VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
EPSMomentum vs ORTEX
Pick EPSMomentum if
EPSMomentum
Free • From $9.99/mo · Web · API · Mobile
- You want the cheaper way in: plans start at $9.99/mo instead of $39/mo
- You want stock ideas, portfolio, and watchlist.
- You trade often and need tooling built for speed
Pick ORTEX if
ORTEX
Free • From $39/mo · Web · Mobile · API
- You want insider data, quant, and index rebalancing.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
EPSMomentum and ORTEX cover a lot of the same ground (7 shared categories, including screeners, data visualizations, and money flow), so for the basics you won't go far wrong with either. EPSMomentum simply does more: 20 categories to ORTEX's 16, including stock ideas, portfolio, and watchlist. ORTEX counters by keeping things simpler.
What readers say
EPSMomentum
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ORTEX
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Key differences at a glance
- Cheaper paid plan
- EPSMomentum$9.99/mo vs $39/mo
- Broader coverage
- EPSMomentum20 vs 16 categories
- Global coverage
- ORTEX
- Asset coverage
- ORTEXAdds options and currencies
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.99/mo | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 16 limits: Bronze: monitors: 1, Bronze: screeners: 1 +14 more | 9 limits: API Trader: credits per month: 1,000, API Trader: rate limit: 1 req/s +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | TradingView | Microsoft Excel (Add-in), Python SDK +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | — |
Categories covered | 20 | 16 |
Regions | North America | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | — |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | 4 signals: Universe builder, Multi-leg options +2 more |
| Try it | Visit EPSMomentum | Visit ORTEX |
Where each one shines
What EPSMomentum and ORTEX each do best.ShowHide
Where each one shines
What EPSMomentum and ORTEX each do best.What EPSMomentum does best
- Screening for U.S. stocks and ETFs with real-time prices, earnings momentum fields, estimate revisions, timing signals, and growth-focused filters.
- The proprietary Earnings Momentum Score to evaluate revenue, EPS, margins, free cash flow, and multi-quarter growth acceleration.
- Tracking Estimates Revision Score signals to identify positive or negative changes in Wall Street earnings and sales forecasts.
- Timing Momentum, Powerdays, trend, price-momentum slope, relative-market-rank slope, and EMA 20/50 context to judge entry or exit timing.
- Review PEAD Stock Drift models that use post-earnings price behavior and historical patterns to frame a 90-day path with bands.
What ORTEX does best
- Monitor short interest and securities-lending conditions with utilization, cost to borrow, shares on loan, and percentage of free float on loan.
- Comparison tools for lending-based short-interest estimates with official U.S. exchange-reported short interest and European flagged-short disclosures.
- Tracking intraday and real-time estimates from ORTEX lender and broker data pools where plan access supports those views.
- Research coverage for options activity and flow signals using OPRA-sourced options data, with OPRA terms required before access.
- Rule-based Short Squeeze, EPS, RSI, MACD, and Company Events signals with historical performance shown beside each trigger.
Every detail we compared
Every tracked attribute for EPSMomentum and ORTEX, side by side.ShowHide
Every detail we compared
Every tracked attribute for EPSMomentum and ORTEX, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsOptionsCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Not specified |
Regions | North America | North AmericaEuropeAPAC |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | MinuteEOD | MinuteEOD |
Data partners | NasdaqFinancial Modeling PrepIntrinioZacksFinnhubTradingView | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey | Auth: APIKeySDKs: Python |
Import methods | Manual | Not specified |
Integrations | TradingView | Microsoft Excel (Add-in)Python SDKMCP |
Export formats | Not specified | CSV |
| Plans & trust | ||
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Universe builderMulti-leg optionsGreeksEarnings vol edge |
Vendor & support | EPSM Inc.Country: USASupport: Email | Ortex Technologies LimitedCountry: United KingdomSupport: Email and Phone |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Methodology 4/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Bronze”monitors: 1 · screeners: 1 · +1 more | Free |
| Entry paid plan | $9.99/mo“Silver”monitors: 3 · screeners: 3 · +2 more | $39/mo“Basic Annual” |
| Tier 2 | $49.99/mo“Gold”monitors: Unlimited · screeners: Unlimited · +2 more | $49/mo“Basic Monthly” |
| Tier 3 | $125/mo“Platinum”monitors: Unlimited · screeners: Unlimited · +3 more | $99/mo“Advanced Annual” |
| Tier 4 | — | $149/mo“Advanced Monthly” |
| Tier 5 | — | €49/mo“API Trader”credits per month: 1,000 · rate limit: 1 req/s · +1 more |
| Tier 6 | — | €129/mo“API Quant”credits per month: 10,000 · rate limit: 5 req/s · +1 more |
| Tier 7 | — | €379/mo“API Developer”credits per month: 100,000 · rate limit: 50 req/s · +1 more |
| Top plan | — | Subscription“API Enterprise” |
Questions we keep getting
What's the difference between EPSMomentum and ORTEX?
EPSMomentum leans toward screeners, stock ideas, and data visualizations, while ORTEX puts more weight on short interest, insider data, and quant. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do EPSMomentum and ORTEX cost?
Good news: both EPSMomentum and ORTEX have free plans, so you can run them side by side and only pay if you hit a wall.
Do EPSMomentum and ORTEX have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose EPSMomentum or ORTEX?
It depends on what you're after. Pick EPSMomentum if stock ideas and portfolio matter to you; go with ORTEX if you'd rather have insider data and quant. And if you only need the basics both share, let price decide.
What asset classes do EPSMomentum and ORTEX cover?
Both cover stocks and ETFs. ORTEX adds options and currencies on top.
Do EPSMomentum and ORTEX offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: EPSMomentum or ORTEX?
ORTEX has documented international coverage (North America, Europe, and APAC), so it's the safer bet if you hold non-US stocks. EPSMomentum is more region-specific, mainly North America.
Can I export data from EPSMomentum and ORTEX?
ORTEX exports to CSV. EPSMomentum is stingier about getting data out.
Is EPSMomentum or ORTEX better for day trading?
EPSMomentum is the one positioned more for active traders. ORTEX is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: EPSMomentum or ORTEX?
Both EPSMomentum and ORTEX include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with EPSMomentum or ORTEX?
EPSMomentum handles portfolio tracking. ORTEX is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.