# ChartMill vs WallStreetZen

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A side-by-side feature comparison.

| Feature | ChartMill | WallStreetZen |
| --- | --- | --- |
| Pricing | Freemium | Freemium |

### Tracking & data

| Feature | ChartMill | WallStreetZen |
| --- | --- | --- |
| Multi-asset | Partial | Not supported |

### Screening

| Feature | ChartMill | WallStreetZen |
| --- | --- | --- |
| Fundamental filters | Yes | Yes |
| Technical filters | Yes | Yes |
| Custom metrics & formulas | Yes | Not supported |
| Preset & guru screens | Yes | Yes |
| Composite stock scores | Yes | Yes |
| Valuation models | Partial | Yes |
| Watchlists & alerts | Yes | Yes |
| Global market coverage | Yes | Not supported |
| Data export | Yes | Yes |

### Analysis & insights

| Feature | ChartMill | WallStreetZen |
| --- | --- | --- |
| AI portfolio analysis | Not supported | Not supported |
| AI asset & market analysis | Not supported | Not supported |
| Backtesting & scenarios | Partial | Not supported |

### Access & pricing

| Feature | ChartMill | WallStreetZen |
| --- | --- | --- |
| Free tier | Yes | Yes |
| Open source | Not supported | Not supported |
| Self-hostable | Not supported | Not supported |
| Public API | Not supported | Not supported |

### Platform & reach

| Feature | ChartMill | WallStreetZen |
| --- | --- | --- |
| Mobile app | Not supported | Not supported |
| Multi-language | Not supported | Not supported |

## ChartMill

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

**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

Verified 2026-07-27
Sources:
- ChartMill subscription — $34.97/mo (first month $13.97) / $299.97/yr, USD/EUR toggle, free-plan promise, 15-min-delay FAQ — https://www.chartmill.com/subscription
- Custom Expressions docs — nested formulas over any property incl. previous-day values — https://www.chartmill.com/documentation/howto/tools/178-Creating-Custom-Expressions-in-the-screener
- Historical Stock Screener docs — point-in-time screening on any past date — https://www.chartmill.com/documentation/stock-screener/technical-analysis-trading-strategies/43-Historical-Stock-Screener
- Ratings docs — Technical/Setup 0–10 + overall Fundamental Rating with 5 area ratings — https://www.chartmill.com/documentation/technical-analysis/indicators/87-Chartmill-Technical-Rating-and-Setup-Quality-scores
- Market data coverage — exact exchange list; EU fundamentals only Xetra + Euronext; data-freshness model — https://www.chartmill.com/documentation/stock-screener-market-data
- Trading Ideas — 302 preset screener ideas (CANSLIM, Minervini, Zweig…) — https://www.chartmill.com/trading-ideas

- Official site: https://www.chartmill.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/chartmill.md

## WallStreetZen

**US stock research site with the Zen Ratings A–F composite, computed DCF fair values and analyst accuracy tracking; free plan for life.**

**Best for:** Part-time US investors who want an opinionated rating plus a computed fair value at a low price — not global coverage or power tools.

Strengths:
- Zen Ratings composite (115 factors, 7 component grades) is free on virtually every US-listed stock
- Computes its own DCF fair value per stock — it does not stop at analyst price targets
- Measures and ranks analysts by historical accuracy; follow up to 200 of them
- Cheap entry: $1 two-week trial, about $234 per year, 90-day money-back guarantee

Trade-offs:
- US-listed stocks only, stocks only (no ETF screening), and web only — no mobile app
- Users have caught glaring ownership-data glitches (institutional ownership above 100%)
- Heavy gating: most columns show “Unlock” until you pay, and add-on newsletters reach $997 per year
- Marketing overstates reach — “thousands more globally” copy against a product that screens four US venues

Verified 2026-07-27
Sources:
- WallStreetZen plans — Basic $0 for life, Premium $19.50/mo billed yearly, $1 trial, per-tier limits — https://www.wallstreetzen.com/plans
- Zen Ratings — A–F composite, 115 factors, 7 component grades, free for members — https://www.wallstreetzen.com/zen-ratings
- AAPL page — own DCF fair value separate from analyst targets — https://www.wallstreetzen.com/stocks/us/nasdaq/aapl
- Screener state — exchange filter limited to 4 US venues; technical fields (RSI/SMA/MACD); 5,505-company universe — https://www.wallstreetzen.com/stock-screener
- Help: no mobile app ("We currently do not have an app version") — https://help.wallstreetzen.com/article/ktywb0onei-do-you-have-an-app-i-can-download
- About — HQ Hong Kong (printed address); no legal entity or founded year printed — https://www.wallstreetzen.com/about

- Official site: https://www.wallstreetzen.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/wallstreetzen.md

*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.*