupportedPartial / limitedChecked — not availableNot verified yet
Stockopedia
Paid
Factor ranks and guru screens for UK and European stock pickers. No free plan, Europe from €550 a year, the US costs extra.
Zacks
Freemium
US stock ratings driven by earnings-estimate revisions, with a useful free tier. Premium is $249 a year, US stocks only.
About PortfolioGlance
Skip the trade-by-trade logging. Just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too.
Try PortfolioGlance freeWe list competitors next to our own app and link to their sites. Where another app is better than PortfolioGlance, we say so. Prices change, so check the official site before you pay.