Stockopedia

Stockopedia was founded after CEO Ed Croft, a former Goldman Sachs wealth manager, lost more than half his portfolio in 2007 by concentrating in a handful of conviction stocks. That experience directly shaped the platform: rather than offering tips or advisory recommendations, Stockopedia teaches and implements factor-based, rules-driven investing using Quality, Value, and Momentum signals sourced from LSEG and S&P Market Intelligence data.

The core product is the StockRanks system, which scores over 35,000 global stocks from 0 to 100 daily across those three factors. Supporting tools include:

• A stock screener with more than 350 filters across 61 exchanges
• One-page StockReports consolidating fundamental, technical, and estimate data
• Portfolio analytics tracking performance, risk metrics, and rank-level diagnostics
• A model portfolio system (NAPS) with a published 12-year track record averaging above 13% annualised returns
• Daily editorial commentary, monthly webinars, and an active subscriber community

For a family office principal or investment team member managing a self-directed public equities allocation, Stockopedia offers institutional-grade data access at a retail subscription price point, without requiring a Bloomberg terminal or broker research relationship. The platform explicitly does not make buy or sell recommendations, so it functions as a research and screening layer rather than a managed or advisory service. Subscribers who want independent stock-level analysis before acting on broker suggestions, or who want to audit the quality and momentum characteristics of existing holdings, will find the tool well-suited. Teams expecting execution, custody, multi-asset aggregation, or private markets coverage will not find those functions here. Pricing is subscription-based and publicly disclosed through a plan selection page, with a 14-day free trial and 30-day money-back guarantee.

• Screen global listed equities using quantitative factor filters
• Evaluate stocks using Quality, Value, and Momentum rankings
• Research individual companies via one-page StockReports
• Track and analyse portfolio performance against rank-based metrics
• Learn and implement rules-based investment strategies through educational content

• StockRanks (0-100 scoring on Quality, Value, Momentum)
• Stock Screener with 350+ filters
• One-page StockReports
• Portfolio Analytics tools
• NAPS model portfolio system
• Daily market commentary from analyst team
• Monthly live webinars and masterclasses
• Real-time news and portfolio alerts
• Technical analysis charts and comparison tools
• Education Hub with courses and ebooks

Built for Private Wealth Owners / Principals, Investment Teams.

In-platform support chat staffed by Chartered Financial Analysts and experienced investors; typical response within one hour.

14-day free trial with immediate platform access; 30-day money-back guarantee after first payment.