StockCharts.com pricing plans and the StockCharts membership cost per service level

StockCharts publishes its service levels and data plans on one pricing page, and its refund rules and licence on two separate support pages, so most pricing roundups quote the sticker and miss the rest. We read all three on October 9, 2026. Every figure below is quoted from them unless we say we computed it.

StockCharts describes the yearly option this way: "you prepay for 12 months of service, and we'll give you the 13th month for free." That is a discount of one month in thirteen, about 7.7%, which is small next to the yearly discounts on other charting tools. TC2000 gives two months free on yearly billing and Finviz Elite costs $299.50 a year against $474 paid monthly. The yearly figures in the table are our arithmetic, twelve times the monthly price.

Which StockCharts plan do you need?

Most people who pay should buy Extra. StockCharts itself recommends Extra to newcomers because it "contains all of our key features, including technical scans and alerts", and the gap to Basic is large: Basic saves one chart list, one custom scan and three alerts in total, while Extra saves 250 chart lists of up to 1,000 charts each, 200 scans and 200 alerts. Basic is really a paid way to remove ads, save one list and draw bigger charts.

What a StockCharts membership really costs per year

The total is the service level plus any data plan. StockCharts puts it plainly: "the total cost of your StockCharts.com subscription is a combination of the cost of the Service Level and the cost of whichever combination of Data Plans you select." Data plans are always billed monthly, so a yearly member sees one charge a year for the membership and one charge every month for data.

All figures in that table are our arithmetic from the listed prices, over 13 months so the yearly membership is compared on equal terms. On the most common setup, Extra with US real-time data, the yearly membership saves $29.95 over 13 months, exactly one month of Extra.

StockCharts refunds, trial and cancellation

The free trial is generous and the refund policy is strict, so the trial month is when you decide. Every new account starts a one-month trial on Extra, and you can switch level during it. If you do not cancel, StockCharts charges "another month of whichever service level you last selected." A cancelled trial bars another one for a year.

• Monthly memberships: "For month-to-month memberships, we are unable to provide any refunds."
• Yearly memberships: cancel "within 14 days and receive a refund for your remaining unused, whole months of service", with no refund for the first, partly used month.
• No refunds on level upgrades or on memberships bought in a special discounted offer.
• Data plans: "We do not provide refunds for our data plan subscriptions under any circumstances", because the exchange fees StockCharts pays are themselves non-refundable.
• Renewal: the terms say each renewal is charged at "the subscription fee rate in effect at the time of such renewal", so a price change reaches you at your next renewal.

Can a financial adviser use StockCharts?

Not under the standard terms. The licence is "for your internal, non-commercial, personal use and for educational or informational purposes", and the next sentence goes further than any other vendor we have audited: you are "expressly prohibited from accessing or using any of the Services to provide services that relate to investment, brokerage, financial analysis, financial advice, or banking, or any other professional services relating to the analysis of financial or market data." We found no professional or commercial level on the pricing page. An RIA or a newsletter writer should get written permission from StockCharts before relying on it for client work. How 25 other research vendors treat professional users is on our non-professional subscriber page.

Does StockCharts have backtesting?

No. None of the three service levels lists a backtesting feature, and StockCharts has no strategy tester that reports trades, returns or drawdown. Users on its own scan forum describe the workaround: build a scan in the Advanced Scan Workbench and run it as of a past date, which returns the symbols that matched on that day. That is a list, not a test, and a saved chart still shows today's data rather than the day you picked.

That gap is the reason people pair StockCharts with something else. If you have a setup you trade from StockCharts, say a 50-day moving average cross or an RSI rule, type it in plain English into our trading strategy tester. It runs the rule on 20+ years of split- and dividend-adjusted daily data with a cost on every trade, then shows the drawdown and a plain verdict against buy and hold. Ready-made pages for the most common chart setups are moving average crossover backtest and RSI backtest. If you are weighing other charting subscriptions, every TC2000 plan is on TC2000 pricing and the Elite billing math is on Finviz pricing.