Is Stockopedia worth it? An honest comparison
Is Stockopedia worth it? Our verdict
Worth it if you pick UK shares yourself and want a fast, rules-based way to find and check them. For £295 a year (UK only, or £32 a month) you get StockRanks that score every company from 0 to 100 on quality, value and momentum, 350+ screening filters, portfolio tools and daily market comment, with a 14-day free trial and a 30-day money-back guarantee. It is less useful if you want someone to make the full case for a stock: Stockopedia says it doesn't give share tips, and each extra region raises the price, up to £975 a year for all of them.
Yield Theory vs Stockopedia, at a glance
Yield Theory publishes this page and is one of the two products compared. Stockopedia details come from its own public pages, reviewed November 9, 2026; sources are listed below.
| Yield Theory | Stockopedia | |
|---|---|---|
| Who it's for | Individual investors who want fewer, fully sourced ideas | Active DIY investors, mostly in UK shares, who want data and a rules-based system |
| Research approach | One sourced investment call a month, plus a short check when the evidence moves | Quantitative StockRanks, a 350+ filter screener, one-page StockReports and portfolio tools, plus daily market comment |
| Free access | Stock profiles, comparisons, calculators, congressional trade pages, and datasets | A free 14-day trial (card required) and a free weekday newsletter; the platform itself needs a paid plan |
| Price | $39/month or $249/year | Priced per region. UK only: £32/mo or £295/yr. UK and US: £50/mo or £450/yr. All regions: £105/mo or £975/yr. 14-day free trial, card required; 30-day money-back guarantee from the first payment. Check current pricing. |
| Source transparency | Figures link to primary sources: SEC filings, House Clerk, Senate eFD | Licensed data from named providers; the ranking method is published, and performance claims are labeled as notional or modelled |
| Congressional trades | Free House and Senate pages from 2025–2026 periodic reports, each row linked to its filing; no alerts or API | Not part of the plans we reviewed; StockReports cover director deals, not congressional trades |
Where Stockopedia is strong
- StockRanks score around 35,000 shares daily on quality, value and momentum, so you can sort a market in minutes
- A deep screener with 350+ ratios and 65 ready-made GuruScreens, plus portfolio and alert tools
- A 14-day free trial and a 30-day money-back guarantee, both stated on the plans page
Trade-offs to know
- –Each extra region costs more: from £295 a year for UK shares to £975 a year for every region
- –Ranks and screens, not a written case: Stockopedia says it doesn't give share tips, so the judgment is yours
- –Its headline StockRanks and model portfolio returns are notional, capital only, and exclude dividends and costs
What Yield Theory does differently
- ◆A written view on each company, with every figure linked to a primary source such as an SEC filing
- ◆One price, $39 a month or $249 a year, covering US, UK and Indian stocks
- ◆Free tools Stockopedia doesn't offer: a congressional trade tracker, stock calculators and an AI capex dataset
Which should you choose?
Stockopedia is the better fit if
- You want to screen and rank thousands of UK shares yourself with 350+ filters
- You want a rules-based quality, value and momentum system rather than a written thesis
- You also invest in Europe, Australasia, Canada or developed Asia, which Stockopedia covers as add-on regions
Yield Theory is the better fit if
- You want one idea a month explained in depth rather than a stream of data or picks
- You want to check every figure against its primary source
- You want the risks and the evidence that would change the view stated up front
Yield Theory is research, not personalized investment advice. We do the work and show the sources; you make the call. At $39/month or $249/year, it is built to sit alongside whatever data or news source you already use.
How to verify Stockopedia details
- Prices are from the price data on stockopedia.com/plans, which charges by region and currency. The plan cards change with your location (we were shown India and US cards in dollars), so pick the UK region and GBP to see the £32 a month and £295 a year UK price. The page's own listing also shows UK and US at £450 a year and all regions at £975 a year.
- The plans page states a 14-day trial with a card required and no charge during the trial, plus a 30-day money-back guarantee from the first payment, used by 1.9% of 5,649 investors who tried it between January 2023 and April 2024, by its own count. The founder's letter on the about page also mentions a '1-month trial period'; we went with the plans page.
- The homepage cites a +484% capital return since 2015 for Ed Croft's rules-based model portfolio. This is self-reported: Stockopedia's own footnote says it is capital returns only, excluding dividends and costs, and that such figures may include simulated or modelled results rather than actual trading outcomes.
Primary and first-party sources
Reviewed 2026-11-09. Prices and features change; check each provider's current pages.
Other Stockopedia alternatives
Yield Theory vs Stockopedia: FAQ
Is Stockopedia worth it?
Worth it if you pick UK shares yourself and want a fast, rules-based way to find and check them. For £295 a year (UK only, or £32 a month) you get StockRanks that score every company from 0 to 100 on quality, value and momentum, 350+ screening filters, portfolio tools and daily market comment, with a 14-day free trial and a 30-day money-back guarantee. It is less useful if you want someone to make the full case for a stock: Stockopedia says it doesn't give share tips, and each extra region raises the price, up to £975 a year for all of them.
When is Stockopedia a better choice than Yield Theory?
Stockopedia is the better fit when you want to screen and rank thousands of UK shares yourself with 350+ filters; or when you want a rules-based quality, value and momentum system rather than a written thesis; or when you also invest in Europe, Australasia, Canada or developed Asia, which Stockopedia covers as add-on regions.
How much does Stockopedia cost compared with Yield Theory?
As of our November 9, 2026 review: Priced per region. UK only: £32/mo or £295/yr. UK and US: £50/mo or £450/yr. All regions: £105/mo or £975/yr. 14-day free trial, card required; 30-day money-back guarantee from the first payment. Prices and offers change, so check Stockopedia's current pricing page before buying. Yield Theory is $39/month or $249/year, with the same access on either plan.
What does Yield Theory do differently from Stockopedia?
A written view on each company, with every figure linked to a primary source such as an SEC filing. One price, $39 a month or $249 a year, covering US, UK and Indian stocks. Free tools Stockopedia doesn't offer: a congressional trade tracker, stock calculators and an AI capex dataset. Yield Theory publishes research, not personalized advice: we show the evidence and you make the call.
Can I use Stockopedia and Yield Theory together?
Yes. They do different jobs. Stockopedia is built for uK investors who want to screen, rank and monitor shares themselves; Yield Theory adds one sourced investment call a month with the risks that would change the view.
Yield Theory vs Stockopedia: same research, one price.
If you want a monthly sourced call instead of a firehose, membership is $39/month. Congressional filings, company research, and the weekly evidence check are the same product.
Members-only research
$39/mo or $249/yr · cancel future renewals anytime · sources included