Tool Comparison
ChartMill vs Optuma
- Paid from
- $299.97/yr, billed annually
- Free plan
- Yes
- Platforms
- Web
Best if
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $299.97/yr, billed annually instead of $810/yr, billed annually
- You want stock ideas, scores, and valuation models.
- Paid from
- $810/yr, billed annually
- Free plan
- No
- Platforms
- Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want ETF comparison, quant, and portfolio.
Pick ChartMill if
ChartMill
Free • From $299.97/yr, billed annually · Web
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $299.97/yr, billed annually instead of $810/yr, billed annually
- You want stock ideas, scores, and valuation models.
Pick Optuma if
Optuma
From $810/yr, billed annually · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want ETF comparison, quant, and portfolio.
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 Optuma cover a lot of the same ground (5 shared categories, including screeners, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. ChartMill simply does more: 24 categories to Optuma's 10, including stock ideas, scores, and valuation models. Optuma counters by keeping things simpler.
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Key differences at a glance
- Free plan
- ChartMill
- Cheaper paid plan
- ChartMill$299.97/yr, billed annually vs $810/yr, billed annually
- Free trial
- Optuma14 days
- Broader coverage
- ChartMill24 vs 10 categories
- Desktop app
- Optuma
- Real-time data
- Optuma
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 Optuma does best
- Build static or animated RRGs for securities, indices, asset classes, custom lists, and portfolios.
- Change tail length, comparison index, history, and daily, weekly, or monthly timeframes in RRG Lite.
- Use price-weighted, cap-weighted, selected-index, or fixed annual-return comparisons.
- Higher service levels add one-minute intraday and Forex RRGs, scripting, filters, scans, quantitative tests, and quadrant-colored bars.
- Connect a real-time provider for live intraday RRGs or use included and optional end-of-day market data.
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 • From $299.97/yr, billed annually | From $810/yr, billed annually |
Free tier | Yes | No |
Free trial | — | 14 days |
Plan limits | Free: financials history: 4 years/quarters (free users, example pages). | 6 limits: Optuma Trader: eod data groups: 5, Optuma Trader: chart styles: 24 +4 more |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | — | No |
Integrations | — | Bloomberg |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Pro Retail, Analysts +3 more |
Categories covered | 24 | 10 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: 15-min Delayed and End of Day, Granularity: EOD and Minute +1 more | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more |
Data partners | — | RRG Research and Bloomberg |
Capabilities | Custom formulas and Universe builder | 9 signals: Custom formulas, Ranking backtests +7 more |
| Try it | Visit ChartMill | Visit Optuma |
Standout features
The best features of ChartMill and Optuma.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 Optuma does best
- Build static or animated RRGs for securities, indices, asset classes, custom lists, and portfolios.
- Change tail length, comparison index, history, and daily, weekly, or monthly timeframes in RRG Lite.
- Use price-weighted, cap-weighted, selected-index, or fixed annual-return comparisons.
- Higher service levels add one-minute intraday and Forex RRGs, scripting, filters, scans, quantitative tests, and quadrant-colored bars.
- Connect a real-time provider for live intraday RRGs or use included and optional end-of-day market data.
All details
Every attribute we track for ChartMill and Optuma.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsCurrenciesCommoditiesFuturesCryptosOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsValue InvestorsDividend Investors | Pro RetailAnalystsQuants/DevelopersAsset ManagersHedge Funds |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | 17 countries9 exchangesIdentifiers: Ticker and ISIN | Identifiers: Ticker |
| Data | ||
Data freshness | 15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | EODMinute | MinuteEOD |
Data partners | Not specified | RRG ResearchBloomberg |
| Access & integrations | ||
Import methods | Not specified | CSVManual |
Integrations | Not specified | Bloomberg |
Export formats | CSV | ImagePDF |
| Plans & trust | ||
Capability signals | Custom formulasUniverse builder | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePerformance attributionPortfolio attributionPortfolio factor exposure+1 more |
Vendor & support | ChartMill | Optuma Pty LtdCountry: AUSupport: Email and Forum |
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/moBilled monthly“Monthly Subscription” | $810/yrBilled annually≈ $67.50/mo“Optuma Trader”eod data groups: 5 · chart styles: 24 |
| Tier 2 | $299.97/yrBilled annually“Annual Subscription + Free Course” | $1350/yrBilled annually≈ $112.50/mo“Optuma Professional”eod data groups: 10 · chart styles: 30 |
| Top plan | — | $2592/yrBilled annually≈ $216/mo“Optuma Enterprise”eod data groups: 45+ · chart styles: 33 |
| Free trial | — | 14 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between ChartMill and Optuma?
ChartMill leans toward screeners, stock ideas, and stock comparison, while Optuma puts more weight on data visualizations, stock comparison, and ETF comparison. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is ChartMill or Optuma free to use?
ChartMill has a free tier, so you can get started without paying anything. Optuma is paid-only. If budget matters, start with ChartMill and see how far it takes you before opening your wallet.
Which is better for beginners: ChartMill or Optuma?
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 ChartMill or Optuma?
It depends on what you're after. Pick ChartMill if stock ideas and scores matter to you; go with Optuma if you'd rather have ETF comparison and quant. And if you only need the basics both share, let price decide.
What asset classes do ChartMill and Optuma cover?
Both cover stocks and ETFs. Optuma adds mutual funds, currencies, and commodities on top.
Does ChartMill or Optuma have real-time data?
Optuma 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.
Can I export data from ChartMill and Optuma?
ChartMill exports to CSV. Optuma is stingier about getting data out.
Is ChartMill or Optuma better for day trading?
ChartMill is the one positioned more for active traders. Optuma 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 Optuma?
Both ChartMill and Optuma 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 Optuma?
Optuma 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.