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Chartsmart Software

Desktop stock screening and charting software covering US and Canadian securities

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  • Founded 1996
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About Chartsmart Software

Chartsmart Software, based in Canada, makes Chartsmart, a screening and charting program covering United States and Canadian securities. It is aimed at professional stock researchers, brokers and individual investors, and installs directly on a user's PC with data held locally rather than online.

What Chartsmart Software offers

  • Stock screening — searches a database the company says covers more than 14,000 securities, using preset or custom screens.
  • Custom formulas — lets users combine fundamental and technical criteria or write their own screening rules.
  • Charting — displays and browses charts for screened stocks.
  • Watch lists — saves selections for ongoing tracking.
  • Portfolio import — brings stock positions into a built-in portfolio manager.
  • Data export and printing — exports data to common formats and prints chart books, with data going back several years.

Who it works with

The software is used by professional stock researchers, stock brokers and individual investors.

Key facts

  • Based in: Canada

Profile written by TrustList from the business's own published information, Sep 2026.

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