--- title: "Chartsmart Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Chartsmart Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/135353/Chartsmart/" page_type: "product" language: "en" --- # Chartsmart Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 24, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Chartsmart ## What is Chartsmart? Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens. ## What is Chartsmart used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$600 Per User, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Chartsmart?[Manage this product listing](https://www.g2.com/products/chartsmart/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Chartsmart 4.3 (3) VS. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price CA$600 Per User, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 3.6 (278) Value For Money 5.0 (1) Value For Money 3.8 (266) Customer Service 5.0 (2) Customer Service 4.1 (273) ## Chartsmart alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.6 (38)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [4.2 (22)](https://www.capterra.com/p/276296/Direct-Advisory-Suite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 77% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) ## FAQs about Chartsmart Overview ### What company size and specific industries is Chartsmart built for? Chartsmart is designed for Canadian and U.S. investors, with a particular fit for financial market users who need detailed stock screening. It is aimed at investment-focused professionals and individuals rather than specific business sizes or non-investment industries, and its screening tools are especially useful for Canadian investors. Features and Usability ### What are the key features of Chartsmart? Chartsmart offers portfolio management, bonds/stocks tracking, data import/export, and alerts/notifications. These core features support monitoring investment holdings, recording market instruments, moving data between systems, and receiving notifications tied to portfolio or market activity. Getting Started and Support ### What training and onboarding options does Chartsmart offer? Chartsmart provides live online training and webinars for teams getting started. Live online sessions support guided instruction and direct interaction, while webinars offer scheduled group learning and product walkthroughs. These formats give users structured ways to review features and setup steps. Getting Started and Support ### What customer support options does Chartsmart offer? Chartsmart provides chat support for customer assistance. No reviewer feedback is available to describe response times, helpfulness, or common support frustrations, so the support experience cannot be assessed from user comments. ## Features AI summary Based on 877 Investment Management reviews According to Capterra reviewers, these are the features buyers prioritize most when evaluating Investment Management software: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Chartsmart focuses on other capabilities that Capterra reviewers also consider important, including **Portfolio Management** (**40%**) and **Data Import/Export** (**38%**). Together, these features help businesses organize holdings in one place, move data between systems more easily, and maintain up-to-date portfolio records, giving teams better visibility into investment information and day-to-day account activity. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Data Import/Export Import and export data to and from software applications Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Chartsmart 4 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Data Import/Export: Import and export data to and from software applications - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk --- Features 4.0 (1) 4.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Free Trial Basic CA$600.00 Per User,Per Year Value for money 5.0 (1) 5.0 Based on 1 reviews ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 4.3 Based on 3 reviews Filter by rating 5(2) 4(0) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent RF Rick F. ### "Dependable, reliable, accurate, user-friendly, thoughtfully-designed software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 12, 2016 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. Pros excellent design (charts, filters, technical data and fundamental data) Cons I have no problems with this product Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SR Steve R. ### "Chartsmart" 3.0 Overall Rating 3.0 3.0 Ease of Use 0.0 0.0 Features 0.0 0.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 July 25, 2014 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BF Brian F. ### "CHARTSMART is our main technical research tool!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 July 24, 2014 From: Brian Fagan - Editor - Stocks and Speculation ' http://StocksAndSpeculations.com 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: http://www.chartsmart.com/stock\_charts\_download.html 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. http://www.chartsmart.com/stock\_charts\_download.html will give some insight into penny stocks; http://www.chartsmart.com/mainvideo/mainvideo.html 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! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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