Stockopedia Review: An All-In-One Stock Market Research Encyclopedia

What is Stockopedia? Stockopedia offers an investing research solution for stock market investors. So, what are the features, pros and cons? Here’s my full Stockopedia review

Verdict: If you’re trading or investing in individual stocks, then the tools and features on Stockopedia can be worth the fees. It’s worth doing the free trial to experience the suite of tools.

Introduction

As an investor, you know the importance of reliable data and research when it comes to making investment decisions. This is where Stockopedia comes in, offering an all-in-one investing research solution for stock market investors.

I should point out from the beginning though – Stockopedia is NOT a stock-picking service, and they will not tell you what to blindly invest in. What they do provide, however, is a comprehensive database and analysis tools that investors can use to research companies and evaluate their potential.

Stockopedia is an online data and research platform that provides integral data related to shares, making stock market investing analysis more straightforward and efficient. In this review, we will explore the features and benefits of Stockopedia, highlighting why it is a great online service for all investors, and a must-have for those wanting to invest in individual stocks.

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What is Stockopedia?

Stockopedia is an awesome investment analysis tool that utilizes a comprehensive stock screener which makes it easy to identify all stocks categorized under an investment benchmark criterion.

With the stock screener, investors can easily analyze stocks in real-time, monitor trends, identify market opportunities, and make informed investment decisions.

Data and info comes from a very reliable and credible source (Refinitiv – Formally known as Thomson Reuters) so brokers and investment managers have a highly effective resource for the best and most accurate results.

CEO Ed Croft started this online business in 2012 with eventual co-founder David Brickell, after discovering a method called ‘Factor Investing’..

“We discovered deep within the academic research a little known method called Factor Investing. It built upon the insights of the great value & momentum investors towards a robust, repeatable framework that anyone could use successfully. Not only had it delivered consistently higher returns at lower risk, but it offered a way to control the emotional side of investing through a rules-based approach. This was the key I’d been looking for.”

Ed Croft, Stockopedia CEO

StockRanks rating system

An impressive feature of Stockopedia is its StockRanks™ rating system. It offers investors an efficient way to rank stocks based on various financial ratios, valuation metrics, and factors essential for research. The StockRank™ rating system comprises Value, Quality, and Momentum metrics, which can help investors to further identify stocks that are strong performers. This feature greatly reduces the time and effort required in researching and selecting stocks for your portfolio.

Stock Screens

You can create your own personalised, custom stock screens, or use pre loaded, pre built ‘Guru screens’ that seem to adopt the principles of the
world’s most famous investors.

The screen builder has heaps of filters that work with certain parameters such as company size, analyst forecasts, book value growth, dividend yield, earnings growth and more.

It’s easy enough to use the pre-built stock screeners rather than build your own if that’s your preference.

Stockopedia has accurate and detailed information

With a total of 8 years of tabled & chartered forecast info, you get insightful information about the reliability of the data for each stock at a glance. You can easily see all the important data an investor would be keen to see such as the company’s balance sheet, cash flows, and income statements, as well as important ratios such as P/E, P/B, PEG, Dividend yield and ROE.

Stockopedia provides global market information

Stockopedia offers an all-in-one solution that helps investors to analyze and track their investments easily. It provides real-time data and information on a wide range of stocks, including the UK LSE, US NASDAQ, and NSE India Stock Market. With the platform, investors can monitor their portfolios, analyze market trends, and make informed decisions without hassles.

What does Stockopedia cover?

Stockopedia’s assortment covers 10 sectors and 52 industry groups, allowing you to expand your portfolio quite significantly. It covers over 35,000 stocks worldwide in regions such as the UK market, USA and Canada, Australia, New Zealand, Europe, India and developed Asia.

You have the option to select coverage based on your needs too, omitting or adding particular international markets /regions.

Stockopedia Pricing

Stockopedia pricing is as follows:

Stockopedia offer a 14 day free trial, and then prices vary according to the plan you choose. There are discounts for paying annually or you can pay slightly more for a monthly plan.

