What Stockopedia does

Stockopedia is an Oxford-headquartered subscription research platform founded in 2013 by Ed Croft that serves active private investors seeking systematic, evidence-based approaches to stock selection. Its core offering centres on StockRanks™, a proprietary scoring algorithm that rates 32,000+ securities across 61 global exchanges on a 0–100 scale using the academic return drivers of Quality, Value, and Momentum. This ranking engine powers the platform's stock screener (350+ filters), one-page StockReports, portfolio analytics, and the rules-based NAPS (No Admin Portfolio System) model portfolio published annually since 2014.

The platform aggregates data from institutional providers including LSEG, S&P Global Market Intelligence, and Refinitiv, refreshed daily. Additional products include charts and technical tools, real-time news and alerts, expert daily commentary from the analyst team, and the Stockopedia Academy (courses, webinars, ebooks). The community of 10,000+ subscribers and a daily newsletter reaching 9,667 investors form a knowledge-sharing layer around the data products. Pricing is subscription-based at £295/year standard (Investor tier) with a higher Expert tier and regional add-ons, monetised through a self-serve PLG funnel with a 14-day free trial and 30-day money-back guarantee.

Stockopedia generates revenue through annual and monthly subscription plans, with regional data packages for UK, Europe, US, Canada, Australia, Developed Asia, and India. GTM combines product-led growth (self-serve signup, free trial), community-led engagement, and event-driven activation through webinars and masterclasses. Australian distribution is operated under an AFSL arrangement (CARN 1300099) with Daylight Financial Group Pty Ltd and managed by SOAus Pty Ltd. The company is privately held with no external institutional investors disclosed and operates with 11–50 employees (over 30 stated) from Oxford.

Name

Stockopedia

Legal name

Stockopedia Ltd

Website

https://stockopedia.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Stockopedia is an Oxford-based subscription research platform that provides active private investors with proprietary StockRanks scoring, screening tools, and educational content for systematic, evidence-based stock selection across 32,000+ global securities.

Ownership category

akta.pro rank

Product category

Investment Research & Analytics Software

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

akta.pro secondary industries

Investing Fundamentals (Stocks, Bonds, Funds, Risk) (EDAAAJAH), Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC)

Keywords

• Stock market research
• Investment analytics platform
• Stock screening tools
• Portfolio analytics software
• Investor education resources

Headquarters

HQ city

Oxford

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription Services: Annual and monthly subscription plans providing access to the Stockopedia platform, StockRanks, screening tools, portfolio analytics, and educational content. Premium tiers include additional regions (UK, Europe, US, Canada, Developed Asia, India).

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels7 records

Core offering

Stockopedia is a subscription-based online stock market research platform for active private investors. Its core is the proprietary StockRanks scoring system (0–100 across Quality, Value, and Momentum) applied to over 35,000 global securities, supported by an advanced stock screener, one-page Stock Reports, portfolio analytics, real-time news and alerts, daily expert commentary, and the rules-based NAPS model portfolio. The platform also delivers investor education through Stockopedia Academy (webinars, masterclasses, courses, ebooks) and a community of 10,000+ subscribers.

Product overview

Stockopedia is an integrated stock market research platform combining multiple analytical tools and services. The core offering centers on StockRanks™, a proprietary scoring system evaluating stocks on Quality, Value, and Momentum factors from 0-100, which powers the Stock Screener (filtering 35,000+ stocks across 61 exchanges), Stock Reports (one-page analysis), and Portfolio Analytics. Additional capabilities include Charts & Tools for technical analysis, News & Alerts for real-time market coverage, Daily Comment from expert analysts, and a Community of 10,000+ investors. The platform offers educational resources through Stockopedia Academy (webinars, masterclasses, courses), a Daily Market Newsletter (9,667 subscribers), and the NAPS (No Admin Portfolio System) rules-based model portfolio. Subscriptions tier into Investor and Expert levels with a 14-day free trial and 30-day money-back guarantee. Regional variants include an Australian platform (/en-au) for ASX stocks. The platform covers 32,000+ securities from exchanges across North America, Europe, Asia, and Australasia.

