VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, December 4, 2025

Tool Comparison

GuruFocus vs ORTEX comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

GuruFocus adds Stock Ideas, Stock Comparison, Portfolio, Backtesting, Investor Holdings, Alerts, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Transcripts, 13F, 13D/13G, ETF Overview, ETF Holdings, ETF Valuation, ETF Performance, APIs & SDKs, Sheets / Excel Add-ins, AI, and AI Chat coverage that ORTEX skips.

ORTEX includes Short Interest, Quant, Data Visualizations, Index Rebalancing, Money Flow, Options & Derivatives, Options, Analyst Recommendations, Analyst Price Targets, and Blogs categories that GuruFocus omits.

In depth comparison

GuruFocus

gurufocus.com

Editor’s pick Hands-on review

Global equity research and value-investing platform with deep fundamental data, guru/insider/politician portfolios, powerful screeners and backtesting, macro dashboards, and spreadsheets/API access. Best for fundamentals‑driven investors and pros willing to pay for depth; UI is dense but incredibly data‑rich.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields.
Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades.
Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals.
Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.
Proprietary valuation and quality metrics including GF Score, GF Value Line, predictability scores, warning signs, Peter Lynch charts, and DCF/WACC calculators.

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ORTEX

public.ortex.com

Hands-on review

Analytics platform focused on short interest and securities lending, with additional coverage of options flow, insider trades, analyst views, and index rebalances. Offers a free tier with limited features, plus paid plans (Basic $39/mo, Advanced $129/mo). Options data is sourced from OPRA and requires agreeing to OPRA terms. API access is available with key-based authentication, and an Excel Add-in (beta) supports short interest data.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers.
Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates.
Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms.
Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.
Configurable stock screener including short-interest columns; results can be exported.

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Where they differ

GuruFocus

Distinct strengths include:

Stock Ideas Stock Comparison Portfolio Backtesting Investor Holdings Alerts GDP Interest Rates

All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields.
Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades.
Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals.
Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.

ORTEX

Distinct strengths include:

Short Interest Quant Data Visualizations Index Rebalancing Money Flow Options & Derivatives Options Analyst Recommendations

Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers.
Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates.
Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms.
Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.

Feature-by-feature breakdown

Attribute	GuruFocus	ORTEX
Categories Which research workflows each platform targets	Shared: Screeners, US Government Trades, News, Calendar, Insider Data, Data APIs Unique: Stock Ideas, Stock Comparison, Portfolio, Backtesting, Investor Holdings, Alerts, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Transcripts, 13F, 13D/13G, ETF Overview, ETF Holdings, ETF Valuation, ETF Performance, APIs & SDKs, Sheets / Excel Add-ins, AI, AI Chat	Shared: Screeners, US Government Trades, News, Calendar, Insider Data, Data APIs Unique: Short Interest, Quant, Data Visualizations, Index Rebalancing, Money Flow, Options & Derivatives, Options, Analyst Recommendations, Analyst Price Targets, Blogs
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds	Stocks, ETFs, Options
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, Mobile, API
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields. Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades. Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals. Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators. Proprietary valuation and quality metrics including GF Score, GF Value Line, predictability scores, warning signs, Peter Lynch charts, and DCF/WACC calculators. Macro & market‑valuation suite: Buffett Indicator, Shiller P/E (by market and sector), yield curves, global market valuation, Fed net liquidity, debt‑to‑GDP, and more.	Unique Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers. Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates. Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms. Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates. Configurable stock screener including short-interest columns; results can be exported. Live intraday charts with last price and bid/ask displayed.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do GuruFocus and ORTEX both support?

Both platforms cover Screeners, US Government Trades, News, Calendar, Insider Data, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do GuruFocus and ORTEX require subscriptions?

Both GuruFocus and ORTEX keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access GuruFocus and ORTEX?

Both GuruFocus and ORTEX support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

GuruFocus differentiates itself with All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields., Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades., and Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals., whereas ORTEX stands out for Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., and Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms..

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