VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, February 18, 2026
Tool Comparison
Firefly III vs Orion Advisor Tech comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
Tool
Firefly III
—
Starting price
Plans & pricing
Tool
Orion Advisor Tech
$275/mo
Starting price
Plans & pricing
Vote sentiment comparison
Loading sentiment chart...
Platform details
| Attribute | Firefly III | Orion Advisor Tech |
|---|---|---|
Asset types | Other | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | Not specified | North America |
Data freshness | Not specified | End of Day |
API access | REST | REST |
Export formats | CSV | ExcelPDF |
Coverage overlap
Categories covered by Orion Advisor Tech only.
Frequently Asked Questions
What's the difference between Firefly III and Orion Advisor Tech?
Firefly III focuses on Portfolio, APIs & SDKs, and Webhooks while Orion Advisor Tech specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
Is Firefly III or Orion Advisor Tech free to use?
Firefly III offers a free tier that lets you get started without paying, while Orion Advisor Tech requires a subscription. If budget is a concern, start with Firefly III and upgrade later if you need more advanced features.
Which is better for beginners—Firefly III or Orion Advisor Tech?
Firefly III is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Firefly III or Orion Advisor Tech on my phone?
Orion Advisor Tech has a mobile app so you can check your research on the go. Firefly III is web-only, so you'll need a browser to access it from mobile devices.
Do Firefly III and Orion Advisor Tech have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Firefly III or Orion Advisor Tech?
Choose Firefly III if you need Self-hosted open-source personal finance manager (AGPLv3 license)., and Supports double-entry bookkeeping with budgets, categories, tags, and detailed reporting.. Go with Orion Advisor Tech if Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., and Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services. better fits how you invest.
What asset classes do Firefly III and Orion Advisor Tech cover?
Both cover Other. Orion Advisor Tech adds coverage for Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Options, and Funds.
Can I export data from Firefly III and Orion Advisor Tech?
Both platforms let you export data to spreadsheets (). This is useful for custom analysis or record-keeping.
Can Firefly III or Orion Advisor Tech connect to my broker?
Orion Advisor Tech connects with brokers for portfolio syncing. Firefly III requires manual portfolio entry or data import.
Can I track my portfolio with Firefly III or Orion Advisor Tech?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.