All-in-one research platform

Stockopedia is designed for investors who want to take more control over their investment decisions, whether they’re just beginning to manage more of their portfolio or experienced in running it themselves. The platform’s tools and insights naturally scale with your investing experience, helping you build structure, discipline and confidence in your process.

• For self-directed investors taking greater control, Stockopedia simplifies the complexity of market analysis. The platform's Traffic Lights and StockRanks™ translates complex financial metrics into simple, visual ratings that anyone can understand. You don’t need to be an accounting expert to make sense of the data; everything is designed to help you make evidence-based decisions with ease, while the deeper analysis remains accessible as your confidence grows.
• For experienced investors, Stockopedia becomes a time-saving research engine. The StockRanks™ allows professional investors to conduct rapid due diligence across hundreds of stocks, quickly filtering out poor opportunities and identifying promising candidates. StockReports™ provide comprehensive fundamental analysis that would typically take hours to compile manually, while advanced screening tools let you design and test your own investment rules. It’s a complete research workflow that supports more structured, disciplined portfolio management.

Stockopedia provides professional-grade stock research tools and data quality that free websites simply cannot match. While free stock data sites may seem appealing initially, they typically suffer from inconsistent data quality, missing information, intrusive advertising, and lack the sophisticated analysis tools that serious investors need.

• Data quality makes the difference. Stockopedia sources its financial data from LSEG, one of the world's leading financial data providers used by professional investors and institutions. This institutional-grade data undergoes rigorous quality control, whereas free sites often aggregate data from multiple sources with varying accuracy levels. Missing quarterly reports, delayed updates, and calculation errors are common problems on free platforms that can lead to poor investment decisions.
• The scale of analysis sets Stockopedia apart from basic data aggregators. The platform runs millions of calculations daily across global markets, delivering over 2,000 statistics and metrics for each stock. This goes far beyond simply displaying raw financial statements. Free websites typically show basic price charts and fundamental ratios, but they lack the depth of analysis needed for thorough stock evaluation. Stockopedia processes this data to generate insights that would take individual investors countless hours to calculate manually.
• Consistency across companies is another critical advantage. Stockopedia uses rolling forecasts and standardised methodologies to ensure fair comparisons between different stocks and sectors. Free sites often present data inconsistently, making it difficult to compare companies accurately. Different reporting standards, fiscal year variations, and currency differences can distort comparisons on basic platforms.
• Proprietary tools like StockRanks™ provide genuine analytical value beyond raw data access. These rankings synthesise quality, value, and momentum factors into actionable scores that help investors identify opportunities and avoid value traps. Free sites give you numbers, but Stockopedia gives you interpretation and context. The combination of clean data, sophisticated calculations, and proprietary screening tools creates a professional research environment that saves time while improving investment decisions. For serious investors, the quality difference justifies the subscription cost through better-informed decisions and more efficient research workflows.

Stockopedia delivers excellent value even for smaller portfolios, and many members describe it as one of their best investments. The subscription represents strong value not just for the potential returns it helps you capture, but for the time saved, confidence gained, and better-quality decisions it enables. Even investors managing modest portfolios of £5,000 to £10,000 find the platform pays for itself through improved stock selection and by avoiding costly mistakes.

• Time savings translate directly to value. Researching a single stock properly can take several hours when using free resources - gathering financial statements, calculating ratios, comparing peer companies, and analysing trends. Stockopedia condenses this process into minutes with pre-calculated metrics, standardised comparisons, and quality rankings. For time-poor investors who want to make informed decisions without spending weekends buried in spreadsheets, this efficiency is invaluable regardless of portfolio size. The platform is specifically designed for investors who have limited research time but still want professional-quality analysis.
• Building investment confidence matters especially for smaller portfolios. Many investors with modest capital feel intimidated by the stock market and make emotional decisions based on tips or headlines. Stockopedia provides a disciplined, systematic process for evaluating stocks that removes guesswork and builds genuine understanding. The educational resources and clear visual tools help you learn why certain stocks are rated highly, turning you into a more knowledgeable investor over time. This education and confidence-building has long-term value that extends beyond any single investment.
• Avoiding one bad investment can easily justify years of subscription costs. A £5,000 portfolio losing 30% on a poorly researched stock means £1,500 gone - far more than annual subscription fees. Stockopedia's quality rankings and red-flag warnings help investors avoid value traps, financially distressed companies, and overvalued stocks. The platform's screening tools guide you toward fundamentally strong businesses, reducing the risk of major losses that disproportionately hurt smaller portfolios.

The platform works equally well whether you're managing five stocks or fifty. You gain access to the same professional-grade data, analytical tools, and stock rankings that larger investors use. For smaller portfolios, Stockopedia provides the discipline, insights, and time efficiency that make investing accessible and manageable alongside busy lives.

Stockopedia makes it easy to import your existing portfolio and track your holdings within the platform. You can upload your transaction history using a CSV file, which most brokers provide as a standard export option. The import process is straightforward and typically takes just a few minutes to complete.

