Use ChartMill promotion code PROMO1XY to save $40 on the annual plan: $259.97 instead of $299.97. Enter the promotion code at checkout and confirm the displayed price before paying. This review explains the offer and evaluates ChartMill’s documented research tools.
ChartMill is a compelling option for investors who want company fundamentals and price behavior in the same stock research process. Its appeal is the connection between screening, reports, charts, and watchlists. You can narrow a large universe, examine why a company passed your criteria, and keep a manageable set of candidates for further research.
My verdict is favorable for self-directed investors doing recurring swing or position research. The documented tools support a deliberate process, especially when you care about both business quality and a stock’s trend. The main tradeoffs are the learning curve and market data that can be delayed or end-of-day.
Affiliate disclosure: I am a ChartMill affiliate and may earn a commission if you subscribe through my links. This review assesses publicly documented features and pricing researched on October 12, 2026, with no hands-on product test or checkout verification. The annual partner offer below comes from my affiliate arrangement.
Who should consider ChartMill?
I would put ChartMill on the shortlist for someone who regularly asks two questions: “Does this business meet my financial criteria?” and “Does the stock’s price behavior justify a closer look?” Those questions require different information. A strong trend does not explain the balance sheet; an attractive valuation does not establish a favorable entry point.
ChartMill’s product overview describes screening, financial information, stock reports, charts, watchlists, and alerts in one platform. That combination is useful because the research can remain organized as a candidate moves from discovery to closer examination.
It is particularly appealing if you already have a repeatable research process and want more ways to express your criteria. A beginner can also find value, provided they start with a small number of filters and understand each one. Someone checking a handful of familiar companies occasionally may prefer a simpler tool. Paying for a screener makes more sense when discovering and tracking new candidates is work you do regularly.
Technical and fundamental screening together
The ChartMill stock screener supports technical and fundamental filters across U.S., Canadian, and European stocks. Categories include performance, technical indicators, support and resistance, growth, profitability, financial health, valuation, and dividends. Results can be viewed as tables, charts, or reports; saved screens retain the selected filters and sorting.
My favorite aspect of that design is the ability to define a candidate from multiple angles. For example, an investor could look for profitable businesses with manageable financial risk, then examine which have stronger price trends. Another could begin with a technical setup and use fundamentals to decide which candidates deserve deeper attention. Neither approach establishes that a stock should be bought; both create a more purposeful research list.
ChartMill’s screener documentation also describes prepared screens for approaches such as momentum, quality, value, and GARP. I would use those as starting templates, then change the criteria to match my objectives. A strategy label is useful for organization, but it is not evidence of future performance.
Reports and ratings: useful research triage
The Analyzer offers a simpler starting point than the full screener. Its technical reports include technical and setup-quality ratings, support and resistance, and possible trade suggestions. ChartMill says the technical rating considers trends and relative strength.
The fundamental reports summarize profitability, valuation, growth, financial health, and dividends where the underlying data are available. Category ratings use a 0–10 scale, with ratios and sector comparisons providing context.
I see the ratings as a triage tool. A high overall score can prompt a closer examination, while a weaker category can suggest a question worth investigating. The productive next step is to inspect the underlying figures, consider how they fit the business, and read the company’s filings. A numerical summary cannot resolve accounting quality, business durability, or the price you should be willing to pay.
Keep technical strength and setup quality distinct in your reasoning. A stock can have an established trend while offering an entry point that does not suit your risk limits. The report can help frame that distinction, but the decision still depends on your strategy and current information.
Charts, saved screens, watchlists, and alerts
ChartMill’s chart tools support technical indicators, saved chart configurations, multiple tickers, and secondary views for different timeframes. Watchlists provide a place to organize stocks after screening.
That structure is attractive for recurring research. I would keep discovery screens separate from lists of companies already under examination. A screen represents today’s candidates under a rule; a watchlist represents a deliberate choice to keep following a company. Saving the rules also makes it easier to explain why a new name entered the research process.
The alert documentation describes stock and watchlist alerts, with email and user-feed notifications. Available subjects include price, setup, earnings, news, insider transactions, and new fundamentals. Price alerts are explicitly not real time.
I would begin with a few alerts tied to genuine review decisions. Too many notifications can turn a useful watchlist into a distraction. Decide what change would cause you to revisit a thesis, then choose the corresponding alert. Treat a notification as a research prompt and verify the current situation before acting.
A hypothetical ChartMill research workflow
Suppose you want to research profitable companies for a position you might hold for several months. The following is an illustrative process, not a tested strategy or a recommendation to buy any security.
- Write the research question first. Decide what “profitable” means for your purpose and which financial risks would rule a company out. Set a manageable market universe. Document the reasoning before experimenting with thresholds, so a small result list does not become the objective by itself.
