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ChartMill vs Stockopedia

A side-by-side feature comparison.

FeatureChartMillStockopedia
PricingFreemiumPaid
Tracking & data
Multi-assetPartialPartial
Screening
Fundamental filtersYesYes
Technical filtersYesPartial
Custom metrics & formulas. Build your own ratios or screening formulas from raw data fields.YesPartial
Preset & guru screens. Ready-made screens curated by the vendor or modelled on well-known investors.YesYes
Composite stock scores. A per-stock composite rating (e.g. quality/value/momentum ranks) — not a portfolio health score.YesYes
Valuation models. Built-in intrinsic-value estimates computed in the product, such as DCF fair value (not just a quoted analyst price target).PartialPartial
Watchlists & alertsYesYes
Global market coverage. Screens international exchanges, not just US markets.YesYes
Data exportYesYes
Analysis & insights
AI portfolio analysisNot supportedNot supported
AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio.Not supportedNot supported
Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations.PartialNot supported
Access & pricing
Free tierYesNot supported
Open sourceNot supportedNot supported
Self-hostableNot supportedNot supported
Public APINot supportedNot supported
Platform & reach
Mobile appNot supportedNot supported
Multi-languageNot supportedNot supported
LegendSupportedPartial / limitedChecked — not availableNot verified yet
ChartMill

ChartMill

Freemium

Technical and fundamental screener with 0 to 10 ratings and screens run as of any past date. Free account, $299.97 a year.

Stockopedia

Stockopedia

Paid

Factor ranks and guru screens for UK and European stock pickers. No free plan, Europe from €550 a year, the US costs extra.

About PortfolioGlance

Skip the trade-by-trade logging. Just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too.

Try PortfolioGlance free

We list competitors next to our own app and link to their sites. Where another app is better than PortfolioGlance, we say so. Prices change, so check the official site before you pay.