# Stockopedia vs Zacks

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A side-by-side feature comparison.

| Feature | Stockopedia | Zacks |
| --- | --- | --- |
| Pricing | Paid | Freemium |

### Tracking & data

| Feature | Stockopedia | Zacks |
| --- | --- | --- |
| Multi-asset | Partial | Yes |

### Screening

| Feature | Stockopedia | Zacks |
| --- | --- | --- |
| Fundamental filters | Yes | Yes |
| Technical filters | Partial | Partial |
| Custom metrics & formulas | Partial | Partial |
| Preset & guru screens | Yes | Yes |
| Composite stock scores | Yes | Yes |
| Valuation models | Partial | Partial |
| Watchlists & alerts | Yes | Yes |
| Global market coverage | Yes | Not supported |
| Data export | Yes | Yes |

### Analysis & insights

| Feature | Stockopedia | Zacks |
| --- | --- | --- |
| AI portfolio analysis | Not supported | Not supported |
| AI asset & market analysis | Not supported | Partial |
| Backtesting & scenarios | Not supported | Partial |

### Access & pricing

| Feature | Stockopedia | Zacks |
| --- | --- | --- |
| 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

| Feature | Stockopedia | Zacks |
| --- | --- | --- |
| Mobile app | Not supported | Yes |
| Multi-language | Not supported | Not supported |

## Stockopedia

**Factor-based stock research with daily StockRanks scores and 65+ live-tracked guru screens across 61 exchanges — subscription only, sold by region.**

**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

Verified 2026-07-25
Sources:
- Stockopedia — plans: regional structure (Europe / +US / Customise), 14-day trial + card, no free tier — https://www.stockopedia.com/plans/
- StockRanks — QVM methodology, 0–100, daily, 30k+ stocks, published performance since 2013 — https://www.stockopedia.com/stockranks/
- Learn — Exploring a Guru Screen ("We 'live track' the performance of these screens (rather than backtest)") — https://www.stockopedia.com/learn/screener/exploring-a-guru-screen-463268/
- Learn — Building advanced screening rules (ratio-vs-ratio, percentile rules; no raw-field formula builder) — https://www.stockopedia.com/learn/screener/building-advanced-screening-rules-463278/
- Companies House 06367267 — Stockopedia Ltd, Active, incorporated 2007-09-11, registered office Oxford — https://find-and-update.company-information.service.gov.uk/company/06367267
- Community — no native mobile app; vendor recommends "Add to homescreen" responsive web — https://www.stockopedia.com/content/iphone-app-640603/
- Help — Download your table data to Excel or CSV (folios + screens) — https://learn.stockopedia.com/en/articles/3513132-download-your-table-data-to-excel-or-csv

- Official site: https://www.stockopedia.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/stockopedia.md

## Zacks

**US research service built around the Zacks Rank; genuine free tier, a large preset-screen library and a 125-field custom screener.**

**Best for:** US-focused investors who want an opinionated, estimate-driven rating system with a usable free tier — not a technical scanning workstation.

Strengths:
- Zacks Rank has run continuously since 1988 on a documented estimate-revision method — and covers mutual funds and ETFs too
- Deep genuinely free tier: rank and Style Scores, portfolio tracker with daily email alerts, basic screens
- Large curated library: 45+ premium screens in 9 strategy categories plus 39 thematic screens
- Unmatched earnings-estimate depth: revisions, surprises and the Earnings ESP filter

Trade-offs:
- Screens US exchanges only — no foreign exchange is searchable, international exposure is ADRs
- Technical criteria are minimal: price action and volume, no RSI or moving averages
- Custom formulas and backtesting require Research Wizard, sold separately on top of Premium — and renewal prices of the higher bundles are not public

Verified 2026-07-27
Sources:
- Zacks Premium order page — $249/yr, 30-day trial, 45+ predefined screens, research reports with price targets — https://www.zacks.com/registration/order.php
- Membership comparison — free vs Premium vs Investor Collection vs Ultimate feature table — https://www.zacks.com/registration_info.php
- Zacks custom screener — 125 items / 18 categories, US-only exchange list, CSV export in results toolbar — https://screener-api.zacks.com/
- Thematic screens — 39 themes enumerated — https://www.zacks.com/screening/thematic-screens/
- Research Wizard offer — separate desktop product: 650+ traits, Calculation Expression, backtesting — https://www.zacks.com/registration/rw/welcome/eoffer/3dd7/
- Zacks Connect AI — official MCP connector, open beta, outside core product — https://ai.zacksdata.com

- Official site: https://www.zacks.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/zacks.md

*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.*