Chartloom Discount (25% OFF)

Chartloom is an AI-powered stock research and financial analysis platform for US-listed equities . It is built so individual investors can research a company in one workspace instead of bouncing between filings, a screener, a charting tab, and a spreadsheet of scenarios.

The product pitch on Chartloom’s site is straightforward: understand businesses faster with fundamentals, valuation history, interactive charts, and AI-powered research. Search a ticker, read a structured filing summary, confirm the trend in the charts, then stress-test growth and margin assumptions in Scenario Lab.

Here is what you actually get, and what the 25% off changes at checkout.

1. What it does

Chartloom is operated by Creative Syndicates Tech Ltd (England and Wales) and positions itself as a research and market data tool only . It is not a broker, not a registered investment adviser, and it does not provide personalised investment advice. Use it to organise public data — then verify important figures against SEC filings and make your own decisions.

Check it out here: Chartloom

2. What you can do with it

What you can do with it is from Chartloom’s live product and pricing pages (Free vs Pro):.

Chartloom’s own research guide walks a six-step loop: AI summary → charts → valuation range → insider/analyst context → peer compare → Scenario Lab. That is the workflow the product is designed around — not tape reading or order entry.

• AI SEC summaries: 10-K and 10-Q filings distilled into a business overview, plus moat and risk coverage on Pro, so you can decide which sections of the original filing to read in full.
• 100+ interactive charts: visualise 20+ years of annual fundamentals and 40+ quarters on Pro across revenue, margins, cash flow, valuation, and more. Charts can be exported as PNG for notes or sharing.
• Scenario Lab: model bull, base, and bear cases by adjusting growth, margins, multiples, and optional DCF inputs, then watch estimated outcomes update.
• US stock screener: filter 5,000+ US-listed stocks on Pro (Free includes a limited preview).
• Compare up to 3 stocks: side-by-side metric cards and a summary table, with saved comparison history.
• Valuation context: historical multiples, analyst consensus, price targets, and fair-value style charts so a P/E is read against the company’s own range — not in isolation.
• Portfolio, watchlists, and DCA: track holdings, dividends, and dollar-cost averaging. Pro unlocks fuller portfolio metrics; Free is capped (1 portfolio / 15 holdings, 1 watchlist / 8 stocks).
• Insiders, earnings, and workflow: earnings calendar on both plans; insider activity, valuation alerts, notes, and a customisable dashboard on Pro.

3. What it costs

Save 25% on your first month of Chartloom Pro through our partner referral link. Start a 14-day Pro trial with no credit card, then keep 25% off if you activate Pro.

From Chartloom’s live pricing page and Terms (confirm totals at checkout):

New accounts get 14 days of Pro with no credit card and no automatic charge . When the trial ends you can stay on Free or subscribe to Pro. After a paid Pro subscription starts, Chartloom also offers a 14-day money-back guarantee — contact support if it is not the right fit. Cancel anytime from account settings; access continues through the current billing period.

Chartloom previously sold a limited Founding 100 rate of $7/month locked for life. Per Chartloom’s Terms, that early-adopter rate is closed to new subscribers (existing founding members keep it while the subscription stays active).

SaveOnTrading’s partner offer is 25% off your first month of Pro when you start from our branded referral page. On the current $10/month Pro price that is a first month of $7.50 , then the regular Pro rate unless another offer applies. There is no separate coupon field — the discount is attached through the referral link. Free stays free.

Prices move. The number on their checkout page is the one that counts.

1. Open Chartloom from this page, so the visit is tied to the offer.
2. Choose the plan you will actually use.
3. Confirm the total before you pay.

Check it out here: Chartloom pricing

Who it's for

Chartloom fits self-directed investors who research US stocks and want filings, charts, valuation history, and scenario testing in one browser workspace:

It is not a day-trading scanner, Level 2 tape, options-flow terminal, or broker. If you need global markets, earnings-call transcripts, or open-ended AI chat, Chartloom’s public comparison table lists those as limited or on the roadmap — pair it with another tool or wait for those features.

If you are comparing it

SaveOnTrading also covers research platforms such as Koyfin, Simply Wall St, Fiscal.ai, and Fast Graphs. Chartloom’s differentiation is the combination of AI 10-K/10-Q summaries + 100+ fundamental charts + Scenario Lab + a $10/month Pro plan, with a true Free tier and a no-card 14-day Pro trial.

Trade-offs to weigh before you subscribe: coverage is US-listed stocks only (about 5,000+ names). Earnings-call transcripts are listed as not included (roadmap). Open-ended AI chat is not included. If you need global markets or advisor-style reporting, Koyfin or a terminal-style product may fit better. If you only want visual snowflake-style quality scores, Simply Wall St is a different job.

Thank you for reading.

— SaveOnTrading

P.S. The partner price is 25% off. Confirm the live total at checkout. Open Chartloom.