VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

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Tool Comparison

AlphaSense vs ORTEX comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

AlphaSense adds Improved Filings, Diff View, Transcripts, Earnings Calls Sentiment, Notes & Highlights, AI, AI Earnings Summary, AI Report, 13F, Analyst Forecasts, Alerts, and Watchlist coverage that ORTEX skips.

ORTEX includes Short Interest, Insider Data, Quant, Data Visualizations, Index Rebalancing, Money Flow, Options & Derivatives, Options, Calendar, US Government Trades, and Blogs categories that AlphaSense omits.

ORTEX keeps a free entry point that AlphaSense lacks.

In depth comparison

AlphaSense logo

AlphaSense

alpha-sense.com

AlphaSense is an enterprise-grade market intelligence platform that combines a massive library of filings, research, transcripts, and news with AI-powered search and summarization. Broker research access depends on entitlements, while premium features like Expert Calls or Canalyst models are offered as add-ons. Enterprise Intelligence expands the platform to include secure integration of a firm’s own internal content.

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

  • Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news.
  • Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries.
  • Blackline (redline) comparisons to highlight changes across versions of filings or document sections.
  • Table Tools to extract structured financial tables and export them to Excel with minimal friction.
  • Company financial tearsheets combining Reuters Fundamentals with I/B/E/S consensus estimates.

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ORTEX logo

ORTEX

public.ortex.com

Hands-on review

Analytics platform focused on short interest and securities lending, with additional coverage of options flow, insider trades, analyst views, and index rebalances. Offers a free tier with limited features, plus paid plans (Basic $39/mo, Advanced $129/mo). Options data is sourced from OPRA and requires agreeing to OPRA terms. API access is available with key-based authentication, and an Excel Add-in (beta) supports short interest data.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

  • Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers.
  • Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates.
  • Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms.
  • Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.
  • Configurable stock screener including short-interest columns; results can be exported.

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Where they differ

AlphaSense

Distinct strengths include:

Improved FilingsDiff ViewTranscriptsEarnings Calls SentimentNotes & HighlightsAIAI Earnings SummaryAI Report
  • Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news.
  • Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries.
  • Blackline (redline) comparisons to highlight changes across versions of filings or document sections.
  • Table Tools to extract structured financial tables and export them to Excel with minimal friction.

ORTEX

Distinct strengths include:

Short InterestInsider DataQuantData VisualizationsIndex RebalancingMoney FlowOptions & DerivativesOptions
  • Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers.
  • Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates.
  • Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms.
  • Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.

Feature-by-feature breakdown

AttributeAlphaSenseORTEX
Categories

Which research workflows each platform targets

Shared: Analyst Recommendations, Analyst Price Targets, Screeners, News, Data APIs

Unique: Improved Filings, Diff View, Transcripts, Earnings Calls Sentiment, Notes & Highlights, AI, AI Earnings Summary, AI Report, 13F, Analyst Forecasts, Alerts, Watchlist

Shared: Analyst Recommendations, Analyst Price Targets, Screeners, News, Data APIs

Unique: Short Interest, Insider Data, Quant, Data Visualizations, Index Rebalancing, Money Flow, Options & Derivatives, Options, Calendar, US Government Trades, Blogs

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs, Options

Experience levels

Who each product is built for

Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, API

Web, Mobile, API

Pricing

High-level pricing models

Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news.
  • Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries.
  • Blackline (redline) comparisons to highlight changes across versions of filings or document sections.
  • Table Tools to extract structured financial tables and export them to Excel with minimal friction.
  • Company financial tearsheets combining Reuters Fundamentals with I/B/E/S consensus estimates.
  • AI-powered sentiment scoring across filings, transcripts, and research documents.

Unique

  • Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers.
  • Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates.
  • Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms.
  • Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.
  • Configurable stock screener including short-interest columns; results can be exported.
  • Live intraday charts with last price and bid/ask displayed.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

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Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do AlphaSense and ORTEX both support?

Both platforms cover Analyst Recommendations, Analyst Price Targets, Screeners, News, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

ORTEX offers a free entry point, while AlphaSense requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access AlphaSense and ORTEX?

Both AlphaSense and ORTEX support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

AlphaSense differentiates itself with Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news., Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries., and Blackline (redline) comparisons to highlight changes across versions of filings or document sections., whereas ORTEX stands out for Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., and Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms..

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.