★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
ChartMill vs EPSMomentum
ChartMill
Best for stock comparison and valuation models
Free • Paid plans available
EPSMomentum
Best for money flow and portfolio
Free • From $9.99/mo
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The verdict
The bottom line
ChartMill and EPSMomentum cover a lot of the same ground (12 shared categories, including screeners, stock ideas, and data visualizations), so for the basics you won't go far wrong with either. ChartMill simply does more: 24 categories to EPSMomentum's 20, including stock comparison, valuation models, and alerts. EPSMomentum counters by keeping things simpler.
Key differences at a glance
- Mobile app
- EPSMomentum
- Broader coverage
- ChartMill24 vs 20 categories
- API access
- EPSMomentum
- Real-time data
- EPSMomentum
- Global coverage
- ChartMill
- Free plan
- Both
Choose
ChartMill if…
- You care about stock comparison, valuation models, and alerts, things EPSMomentum doesn't offer
Choose
EPSMomentum if…
- You do a lot of your research from your phone
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about money flow, portfolio, and news sentiment, things ChartMill doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • From $9.99/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: financials history: 4 years/quarters (free users, example pages). | 16 limits: Bronze: monitors: 1, Bronze: screeners: 1 +14 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | Yes |
Broker sync | — | No |
Integrations | — | TradingView |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +7 more |
Categories covered | 24 | 20 |
Regions | North America, Europe | North America |
| Data & capabilities | ||
Data quality | 3 signals: Latency: 15-min Delayed and End of Day, Granularity: EOD and Minute +1 more | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more |
Data partners | — | 6 partners: Nasdaq, Financial Modeling Prep +4 more |
Capabilities | Custom formulas and Universe builder | Universe builder and AI summaries: Filings, Transcripts, and News |
Security | — | Data residency: US |
| Try it | Visit ChartMill | Visit EPSMomentum |
Standout features
What ChartMill does best
- Free advanced stock screener with technical + fundamental filters (dividend, valuation, growth, profitability, health), ChartMill ratings, custom expressions, saved screens, and customizable result views (tables/charts).
- Trading Ideas library of 289 ready-to-use screen configurations spanning technical breakout/pullback setups, CANSLIM, Minervini, GARP, O’Shaughnessy Tiny Titans, dividend, value and growth strategies; each can be run and adapted.
- Charting with multi-chart layouts, multiple timeframes (including intraday), and save/load chart configurations; supports watchlist-based charting.
- Full-screen chart mode adds custom indicators (including fundamentals), event markers (earnings/dividends/splits), drawings/annotations, alerts, and a built-in position sizing tool.
- Stock pages aggregate technical & fundamental ratings/reports with financial statements, analyst ratings/price targets, earnings estimates, ownership/short interest, and news; Analyzer pages combine technical ratings, setup quality and fundamental reports for growth, valuation, health, profitability and dividend.
What EPSMomentum does best
- Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view.
- Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders.
- Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process.
- Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
- Timing Momentum framework combining five proprietary intraday signals-Trend, Price Momentum Slope, Relative Market Rank Slope, Powerdays and EMA 20/50-to help decide when to enter or exit positions.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsValue InvestorsDividend Investors | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more |
Regions | North AmericaEurope | North America |
Coverage details | 17 countries9 exchangesIdentifiers: Ticker and ISIN | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | 15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | EODMinute | MinuteEOD |
Data partners | Not specified | NasdaqFinancial Modeling PrepIntrinioZacksFinnhubTradingView |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey |
Import methods | Not specified | Manual |
Integrations | Not specified | TradingView |
Export formats | CSV | Not specified |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: US |
Capability signals | Custom formulasUniverse builder | Universe builderAI summaries: Filings, Transcripts, and News |
Vendor & support | ChartMill | EPSM Inc.Country: USASupport: Email |
Curation ratings | Not specified | Methodology 5/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
Free
Lower starting price
Plans & pricing
- financials history: 4 years/quarters (free users, example pages).
$9.99/mo
Starting price
Plans & pricing
- monitors: 1
- screeners: 1
- +1 more
- monitors: 3
- screeners: 3
- +2 more
- monitors: Unlimited
- screeners: Unlimited
- +2 more
- monitors: Unlimited
- screeners: Unlimited
- +3 more
Coverage overlap
Shared categories
12Where the two tools cover the same ground.
ChartMill strengths
12EPSMomentum strengths
8What you only get with EPSMomentum.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between ChartMill and EPSMomentum?
ChartMill leans toward screeners, stock ideas, and stock comparison, while EPSMomentum puts more weight on screeners, stock ideas, and data visualizations. They overlap in 12 categories, so for most people it comes down to workflow preference and price.
How much do ChartMill and EPSMomentum cost?
Good news: both ChartMill and EPSMomentum have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use ChartMill or EPSMomentum on my phone?
EPSMomentum lists a dedicated mobile app, so it travels better. ChartMill doesn't list a dedicated mobile app; its documented access is web.
Does ChartMill or EPSMomentum have an API?
EPSMomentum has an API for programmatic access and custom integrations. ChartMill doesn't, so you're working through its interface.
Should I choose ChartMill or EPSMomentum?
It depends on what you're after. Pick ChartMill if stock comparison and valuation models matter to you; go with EPSMomentum if you'd rather have money flow and portfolio. And if you only need the basics both share, let price decide.
Does ChartMill or EPSMomentum have real-time data?
EPSMomentum offers real-time data, which matters if you trade actively. ChartMill runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: ChartMill or EPSMomentum?
ChartMill has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. EPSMomentum is more region-specific, mainly North America.
Can I export data from ChartMill and EPSMomentum?
ChartMill exports to CSV. EPSMomentum is stingier about getting data out.
Are ChartMill and EPSMomentum good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: ChartMill or EPSMomentum?
Both ChartMill and EPSMomentum include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with ChartMill or EPSMomentum?
EPSMomentum handles portfolio tracking. ChartMill is really a research tool; you'd track your portfolio elsewhere.
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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.