Chartsmart Software


4.5 / 5
3 reviews

Who Uses This Software?

Our target market is primarily Canadian and U.S. investors. Canadian Investors will find that Chartsmart Screens are more detailed than any other product (ie screen out private placements.)

Average Ratings

3 Reviews

  • 4.5 / 5

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Free Trial
  • Deployment
    Installed - Windows
  • Training
    Live Online
  • Support
    Business Hours

Vendor Details

  • Chartsmart Software
  • Founded 1996
  • Canada

About Chartsmart

Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.

Chartsmart Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Chartsmart Reviews

Dependable, reliable, accurate, user-friendly, thoughtfully-designed software

Jul 12, 2016

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not

Pros: excellent design (charts, filters, technical data and fundamental data)

Cons: I have no problems with this product

Overall: I have used this product for over 20 years and found it to be an essential part of my success. The range of filtering possibilities has given me the flexibility to take advantage of the changes the markets have thrown at us over the years. Unlike any other similar product, it fills my needs like an old friend. I use both technical and fundamental analyses in my work and find Chartsmart has become one of my top two tools for quick access to accurate information.

CHARTSMART is our main technical research tool!

Jul 24, 2014

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: From: Brian Fagan - Editor - Stocks and Speculation '

At Stocks and Speculations, CHARTSMART is our main technical research tool. We use CHARTSMART daily for everything from simple charting to the most robust and specific search and filter applications. It enables us to scan, sort, and classify thousands of companies in mere minutes and file our results for easy retrieval. At that point ' all one has to do is sit back and scroll through the selected charts. When you see an interesting / exciting chart ' all the fundamentals associated with the company can now be accessed right from the CHARTSMART page you're working on. You can even add a memo and file the few stocks that interest you into a new Watch List for future reference.

The fact is, I feel CHARTSMART is the absolute best Stock Screening Software available! The great thing is ' you can immediately test drive it yourself for free for 30-days from the CHARTSMART Home Page at:

One of the new features is a dozen or so Help Videos that will make your life a lot easier in discovering the depth of CHARTSMART. will give some insight into penny stocks; is one of the many ways to look at the large caps. There are innumerable filters and videos to address everything in between. Having tries just about every other software available to filter and research large volumes of stocks, I know that ChartSmart is the fastest and easiest system out there. I wholeheartedly indorse it!


Jul 24, 2014

Comments: Pro - very detailed stock screen / filter system,including financial data, with self-customizable technical-analysis indicators

Con - no intra-day data, or futures markets, or international markets and indices; limited technical indicators, limited overlays capability, limited on screen annotations

Overall 3/5 - Especially useful for trader who has a good idea what he / she wants to screen / filter for and is willing to customize program