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Chartsmart

Chartsmart

Overview

What is Chartsmart?

Chartsmart is a stock screening and charting software designed to assist investors in analyzing and identifying potential investment opportunities in the stock market. According to the vendor, Chartsmart is suitable for individual investors, traders, and financial professionals of all sizes, from individual...

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Pricing

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Basic

$600

Cloud
per year

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is Chartsmart?

Chartsmart is a stock screening and charting software designed to assist investors in analyzing and identifying potential investment opportunities in the stock market. According to the vendor, Chartsmart is suitable for individual investors, traders, and financial professionals of all sizes, from individual investors to large financial institutions. It is utilized by a range of professions and industries, including individual investors, traders, financial advisors, hedge fund managers, and investment bankers.

Key Features

Unlimited Watch Lists: According to the vendor, users can create and save unlimited watch lists of stocks, easily add and remove stocks from watch lists, and organize stocks into different categories for easy tracking.

Customize Formulas: The vendor states that users can create custom screening formulas using hundreds of variables, combine fundamental and technical screening criteria, and specify complex relationships between variables for advanced screening.

Sector Screening: Users can perform detailed sector screening based on over 200 categories, screen stocks within specific industries and sectors, and stay updated on trends and opportunities within specific sectors, as per the vendor.

Plotting Fundamentals: According to the vendor, users can plot fundamental data such as revenue, cash, dividends, P/E, and EPS on charts, visualize the relationship between price and fundamental indicators, and identify trends and patterns in fundamental data.

Data Export: The vendor claims that users can export daily and historical stock data to popular file formats, manipulate and analyze data in external software or spreadsheets, and easily integrate Chartsmart data with other tools and platforms.

Multiple Indicators: Users can display up to 4 tiers of indicator bars under a chart, customize the indicators displayed based on preferences, and analyze multiple technical indicators simultaneously, according to the vendor.

Filter Alerts: According to the vendor, users can receive filter alerts in the form of red sell signal arrows and green buy signal arrows. Alerts are triggered when various indicators, such as MACD crossovers, occur, and can be used as guidelines to monitor changes in stock momentum.

Technical Screens: Users can utilize a wide range of technical screens, including moving average crossovers, Bollinger Bands breakouts, and MACD crossovers, to screen stocks based on specific technical indicators and patterns. The vendor suggests that users can combine technical screens with other screening criteria for more precise results.

Fundamental Variable Screens: The vendor claims that users can screen stocks based on various fundamental variables, such as cash, revenue, dividend growth, and P/E ratio. Users can specify criteria for fundamental variables, such as year lows and uptrends, and combine fundamental screens with technical screens for comprehensive analysis.

Chartsmart Features

  • Supported: Bonds/Stocks
  • Supported: Data Import/Export

Chartsmart Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
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Reviews

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