★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 4, 2026
Tool Comparison
ChartMill vs Trefis
Start here
ChartMill
Free • Paid plans available · Web
- You care about screeners, stock ideas, and scores, things Trefis doesn't offer
- You trade often and need tooling built for speed
Pick Trefis instead if
Trefis
Free • Paid plans available · Web
- You care about custom dashboards, something 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 Trefis cover a lot of the same ground (5 shared categories, including stock comparison, data visualizations, and valuation models), so for the basics you won't go far wrong with either. ChartMill simply does more: 24 categories to Trefis's 6, including screeners, stock ideas, and scores. Trefis counters by being completely free.
What readers say
ChartMill
Vote once to reveal the community verdict.
Trefis
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Key differences at a glance
- Asset coverage
- ChartMillAdds ETFs
- Broader coverage
- ChartMill24 vs 6 categories
- 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 • Paid plans available |
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 | 6 |
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 | — |
| Try it | Visit ChartMill | Visit Trefis |
Where each one shines
What ChartMill and Trefis each do best.ShowHide
Where each one shines
What ChartMill and Trefis 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 Trefis does best
- Work through public stock valuation pages that break a company into revenue drivers, margins, cash-profit assumptions, and estimated value per share.
- Change model assumptions to create what-if scenarios instead of only reading a static price target or article.
- Trefis Price estimates as an explainable valuation starting point, then inspect the forecasts and discount assumptions behind the output.
- Comparison tools for companies through peer-return tables, valuation ratios, growth metrics, and better-buy style research where public pages are available.
- Views for reviewing ticker pages for stock-move drivers, sector and market correlations, drawdowns, key events, and related AI analysis modules where supported.
Every detail we compared
Every tracked attribute for ChartMill and Trefis, side by side.ShowHide
Every detail we compared
Every tracked attribute for ChartMill and Trefis, side by side.| 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 | Not specified |
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.
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 |
| Entry paid plan | $34.97/mo“Monthly Subscription” | Subscription“Custom / Subscriber” |
| Top plan | $299.97/yr“Annual Subscription + Free Course” | — |
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 5 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 stock ideas matter to you; go with Trefis if you'd rather have custom dashboards. 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.
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.