Stockopedia Video Tutorials

The quickest way to get up to speed using Stockopedia is to watch a few videos. We add video guides regularly to our Youtube Channel.

Getting Started with Stockopedia

In this video, Stockopedia CEO Ed Croft shows you how to get started with Stockopedia’s award-winning research platform for DIY investors. You’ll learn how to quickly find stocks that have improving StockRanks, analyse your holdings for hidden risks, and screen for stocks that fit your investing strategy. ------- Subscribe to Stockopedia for more like this: https://www.youtube.com/user/Stockopedia As an individual investor, you face unique challenges in the market. But with a few simple ...

Sense check investment ideas with the StockReports

In this 3-minute product demo video, Stockopedia CEO Ed Croft walks you through the key features and benefits of Stockopedia's StockReports. With Ed's expert guidance, you'll discover how to get the most out of this powerful tool for analyzing stocks and making more informed investment decisions. Ed demonstrates how to use StockReports to quickly evaluate a stock's fundamental factors, including its financial health, growth prospects, valuation, and more. He also shows you how to use the platfo...

Find Higher Probability Stock Ideas With StockRank And Guru Screens

By using Stockopedia’s StockRanks within a stock screen, you’ll easily find higher-probability investment ideas based on the factors that have historically outperformed the market. In this tutorial video, Stockopedia CEO Ed Croft gives you a step-by-step guide for finding and using Stockopedia’s pre-built StockRank and Guru Screens. These are a powerful shortcut to discovering investment ideas for further research. -------- Subscribe to Stockopedia for more like this: https://www.youtub...

Staying on top of your wealth with Stockopedia's Folios

To get the most out of Stockopedia, you’ll want to upload your holdings into Stockopedia’s Folios tool. In this video, Stockopedia CEO Ed Croft gives you a step-by-step guide to uploading your portfolio, and understanding the powerful insights that Stockopedia’s Folios tool gives you into your holdings. ------- Subscribe to Stockopedia for more like this: https://www.youtube.com/user/Stockopedia As an individual investor, you face unique challenges in the market. But with a few simple...

Add buy and sell discipline with Alerts

One of the most common problems investors face is that of discipline - many investors make impulsive buy and sell decisions. One way of adding valuable discipline and rigour to your investing process is by using alerts. These can let you know when fundamental or technical triggers have been met, allowing you to make more informed, systematic buy and sell decisions. In this tutorial video, Stockopedia CEO Ed Croft gives you a step-by-step guide for setting up and monitoring your investments. --...

3 ways to screen using Stockopedia's stock screening tools

In this tutorial video, Stockopedia CEO Ed Croft gives you a step-by-step guide for using Stockopedia’s powerful stock screening tools. You’ll learn how to: 1) Use the StockRank screens to find higher-probability investment ideas based on the factors that have historically outperformed the market. 2) Use the pre-built GuruScreens to find investment ideas that fit the criteria of legendary investors. 3) Create tailor-made custom screens to find stocks that fit your own investment strat...

How To Create Custom Screens On Stockopedia

With a library of over 350 screenable ratios, Stockopedia’s stock screener is one of the most powerful tools on the market. In this tutorial video, Stockopedia CEO Ed Croft gives you a step-by-step guide to creating tailor-made custom screens to fit any fundamentals-based investing strategy. ------- Subscribe to Stockopedia for more like this: https://www.youtube.com/user/Stockopedia As an individual investor, you face unique challenges in the market. But with a few simple rules and the r...

Analyse Your Stock Screen Results With Custom Screening Table Views

Once you’ve built a stock screen, you need to perform further analysis on the results. For this, quickly identifying the most promising candidates for further research can expedite the process dramatically. In this tutorial video, Stockopedia CEO Ed Croft gives you a step-by-step guide to using Stockopedia’s powerful custom table views to perform quick initial analysis on your screen results and identify the most promising candidates for deeper analysis. ------- Subscribe to Stockopedia f...

Expanding Your Stock Screens With Advanced Screening Rules

Looking to fine-tune your stock screening results? In this tutorial video, Stockopedia CEO Ed Croft gives you a step-by-step guide to using Stockopedia’s advanced screening rules to improve the results of your stock screens. ------- Subscribe to Stockopedia for more like this: https://www.youtube.com/user/Stockopedia As an individual investor, you face unique challenges in the market. But with a few simple rules and the right tools, you can drastically outperform. That's where Stockopedia ...

Getting started with Stockopedia's research community

Stockopedia is home to one of the smartest, most engaged private investor communities. With pearls of wisdom shared every day from some of the most successful private investors, you’re sure to dramatically improve your investing knowledge and processes by getting to know the community. In this tutorial video, Stockopedia CEO Ed Croft gives you a run-down of all the ways you can do just that. ------- Subscribe to Stockopedia for more like this: https://www.youtube.com/user/Stockopedia As an...

Getting Started with Charts

Join Stockopedia CEO Ed Croft in this informative product tutorial video as he teaches you how to use Stockopedia's powerful charting function to gain deeper insights into the your stocks. In this step-by-step guide, Ed Croft will show you how to access and use Stockopedia's charting tools to explore historical stock prices, identify trends, and analyze stock performance over time. He will explain the key features of the charting function, including how to adjust the time frame, choose between d...

Getting started with Checklists

As Charlie Munger famously said, "The idea that you could push a button and have a checklist of all the relevant factors is very appealing. It's the solution to avoiding ignorance and the dangers of human error.” With Stockopedia’s checklists tool, we’ve created just that. In this tutorial video, Stockopedia CEO Ed Croft gives you a step-by-step guide to creating and using checklists as a part of your investing strategy. With Stockopedia’s checklists, you’ll add valuable discipline and...

Getting started with Comparisons

This video will show you how you can quickly compare two or more stocks against the key financial measures that you like to see in your investments.

Exploring our Financial Ratios

Unlock exclusive insights into every stock on the market with a 2-week trial of Stockopedia: https://www.stockopedia.com/analyse/ If you are the type of investor that likes to dig deep into the financial ratios of your investments - this video will help you discover the wealth of data available to you on Stockopedia....

Using the Financial Statements

In this short video you will discover the wealth of financial information we hold on every stock in the market. We take you through the financial statements, showing you where you can find key information for your investments....

How to Use Folio Allocations

There are masses of research insights that you can get through Stockopedia but one of the most powerful is portfolio allocations. In this video you'll discover how to view the diversification in your portfolio....

How to Add Stock to Folios

In this video you will discover the different ways in which you can add stocks of interest to a portfolio and the benefits this brings to your investing.

How to Add Transactions to Folios

Adding transactions to your portfolio holdings will give you deep data-driven insights into your investments. This video walks you through the steps you take to get these in your portfolio.

Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
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