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ChartMill vs Zacks
A side-by-side feature comparison.
| Feature | ChartMill | Zacks |
|---|---|---|
| Pricing | Freemium | Freemium |
| Tracking & data | ||
| Multi-asset | Partial | Yes |
| Screening | ||
| Fundamental filters | Yes | Yes |
| Technical filters | Yes | Partial |
| 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 | 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 | Partial |
| Watchlists & alerts | Yes | Yes |
| Global market coverage. Screens international exchanges, not just US markets. | Yes | Not supported |
| Data export | Yes | Yes |
| 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 | Partial |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Partial | Partial |
| 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 and fundamental screener with 0 to 10 ratings and screens run as of any past date. Free account, $299.97 a year.
Zacks
Freemium
US stock ratings driven by earnings-estimate revisions, with a useful free tier. Premium is $249 a year, US stocks only.
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.
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