About ChartRow

What ChartRow is

ChartRow turns dense market and company data into visualizations anyone can read — growth-of-$1 calculators, returns tables, sector heatmaps, animated bubble charts, income-statement and cash-flow diagrams, a valuation-dip finder, and per-company quote and financials pages for the S&P 500 and the largest ETFs. Everything is free to view and works in your browser, no account required.

Who runs ChartRow#

ChartRow is published by ChartRow LLC, an Illinois limited liability company, and has been online since 2026. It is independent: not owned by, funded by, or affiliated with any broker, fund manager, index provider, or data vendor, and nobody pays to appear on it. Questions, corrections, and data disputes reach a person at help@chartrow.com — if a number here looks wrong, we would much rather hear about it than not.

Where the data comes from

Company fundamentals and financial statements are derived from public filings with the U.S. Securities and Exchange Commission (SEC EDGAR). ETF holdings, weights, and fund sizes come from N-PORT filings. Market prices and related metrics come from third-party market-data providers, and macroeconomic series come from public sources such as the Federal Reserve (FRED). Figures may be delayed and are provided for informational purposes only.

Long-run index history is derived from the public S&P 500 monthly series compiled by Robert Shiller (Yale), which we obtain from the Open Knowledge core/s-and-p-500 package under the ODC Public Domain Dedication and License. The figures shown are our own computations from that series, and are not endorsed by Professor Shiller or Yale University. The S&P 500's annual returns before 1996 are computed from the year-end levels and dividends published by Aswath Damodaran (NYU Stern), with thanks.

How we compute the numbers#

Most of what ChartRow shows is computed here rather than copied from a data vendor, which means the choices behind a figure are ours to explain — and ours to correct:

• Returns are price returns, from closing prices, unless a figure is explicitly labelled total return — which uses dividend-adjusted closes and says so.
• That dividend adjustment is our own: adjusted closes are derived from the dividend and split record rather than taken from a vendor's pre-adjusted series, so a long-run number has a basis we can actually show you.
• Trailing windows — 5D, 1M, 3M, YTD, 1Y, 5Y — follow a single definition across the entire site, Yahoo Finance's, so the same period means the same thing on every page.
• Index returns by year are measured on the fund that tracks the index — SPY for the S&P 500 — with dividends reinvested, and the page names the fund. The S&P 500's years before SPY's dividend record come from the year-end levels and dividends in Aswath Damodaran's public historical returns dataset (NYU Stern); other long-run history comes from Shiller's monthly series, which averages prices over each month. Pages that use either say so.
• The S&P 500's P/E is ChartRow's estimate of the index level (from SPY's close) over as-reported earnings per share from Robert Shiller's public record. Where a page explains why the P/E moved, it rebuilds the ratio from the index fund's filed holdings and each company's filed earnings, and says which of the two a number is.
• Holdings and weights are a snapshot of what a fund reported in its most recent filing (SEC Form N-PORT), with that filing's date shown. Where a page rolls weights forward with daily price moves, it says so. They are not a live portfolio.
• Where a series is stitched together, or stands in for something it cannot measure directly, the page names the proxy and the history it covers rather than hiding the seam.

Automated processing makes mistakes, and some of these choices are judgement calls. Where a figure depends on one, we try to say so on the page showing the figure rather than bury it here. When we cannot compute a number correctly, we leave it blank and say so rather than show a guess, and a correction is made on the page itself.

What it isn't

ChartRow is for general information and education — it is not financial advice, and nothing here is a recommendation to buy or sell anything. Please read our Disclaimer before relying on anything you see.

Using the site

The data is licensed for personal, on-screen viewing only — scraping, bulk extraction, and programmatic access are not permitted. See our Terms of Use for details, or get in touch.