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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Chartsmart stands out among stock screeners for its remarkable flexibility and rapid performance, allowing users to sift through a vast selection of over 14,000 securities from both Canada and the U.S. This software installs directly on your computer, ensuring that stock screening is not only swift but also that your personalized configurations remain protected. Daily updates on end-of-day data are accessible around 4:20 PM Pacific time, offering timely information for investors. Users can take advantage of various preset screening options or tailor their own by merging a multitude of fundamental and technical criteria. You can filter stocks that are rich in cash and exhibiting significant revenue growth, particularly those that are near yearly lows and beginning to trend upward. After conducting your search, you can easily browse through the charts and save your preferred selections to custom watch lists. It’s possible to identify stocks that maintain sufficient cash, book value, and working capital while also tracking revenue increases, earnings growth, and dividend returns. Furthermore, there's the capability to establish unique formulas that illustrate relationships between different screening criteria, such as requiring that a stock's cash per share exceeds its current market price, enhancing your investment strategy. This level of customization empowers investors to make more informed decisions based on their individual preferences and market insights.

Description

A key feature of effective investing lies in securing superior returns without a proportionate increase in risk. Benjamin Graham was a pioneer of the margin of safety principle, which serves as a foundation for our technology. Although risk can never be fully eradicated, our focus is on identifying exceptional companies that are undervalued, thereby reducing the inherent risks associated with stock investments. Another strategy involves quantitative investing, where one invests in a collection of stocks—often around 40—that share specific winning characteristics. These characteristics are based on over 200 quantitative and qualitative metrics calculated for each stock. This evaluation results in the AI-score, which ranges from -100 to 100 and reflects the stock's investment appeal. Joe is dedicated to helping you achieve better returns on your investment. He finds satisfaction in investing in a remarkable business that demonstrates strong growth potential and possesses an excellent business model, all while being acquired at a price significantly below its true worth. Ultimately, this strategic approach allows for both growth and risk management in the investment landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$600 per year
Free Trial
Free Version

Pricing Details

$49 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Chartsmart Software

Founded

1996

Country

Canada

Website

www.chartsmart.com

Vendor Details

Company Name

Formula Stocks

Country

Denmark

Website

formulastocks.com

Product Features

Investment Management

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

Product Features

Investment Management

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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