★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: ChartMill checked August 4, 2026
Tool Comparison
ChartMill vs Portfolio123
Pick ChartMill if
ChartMill
Free • Paid plans available · Web
- You care about stock comparison, alerts, and news, things Portfolio123 doesn't offer
- You trade often and need tooling built for speed
Pick Portfolio123 if
Portfolio123
Free • From $25/mo · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about quant, portfolio, and correlation, things ChartMill doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
ChartMill and Portfolio123 cover a lot of the same ground (11 shared categories, including screeners, stock ideas, and data visualizations), so for the basics you won't go far wrong with either. ChartMill simply does more: 24 categories to Portfolio123's 19, including stock comparison, alerts, and news. Portfolio123 counters by keeping things simpler.
What readers say
ChartMill
Vote once to reveal the community verdict.
Portfolio123
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- ChartMill24 vs 19 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Asset coverage
- Portfolio123Adds closed-end funds
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: financials history: 4 years/quarters (free users, example pages). | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | — | Yes |
Integrations | — | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +5 more |
Categories covered | 24 | 19 |
Regions | North America, Europe | North America, Europe |
| Data & capabilities | ||
Data quality | 3 signals: Latency: 15-min Delayed and End of Day, Granularity: EOD and Minute +1 more | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | — | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | Custom formulas and Universe builder | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit ChartMill | Visit Portfolio123 |
Where each one shines
What ChartMill and Portfolio123 each do best.ShowHide
Where each one shines
What ChartMill and Portfolio123 each do best.What ChartMill does best
- Screening for stocks and ETFs with technical, fundamental, dividend, valuation, growth, profitability, health, and custom-expression filters.
- Starting point: a large Trading Ideas library covering breakout, pullback, CANSLIM, Minervini, GARP, dividend, value, growth, and other screen templates.
- ChartMill ratings, technical setup views, analyzer pages, and fundamental reports to compare candidates.
- Tools for building watchlists, save screens, export screener results, and trigger alerts from price, setup, earnings, news, insider, fundamental, analyst, and saved-screen conditions.
- Multi-chart layouts, saved chart configurations, drawings, indicators, event markers, and watchlist-based charting.
What Portfolio123 does best
- Tools for building multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Tools for running simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Tools for creating ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
Every detail we compared
Every tracked attribute for ChartMill and Portfolio123, side by side.ShowHide
Every detail we compared
Every tracked attribute for ChartMill and Portfolio123, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsValue InvestorsDividend Investors | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North AmericaEurope | North AmericaEurope |
Coverage details | 17 countries9 exchangesIdentifiers: Ticker and ISIN | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | 15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | EODMinute | EOD |
Data partners | Not specified | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeySDKs: PythonDocs |
Import methods | Not specified | BrokerOAuthCSV |
Integrations | Not specified | Interactive BrokersTradier |
Export formats | CSV | CSVJSON |
| Plans & trust | ||
Capability signals | Custom formulasUniverse builder | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | ChartMill | Portfolio123Support: Forum |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freefinancials history: 4 years/quarters (free users, example pages). | Free“Manage (Free)” |
| Entry paid plan | $34.97/mo“Monthly Subscription” | $25/mo“Retail Research Plans” |
| Top plan | $299.97/yr“Annual Subscription + Free Course” | — |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
What's the difference between ChartMill and Portfolio123?
ChartMill leans toward screeners, stock ideas, and stock comparison, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 11 categories, so for most people it comes down to workflow preference and price.
How much do ChartMill and Portfolio123 cost?
Good news: both ChartMill and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Does ChartMill or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. ChartMill doesn't, so you're working through its interface.
Should I choose ChartMill or Portfolio123?
It depends on what you're after. Pick ChartMill if stock comparison and alerts matter to you; go with Portfolio123 if you'd rather have quant and portfolio. And if you only need the basics both share, let price decide.
What asset classes do ChartMill and Portfolio123 cover?
Both cover stocks and ETFs. Portfolio123 adds closed-end funds on top.
Does ChartMill or Portfolio123 have real-time data?
Portfolio123 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 Portfolio123?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Is ChartMill or Portfolio123 better for day trading?
ChartMill is the one positioned more for active traders. Portfolio123 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 Portfolio123?
Both ChartMill and Portfolio123 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 Portfolio123?
Portfolio123 handles portfolio tracking. ChartMill is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.