★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
AUM 13F vs ChartMill
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You care about improved filings, something ChartMill doesn't offer
Start here
ChartMill
Free • Paid plans available · Web
- You care about screeners, stock ideas, and stock comparison, things AUM 13F doesn't offer
- You're newer to investing and want something approachable
- You trade often and need tooling built for speed
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
AUM 13F and ChartMill cover a lot of the same ground (5 shared categories, including institutional ownership, insider data, and watchlist), so for the basics you won't go far wrong with either. ChartMill simply does more: 24 categories to AUM 13F's 6, including screeners, stock ideas, and stock comparison. AUM 13F counters by keeping things simpler.
What readers say
AUM 13F
Vote once to reveal the community verdict.
ChartMill
Vote once to reveal the community verdict.
Key differences at a glance
- Asset coverage
- AUM 13FAdds hedge funds and private funds
- Broader coverage
- ChartMill24 vs 6 categories
- Beginner friendly
- ChartMill
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | Free: financials history: 4 years/quarters (free users, example pages). |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Retail Traders, Pro Retail +6 more |
Categories covered | 6 | 24 |
Regions | — | North America, Europe |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: 15-min Delayed and End of Day, Granularity: EOD and Minute +1 more |
Capabilities | — | Custom formulas and Universe builder |
| Try it | Visit AUM 13F | Visit ChartMill |
Where each one shines
What AUM 13F and ChartMill each do best.ShowHide
Where each one shines
What AUM 13F and ChartMill each do best.What AUM 13F does best
- Research asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browse large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filter managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Open firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- Use the latest EDGAR filings feed with filing-type filters for 13F, Form D, 8-K, 10-Q, 10-K, insider forms, and other disclosures.
What ChartMill does best
- Screen stocks and ETFs with technical, fundamental, dividend, valuation, growth, profitability, health, and custom-expression filters.
- Start from a large Trading Ideas library covering breakout, pullback, CANSLIM, Minervini, GARP, dividend, value, growth, and other screen templates.
- Use ChartMill ratings, technical setup views, analyzer pages, and fundamental reports to compare candidates.
- Build watchlists, save screens, export screener results, and trigger alerts from price, setup, earnings, news, insider, fundamental, analyst, and saved-screen conditions.
- Use multi-chart layouts, saved chart configurations, drawings, indicators, event markers, and watchlist-based charting.
Every detail we compared
Every tracked attribute for AUM 13F and ChartMill, side by side.ShowHide
Every detail we compared
Every tracked attribute for AUM 13F and ChartMill, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFs |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsValue InvestorsDividend Investors |
Regions | Not specified | North AmericaEurope |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | 17 countries9 exchangesIdentifiers: Ticker and ISIN |
| Data | ||
Data freshness | Not specified | 15-min DelayedEnd of Day |
Data granularity | Not specified | EODMinute |
| Access & integrations | ||
Export formats | Not specified | CSV |
| Plans & trust | ||
Capability signals | Not specified | Custom formulasUniverse builder |
Vendor & support | Chen Software LLCSupport: Email | ChartMill |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freedaily views: Limited (not disclosed) | Freefinancials history: 4 years/quarters (free users, example pages). |
| Entry paid plan | $29/mo“Subscription” | $34.97/mo“Monthly Subscription” |
| Top plan | — | $299.97/yr“Annual Subscription + Free Course” |
Questions we keep getting
What's the difference between AUM 13F and ChartMill?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while ChartMill puts more weight on screeners, stock ideas, and stock comparison. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and ChartMill cost?
Good news: both AUM 13F and ChartMill have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: AUM 13F or ChartMill?
ChartMill is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose AUM 13F or ChartMill?
It depends on what you're after. Pick AUM 13F if improved filings matter to you; go with ChartMill if you'd rather have screeners and stock ideas. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and ChartMill cover?
Both cover stocks and ETFs. AUM 13F also handles hedge funds, private funds, and real estate.
Can I export data from AUM 13F and ChartMill?
ChartMill exports to CSV. AUM 13F is stingier about getting data out.
Is AUM 13F or ChartMill better for day trading?
ChartMill is the one positioned more for active traders. AUM 13F is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: AUM 13F or ChartMill?
ChartMill has a stock screener for surfacing ideas; AUM 13F doesn't, and focuses its energy elsewhere.
Keep researching
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.