★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs ORTEX
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- You care about stock ideas, stock comparison, and portfolio, things ORTEX doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick ORTEX if
ORTEX
Free • From $39/mo · Web · Mobile · API
- You do a lot of your research from your phone
- You care about short interest, quant, and index rebalancing, things Fiscal.ai doesn't offer
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
Fiscal.ai and ORTEX cover a lot of the same ground (8 shared categories, including screeners, data visualizations, and news), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to ORTEX's 14, including stock ideas, stock comparison, and portfolio. ORTEX counters by keeping things simpler.
What readers say
Fiscal.ai
Vote once to reveal the community verdict.
ORTEX
Vote once to reveal the community verdict.
Key differences at a glance
- Mobile app
- ORTEX
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 14 categories
- 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 $39/mo | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 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 | No | Yes |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | MCP, Claude Connector +7 more | Microsoft Excel (Add-in) and Python SDK |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | — |
Categories covered | 29 | 14 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 6 signals: Custom formulas, Universe builder +4 more | Universe builder |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit ORTEX |
Where each one shines
What Fiscal.ai and ORTEX each do best.ShowHide
Where each one shines
What Fiscal.ai and ORTEX each do best.What Fiscal.ai does best
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, financial analysis, and company research.
- Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Packaged Fiscal Skills in MCP clients for financial pulls, three-statement models, segment and KPI work, comp sets, valuation, industry reports, ownership activity, filing discovery, quality scores, and earnings reactions.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
What ORTEX does best
- Monitoring 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.
- Alpha-signal modules such as Short Squeeze, EPS, RSI, MACD, and Company Events as research context with back-tested statistics.
Every detail we compared
Every tracked attribute for Fiscal.ai and ORTEX, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and ORTEX, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | EOD | MinuteEOD |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Auth: APIKeySDKs: Python |
Import methods | Manual | Not specified |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Microsoft Excel (Add-in)Python SDK |
Export formats | CSVImagePDF | CSV |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Universe builder |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Ortex Technologies LimitedCountry: United KingdomSupport: Email and Phone |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | 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“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more | Free |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $39/mo“Basic Annual” |
| Tier 2 | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $49/mo“Basic Monthly” |
| Tier 3 | — | $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” |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Fiscal.ai and ORTEX?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while ORTEX puts more weight on short interest, insider data, and quant. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and ORTEX cost?
Good news: both Fiscal.ai and ORTEX have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Fiscal.ai or ORTEX on my phone?
ORTEX lists a dedicated mobile app, so it travels better. Fiscal.ai doesn't list a dedicated mobile app; its documented access is web and API.
Do Fiscal.ai 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 Fiscal.ai or ORTEX?
It depends on what you're after. Pick Fiscal.ai if stock ideas and stock comparison matter to you; go with ORTEX if you'd rather have short interest and quant. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and ORTEX cover?
Both cover stocks and ETFs. Fiscal.ai also handles mutual funds and funds. ORTEX adds options on top.
Do Fiscal.ai and ORTEX offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Fiscal.ai and ORTEX?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Fiscal.ai or ORTEX?
Both Fiscal.ai 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 Fiscal.ai or ORTEX?
Fiscal.ai 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.