ChartsmartChartsmart Software
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Related Products
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About
Few stock screeners can match the flexibility and speed of Chartsmart. Screen from over 14,000 Canadian and U.S. securities. Chart smart installs on your PC so stock screening is fast, and your custom settings are kept secure. Daily end-of-day data updates are available at about 4:20 Pacific. Use our preset screens, or create custom screens, by combining hundreds of fundamental and technical screening criteria. Screen out cash-rich, high revenue growth stocks, at year lows, and break into uptrends. Then scroll through the charts and save the ones you like to your personal watch lists. Find stocks with adequate cash, book value, and working capital, while at the same time ensuring revenues, earnings growth, and dividends. You can even create your own formulas to draw relationships between criteria. For example, you could specify that the stock has more cash per share than it's current trading price.
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About
GeminIQ is a fundamental research platform that pulls financial data directly from raw SEC EDGAR filings — no third-party aggregator in between. Every number stays traceable to its original XBRL tag, so what you see is what the company actually filed, not a normalized summary.
Core features: Financial Statements spanning 17+ years of quarterly/annual filings; 50+ Calculated Metrics (ROIC, Free Cash Flow Per Share, Altman Z-Score, and more) computed from tagged filing data; Custom Tables for building reusable templates from specific line items; Interactive Visualizations for charting any metric over time; an Advanced Screener with 100+ filterable metrics and built-in presets (Buffett-Style, Magic Formula, Piotroski F-Score, etc.); Custom Watchlists; Insider Transaction tracking (Form 4); Institutional Ownership data (13F); and Price Variance/Earnings Reaction Heatmaps showing historical post-filing stock performance.
New filings are processed within one business day of hitting EDGAR
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies seeking a stock screening software and stock charting solution
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Audience
Stock traders
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$600 per year
Free Version
Free Trial
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Pricing
$29/month billed annually
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationChartsmart Software
Founded: 1996
Canada
www.chartsmart.com
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Company InformationGeminIQ
Founded: 2025
United States
www.geminiq.com
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
No info available.
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Integrations
No info available.
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