Stockopedia Users?

No the post I linked. :smiley:

But yes, that too.

thanks! still ploughing through their sites…

one shortage stood out is lack of ETFs information, feels like the whole vibe is towards UK audience who trade AIM stocks

most of their customers quoted on the site look like pretty experienced investors / traders (grey hair, white, males are vast majority)

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Yeah most likely very industry heavy in membership, hence their pricing structure.

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somehow my trial is only showing me the UK stocks and I can’t get any US stocks with more details. doesn’t make much sense to trial by country of stocks

what’s your opinion or do you use other similar services? i’ve seen people mention finviz and simply wall street. and i’ve seen some old analysis posts that use genuine impact in their research

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You could try your luck and message them (chat icon bottom right) and ask if you could view the US stock data as you’re unconvinced by the trial so far and see if they’ll open it up for you? Their customer service is decent.

In terms of other sources, and just my opinion but;

  • Folios can be created via a spreadsheet and using your 212 contract notes (copy and paste works with them)
  • Fundamentals can be obtained using a combination of 212’s company details screens, Yahoo Finance, Morningstar, SEC website
  • Charts that date further back than 212’s can be found at TradingView
  • Other technicals can be found at Lowfloat, MarketWatch
  • Insider and Institutional ownership can be found on Fintel
  • Catalysts (if you swing or day trade) can be found at RTTNews FDA Calendar, IPOScoop, SPAC insider, EarningsWhispers, and a number of other ad hoc resources
  • IPO data can be found at Crunchbase, SEC, Street Insider, Growjo, Picthbook, Owler

Only thing I haven’t found I could find a better resource elsewhere are the news push notifications I get on the stocks I follow - guessing Twitter, Bloomberg, CNN news and Yahoo finance would do, but not sure of the proactivity of those sources. In some cases, like StoneCo, you can sign up to their updates direct from their own sites and in the example case their filings notifications are as fast as Stockopedia’s news alerts but again not all companies will be that savvy.

I have Genuine Impact but I honestly don’t see what they bring to the table other than a ranking system - happy to be educated on that one but I don’t see the value.

Like I say it’s convenience over all else. :+1:t2:

PS. I do welcome anyone elses sources and tools as the above is by no means a definitive/exhaustive list.

I’ve almost used up my free trial now on Stockopedia and here are my few thoughts.

  • A lot of the information can also be found on other free sources. Yahoo Finance is one. I also read that Google Finance is coming back as a free service very soon, even though it will start with US (for US residents or on US markets I’m not 100% sure). So the convenience point of Stockopedia displaying everything nicely is not gonna matter a lot I guess. Google Finance is both desktop and phone so it will be my default source of information if it’s available to me.
  • The scoring features on Stockopedia are very useful. As a matter of fact, that’s what I found the most useful part of their service. It gives a clear explanation of how they do all kinds of scoring, and more useful, they give all these ready-made filters and match them to different investing styles.
  • Price is rather prohibitive. I am not gonna pay for a few hundreds a year. First that won’t cover my investment returns. Second, the feature that I would pay for is their scoring and it’s not worth that amount of money.

Meanwhile I just snatched up the offer from Genuine Impact which ends soon. 10 quid a year fixed for life time is just a no brainer for me and it also covers ETFs which is a big plus for me. It does what I need from Stockopedia which is the scoring bit of the service (in a slightly better and easier way for me to understand) and it’s come at a fraction of the price.

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