David's Story

Picture of David

Before Stockopedia, how did you go about finding investments?

With a background running a foreign exchange trading and sales operation at an investment bank for 20 years or so, the only trading in stocks I did was in the family ISAs, and now the SIPPs. My original system was based on Jim Slater’s PEG criteria. I then developed a couple of my own searches with moderate success, generally outperforming the market, albeit modestly. A few years ago I became aware of Stockopedia and, impressed with the price, I started a subscription.

In what way has Stockopedia changed your approach to investing?

I don’t think Stockopedia has changed my approach to investing, but what it has done is provide me with a slightly different set of tools.

Picture of a laptop

David uses Stockopedia to enhance his performance

Has this impacted your investment results and/or quality of life?

On balance I am getting slightly better results from Stockopedia, so I would certainly say it’s enhanced my performance, although this year is a bit more challenging! Quality of life hasn’t really been affected as I had a good career, but as I’m now retired it’s nice to know you’re not always eating into your capital by producing some nice trading returns.


Disclaimer - Testimonials are provided by third parties for informational purposes only and are not intended and should not be taken to be financial product advice.

A subscription to Stockopedia will be one of the best investments you'll ever make...

Here's what you'll get:

  • Find stocks likely to perform with proven Quality, Value and Momentum ranks
  • Analyse shares in minutes, not hours with an all-in-one research platform
  • Develop a consistent strategy with daily guidance and educational webinars
  • Track and improve your results with portfolio analysis tools
  • Become a self-reliant investor, saving thousands in advisory fees

Stockopedia is the perfect solution for active investors looking for more discipline and better results