Prices are relevant to the region you are in. For the Australasian region, pricing is as follows:

Monthly Plan

Base rate (2500+ stocks, Incl. ASX, NSX, SSX) – AUD$55 per month

(With 1 add on – UK monthly – +2000 stocks) – AUD$75 per month

(With 2 add ons – UK monthly (+2000 stocks) PLUS USA (+10,000 stocks) – AUD$115 per month

(With 6 add ons – UK, USA, Europe, Developed Asia, India and Canada) – AUD$210 per month

Annual Plan

Base rate (2500+ stocks, Incl. ASX, NSX, SSX) – AUD$475 per annum ($39.50 pm)

(With 1 add on – UK monthly – +2000 stocks) – AUD$625 per annum ($52 pm)

(With 2 add ons – UK monthly (+2000 stocks) PLUS USA (+10,000 stocks) – AUD$950 per annum ($79 pm)

(With 6 add ons – UK, USA, Europe, Developed Asia, India and Canada) – AUD$1850 per annum ($154 pm)

You can check out their website for more info on their pricing, and relevant to the region you are in.

How easily can I access Stockopedia?

Incredibly easily! As long as you have a reliable internet connection and a web browser, you can access Stockopedia anywhere, anytime.

Accurate Statements

The detailed statements provide investors with all the relevant info they should require, plus more.

View years of tabled and forecast stock reports and information, with long-term performances, forecasted info and essential financial statistics.

It provides info on:

• Important and relevant ratios (P/E, P/B, PEG, ROE etc)
• The individual company’s balance sheet
• Cash flows
• Bankruptcy risk scores
• Income statements for the past 5 years

Advantages of using Stockopedia:

• Very well designed online service that gives investors all the tools, support and information they need to get ahead in the stock market.
• Decades of research behind what works in stock markets
• Detailed portfolio tracking with extensive information reports on any stock, as well as all your holdings
• Live data presented accurately and simply
• Create your own custom stock screens, or use the pre-built screen ranking data for your screens, to save you time on research
• Portfolio bubble charts allow you to view how your choice of selections are aligned to the investment strategy you wish to employ, by triangulating analysis created from financial data.
• Stockopedia Local Support, Help, Forums, E-books, articles, tools and resources – a wealth of education, online support and actual help from Stockopedia resources AND staff.
• Rating of 4.7 out of 5 on Trustpilot, with over 1300 reviews

“On average since 2013, two out of every three 90+ StockRank™ stocks have been winners over a 1 year timeframe, while two out of three 10- stocks have been losers. These results have been remarkably persistent across markets & sectors. High ranking stocks can, of course, fall. The StockRank shows how similar a stock’s profile is to those that have done well in the past. It provides no guarantee of results. But on average, in a diversified portfolio, over the longer term, higher ranked shares have significantly beaten the market.”

stockopedia.com/features/stockranks

Disadvantages of using Stockopedia:

• Pricing – Could be expensive for some, depending on your add ons and your subscription, but it is good value for what you’re getting
• Financial statistics cover last 5 years – up to 10 years would be my preference
• StockRank scores can vary a lot, giving potentially confusing data
• Potentially TOO much information! If you immerse yourself in ALL of the information available on Stockopedia, you may be complicating the whole ‘investing’ thing… See below details for Commonwealth Bank of Australia

FAQs about Stockopedia:

Who are Stockopedia’s competitors?

Companies such as Frontera, FinViz, and Stock Rover LLC are the main competitors for Stockopedia.

Who are the founders of Stockopedia?

Ed Croft (CEO) and Dave Brickell are the founders of Stockopedia – starting this business in 2012 after many more years of research.

Is Stockopedia worth it?

The years of research that has been conducted to put this platform together, as well as the tools and resources that are available with a subscription make the fees worth it in my opinion, compared to what you would potentially pay for investment advice from other services or brokers, IF you are serious about investing in individual stocks and getting the best results possible.

Conclusion

Whether you are a beginner or an experienced investor, Stockopedia is an excellent tool that provides comprehensive financial data and research for investors at a cost-effective price. The platform offers somewhat affordable pricing, starting at AUD$55 per month (cheaper on an annual plan), which is much cheaper compared to similar tools in the market.

Investing in the stock market can be full of uncertainty and it is crucial to have the right tools for research and decision making. Stockopedia provides investors with reliable and updated information about the primary stock markets, thus guiding investors in making informed investment choices. Investors can utilize its features such as the StockRanks™ rating, Accurate statements, and efficient stock screener to perform thorough research and analysis. If you are ready to take your investing to the next level, I highly recommend giving Stockopedia a go – and take advantage of the 14 day free trial option.