Differentiator

Problem solved

Functional benefit

Products and services

• StockRanks Proprietary ranking system that scores every company from 0–100 using the proven return drivers of Quality, Value, and Momentum, with a 12-year track record of outperformance. Powers stock selection across the Stockopedia platform.
• Stock Screener Advanced screening tool enabling users to filter over 35,000 global stocks using 350+ metrics to identify investment candidates matching specific criteria.
• Stock Reports Comprehensive one-page research reports consolidating fundamental analysis, valuation metrics, and StockRank components for individual stocks.
• Portfolio Analytics Portfolio tracking and analysis tools enabling performance measurement, risk metrics assessment, and actionable insights to improve investment returns.
• Charts & Tools Technical analysis charting capabilities, stock comparison tools, and investment checklists to support trading timing decisions.
• Daily Comment Expert editorial insights and market commentary from the Stockopedia analyst team, including daily market reports and analysis.
• News and Alerts Comprehensive market news coverage, earnings alerts, and price movement notifications delivered in real-time to subscribers.
• NAPS (No Admin Portfolio System) Rules-based model portfolio strategy published annually, selecting top two highest-ranked shares in each of ten sectors. Demonstrates systematic investing approach with 345% returns over 11 years.
• Stockopedia Academy Educational resource center offering webinars, masterclasses, investing ebooks, and structured courses for investor skill development.
• Daily Market Newsletter Daily email newsletter delivered to subscribers covering UK stock market movements and investment opportunities.
• Stockopedia Platform (Australia) Dedicated Australian platform version for ASX stocks, provided as a corporate authorised representative of Daylight Financial Group Pty Ltd (AFSL 521404), with Australia-only and add-on regional subscriptions.
• Virtual Fund Trading Facility Paper trading simulation tool allowing subscribers to practice trading strategies without financial risk.

Quantifiable outcome

• 62% win rate for top decile stocks (rank 90+)
• +4 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

Feature5 records

Partnerships

Five partnerships are on record, tiered core.

• LSEG (London Stock Exchange Group)coreTechnology or IntegrationPrimary data supplier for raw fundamental, estimate, price history and quotes data. LSEG is one of the world's leading institutional sources of financial market data, providing the foundational data that powers Stockopedia's analytics and StockRanks calculations.
• S&P Global Market IntelligencecoreTechnology or IntegrationData supplier providing market intelligence and financial data. Fundamental data is refreshed daily ensuring fresh financial data is available in Stockopedia's database.
• RefinitivcoreTechnology or IntegrationStrategic relationship with Refinitiv for global financial data supply, as noted in Australian FSG documentation.
• Daylight Financial Group Pty LtdcoreChannel Partner/ Reseller/ DistributorStockopedia is a Corporate Authorised Representative (CARN 1300099) of Daylight Financial Group Pty Ltd which holds Australian Financial Services Licence (AFSL 521404). This enables Stockopedia to provide financial services in Australia.
• SOAus Pty LtdcoreChannel Partner/ Reseller/ DistributorExclusive manager of Stockopedia's Australian operations, providing research, editorial, marketing and client support services, and supporting ongoing legal and compliance obligations.

Scale indicators15 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• TipRanks: Analyst-tracking and quantitative stock ranking platform for retail investors; comparable to Stockopedia in using proprietary scoring/ranking to differentiate and in serving active self-directed retail subscribers.
• Simply Wall St: Subscription visual stock research platform with proprietary 'snowflake' scoring framework for retail investors; comparable on target customer, subscription model, and visual/quantitative research differentiation.
• Zacks Investment Research: US-headquartered retail investment research firm offering proprietary ranking systems (Zacks Rank), stock screener and portfolio tools; closest direct analogue to Stockopedia's StockRanks-driven model for US/retail active investors.
• Seeking Alpha: Subscription-based investment research and crowdsourced analysis platform for active retail investors; directly comparable to Stockopedia on target customer (active self-directed investors), content/community model and premium subscription pricing.
• The Motley Fool: Subscription investment research and advisory community for retail investors combining stock recommendations, education and community; closely comparable on subscription model, education-led GTM, and active-investor community focus.

Emerging players

• Stock Analysis: Subscription-based retail investment research and screening platform; a more recent, fast-growing direct peer to Stockopedia in the paid online stock research category with similar self-directed investor targeting.

Broad incumbents

• Interactive Brokers: Global multi-asset brokerage providing sophisticated research, screening and analytics tools bundled with execution; comparable on global multi-exchange coverage and the active self-directed investor target, though monetised via trading rather than subscription.
• Morningstar: Global investment research and portfolio analytics incumbent with retail, advisor and institutional offerings; comparable to Stockopedia on stock screening, research reports and portfolio analytics, but at far greater scale and a broader product portfolio.
• Yahoo Finance: Free, scaled incumbent for retail investor news, quotes, screening and basic portfolio tracking; represents the primary free-tier competitive alternative that Stockopedia must justify its paid subscription against.

Regional players

• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform combining brokerage with proprietary research, fund ratings and investor education; comparable to Stockopedia on UK retail investor focus and research/education content, but operates a brokerage and custody business rather than pure research subscription.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/stockopedia
• YouTubeyoutube.com/user/Stockopedia
• Facebookfacebook.com/stockopedia
• Instagraminstagram.com/stockopedia
• LinkedInlinkedin.com/company/stockopedia

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stockopedia