The financial interests our writers may have in what they write about, the rules they follow, and how Stockopedia is paid. Last reviewed 5th October 2026.
This page applies to everyone who writes for Stockopedia, employed or freelance, and to everything we publish, including the Daily Stock Market Report and our newsletters. It describes our practice today, and is updated should it change.
Our writers' shareholdings
Our writers are private investors and may hold shares in the companies they write about. Where the writer of an article holds a position in a company it covers, the article says so, in line as they discuss the company or at the end of the piece. On the Daily Stock Market Report the disclosure sits with the analyst's note on that company.
The standard form is: . Disclosure: at the time of publication, the author has a long [or short] position in [company].
A holding by a member of the writer's close family, or by a trust or company connected to them, counts as the writer's own. The writer declares a personal interest in the share without naming the holder or the size of the holding.
Disclosure is the writer's own responsibility, on the page and to the editor. If an article should have carried a disclosure and did not, we add it and note the correction on the article.
Dealing in shares we write about
Writers do not deal in a share, or in derivatives or spread bets on it, in the two working days after they publish on it, and do not write about a share they have dealt in during the previous two working days. On the daily report, where the news cannot be planned, a writer in that position hands the stock to a colleague. They do not deal on anything they know is about to be published. If a writer already holds a share and the day's news changes their view, they may say so in the article; they do not act on it until the window has passed.
Stockopedia is not a regulated investment firm and is not a member of IPSO. These are house rules we choose to keep, and they follow the financial journalism clause of the Editors' Code of Practice that the UK press works to.
How Stockopedia is paid
Stockopedia is funded entirely by subscribers to its service. No company pays for its own coverage. Specifically:
we do not accept payment from companies, their advisers or their PR firms for coverage, our writers disclose any gift or hospitality from a company they cover that could create a conflict of interest;
we take no commission or affiliate income from brokers, investment platforms or any other provider we may write about;
our editorial carries no advertising, paid placement or sponsored content (we may mention an event we are speaking at; we are not paid to);
we do not sell our customers' data.
Our editorial choices are our own and are not influenced by company PR or broker house views.
Our own products
Some of what we publish describes our own tools: the StockRanks, our analysts' ratings, our screens and model portfolios. We say when we are doing so, and we hold them to the same standard of evidence as everything else we publish: any performance claim comes with the evidence behind it, including the periods in which the method did not work. Our example portfolios and screens demonstrate a rules-based process; they are not buy lists.
Our founder and the company
Our founder, Ed Croft runs a public example portfolio, the NAPS, whose holdings are published on this site each year. He may hold those shares personally. Where he writes about an individual company he discloses any holding like any other writer. Stockopedia Ltd itself holds no shares in the companies we cover.
Raising a concern
If you think an article should have carried a disclosure and did not, or that a writer has breached these rules, contact us through the chat icon at the bottom right of the site or email support@stockopedia.com. We look into every report, and if we agree we add the disclosure and note the correction on the article.
What a disclosure is not
A disclosed holding tells you the writer has an interest; it is not a recommendation to follow. Nothing we publish is personal advice. Please read our disclaimer.
Ed Croft, founder and CEO - last reviewed 5th October 2026.