• The CSV import method is the fastest way to transfer your entire portfolio history into Stockopedia. Most online brokers and investment platforms allow you to download your transaction history as a CSV file, which includes your purchases, sales, dividends, and other trading activity. Once you have this file, simply drag and drop it into Stockopedia's portfolio section, called "folios." The platform automatically validates the records, checking for formatting issues and ensuring all data imports correctly. This validation step catches any errors before finalising, so you can review and correct anything that doesn't look right.
• If you keep your own spreadsheet for tracking investments, you can also use that as your import source. As long as your spreadsheet includes the essential transaction details like stock ticker symbols, dates, quantities, and prices, you can save it as a CSV file and import it the same way. This flexibility means you don't need to rely solely on broker exports if you maintain your own investment records.
• Manual entry is also available for investors who prefer a hands-on approach or have just a few holdings to track. You can add stocks and individual transactions directly within the platform without needing any file imports. This option works well for smaller portfolios, for adding recent trades, or for investors who want complete control over each entry. Many users combine both methods, importing their historical transactions via CSV and then manually adding new trades as they occur.

Once your portfolio is imported, Stockopedia tracks its performance, calculates returns, shows current valuations, and provides analytics on your holdings. The platform displays how your stocks rank using the StockRanks™, helping you identify which positions might need attention. You can create multiple portfolios to track different strategies, family accounts, or hypothetical positions alongside your real holdings. The portfolio tools integrate seamlessly with Stockopedia's research features, making it easy to analyse your current investments and discover new opportunities.

Stockopedia supports up to 25 separate portfolios within a single account, making it ideal for investors who want to track different strategies, goals, or family member accounts all in one place. This multi-portfolio functionality gives you the flexibility to organise your investments however makes most sense for your situation, while keeping everything accessible through a unified dashboard.

• Multiple portfolios serve different purposes for various investors. You might maintain one portfolio for long-term dividend stocks, another for growth investments, and a third for speculative positions. Many users create separate portfolios to track their pension investments differently from their trading accounts, or to monitor family members' holdings such as children's junior ISAs alongside their own investments. Some investors use portfolios to test different investment strategies, running a value-focused portfolio alongside a momentum-based approach to compare performance over time.
• The practical advantages of managing multiple portfolios become clear in day-to-day use. Each portfolio can have its own benchmark for performance comparison, allowing you to measure your dividend portfolio against one benchmark while comparing your growth stocks to another. You can also create hypothetical or "paper trading" portfolios to test investment ideas before committing real money, learning from simulated positions without financial risk. This separation helps you maintain discipline within each strategy rather than mixing different investment approaches in one confused portfolio.
• Switching between portfolios is seamless throughout the platform. When researching new stocks or running screens, you can easily see which of your portfolios already holds a particular stock, preventing accidental duplicate purchases across accounts. The platform remembers your portfolio context as you navigate, making it natural to work with several portfolios without getting confused about which account you're analysing. Whether you're managing two portfolios or twenty, Stockopedia keeps everything organised and accessible.

Stockopedia works seamlessly across all your devices including desktop computers, tablets, and smartphones. The platform uses responsive web design that automatically adapts to your screen size, providing an optimised experience whether you're researching stocks at your desk or checking your portfolio on the go.

The responsive website approach means you access Stockopedia through your web browser on any device rather than needing to download a separate app. When you visit the site on your phone, the interface intelligently adjusts to fit your smaller screen with touch-friendly buttons and streamlined navigation. On tablets, you get a middle-ground experience that balances the detailed data views of desktop with the portability of mobile. Desktop users enjoy the full interface with maximum screen space for charts, tables, and multiple data points displayed simultaneously. This cross-platform compatibility ensures you're never locked out of your research regardless of which device you happen to have available.

Stockopedia's stock screener is your primary discovery tool for finding investment opportunities aligned with your specific goals and strategy. The platform offers multiple approaches to stock discovery, from ready-made filters that deliver instant results to sophisticated custom screening that lets you define your exact investment criteria. This flexibility means you can find stocks that match your risk tolerance, investment style, and financial objectives without manually sorting through thousands of companies.

• Pre-built screens provide immediate results for investors who want proven filtering strategies without the complexity of building screens from scratch. Stockopedia offers dozens of ready-to-use screens based on its proprietary StockRanks™, which evaluates stocks across quality, value, and momentum factors. You'll also find screens organised by investment style, whether you're seeking dividend income, growth potential, or value opportunities, along with risk-rated screens that help you balance return potential against volatility. These pre-built options are particularly valuable for newer investors or anyone wanting quick access to filtered stock lists based on sound investment principles.
• Guru Screens bring time-tested investment strategies from legendary investors directly into your research process. The platform includes approximately 65 different Guru Screens inspired by famous investors like Warren Buffett, Peter Lynch, Benjamin Graham, and other market luminaries. Each screen attempts to replicate the investment criteria and stock selection methods these successful investors have used throughout their careers. You can explore value investing approaches favoured by Buffett, growth strategies popularised by Lynch, or contrarian methods employed by other notable fund managers. This gives you access to proven investment frameworks without needing to study each investor's methodology in detail or calculate the metrics manually.
• Custom screen building unlocks the platform's full analytical power for investors with specific requirements. Stockopedia provides access to more than 350 different financial metrics, ratios, and data points that you can combine into personalised screening criteria. Want to find profitable companies trading below book value with increasing dividends and low debt? You can build that exact screen. Looking for small-cap growth stocks with strong revenue momentum and insider buying? Those parameters are all available. The custom screener lets you save your favourite searches and refine them over time as your strategy evolves.

