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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-plus-fundamental screener with 0–10 ratings, 302 preset strategy screens and point-in-time historical scanning.

Stockopedia

Stockopedia

Paid

Factor-based stock research with daily StockRanks scores and 65+ live-tracked guru screens across 61 exchanges — subscription only, sold by region.

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.

ChartMill vs Stockopedia — feature & pricing comparison (2026) | PortfolioGlance