VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

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Sunday, December 14, 2025

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Tool Comparison

ChartMill vs Valuesider comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

ChartMill adds Stock Ideas, Watchlist, News, Alerts, Calendar, Scores, Financials, Insider Data, Analyst Recommendations, Analyst Price Targets, Analyst Forecasts, and Position Sizing coverage that Valuesider skips.

Valuesider includes Investor Holdings, and 13F categories that ChartMill omits.

In depth comparison

ChartMill logo

ChartMill

chartmill.com

Hands-on review

A web-based research suite combining stock/ETF screeners, charts, ratings, watchlists, and trading ideas. ChartMill supports server-side email alerts, custom screeners with advanced filters, and both technical and fundamental data. Analyst estimates and some premium data require a paid subscription. U.S. pre-market and after-hours coverage includes NYSE, NASDAQ, and AMEX.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas.
  • Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX).
  • Ability to create custom expressions and filters in the screener for advanced screening logic.
  • Historical screener mode allows users to run any screen as of a past date.
  • Server-side email alerts for price moves, setups, earnings, news, insider activity, fundamentals, analyst ratings, and saved screens (alerts are delayed, not real-time).

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Valuesider logo

Valuesider

valuesider.com

Free web tool for tracking “superinvestor” portfolios and stock ownership changes based on SEC 13F filings. Valuesider notes 13F data is delayed (filed up to 45 days after quarter-end) and incomplete (e.g., shorts not included), and states it only shows data from 2013 Q2 onward due to filing format limitations; shares/prices are split-adjusted. Terms prohibit bots/automated scraping.

Platforms

Web

Pricing

Free

Quick highlights

  • Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings.
  • Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV.
  • Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV.
  • Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices.
  • Ticker pages show which tracked gurus hold a security and the ownership activity over time (based on gurus’ latest SEC reports).

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Where they differ

ChartMill

Distinct strengths include:

Stock IdeasWatchlistNewsAlertsCalendarScoresFinancialsInsider Data
  • Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas.
  • Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX).
  • Ability to create custom expressions and filters in the screener for advanced screening logic.
  • Historical screener mode allows users to run any screen as of a past date.

Valuesider

Distinct strengths include:

Investor Holdings13F
  • Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings.
  • Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV.
  • Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV.
  • Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices.

Feature-by-feature breakdown

AttributeChartMillValuesider
Categories

Which research workflows each platform targets

Shared: Screeners, Data Visualizations

Unique: Stock Ideas, Watchlist, News, Alerts, Calendar, Scores, Financials, Insider Data, Analyst Recommendations, Analyst Price Targets, Analyst Forecasts, Position Sizing

Shared: Screeners, Data Visualizations

Unique: Investor Holdings, 13F

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks, ETFs, Mutual Funds, Closed-End Funds, Funds, Other

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate

Platforms

Where you can access the product

Web

Web

Pricing

High-level pricing models

Free, Subscription

Free

Key features

Core capabilities called out by each vendor

Unique

  • Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas.
  • Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX).
  • Ability to create custom expressions and filters in the screener for advanced screening logic.
  • Historical screener mode allows users to run any screen as of a past date.
  • Server-side email alerts for price moves, setups, earnings, news, insider activity, fundamentals, analyst ratings, and saved screens (alerts are delayed, not real-time).
  • Interactive stock charts with multiple indicators (RSI, MACD, etc.), saved chart configurations, and multi-symbol view.

Unique

  • Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings.
  • Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV.
  • Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV.
  • Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices.
  • Ticker pages show which tracked gurus hold a security and the ownership activity over time (based on gurus’ latest SEC reports).
  • Embeddable, automatically updated charts (copyable iframe code) for portfolios and tickers.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do ChartMill and Valuesider both support?

Both platforms cover Screeners, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ChartMill and Valuesider require subscriptions?

Both ChartMill and Valuesider keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access ChartMill and Valuesider?

Both ChartMill and Valuesider prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

ChartMill differentiates itself with Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., and Ability to create custom expressions and filters in the screener for advanced screening logic., whereas Valuesider stands out for Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings., Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV., and Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV..

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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.