Stockopedia
Stockopedia: Rankings, screens, and portfolio analysis for self-directed stock investors. Ranked #19 of 54 in Equity Research Platforms by our editors (7.3/10); pricing: 14-day trial; best for retail investors using rankings and strategy-based screens.
At a glance
- Editor score7.3 / 10
- Pricing14-day trial
- Best forRetail investors using rankings and strategy-based screens
- Free planNo
- Facts checked30 Sep 2026
Where it wins
- StockReports combine company metrics, rankings, and risk indicators.
- Custom screens and preset GuruScreens support strategy-based research.
- Portfolio analysis covers performance, diversification, and risk.
Where it doesn't
- Quotes are delayed intraday, not real time.
- Mobile access is through the responsive website, not native apps.
- The research platform is paid; the 14-day trial requires a card.
Our verdict on Stockopedia
Stockopedia is a stock research platform for self-directed private investors who want to compare companies and build strategy-based screens. StockReports bring together company metrics, risk indicators, and Quality, Value, and Momentum rankings. Investors can use financial ratios and other criteria to create custom screens, or start with preset GuruScreens. The platform also includes analyst commentary, educational resources, and an investor community, alongside tools for tracking portfolios and watchlists.
Its research workflow extends from screening to monitoring and portfolio review. Technical charts include overlays and trend indicators, while alerts cover price, fundamental, technical, and company-event changes. Portfolio tools support transactions and let investors review performance, diversification, and risk. Stockopedia describes its stock quotes as delayed intraday rather than real time, so investors who need real-time quotes should look elsewhere. Its verified coverage is focused on the US and Canada, making regional availability relevant when assessing fit.
The paid US and US and Canada plans both include StockReports with StockRanks and unlock all features, advanced tools, and expert resources. A 14-day trial is available and requires a card; the 30-day refund window is also stated. Mobile access is through the responsive website and a home-screen shortcut, rather than separate native apps. Stockopedia is a fit for retail investors who value rankings, configurable screens, and portfolio analysis in one research service. Investors seeking real-time quotes or native mobile apps should consider alternatives.
Stockopedia pricing
All 2 Stockopedia plans and prices →
Stockopedia fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Company financials | Not verified |
| Equity screening | Not verified |
| Earnings estimates | Not verified |
| Market coverage | Not verified |
| Data freshness | Not verified |
| Research reports | Not verified |
| Free trial | 14 days · card required |
| Money-back guarantee | 30 days |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Support | Live chat, Docs, Email, Phone |
| Built for | Solo, Small business (editorial estimate) |
| Pricing | 14-day trial (source) |
| Website | stockopedia.com |
| Facts checked | 30 Sep 2026 |
Alternatives to Stockopedia
- Bloomberg TerminalA broad real-time research terminal for institutional market teams.9.4
- FactSet WorkstationBroad company research, market data and portfolio analysis across desktop, web and mobile.9.3
- Bloomberg IntelligenceA research-led platform for company, industry and market analysis with Excel and API export.9.1
See all Stockopedia alternatives →
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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