- Build a modest screen. Start with a few business criteria and one price-trend condition. Inspect the candidates before adding more filters. If almost nothing qualifies, examine which condition is restrictive and whether it reflects a real requirement. Save the screen once you can explain its purpose.
- Investigate the exceptions. Open a candidate’s fundamental report and ask what drives its strengths and weaknesses. A seemingly attractive valuation may reflect a cyclical earnings peak or a business problem. Use filings and company disclosures to explore that possibility rather than treating the rating as the answer.
- Check the chart in context. Look at more than one timeframe and consider the distance to relevant support or resistance. Write down what would invalidate your idea. A visually appealing chart should not override an uncomfortable risk exposure or unanswered business question.
- Track and reassess. Put unresolved candidates on a focused watchlist, choose relevant alerts, and keep a dated note explaining what you are waiting to learn. When the next earnings report or meaningful price change arrives, revisit the original reasoning before changing the list.
The value of the platform in that example is organizational. It can connect the stages of research; the quality of the conclusion still comes from the questions, evidence, and judgment you bring to them.
Market coverage and data delays
According to ChartMill’s market-data documentation, researched October 12, 2026, U.S. Nasdaq/NYSE/Amex data are delayed 15 minutes. Canadian TSX/TSX-V and Euronext/Xetra data are end-of-day; CBOE Europe data are delayed 15 minutes. Fundamental, estimate, and analyst coverage varies by market.
Most screener data and ratings update daily after the U.S. close, while some price and volume filters use delayed intraday data. A report’s setup score can therefore differ from the daily screener score during market hours.
That timing suits a more deliberate research cadence. For execution prices or immediate reactions to market events, use an appropriate current data source. Before subscribing, inspect coverage for the exchanges and companies you actually follow.
ChartMill promotion code PROMO1XY and annual pricing
As of October 12, 2026, ChartMill’s subscription page lists the Annual + Course plan at $299.97 billed yearly, including its Mastering Swing Trading course. My promotion code PROMO1XY reduces the annual price to $259.97, a $40 saving.
| Annual option | Annual bill | Monthly equivalent |
|---|---|---|
| Regular annual price | $299.97 | $25.00 |
| With PROMO1XY | $259.97 | $21.66 |
The discounted amount is billed annually. ChartMill lists subscriptions as paid in advance, with automatic renewal until canceled. Confirm the final total and terms before paying. Check questions about taxes, eligibility, discounted renewals, or combining offers with ChartMill; those details are not established here.
Use the ChartMill promotion code for the annual offer
Affiliate link: I may earn a commission if you subscribe.
Enter the code and confirm that the displayed annual price reflects the offer before completing payment. See the ChartMill promotion code page for the redemption reference.
Strengths and tradeoffs
- Strong workflow fit: technical and fundamental tools support research that evaluates both the business and the stock’s behavior.
- Useful organization: saved rules and focused watchlists can make a recurring process easier to maintain.
- Learning curve: many choices create room for overcomplication. Start small and add a filter only when you can explain its contribution.
- Coverage and timing limits: verify your market’s data availability and update cadence before relying on the platform.
- Judgment remains essential: a good rating or screen result deserves investigation. It does not establish investment suitability or predict a return.
Frequently asked questions
Is ChartMill suitable for beginners?
Yes, for beginners willing to learn what the filters and ratings mean. I would start with the Analyzer or a prepared screen, then inspect the underlying information. Building a large custom screen before understanding the criteria can make the results difficult to interpret.
Can ChartMill support fundamental investing?
Its documented fundamental filters and reports make it useful for finding candidates and organizing questions about profitability, growth, valuation, and financial health. A complete investment thesis still requires deeper company research, with special attention to the assumptions behind an attractive-looking ratio.
Are ChartMill quotes and alerts real time?
Data timing depends on the market, with delayed or end-of-day coverage described above. ChartMill also says price alerts are not real time. Use the service for research with those limits in mind, and verify current prices through an appropriate source when making an execution decision.
What is the ChartMill promotion code?
Use PROMO1XY for the stated annual offer: $259.97 instead of $299.97. Enter the code and verify the displayed total. Monthly-plan eligibility and discounted renewal terms have not been established for this review.
My verdict: is ChartMill worth considering?
ChartMill deserves serious consideration if screening and following stocks are regular parts of your investment process. I like the documented connection between business criteria, technical analysis, and ongoing monitoring. That is a practical reason to consider a subscription.
The deciding question is whether those tools fit research you will actually do. Choose a few familiar companies, examine the available data and reports, and judge the platform against your recurring tasks. For a broader comparison, browse my investment tool reviews. The strongest case for ChartMill is a disciplined process that benefits from its range of screening and follow-up tools.