How has Stockopedia helped you ? Is it worth the year subscription ?

14th Sep '21 by owen slater

55 comments 2766 reads

Hi all,

I'm currently using the free trial period to figure out if Stockopedia is right for me and will help.

I currently subscribe to the FT (£478 a year) and Morning Star (£159 a year) and have achieved 10% growth in my portfolio in the last year.

Is it worth paying another £245 a year for Stockopedia ?

What in your view does this site give you more than anywhere else and have you seen an improved growth in your portfolios as a direct result of using the services offered on this site ?

Do you feel that you have "gotten your money's worth" ?

Postscript

As you may be able to tell, I decided in the end to join Stockopedia ! I read through the comments to my post and there did seem to be overwhelming support for the site. I also used it a lot through the trial period to try and assess it as best as possible. I was also reading a book by Robbie Burns AKA The Naked Trader and there was a generous discount available so I used that and signed up. I think I made the right decision and will cancel my yearly subscription to morning star and just use the free account on that site when the current sub expires.

I still intend to keep my FT subscription as I like reading it and don't just use it for investing, however will look at some of the other sub. options when renewal comes up.

Thanks for all your comments, they have been very interesting to read.

By all means keep adding to the post, I do read all the comments.

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Alphaflight

17th Sep '21

Yes like you say, 25 to 50 portfolios would probably be adequate for most of us Vs unlimited.

I own a couple of dedicated hosted websites, the cost of additional database space for more portfolios would be fairly negligible I expect, most people wouldn't create more than 50 portfolios anyway.

The code required to allow for portfolio uploads would be semi-problematic and time consuming to write but certainly achievable. A few years ago I wrote php (or nodejs code - I forget) to read google sheets, so they could maybe have something relating to google sheets (there is an API) for the uploads...

The Phoenix

Be a loss to see you go Wilkonz you are a prolific poster and willing to share your knowledge anything you are musing replacing Stocko with ? or are you happy with the fine tuning of your system to run it stand alone with your own input ?

Good luck either way.

Terry Dickens

18th Sep '21

Can you give us the site please and what is the cost

Rusty2

They are on Stockopedia and free.

PLS1nve5t

I thought the idea of a free trial period is to try it and work out for yourself if it is worth it on not ? There are many types of investors with many folio sizes, priorities, ambitions, risk tolerance etc etc, there are so many variables I'd go so far as to say every investor is unique, so asking a general question when there are so many variables may not be applicable to your personal situation....

From a straight pounds and pence perspective, suppose you have a small cash amount of say £5000 (sorry I don't mean to patronise, just borrow the cash if need be to make it up to £5k, but that must be about the minimum to make it worthwhile). If you invested that in the NAPS portfolio this year, you would be up £1600, or six times your subscription, dealing costs may bring that down to four or five times the subscription price but hey ho we are starting small, and you get more efficiency as the folio grows.

Once your costs are covered then everything else can be considered FREE - SCVR, the well informed posters, screens etc etc makes it an absolute bargain as far as I'm concerned.

DavidMcCabe

19th Sep '21

I personally feel it is good value if you want either:

to take a quantitive approach using either the detailed information for screens or assume that the hard work has been done for you and you can just the the stockranks.
to take a more qualitive approach in which case the discussions and SCVR in particular are very useful.

I do the former to get a short list, and then check it against the latter to see if there is a reason why the numbers don't tell the full story.

So far, and I have only been running this approach since the start of the year so early days, but the results are favourable against the market.

I would also recommend reading books on the psychology on investing, as after a few poor decisions, I have realised how important this is, and how easy it is to fall into investing traps.

muckshifter

20th Sep '21

Having used Stockopedia for years, I think staying with them is a clear indicator that I find them a valuable source of information.

The last year has been an unusual one for me and I've been very pleased with Stockopedia because it has been a great screening tool for European shares. My daughter lives in Italy and while between sale and purchase of apartments sent me a load of Euros to invest for her. My intention was to avoid currency risk in terms of the sterling/euro relationship, so I added European content to my subscription, and invested in many parts of Europe, with perhaps 60% in the actual Euro area and the remainder in Nordic countries, Poland and Switzerland. Degiro are by far the most difficult stockbroker to open an account with, of the perhaps 30 I've used in the past, but once in, I find them in a different league when it comes to dealing in shares and prefer them to any UK broker.

Every day I looked at three upgrade categories on Stockopedia and then went to the website address on the stocko page of the companies that looked interesting. In most cases the companies provided a good amount of information in English including often presentations. Since returning my daughters money with an additional 50%, I've continued my daily screening and kept going with Degiro.

If I was the OP I would trying various options and then subscribing to which suits him best. Sharepad would be one, that includes funds, no limits on folios and inc. Europe and US markets.

Stockopedia for me is worth it but is it the best product?

Robmsmith

21st Sep '21

I pay for the UK, US, Europe and Canada and can say that it's worth it. Found 2 obscure 1x and 3x within one year thanks to the screening. Pays for multiples years. It's a great discovery tool. You still have to put in the effort to research once you've whittled down the shortlist but that's like anywhere.

Christine H

22nd Sep '21

any ideas on Stockopedia v VectorVest? I have had my moneys worth with Stockopedia, but have been recommended VectorVest. Your thoughts? it seems to do most of the jobs of stockopedia, just laid out differently.

Logical David

30th Sep '21

Hi Owen/OJSTRI01,

Tapping on your name I see you joined Stockopedia (and henceforth commenced your free trial) on the 6th September.

With your free trial period having ended, I was wondering, if you decided to pay the £245 annual subscription fee and join Stocko??

If you did join, what convinced you to subscribe??

David.

Hi ChristineH, I had a quick looks at VectorVest. I believe it is based on technical analysis (chartists) triggers, rather than fundamentals? Stockopedia looks infinitely better to me. Note that there is a free 30 day free trail for VectorVest so you could give it a try. Having watched their promo video, I'm definitely not interested in it.

I have not looked into VV deeply, someof their share price projections, that I have seen quoted, just look bizarre to me. I only know one stocko subscriber who uses it.

But it's about finding out what works best for you.

My only issue with Stockopedia is the new site, I prefer the old one still.

I may try Sharepad next year.

By the way, FinViz is free and pretty good for comparing stocks:

https://finviz.com/

Seems to be set for the US markets?

owen slater

Hi David, I read through the comments to my post and there did seem to be overwhelming support for the site. I also used it a lot through the trial period to try and assess it as best as possible. I was also reading a book by Robbie Burns and there was a generous discount available so I used that and signed up. I think I made the right decision and will cancel by yearly subscription to morning star and just use the free account on that site when the current sub expires.

Congratulations Owen, I don't think you will be disappointed with your decision.

Yes true that, it's only for US equities.

epo001

6th Oct '21

The code would be trivial. There are 3 user provided items, stock name, no of shares and purchase cost; all other fields are calculated. Validation consists of checking stock name is legit; no of shares is >= 0; purchase cost is >= 0. They could easily do it, they just don't want to.

Edward Croft

Welcome to the team Owen. I think it's best to let the community speak to new subscribers in threads like this - but am glad you've come to the right decision. I'm rather biased towards the value of the service, and it's only going to get better.

How has Stockopedia helped you ? Is it worth the year subscription ?

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Owen Slater

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