Tool Comparison
Global Factor Data (JKP Factors) vs ORTEX
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Other
Best if
- You want factor exposure.
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want an API so you can script or automate things
Pick Global Factor Data (JKP Factors) instead if
Global Factor Data (JKP Factors)
Free · Web · Other
- You want factor exposure.
Start here
ORTEX
Free • From $39/mo · Web · Mobile · API
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want an API so you can script or automate things
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Global Factor Data (JKP Factors) and ORTEX cover a lot of the same ground (3 shared categories, APIs & data feeds, quant, and data visualizations), so for the basics you won't go far wrong with either. ORTEX simply does more: 16 categories to Global Factor Data (JKP Factors)'s 4, including short interest, insider data, and index rebalancing, plus a mobile app. Global Factor Data (JKP Factors) counters by being completely free.
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ORTEX
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Key differences at a glance
- Real-time data
- ORTEX
- Broader coverage
- ORTEX16 vs 4 categories
- Mobile app
- ORTEX
- API access
- ORTEX
- Asset coverage
- ORTEXAdds ETFs and options
- Beginner friendly
- ORTEX
What Global Factor Data (JKP Factors) does best
- The download tool covers 153 factor portfolios in 13 themes, 93 countries, and four regions.
- Factor returns are excess returns in US dollars with daily or monthly frequency and multiple weighting methods where available.
- Downloads also include low, middle, and high sorted portfolios, GICS and Fama-French industry returns, breakpoints, cutoffs, and factor mappings.
- Analysis pages compare annualized return, volatility, Sharpe ratio, information ratio, alpha, beta, and cumulative performance.
- Monthly stock-level characteristics are distributed through WRDS and require an eligible institutional subscription.
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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free (non-commercial license): license: CC BY-NC 4.0; commercial use requires separate permission. | 6 limits: API Trader: rate limit: 1 req/s, API Trader: scope: Single-stock APIs +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | Yes |
Broker sync | — | No |
Integrations | WRDS and GitHub | Microsoft Excel (Add-in), Python SDK +1 more |
| Audience & fit | ||
Experience level | Advanced | Beginner, Intermediate, Advanced |
Best for | Quants/Developers, Analysts +1 more | — |
Categories covered | 4 | 16 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | Granularity: EOD | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more |
Data partners | 3 partners: WRDS, CRSP +1 more | — |
Capabilities | — | 4 signals: Universe builder, Multi-leg options +2 more |
| Try it | Visit Global Factor Data (JKP Factors) | Visit ORTEX |
Standout features
The best features of Global Factor Data (JKP Factors) and ORTEX.ShowHide
Standout features
What Global Factor Data (JKP Factors) does best
- The download tool covers 153 factor portfolios in 13 themes, 93 countries, and four regions.
- Factor returns are excess returns in US dollars with daily or monthly frequency and multiple weighting methods where available.
- Downloads also include low, middle, and high sorted portfolios, GICS and Fama-French industry returns, breakpoints, cutoffs, and factor mappings.
- Analysis pages compare annualized return, volatility, Sharpe ratio, information ratio, alpha, beta, and cumulative performance.
- Monthly stock-level characteristics are distributed through WRDS and require an eligible institutional subscription.
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.
All details
Every attribute we track for Global Factor Data (JKP Factors) and ORTEX.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsOptionsCurrencies |
Experience | Advanced | BeginnerIntermediateAdvanced |
Target audience | Quants/DevelopersAnalystsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | EOD | MinuteEOD |
Data partners | WRDSCRSPCompustat | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeySDKs: Python |
Integrations | WRDSGitHub | Microsoft Excel (Add-in)Python SDKMCP |
Export formats | Not specified | CSV |
| Plans & trust | ||
Capability signals | Not specified | Universe builderMulti-leg optionsGreeksEarnings vol edge |
Vendor & support | Global Factor Data (Jensen, Kelly, Pedersen)Support: Forum and Email | Ortex Technologies LimitedCountry: United KingdomSupport: Email and Phone |
Curation ratings | Not specified | 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.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Free (non-commercial license)”license: CC BY-NC 4.0; commercial use requires separate permission. | Free |
| Entry paid plan | — | $39/mo“Basic Annual” |
| Tier 2 | — | $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 Global Factor Data (JKP Factors) and ORTEX?
Global Factor Data (JKP Factors) leans toward APIs & data feeds, quant, and data visualizations, while ORTEX puts more weight on short interest, insider data, and quant. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Global Factor Data (JKP Factors) and ORTEX cost?
Good news: both Global Factor Data (JKP Factors) and ORTEX have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Global Factor Data (JKP Factors) or ORTEX?
ORTEX is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Global Factor Data (JKP Factors) or ORTEX on my phone?
ORTEX lists a dedicated mobile app, so it travels better. Global Factor Data (JKP Factors) doesn't list a dedicated mobile app; its documented access is web and other.
Does Global Factor Data (JKP Factors) or ORTEX have an API?
ORTEX has an API for programmatic access and custom integrations. Global Factor Data (JKP Factors) doesn't, so you're working through its interface.
Should I choose Global Factor Data (JKP Factors) or ORTEX?
It depends on what you're after. Pick Global Factor Data (JKP Factors) if factor exposure 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 Global Factor Data (JKP Factors) and ORTEX cover?
Both cover stocks. ORTEX adds ETFs, options, and currencies on top.
Does Global Factor Data (JKP Factors) or ORTEX have real-time data?
ORTEX offers real-time data, which matters if you trade actively. Global Factor Data (JKP Factors) 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 Global Factor Data (JKP Factors) and ORTEX?
ORTEX exports to CSV. Global Factor Data (JKP Factors) is stingier about getting data out.
Which has a better stock screener: Global Factor Data (JKP Factors) or ORTEX?
ORTEX has a stock screener for surfacing ideas; Global Factor Data (JKP Factors) doesn't, and focuses its energy elsewhere.
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