ChartMill adds Stock Ideas, Scores, Insider Data, and Position Sizing coverage that Koyfin skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, December 4, 2025
Tool Comparison
ChartMill vs Koyfin comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Koyfin includes Portfolio, ETF Screeners, Dividends, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, Yield Curves, GDP, Interest Rates, Inflation Rates, and Unemployment Rates categories that ChartMill omits.
Koyfin offers mobile access, which ChartMill skips.
In depth comparison
ChartMill
chartmill.com
A web-based research suite combining stock/ETF screeners, charts, ratings, watchlists, and trading ideas. ChartMill supports server-side email alerts, custom screeners with advanced filters, and both technical and fundamental data. Analyst estimates and some premium data require a paid subscription. U.S. pre-market and after-hours coverage includes NYSE, NASDAQ, and AMEX.
Categories
Platforms
Pricing
Quick highlights
- Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas.
- Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX).
- Ability to create custom expressions and filters in the screener for advanced screening logic.
- Historical screener mode allows users to run any screen as of a past date.
- Server-side email alerts for price moves, setups, earnings, news, insider activity, fundamentals, analyst ratings, and saved screens (alerts are delayed, not real-time).
Community votes (overall)
Koyfin
koyfin.com
Web-first research & portfolio-analytics terminal with global multi-asset coverage, advanced charting, powerful screeners, and advisor-focused model/client portfolio tooling. Strong for fundamental and macro workflows across stocks, ETFs, mutual funds and global yields, with custodian integrations and client-reporting features on advisor tiers. No public data API; data exports are constrained by vendor licenses.
Categories
Platforms
Pricing
Quick highlights
- Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal.
- Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts.
- Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R².
- Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.
- Custom Formulas and Custom Data Series to build derived columns in tables and ingest external price series (e.g., private funds, real estate, custom indices) that plug into charts, watchlists, portfolios and exposures.
Community votes (overall)
Where they differ
ChartMill
Distinct strengths include:
- Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas.
- Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX).
- Ability to create custom expressions and filters in the screener for advanced screening logic.
- Historical screener mode allows users to run any screen as of a past date.
Koyfin
Distinct strengths include:
- Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal.
- Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts.
- Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R².
- Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.
Feature-by-feature breakdown
| Attribute | ChartMill | Koyfin |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Watchlist, News, Alerts, Calendar, Data Visualizations, Financials, Analyst Recommendations, Analyst Price Targets, Analyst Forecasts Unique: Stock Ideas, Scores, Insider Data, Position Sizing | Shared: Screeners, Watchlist, News, Alerts, Calendar, Data Visualizations, Financials, Analyst Recommendations, Analyst Price Targets, Analyst Forecasts Unique: Portfolio, ETF Screeners, Dividends, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Futures, Commodities, Currencies, Cryptos, Options, Funds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Mobile |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do ChartMill and Koyfin both support?
Both platforms cover Screeners, Watchlist, News, Alerts, Calendar, Data Visualizations, Financials, Analyst Recommendations, Analyst Price Targets, and Analyst Forecasts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do ChartMill and Koyfin require subscriptions?
Both ChartMill and Koyfin keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Koyfin ships a dedicated mobile experience, while ChartMill focuses on web or desktop access.
What unique strengths set the two platforms apart?
ChartMill differentiates itself with Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., and Ability to create custom expressions and filters in the screener for advanced screening logic., whereas Koyfin stands out for Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal., Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts., and Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R²..
Keep exploring
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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.