Tool Comparison
ChartMill vs Morningstar Investor
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You'd rather start free and only pay if you outgrow it
- You want data visualizations, calendar, and market sentiment.
- You trade often and need tooling built for speed
- Paid from
- $20.75/mo
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want portfolio, fund analysis, and ETF analysis.
Pick ChartMill if
ChartMill
Free • Paid plans available · Web
- You'd rather start free and only pay if you outgrow it
- You want data visualizations, calendar, and market sentiment.
- You trade often and need tooling built for speed
Pick Morningstar Investor if
Morningstar Investor
From $249/yr · Web · Mobile
- You do a lot of your research from your phone
- You want portfolio, fund analysis, and ETF analysis.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
ChartMill and Morningstar Investor cover a lot of the same ground (8 shared categories, including screeners, stock ideas, and stock comparison), so for the basics you won't go far wrong with either. ChartMill simply does more: 24 categories to Morningstar Investor's 12, including data visualizations, calendar, and market sentiment. Morningstar Investor counters by keeping things simpler.
What readers say
ChartMill
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Morningstar Investor
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Key differences at a glance
- Free plan
- ChartMill
- Free trial
- Morningstar Investor7 days
- Broader coverage
- ChartMill24 vs 12 categories
- Mobile app
- Morningstar Investor
- Asset coverage
- Morningstar InvestorAdds mutual funds and closed-end funds
What ChartMill does best
- Screening for stocks and ETFs with technical, fundamental, dividend, valuation, growth, profitability, health, and custom-expression filters.
- Start from Trading Ideas templates for breakouts, pullbacks, CANSLIM, Minervini, GARP, dividends, value, and growth.
- ChartMill ratings, technical setup views, analyzer pages, and fundamental reports to compare candidates.
- Build watchlists, save screens, export results, and set alerts for prices, setups, earnings, news, insider activity, fundamentals, analyst changes, and screen results.
- Multi-chart layouts, saved chart configurations, drawings, indicators, event markers, and watchlist-based charting.
What Morningstar Investor does best
- Research coverage for stocks, ETFs, mutual funds, and closed-end funds with Morningstar ratings, analyst notes, reports, screeners, watchlists, and portfolio tools.
- Stock research built around Morningstar fair value estimates, Economic Moat Ratings, rating-change coverage, valuation context, commentary, and news.
- Evaluation tools for funds and ETFs with Morningstar star ratings, Morningstar Medalist Ratings, analyst notes, fund reports, performance context, fees, and holdings views.
- Tools for building stock, fund, and ETF screens using more than 200 data points, then save custom views for portfolios, watchlists, and screeners.
- Portfolio X-Ray to inspect asset allocation, sector exposure, fees, risk, stock style, and portfolio-level or fund-level composition.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | From $249/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | Free: financials history: 4 years/quarters (free users, example pages). | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +2 more |
Categories covered | 24 | 12 |
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 | Universe builder |
| Try it | Visit ChartMill | Visit Morningstar Investor |
Standout features
The best features of ChartMill and Morningstar Investor.ShowHide
Standout features
What ChartMill does best
- Screening for stocks and ETFs with technical, fundamental, dividend, valuation, growth, profitability, health, and custom-expression filters.
- Start from Trading Ideas templates for breakouts, pullbacks, CANSLIM, Minervini, GARP, dividends, value, and growth.
- ChartMill ratings, technical setup views, analyzer pages, and fundamental reports to compare candidates.
- Build watchlists, save screens, export results, and set alerts for prices, setups, earnings, news, insider activity, fundamentals, analyst changes, and screen results.
- Multi-chart layouts, saved chart configurations, drawings, indicators, event markers, and watchlist-based charting.
What Morningstar Investor does best
- Research coverage for stocks, ETFs, mutual funds, and closed-end funds with Morningstar ratings, analyst notes, reports, screeners, watchlists, and portfolio tools.
- Stock research built around Morningstar fair value estimates, Economic Moat Ratings, rating-change coverage, valuation context, commentary, and news.
- Evaluation tools for funds and ETFs with Morningstar star ratings, Morningstar Medalist Ratings, analyst notes, fund reports, performance context, fees, and holdings views.
- Tools for building stock, fund, and ETF screens using more than 200 data points, then save custom views for portfolios, watchlists, and screeners.
- Portfolio X-Ray to inspect asset allocation, sector exposure, fees, risk, stock style, and portfolio-level or fund-level composition.
All details
Every attribute we track for ChartMill and Morningstar Investor.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsClosed-End FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsValue InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North AmericaEurope | Not specified |
Coverage details | 17 countries9 exchangesIdentifiers: Ticker and ISIN | Identifiers: Ticker |
| Data | ||
Data freshness | 15-min DelayedEnd of Day | Not specified |
Data granularity | EODMinute | Not specified |
| Access & integrations | ||
Export formats | CSV | Not specified |
| Plans & trust | ||
Capability signals | Custom formulasUniverse builder | Universe builder |
Vendor & support | ChartMill | Morningstar, Inc.Country: United StatesFounded 1984 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freefinancials history: 4 years/quarters (free users, example pages). | — |
| Entry paid plan | $34.97/mo“Monthly Subscription” | $249/yr≈ $20.75/mo“Investor yearly” |
| Top plan | $299.97/yr“Annual Subscription + Free Course” | $34.95/mo“Investor monthly” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between ChartMill and Morningstar Investor?
ChartMill leans toward screeners, stock ideas, and stock comparison, while Morningstar Investor puts more weight on stock ideas, screeners, and stock comparison. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
Is ChartMill or Morningstar Investor free to use?
ChartMill has a free tier, so you can get started without paying anything. Morningstar Investor is paid-only. If budget matters, start with ChartMill and see how far it takes you before opening your wallet.
Can I use ChartMill or Morningstar Investor on my phone?
Morningstar Investor lists a dedicated mobile app, so it travels better. ChartMill doesn't list a dedicated mobile app; its documented access is web.
Should I choose ChartMill or Morningstar Investor?
It depends on what you're after. Pick ChartMill if data visualizations and calendar matter to you; go with Morningstar Investor if you'd rather have portfolio and fund analysis. And if you only need the basics both share, let price decide.
What asset classes do ChartMill and Morningstar Investor cover?
Both cover stocks and ETFs. Morningstar Investor adds mutual funds, closed-end funds, and funds on top.
Can I export data from ChartMill and Morningstar Investor?
ChartMill exports to CSV. Morningstar Investor is stingier about getting data out.
Is ChartMill or Morningstar Investor better for day trading?
ChartMill is the one positioned more for active traders. Morningstar Investor 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: ChartMill or Morningstar Investor?
Both ChartMill and Morningstar Investor 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 Morningstar Investor?
Morningstar Investor handles portfolio tracking. ChartMill is really a research tool; you'd track your portfolio elsewhere.
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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.