★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
GuruFocus vs ORTEX
Start here
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You care about stock ideas, ETF screeners, and top analysts, things ORTEX doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick ORTEX instead if
ORTEX
Free • From $39/mo · Web · Mobile · API
- You want the cheaper way in: plans start at $39/mo instead of $45.75/mo
- Delayed quotes won't cut it; you need real-time data
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
GuruFocus and ORTEX cover a lot of the same ground (12 shared categories, including screeners, data visualizations, and quant), so for the basics you won't go far wrong with either. GuruFocus simply does more: 49 categories to ORTEX's 14, including stock ideas, ETF screeners, and top analysts. ORTEX counters by starting cheaper at $39/mo.
What readers say
GuruFocus
Vote once to reveal the community verdict.
ORTEX
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- ORTEX$39/mo vs $45.75/mo
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus49 vs 14 categories
- Real-time data
- ORTEX
- Broker sync
- GuruFocus
- Asset coverage
- GuruFocusAdds bonds and mutual funds
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 $549/yr | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 49 limits: Free: portfolio limit: Up to 3 portfolios with 25 stocks each for free members, Free: data api requests: 100/month included in the Free API package +47 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 | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | Microsoft Excel (Add-in) and Python SDK |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | — |
Categories covered | 49 | 14 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | — |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | Universe builder |
Security | Status page and Encryption in transit | — |
| Try it | Visit GuruFocus | Visit ORTEX |
Where each one shines
What GuruFocus and ORTEX each do best.ShowHide
Where each one shines
What GuruFocus and ORTEX each do best.What GuruFocus does best
- Research coverage for global stocks with long historical financials, valuation data, charts, comparisons, market valuation indicators, economic indicators, industry data, and company-level fundamentals.
- The All-in-One Screener with hundreds of filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, and downloads.
- ETF Screener and ETF GF Scores for filtering and comparing more than 5,000 U.S.
- Corporate and government bond screening by yield, maturity, ratings, coupon structure, outstanding amount, issuer, and industry, plus company-level bond tabs.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency; current membership terms give Premium the latest five years and Premium Plus/Professional history back to 2006.
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 GuruFocus and ORTEX, side by side.ShowHide
Every detail we compared
Every tracked attribute for GuruFocus and ORTEX, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Identifiers: Ticker and CIK | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | ExchangeVendorModel | Not specified |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: Python and GoDocs | Auth: APIKeySDKs: Python |
Import methods | CSVBrokerOAuthManual | Not specified |
Integrations | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade | Microsoft Excel (Add-in)Python SDK |
Export formats | CSVExcelJSON | CSV |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Not specified |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesCredit ratings+1 more | Universe builder |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | 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.
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 | Freeportfolio limit: Up to 3 portfolios with 25 stocks each for free members · data api requests: 100/month included in the Free API package · +1 more | Free |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 more | $39/mo“Basic Annual” |
| Tier 2 | $1398/yr≈ $116.50/mo“Premium Plus”billing: Annual only · data api requests: 500/month included with Premium Plus membership · +2 more | $49/mo“Basic Monthly” |
| Tier 3 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +12 more | $99/mo“Advanced Annual” |
| Tier 4 | $2448/yr≈ $204/mo“Professional”billing: Annual only · data api requests: 2,000/month included with Professional membership | $149/mo“Advanced Monthly” |
| Tier 5 | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more | €49/mo“API Trader”credits per month: 1,000 · rate limit: 1 req/s · +1 more |
| Tier 6 | $100 per unit“Data API Pay As You Go”initial top up: $100 credit · stock daily prices: $0.05/request · +16 more | €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“Custom API / Enterprise Package” | — |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between GuruFocus and ORTEX?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while ORTEX puts more weight on short interest, insider data, and quant. They overlap in 12 categories, so for most people it comes down to workflow preference and price.
How much do GuruFocus and ORTEX cost?
Good news: both GuruFocus and ORTEX have free plans, so you can run them side by side and only pay if you hit a wall.
Do GuruFocus 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 GuruFocus or ORTEX?
It depends on what you're after. Pick GuruFocus if stock ideas and ETF screeners matter to you; go with ORTEX if you'd rather have index rebalancing and money flow. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and ORTEX cover?
Both cover stocks, ETFs, and options. GuruFocus also handles bonds, mutual funds, and funds.
Does GuruFocus or ORTEX have real-time data?
ORTEX offers real-time data, which matters if you trade actively. GuruFocus 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 GuruFocus and ORTEX?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can GuruFocus or ORTEX connect to my broker?
GuruFocus syncs with brokers automatically. With ORTEX, you're entering holdings by hand or importing files.
Which has a better stock screener: GuruFocus or ORTEX?
Both GuruFocus 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 GuruFocus or ORTEX?
GuruFocus handles portfolio tracking. ORTEX is really a research tool; you'd track your portfolio elsewhere.
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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.