ChartMill
Technical-plus-fundamental screener with 0–10 ratings, 302 preset strategy screens and point-in-time historical scanning.
ChartMill combines technical and fundamental screening in one tool and puts composite ratings on both sides: a Technical Rating and a Setup Rating from 0 to 10, plus an overall Fundamental Rating broken into five area scores. Its signature feature is historical screening — any screen can be run as of a past date, showing the market exactly as it stood that day. Around that sit 302 preset screens modelled on named strategies (O'Neil's CANSLIM, Minervini's trend template, Zweig, Lynch), custom expressions computed over any field — including previous-session values — and nine alert types, up to saved-screen alerts across a whole watchlist. Coverage spans the US, Canada and Europe, with fundamentals for Xetra and Euronext; London and the Nordics carry price data only. A free account needs no card and never auto-converts to paid, but its usage limits are not documented anywhere; the subscription costs $34.97 per month or $299.97 per year. Two things to know upfront: all data is 15 minutes delayed even on paid plans, and there are no mobile apps.
Features at a glance
| Feature | ChartMill |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Multi-asset | Partial |
| Screening | |
| Fundamental filters | Yes |
| Technical filters | Yes |
| Custom metrics & formulas. Build your own ratios or screening formulas from raw data fields. | Yes |
| Preset & guru screens. Ready-made screens curated by the vendor or modelled on well-known investors. | Yes |
| Composite stock scores. A per-stock composite rating (e.g. quality/value/momentum ranks) — not a portfolio health score. | Yes |
| Valuation models. Built-in intrinsic-value estimates computed in the product, such as DCF fair value (not just a quoted analyst price target). | Partial |
| Watchlists & alerts | Yes |
| Global market coverage. Screens international exchanges, not just US markets. | Yes |
| Data export | Yes |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Partial |
| Access & pricing | |
| Free tier | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Not supported |
| Multi-language | Not supported |
Best for
Swing traders and screen tinkerers who want technicals and fundamentals in one tool with preset strategies of famous investors — and do not need real-time data.
Strengths
- Composite 0–10 ratings on both the technical and the fundamental side, all usable as screener filters
- Historical screening: run any screen as of a past date — rare in this class
- 302 preset screens modelled on named strategies: CANSLIM, Minervini, Zweig, Lynch and more
- Deep alerting: nine alert types, including saved-screen alerts across a watchlist
Trade-offs
- All market data is 15 minutes delayed even on paid plans, and most screener fields update once a day
- Free-tier limits are undocumented — the credit-system page was removed from their docs
- European fundamentals cover only Xetra and Euronext; London and Nordic listings are price data only
- No mobile apps, and the standard monthly price is high for delayed data
ChartMill vs PortfolioGlance
ChartMill hunts for setups; PortfolioGlance keeps the books once you own the position. PortfolioGlance deliberately has no screener, no technical ratings and no chart-pattern detection — if you scan for Minervini-style setups or CANSLIM candidates, ChartMill is built for exactly that job, and we are not. It has watchlists and rich alerts, but no investor ledger behind them: no multi-currency cost basis, no dividend income, no allocation health, no goal projection — and nothing beyond stocks and ETFs. A natural split is ChartMill for finding and timing candidates, PortfolioGlance for owning the result — particularly for European investors, whose portfolios often include funds, bonds or cash that ChartMill cannot hold.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.