Tool Comparison
ChartMill vs Trefis
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want screeners, scores, and watchlist.
- You trade often and need tooling built for speed
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web
Best if
- You want risk metrics, AI research, and custom dashboards.
Pick ChartMill if
ChartMill
Free • Paid plans available · Web
- You want screeners, scores, and watchlist.
- You trade often and need tooling built for speed
Pick Trefis if
Trefis
Free • Contact for pricing · Web
- You want risk metrics, AI research, and custom dashboards.
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 Trefis cover a lot of the same ground (6 shared categories, including stock ideas, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. ChartMill simply does more: 24 categories to Trefis's 9, including screeners, scores, and watchlist. Trefis counters by being completely free.
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Key differences at a glance
- Asset coverage
- ChartMillAdds ETFs
- Broader coverage
- ChartMill24 vs 9 categories
- 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 Trefis does best
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
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 • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: financials history: 4 years/quarters (free users, example pages). | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | — | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 24 | 9 |
Regions | North America, Europe | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 3 signals: Latency: 15-min Delayed and End of Day, Granularity: EOD and Minute +1 more | Latency: 15-min Delayed and End of Day and Granularity: EOD |
Capabilities | Custom formulas and Universe builder | Stress tests: EquityCrash |
| Try it | Visit ChartMill | Visit Trefis |
Standout features
The best features of ChartMill and Trefis.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 Trefis does best
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
All details
Every attribute we track for ChartMill and Trefis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsValue InvestorsDividend Investors | Not specified |
Regions | North AmericaEurope | North AmericaEuropeAPAC |
Coverage details | 17 countries9 exchangesIdentifiers: Ticker and ISIN | Identifiers: Ticker |
| Data | ||
Data freshness | 15-min DelayedEnd of Day | 15-min DelayedEnd of Day |
Data granularity | EODMinute | EOD |
| Access & integrations | ||
Export formats | CSV | Excel |
| Plans & trust | ||
Capability signals | Custom formulasUniverse builder | Stress tests: EquityCrash |
Vendor & support | ChartMill | Insight Guru Inc.Country: USSupport: Email and Phone |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
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“Free public pages” |
| Entry paid plan | $34.97/mo“Monthly Subscription” | — |
| Top plan | $299.97/yr“Annual Subscription + Free Course” | — |
| Custom / enterprise | — | Contact sales“Business or Enterprise” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between ChartMill and Trefis?
ChartMill leans toward screeners, stock ideas, and stock comparison, while Trefis puts more weight on valuation models, financials, and data visualizations. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do ChartMill and Trefis cost?
Good news: both ChartMill and Trefis have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose ChartMill or Trefis?
It depends on what you're after. Pick ChartMill if screeners and scores matter to you; go with Trefis if you'd rather have risk metrics and AI research. And if you only need the basics both share, let price decide.
What asset classes do ChartMill and Trefis cover?
Both cover stocks. ChartMill also handles ETFs.
Can I export data from ChartMill and Trefis?
Yes, both export to spreadsheets (ChartMill: CSV; Trefis: Excel), which is handy if you like running your own numbers.
Is ChartMill or Trefis better for day trading?
ChartMill is the one positioned more for active traders. Trefis 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 Trefis?
ChartMill has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy elsewhere.
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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.