Robert's Story

Before Stockopedia I used Company REFS, which was the best share analysis tool I could find at the time - but it was far from perfect.

Stockopedia provides a much more detailed analysis. I particularly like the ability to compare a share against the criteria for the Guru Screens. That way I can see if it meets the criteria set out by Jim Slater, Joel Greenblatt, and other successful investors.

Since using Stockopedia, my approach to investing has become more research-based and disciplined. It's great to be alerted to a new share in magazines and other publications, but I will never buy anything unless I have thoroughly researched it on Stockopedia and it meets my investment criteria. This analysis level was not available before, so I now feel much more confident in my ability to pick outstanding shares.

Over the last 12 months, my portfolio of shares is up 67% - so good research pays off. I now have the information I need to make informed buy and sell decisions. I feel much more comfortable investing a more significant proportion of my capital into smaller growth shares, which I would otherwise consider too risky. I can now minimise my risk and my losses by thoroughly understanding my shares' intrinsic individual, with reasonably accurate expectations of investment returns across my portfolio.

In the past, I invested mainly in well-researched private equity because, for me, this offered the best risk/reward, even though it's illiquid and perceived to be a much higher risk than public traded shares. With Stockopedia, I can now find smaller listed companies on similar growth trajectories, often in niche markets. This is a game-changer. I can now get similar investment returns with greater liquidity and lower overall risk.

I cannot recommend Stockopedia highly enough to investors.