Tool Comparison
ChartMill vs Perplexity Finance
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want stock ideas, stock comparison, and scores.
- Paid from
- $20/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want an API so you can script or automate things
Pick ChartMill if
ChartMill
Free • Paid plans available · Web
- You want stock ideas, stock comparison, and scores.
Pick Perplexity Finance if
Perplexity Finance
Free • From $20/mo · Web · Mobile · API
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want an API so you can script or automate things
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 Perplexity Finance cover a lot of the same ground (8 shared categories, including screeners, data visualizations, and watchlist), so for the basics you won't go far wrong with either. ChartMill simply does more: 24 categories to Perplexity Finance's 12, including stock ideas, stock comparison, and scores. Perplexity Finance counters by keeping things simpler.
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Key differences at a glance
- Real-time data
- Perplexity Finance
- Broader coverage
- ChartMill24 vs 12 categories
- Mobile app
- Perplexity Finance
- API access
- Perplexity Finance
- Asset coverage
- Perplexity FinanceAdds mutual funds and cryptos
- Free plan
- Both
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 Perplexity Finance does best
- Finance pages for stocks, ETFs, mutual funds, crypto, options, charts, news, financial data, analyst estimates, ownership data, filings, and earnings context.
- Support for asking cited finance questions that can reference SEC filings, company documents, news, and third-party finance datasets.
- Upgraded charts with volume, OHLCV tooltips, candlestick or area views, comparison overlays, moving averages, and custom date ranges.
- Tools for building watchlists and review AI-generated briefings that combine watchlist price movement with relevant market news.
- Screening for stocks in natural language with filters, columns, sorting, and coverage that includes U.S. and Indian equities.
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 | Free • From $20/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: financials history: 4 years/quarters (free users, example pages). | 6 limits: Standard (Free): pro searches per day: 3, Pro: pro searches: Extended access +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | Yes |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +6 more |
Categories covered | 24 | 12 |
Regions | North America, Europe | North America, APAC |
| Data & capabilities | ||
Data quality | 3 signals: Latency: 15-min Delayed and End of Day, Granularity: EOD and Minute +1 more | Latency: Real-time |
Data partners | — | 6 partners: Financial Modeling Prep, Unusual Whales +4 more |
Capabilities | Custom formulas and Universe builder | Universe builder and AI summaries: Filings and News |
Security | — | SOC2 and Status page |
| Try it | Visit ChartMill | Visit Perplexity Finance |
Standout features
The best features of ChartMill and Perplexity Finance.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 Perplexity Finance does best
- Finance pages for stocks, ETFs, mutual funds, crypto, options, charts, news, financial data, analyst estimates, ownership data, filings, and earnings context.
- Support for asking cited finance questions that can reference SEC filings, company documents, news, and third-party finance datasets.
- Upgraded charts with volume, OHLCV tooltips, candlestick or area views, comparison overlays, moving averages, and custom date ranges.
- Tools for building watchlists and review AI-generated briefings that combine watchlist price movement with relevant market news.
- Screening for stocks in natural language with filters, columns, sorting, and coverage that includes U.S. and Indian equities.
All details
Every attribute we track for ChartMill and Perplexity Finance.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsCryptosOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsValue InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsDay TradersStudents/ResearchersFinancial AdvisorsAnalystsInstitutional Investors |
Regions | North AmericaEurope | North AmericaAPAC |
Coverage details | 17 countries9 exchangesIdentifiers: Ticker and ISIN | Countries: US and INIdentifiers: Ticker |
| Data | ||
Data freshness | 15-min DelayedEnd of Day | Real-time |
Data granularity | EODMinute | Not specified |
Data partners | Not specified | Financial Modeling PrepUnusual WhalesQuartrFiscal.aiS&P Global Market IntelligenceMorningstar |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Export formats | CSV | Not specified |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status page |
Capability signals | Custom formulasUniverse builder | Universe builderAI summaries: Filings and News |
Vendor & support | ChartMill | Perplexity AI, Inc.Support: Email, Chat, 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). | Free“Standard (Free)”pro searches per day: 3 |
| Entry paid plan | $34.97/mo“Monthly Subscription” | $20/mo“Pro”pro searches: Extended access · annual price usd: 200 |
| Tier 2 | $299.97/yr“Annual Subscription + Free Course” | $200/mo“Max”pro searches: Weekly limits for advanced use · annual price usd: 2,000 |
| Top plan | — | $10/mo“Education Pro” |
Questions we keep getting
What's the difference between ChartMill and Perplexity Finance?
ChartMill leans toward screeners, stock ideas, and stock comparison, while Perplexity Finance puts more weight on screeners, watchlist, and data visualizations. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do ChartMill and Perplexity Finance cost?
Good news: both ChartMill and Perplexity Finance have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use ChartMill or Perplexity Finance on my phone?
Perplexity Finance 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 Perplexity Finance have an API?
Perplexity Finance has an API for programmatic access and custom integrations. ChartMill doesn't, so you're working through its interface.
Should I choose ChartMill or Perplexity Finance?
It depends on what you're after. Pick ChartMill if stock ideas and stock comparison matter to you; go with Perplexity Finance if you'd rather have improved filings and US government trades. And if you only need the basics both share, let price decide.
What asset classes do ChartMill and Perplexity Finance cover?
Both cover stocks and ETFs. Perplexity Finance adds mutual funds, cryptos, and options on top.
Does ChartMill or Perplexity Finance have real-time data?
Perplexity Finance 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 Perplexity Finance?
ChartMill exports to CSV. Perplexity Finance is stingier about getting data out.
Are ChartMill and Perplexity Finance 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 Perplexity Finance?
Both ChartMill and Perplexity Finance include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
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