Back to directory
ChartMill vs Koyfin
A side-by-side feature comparison.
| Feature | ChartMill | Koyfin |
|---|---|---|
| Pricing | Freemium | Freemium |
| Tracking & data | ||
| Multi-asset | Partial | Yes |
| Screening | ||
| Fundamental filters | Yes | Yes |
| Technical filters | Yes | Yes |
| Custom metrics & formulas. Build your own ratios or screening formulas from raw data fields. | Yes | Partial |
| Preset & guru screens. Ready-made screens curated by the vendor or modelled on well-known investors. | Yes | Yes |
| Composite stock scores. A per-stock composite rating (e.g. quality/value/momentum ranks) — not a portfolio health score. | Yes | Not supported |
| Valuation models. Built-in intrinsic-value estimates computed in the product, such as DCF fair value (not just a quoted analyst price target). | Partial | Partial |
| Watchlists & alerts | Yes | Yes |
| Global market coverage. Screens international exchanges, not just US markets. | Yes | Yes |
| Data export | Yes | Partial |
| Analysis & insights | ||
| AI portfolio analysis | Not supported | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported | Not supported |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Partial | Not supported |
| Access & pricing | ||
| Free tier | Yes | Yes |
| Open source | Not supported | Not supported |
| Self-hostable | Not supported | Not supported |
| Public API | Not supported | Not supported |
| Platform & reach | ||
| Mobile app | Not supported | Yes |
| Multi-language | Not supported | Not supported |
LegendSupportedPartial / limitedChecked — not availableNot verified yet
ChartMill
Freemium
Technical-plus-fundamental screener with 0–10 ratings, 302 preset strategy screens and point-in-time historical scanning.
Koyfin
Freemium
Institutional-grade market data and global screening on Capital IQ and Morningstar feeds, at retail prices.
We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.