BEST INVESTING TOOLS COMPARISON

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Checked September 24, 2026

Tool Comparison

Euromonitor (Passport) vs ORTEX

Paid from
—
Free plan
No
Platforms
Web, API

Best if

  • You want macro data.

ORTEX

TestedMost versatile pick
Review & pricing
Paid from
$39/mo
Free plan
Yes
Platforms
Web, Mobile, API

Best if

  • You'd rather start free and only pay if you outgrow it
  • Delayed quotes won't cut it; you need real-time data
  • You do a lot of your research from your phone

Pick Euromonitor (Passport) instead if

Euromonitor (Passport) logo

Euromonitor (Passport)

euromonitor.com

Subscription, One-time · Web · API

  • You want macro data.
Most versatile pick

Start here

ORTEX logo

ORTEX

public.ortex.comTested

Free • From $39/mo · Web · Mobile · API

  • You'd rather start free and only pay if you outgrow it
  • Delayed quotes won't cut it; you need real-time data
  • You do a lot of your research from your phone

Skip both if: Neither one clicks with how you research; there are strong third options.

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Our take

The bottom line

Euromonitor (Passport) and ORTEX cover a lot of the same ground (2 shared categories, APIs & data feeds and AI research), so for the basics you won't go far wrong with either. ORTEX simply does more: 16 categories to Euromonitor (Passport)'s 3, including short interest, insider data, and quant, plus a mobile app. Euromonitor (Passport) counters by keeping things simpler.

What readers say

Euromonitor (Passport)

No votes yet. Cast the first one.

ORTEX

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Key differences at a glance

Free plan
ORTEX
Broader coverage
ORTEX16 vs 3 categories
Mobile app
ORTEX
Real-time data
ORTEX
See the full side-by-side table
Euromonitor (Passport) logo

What Euromonitor (Passport) does best

  1. Research on industries, economies, countries, consumers, sales channels, companies, brands, and product categories.
  2. Market sizes, forecasts, company shares, brand shares, category growth, and country or industry comparisons where the subscription includes them.
  3. Passport AI answers questions from entitled Passport research and links each response to the source reports, data, and written analysis.
  4. Passport AI can explain its interpretation, list the datasets and report sections used, state its assumptions, and answer in multiple languages.
  5. The Passport Statistics API delivers market-size, company-share, and brand-share data from the customer's subscription.
ORTEX logo

What ORTEX does best

  1. Monitor short interest and securities-lending conditions with utilization, cost to borrow, shares on loan, and percentage of free float on loan.
  2. Comparison tools for lending-based short-interest estimates with official U.S. exchange-reported short interest and European flagged-short disclosures.
  3. Tracking intraday and real-time estimates from ORTEX lender and broker data pools where plan access supports those views.
  4. Research coverage for options activity and flow signals using OPRA-sourced options data, with OPRA terms required before access.
  5. Rule-based Short Squeeze, EPS, RSI, MACD, and Company Events signals with historical performance shown beside each trigger.

Side by side

Pricing & plans
Starting price
Subscription, One-time
Free • From $39/mo
Free tier
No
Yes
Free trial
—
—
Platforms & access
Web app
Yes
Yes
Mobile app
No
Yes
API access
Yes
Yes
Broker sync
No
No
Integrations
Microsoft 365 Copilot Agent and MCP
Microsoft Excel (Add-in), Python SDK +1 more
Coverage & data
Asset types
Other
StocksETFsOptionsCurrencies
Data freshness
Not specified
Real-timeEnd of Day
Data granularity
Not specified
MinuteEOD
Export formats
ExcelPDFPowerPoint
CSV

Pricing comparison

Free plan
—
Free
Entry paid plan
Subscription“Passport (Subscription)”
$39/mo“Basic Annual”
Tier 2
One-time“Individual Reports”
$49/mo“Basic Monthly”
Tier 3
—
$99/mo“Advanced Annual”
Tier 4
—
$149/mo“Advanced Monthly”
Tier 5
—
$49/mo“API Trader”
Tier 6
—
$149/mo“API Quant”
Top plan
—
$499/mo“API Developer”
Custom / enterprise
—
Contact sales“API Enterprise”

See for yourself

Side by side

Price, platforms, data, and market coverage.
Show
Side-by-side comparison of Euromonitor (Passport) and ORTEX
Attribute
Euromonitor (Passport) logo
Euromonitor (Passport)
ORTEX logo
ORTEX
Pricing & plans
Starting price
Subscription, One-timeFree • From $39/mo
Free tier
NoYes
Free trial
——
Plan limits
—6 limits: API Trader: rate limit: 1 req/s, API Trader: scope: Single-stock APIs +4 more
Platforms & access
Web app
YesYes
Mobile app
NoYes
API access
YesYes
Broker sync
NoNo
Integrations
Microsoft 365 Copilot Agent and MCPMicrosoft Excel (Add-in), Python SDK +1 more
Audience & fit
Experience level
Beginner, Intermediate, AdvancedBeginner, Intermediate, Advanced
Best for
——
Categories covered
316
Regions
North America, Europe, APAC, LatAm, Middle East, AfricaNorth America, Europe, APAC
Data & capabilities
Data quality
—3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more
Capabilities
—4 signals: Universe builder, Multi-leg options +2 more
Try itVisit Euromonitor (Passport)Visit ORTEX

