Stockopedia
UK research platform with StockRanks, a screener and portfolio monitoring for active investors
At a glance
| Company | Stockopedia Ltd |
|---|---|
| Category | Investment Portfolio Trackers |
| Headquarters | not stated on the pages we read, United Kingdom |
| Founded | Not stated |
| EU Presence | Yes - United Kingdom (company number 06367267) |
| Data Location | not stated on the pages we read |
| Open Source | No |
| GDPR Compliant | Yes |
| Self-Hosting | No |
| Main Features | StockReports, StockRanks, stock screener with 350+ ratios, 65 GuruScreens, portfolio monitoring, webinars and academy |
| Pricing | Europe (incl UK) EUR 550 a year; US and Europe EUR 725 a year; 14-day trial with a payment card |
| Best For | Active stock pickers who want ranked research and portfolio monitoring in one paid tool |
| Replaces | Empower (Personal Capital) |
Our review
Stockopedia Ltd of the United Kingdom, company number 06367267, provides every service according to the terms of use.
The company positions the product at active private investors. Portfolio monitoring is bundled into all plans.
StockRanks, StockReports and the screener
StockRanks rate shares on quality, value and momentum inside each StockReport. The screener works with 350+ ratios and 65 GuruScreens.
Over 9,000 StockReports are listed for European stocks including the UK.
EUR 550 or EUR 725 a year
On the yearly plan, Europe (incl UK) is EUR 550 and US and Europe is EUR 725. Each begins with a 14-day trial.
A payment card is requested at sign-up, although the page states nothing is charged during the trial.
Why it is not Empower's twin
One is a paid research desk with a portfolio view, the other a free account aggregator. Their purposes and prices barely overlap.
People who drop Empower for the investing side may find Stockopedia useful; those who want account links will not.
Where it falls short
At EUR 550 a year or more, Stockopedia costs far above the free options here. It is a research product, and the text we read shows no bank connections or budgeting. The terms also describe an Australian representative arrangement for users there. For a free net worth view, see getquin.
Who Stockopedia fits
Self-directed stock pickers who will pay for ranked ideas and a portfolio monitor alongside.
Strengths and weaknesses
Pros
- Quality, value and momentum scores per stock
- Screener with 350+ ratios
- Portfolio monitoring in each plan
- Yearly prices shown in euros
- UK company number 06367267
Cons
- Starts at EUR 550 a year
- No account aggregation
- Trial requires a payment card
- No hosting location in the text we read
Pros and Cons
Pros
- StockRanks scoring on quality, value and momentum
- Screener with 350+ ratios
- Portfolio monitoring in every plan
- Public yearly prices in euros
- UK company number published
Cons
- From EUR 550 a year
- Research tool, not an account aggregator
- Card needed to start the trial
- Hosting location not stated on the pages we read
Alternatives to Stockopedia
Further European investment portfolio trackers to compare:
See all European investment portfolio trackers or compare them directly against Empower (Personal Capital) on our alternatives page.
Questions buyers ask
EUR 550 a year for Europe (incl UK) and EUR 725 for US and Europe, both with a 14-day trial.
Stockopedia Ltd, United Kingdom, company number 06367267, per the terms of use.
Partly. It adds research and portfolio monitoring, but no bank sync or budgeting appears in the text we read.