VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Thursday, April 2, 2026
Tool Comparison
ChartMill vs Portfolio123 comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
ChartMill
chartmill.com
Portfolio123
portfolio123.com
At a glance
Tool
ChartMill
$34.97/mo
Starting price
Plans & pricing
Tool
Portfolio123
$25/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | ChartMill | Portfolio123 |
|---|---|---|
Asset types | StocksETFs | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEurope | North AmericaEurope |
Data freshness | 15-min DelayedEnd of Day | Real-timeEnd of Day |
API access | Not specified | REST |
Export formats | CSV | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by ChartMill only.
Categories covered by Portfolio123 only.
Frequently Asked Questions
What's the difference between ChartMill and Portfolio123?
ChartMill focuses on Screeners, Stock Ideas, and Data Visualizations while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 6 categories, so choose based on your preferred workflow and pricing.
How much do ChartMill and Portfolio123 cost?
Good news—both ChartMill and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.
Does ChartMill or Portfolio123 have an API?
Portfolio123 provides API access for programmatic data retrieval and custom integrations. ChartMill doesn't currently offer an API, so you'll need to use their web interface.
Should I choose ChartMill or Portfolio123?
Choose ChartMill if you need Free advanced stock screener with technical + fundamental filters (dividend, valuation, growth, profitability, health), custom expressions, saved screens, and customizable result views (tables/charts)., and Trading Ideas library of pre-configured screens/strategies that can be run and adapted.. Go with Portfolio123 if Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., and Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems. better fits how you invest.
What asset classes do ChartMill and Portfolio123 cover?
Both cover Stocks, and ETFs. Portfolio123 adds coverage for Closed-End Funds.
Does ChartMill or Portfolio123 have real-time data?
Portfolio123 offers real-time data feeds, which is essential for active traders. ChartMill uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from ChartMill and Portfolio123?
ChartMill supports data exports to CSV. Portfolio123 has more limited export options.
Can ChartMill or Portfolio123 connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. ChartMill requires manual portfolio entry or data import.
Is ChartMill or Portfolio123 better for day trading?
ChartMill is built with active traders in mind, offering features like real-time data and technical analysis. Portfolio123 is better suited for buy-and-hold investors focused on fundamentals.
Which has a better stock screener—ChartMill or Portfolio123?
Both ChartMill and Portfolio123 include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with ChartMill or Portfolio123?
Portfolio123 offers portfolio tracking features. ChartMill is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.