Standout features

The best features of Euromonitor (Passport) and ORTEX.
Show
Euromonitor (Passport) logo

What Euromonitor (Passport) does best

  1. Research on industries, economies, countries, consumers, sales channels, companies, brands, and product categories.
  2. Market sizes, forecasts, company shares, brand shares, category growth, and country or industry comparisons where the subscription includes them.
  3. Passport AI answers questions from entitled Passport research and links each response to the source reports, data, and written analysis.
  4. Passport AI can explain its interpretation, list the datasets and report sections used, state its assumptions, and answer in multiple languages.
  5. The Passport Statistics API delivers market-size, company-share, and brand-share data from the customer's subscription.
ORTEX logo

What ORTEX does best

  1. Monitor short interest and securities-lending conditions with utilization, cost to borrow, shares on loan, and percentage of free float on loan.
  2. Comparison tools for lending-based short-interest estimates with official U.S. exchange-reported short interest and European flagged-short disclosures.
  3. Tracking intraday and real-time estimates from ORTEX lender and broker data pools where plan access supports those views.
  4. Research coverage for options activity and flow signals using OPRA-sourced options data, with OPRA terms required before access.
  5. Rule-based Short Squeeze, EPS, RSI, MACD, and Company Events signals with historical performance shown beside each trigger.

All details

Every attribute we track for Euromonitor (Passport) and ORTEX.
Show
Attribute
Euromonitor (Passport) logo
Euromonitor (Passport)
ORTEX logo
ORTEX
Coverage & fit
Asset types
Other
StocksETFsOptionsCurrencies
Experience
BeginnerIntermediateAdvanced
BeginnerIntermediateAdvanced
Regions
North AmericaEuropeAPACLatAmMiddle EastAfrica
North AmericaEuropeAPAC
Coverage details
Not specified
Identifiers: Ticker
Data
Data freshness
Not specified
Real-timeEnd of Day
Data granularity
Not specified
MinuteEOD
Access & integrations
API protocols
REST
REST
API auth & delivery
Auth: OAuth2
Auth: APIKeySDKs: Python
Integrations
Microsoft 365 Copilot AgentMCP
Microsoft Excel (Add-in)Python SDKMCP
Export formats
ExcelPDFPowerPoint
CSV
Plans & trust
Capability signals
Not specified
Universe builderMulti-leg optionsGreeksEarnings vol edge
Vendor & support
Euromonitor International LtdCountry: United KingdomFounded 1972Support: Email
Ortex Technologies LimitedCountry: United KingdomSupport: Email and Phone
Curation ratings
Methodology 4/5Reliability 4/5UX 4/5
Methodology 4/5Reliability 4/5UX 4/5

Green tags are exclusive to that tool in this comparison.

Pricing

Plans, billing, free trials, and monthly prices.
Show
Plan-by-plan pricing comparison of Euromonitor (Passport) and ORTEX
Tier
Euromonitor (Passport) logo
Euromonitor (Passport)
ORTEX logo
ORTEX
Free plan—
Free
Entry paid plan
Subscription“Passport (Subscription)”
$39/mo“Basic Annual”
Tier 2
One-time“Individual Reports”
$49/mo“Basic Monthly”
Tier 3—
$99/mo“Advanced Annual”
Tier 4—
$149/mo“Advanced Monthly”
Tier 5—
$49/mo“API Trader”rate limit: 1 req/s · scope: Single-stock APIs
Tier 6—
$149/mo“API Quant”rate limit: 5 req/s · scope: All APIs including bulk endpoints
Top plan—
$499/mo“API Developer”rate limit: 50 req/s · scope: All APIs including bulk endpoints
Custom / enterprise—
Contact sales“API Enterprise”

Questions we keep getting

What's the difference between Euromonitor (Passport) and ORTEX?

Euromonitor (Passport) leans toward APIs & data feeds, macro data, and AI research, while ORTEX puts more weight on short interest, insider data, and quant. They overlap in 2 categories, so for most people it comes down to workflow preference and price.

Is Euromonitor (Passport) or ORTEX free to use?

ORTEX has a free tier, so you can get started without paying anything. Euromonitor (Passport) is paid-only. If budget matters, start with ORTEX and see how far it takes you before opening your wallet.

Can I use Euromonitor (Passport) or ORTEX on my phone?

ORTEX lists a dedicated mobile app, so it travels better. Euromonitor (Passport) doesn't list a dedicated mobile app; its documented access is web and API.

Do Euromonitor (Passport) 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 Euromonitor (Passport) or ORTEX?

It depends on what you're after. Pick Euromonitor (Passport) if macro data matter to you; go with ORTEX if you'd rather have short interest and insider data. And if you only need the basics both share, let price decide.

What asset classes do Euromonitor (Passport) and ORTEX cover?

Euromonitor (Passport) covers other. ORTEX covers stocks, ETFs, and options.

Does Euromonitor (Passport) or ORTEX have real-time data?

ORTEX offers real-time data, which matters if you trade actively. Euromonitor (Passport) runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.

Can I export data from Euromonitor (Passport) and ORTEX?

Yes, both export to spreadsheets (Euromonitor (Passport): Excel; ORTEX: CSV), which is handy if you like running your own numbers.

Which has a better stock screener: Euromonitor (Passport) or ORTEX?

ORTEX has a stock screener for surfacing ideas; Euromonitor (Passport) doesn't, and focuses its energy elsewhere.

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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.