Stockopedia provides comprehensive tools for rules-based investing that help you maintain discipline and consistency in your stock selection process. The platform supports both systematic screening with custom criteria and individual stock evaluation using checklist tools, ensuring you follow your investment principles rather than making emotional or impulsive decisions. This structured approach cuts through market noise and personal bias, keeping you focused on the fundamental factors that matter for long-term investment success.

• Custom stock screens function as automated checklists that continuously monitor markets for opportunities matching your exact investment rules. You can define specific criteria around valuation metrics, profitability ratios, growth rates, dividend yields, debt levels, or any combination of the 350-plus available metrics. Once created, these screens act as your personal investment filter, automatically flagging stocks that meet all your requirements while excluding everything that doesn't. This systematic approach ensures you're evaluating every potential investment against the same consistent standards rather than changing your criteria based on market sentiment or recent news.
• The Checklist Tool provides a different but complementary approach for evaluating individual stocks against proven investment rules. When you're researching a specific company, you can quickly test it against established investment frameworks to see how many quality checks it passes. This rapid evaluation helps you spot potential problems or confirm that a stock genuinely meets sound investment principles before you commit capital. The tool makes it easy to apply consistent standards across different stocks, preventing the common mistake of loosening your criteria when you're excited about a particular opportunity.

Stockopedia’s alerts system keeps you informed of important portfolio changes and market opportunities without needing to monitor the platform constantly. Automated notifications track your holdings and watchlists around the clock, sending timely updates by email or within the site when something meaningful happens - so you can stay focused on your day.

• Alerts cover all major triggers investors care about. Set price or stop-loss alerts to flag buying opportunities or manage risk when shares move beyond chosen thresholds. StockRank change notifications highlight shifts in quality, value, or momentum scores, helping you spot deteriorating fundamentals or emerging strengths early.
• Technical, fundamental, and news triggers add another layer of insight. You can be alerted to chart signals, moving-average crossovers, or key company updates like earnings, dividends, and management changes. Event reminders keep you aware of upcoming announcements, AGMs, or ex-dividend dates that may affect your positions.
• Editorial content complements these automated updates. The Daily Stock Market Report and weekly newsletters deliver expert analysis, summarising key market movements and opportunities so you can stay informed without information overload.

Stockopedia offers a range of support options to help you use the platform confidently and effectively. Whether you’re troubleshooting an issue, learning how a feature works, or expanding your investing knowledge, help is always close at hand.

• The Academy and Webinars support your growth as an investor, offering insights into what works in the markets and providing a data-informed approach to key events. Whether you’re new to investing or exploring advanced strategies, these resources help you make informed decisions and deepen your understanding of investing principles.
• The Help Centre acts as a self-service library, packed with guides, tutorials, and step-by-step articles covering everything from creating screens and portfolios to configuring alerts and interpreting StockRanks. It’s ideal for finding answers anytime - especially outside normal support hours.
• The Green Help button, visible across the website, offers the quickest way to contact the support team. Clicking it opens a direct chat where you can explain your question or issue and receive a personalised response.

Overall, Stockopedia combines live support, detailed online resources, and educational content to ensure every user can master the platform, build confidence, and grow as an investor

Stockopedia provides multiple opportunities to interact with investment experts and engage with a community of experienced investors. The platform goes beyond just providing data and tools by fostering active discussion spaces where you can ask questions, share insights, and learn from both editorial staff and fellow subscribers who bring diverse perspectives and investment experience.

• The community creates a constructive environment for investment discussion centred around Stockopedia's editorial content. Subscribers can share their insights, analysis, and perspectives in comment sections beneath articles such as the popular Daily Stock Market Report and other editorial pieces. This community interaction allows you to see how other investors interpret the same information, discover alternative viewpoints on featured stocks, and participate in thoughtful discussions about investment strategies. The moderation ensures conversations remain focused, respectful, and valuable, filtering out noise and maintaining a professional tone that benefits serious investors.
• Live webinars provide direct access to Stockopedia's editors and analysts through scheduled online sessions covering various investment topics, platform features, and market analysis. These webinars combine educational presentations with interactive elements, allowing you to learn about specific investment approaches, discover how to use advanced platform features, or gain insights into current market conditions from experienced investment professionals. The live format means you're learning alongside other subscribers, creating a shared educational experience that often sparks useful discussion.
• Q&A sessions during webinars offer your most direct opportunity to ask questions and receive personalised responses from Stockopedia's experts. You can submit questions throughout the presentation and get real-time answers addressing your specific interests or concerns. Whether you're curious about how to interpret certain metrics, want clarification on an investment concept, or need guidance on using particular platform tools, the Q&A format lets you engage directly rather than passively consuming content. These sessions are particularly valuable because experts can provide context and nuance that written documentation sometimes lacks.