VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing ChartMill and ORTEX will find that Both ChartMill and ORTEX concentrate on Screeners, News, and Calendar workflows, making them natural alternatives for similar investment research jobs. ChartMill leans into Stock Ideas, Watchlist, and Alerts, which can be decisive for teams that need depth over breadth. ORTEX stands out with Short Interest, Quant, and Index Rebalancing that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
ChartMill vs ORTEX
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- ChartMill adds Stock Ideas, Watchlist, Alerts, Scores, Financials, Analyst Forecasts, and Position Sizing coverage that ORTEX skips.
- ORTEX includes Short Interest, Quant, Index Rebalancing, Money Flow, Options & Derivatives, Options, Data APIs, US Government Trades, and Blogs categories that ChartMill omits.
- ChartMill highlights: Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., and Ability to create custom expressions and filters in the screener for advanced screening logic..
- ORTEX is known 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..
- ORTEX offers mobile access, which ChartMill skips.
ChartMill
chartmill.com
A web-based research suite combining stock/ETF screeners, charts, ratings, watchlists, and trading ideas. ChartMill supports server-side email alerts, custom screeners with advanced filters, and both technical and fundamental data. Analyst estimates and some premium data require a paid subscription. U.S. pre-market and after-hours coverage includes NYSE, NASDAQ, and AMEX.
Categories
Platforms
Pricing
Quick highlights
- Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas.
- Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX).
- Ability to create custom expressions and filters in the screener for advanced screening logic.
- Historical screener mode allows users to run any screen as of a past date.
- Server-side email alerts for price moves, setups, earnings, news, insider activity, fundamentals, analyst ratings, and saved screens (alerts are delayed, not real-time).
ORTEX
public.ortex.com
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.
Categories
Platforms
Pricing
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
ChartMill
Distinct strengths include:
- Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas.
- Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX).
- Ability to create custom expressions and filters in the screener for advanced screening logic.
- Historical screener mode allows users to run any screen as of a past date.
ORTEX
Distinct strengths include:
- 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
| Attribute | ChartMill | ORTEX |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, News, Calendar, Data Visualizations, Insider Data, Analyst Recommendations, Analyst Price Targets Unique: Stock Ideas, Watchlist, Alerts, Scores, Financials, Analyst Forecasts, Position Sizing | Shared: Screeners, News, Calendar, Data Visualizations, Insider Data, Analyst Recommendations, Analyst Price Targets Unique: Short Interest, Quant, Index Rebalancing, Money Flow, Options & Derivatives, Options, Data APIs, US Government Trades, Blogs |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, ETFs, Options |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Mobile, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do ChartMill and ORTEX both support?
Both platforms cover Screeners, News, Calendar, Data Visualizations, Insider Data, Analyst Recommendations, and Analyst Price Targets workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do ChartMill and ORTEX require subscriptions?
Both ChartMill and ORTEX keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
ORTEX ships a dedicated mobile experience, while ChartMill focuses on web or desktop access.
What unique strengths set the two platforms apart?
ChartMill differentiates itself with Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., and Ability to create custom expressions and filters in the screener for advanced screening logic., 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..
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.