VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, February 25, 2026
Tool Comparison
Charles Schwab vs ORTEX comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
ORTEX
public.ortex.com
At a glance
Tool
Charles Schwab
—
Starting price
Plans & pricing
Pricing not published
Tool
ORTEX
$39/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Charles Schwab | ORTEX |
|---|---|---|
Asset types | StocksETFsOptionsFuturesMutual FundsBondsCurrencies | StocksETFsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEurope |
Data freshness | StreamingReal-timeEnd of Day | Real-timeEnd of Day |
API access | Not specified | REST |
Export formats | CSVExcelPDF | CSV |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Charles Schwab only.
Categories covered by ORTEX only.
Frequently Asked Questions
What's the difference between Charles Schwab and ORTEX?
Charles Schwab focuses on Brokerage, Portfolio, and Watchlist while ORTEX specializes in Short Interest, Insider Data, and Quant. They overlap in 5 categories, so choose based on your preferred workflow and pricing.
Is Charles Schwab or ORTEX free to use?
ORTEX offers a free tier that lets you get started without paying, while Charles Schwab requires a subscription. If budget is a concern, start with ORTEX and upgrade later if you need more advanced features.
Does Charles Schwab or ORTEX have an API?
ORTEX provides API access for programmatic data retrieval and custom integrations. Charles Schwab doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Charles Schwab or ORTEX?
Choose Charles Schwab if you need Zero-commission online trades for stocks and ETFs; options at $0.65 per contract., and thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs.. Go with ORTEX if 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., and Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates. better fits how you invest.
What asset classes do Charles Schwab and ORTEX cover?
Both cover Stocks, ETFs, and Options. Charles Schwab also includes Futures, Mutual Funds, Bonds, and Currencies.
Do Charles Schwab and ORTEX offer real-time data?
Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.
Can I export data from Charles Schwab and ORTEX?
Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.
Which has a better stock screener—Charles Schwab or ORTEX?
Both Charles Schwab and ORTEX include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with Charles Schwab or ORTEX?
Charles Schwab offers portfolio tracking features. ORTEX is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.