Tool Comparison
GuruFocus vs ORTEX
- Paid from
- $45.75/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want stock ideas, ETF screeners, and top analysts.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- 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
- You want index rebalancing and money flow.
Start here
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You want stock ideas, ETF screeners, and top analysts.
- 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 (14 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 16, including stock ideas, ETF screeners, and top analysts. ORTEX counters by starting cheaper at $39/mo.
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GuruFocus
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ORTEX
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Key differences at a glance
- Cheaper paid plan
- ORTEX$39/mo vs $45.75/mo
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus49 vs 16 categories
- Real-time data
- ORTEX
- Broker sync
- GuruFocus
- Free plan
- Both
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
- 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 • From $549/yr | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 57 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 +55 more | 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 | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | Microsoft Excel (Add-in), Python SDK +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +9 more | — |
Categories covered | 49 | 16 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| 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 | 4 signals: Universe builder, Multi-leg options +2 more |
Security | Status page and Encryption in transit | — |
| Try it | Visit GuruFocus | Visit ORTEX |
Standout features
The best features of GuruFocus and ORTEX.ShowHide
Standout features
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
- 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 GuruFocus and ORTEX.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsOptionsCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker and CIK | Identifiers: 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 SDKMCP |
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 builderMulti-leg optionsGreeksEarnings vol edge |
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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| 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 · region price: $549/year for USA, Asia, or Europe; $369/year for several other regions · +7 more | $39/mo“Basic Annual” |
| Tier 2 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +12 more | $49/mo“Basic Monthly” |
| Tier 3 | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more | $99/mo“Advanced Annual” |
| Tier 4 | Subscription“Premium Plus”billing: Annual only · public price: Current rendered pricing could not establish the Premium Plus amount · +4 more | $149/mo“Advanced Monthly” |
| Tier 5 | Subscription“Professional”billing: Annual only · public price: Current rendered pricing could not establish the Professional amount · +1 more | $49/mo“API Trader”rate limit: 1 req/s · scope: Single-stock APIs |
| Tier 6 | $100 per unit“Data API Pay As You Go”initial top up: $100 credit · stock daily prices: $0.05/request · +16 more | $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“Custom API / Enterprise Package” | Contact sales“API Enterprise” |
| Free trial | 7 days | — |
Alternatives
Free alternatives
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 14 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. ORTEX adds currencies on top.
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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