Chartsmart

Chartsmart is a specialized stock screening and charting software designed for investors focused on U.S. and Canadian markets. Developed by Chartsmart Software Inc., the platform emphasizes speed, flexibility, and deep customization. Unlike many modern cloud-based tools, Chartsmart operates as a desktop application, allowing users to maintain full control over their data locally, which enhances privacy and performance. The software stands out for its ability to combine both technical and fundamental analysis seamlessly. Users can create highly customized screening formulas using hundreds of variables, enabling complex strategies such as identifying undervalued stocks with strong financial metrics or detecting technical breakout patterns. Its capability to plot fundamentals like earnings and revenue directly on price charts provides valuable context for long-term investment decisions. Chartsmart is particularly suited for professional analysts and serious investors who require advanced screening beyond basic tools. However, its reliance on end-of-day data and lack of cloud accessibility may limit appeal for traders needing real-time insights or cross-device access. Overall, it is a powerful and mature platform for disciplined, data-driven equity research.