VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Intrinio and ORTEX will find that Both Intrinio and ORTEX concentrate on Data APIs, Options & Derivatives, and News workflows, making them natural alternatives for similar investment research jobs. Intrinio leans into Financials, ETF Holdings, and Institutional Data, which can be decisive for teams that need depth over breadth. ORTEX stands out with Short Interest, Insider Data, and Quant that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Intrinio vs ORTEX
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Intrinio adds Financials, ETF Holdings, Institutional Data, Dividends, Splits, and Analyst Forecasts coverage that ORTEX skips.
- ORTEX includes Short Interest, Insider Data, Quant, Data Visualizations, Index Rebalancing, Money Flow, Options, Calendar, US Government Trades, Screeners, and Blogs categories that Intrinio omits.
- Intrinio highlights: REST API with JSON output and WebSocket streaming for real-time market data., SDKs available for Python and R, with detailed documentation and examples., and US fundamentals: standardized and as-reported data back to 2006, sourced from SEC filings, updated in real time as filings arrive..
- ORTEX is known 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..
- ORTEX keeps a free entry point that Intrinio lacks.
- ORTEX offers mobile access, which Intrinio skips.
Intrinio
intrinio.com
Financial data vendor offering flexible dataset-level subscriptions and bulk one-time downloads. Real-time options require OPRA licensing, though a lighter 'OptionsEdge' product avoids that complexity. Data is delivered via REST, WebSocket, CSV, or integrations like Snowflake, S3, and FTP.
Categories
Platforms
Pricing
Quick highlights
- REST API with JSON output and WebSocket streaming for real-time market data.
- SDKs available for Python and R, with detailed documentation and examples.
- US fundamentals: standardized and as-reported data back to 2006, sourced from SEC filings, updated in real time as filings arrive.
- Equity prices: IEX real-time, Nasdaq Basic, 15-minute delayed SIP, and CBOE One delayed; end-of-day history spans 50+ years with dividend/split adjustments.
- Options data: real-time OPRA feed with Greeks and implied volatility via API and WebSocket, plus delayed, intraday, and historical coverage.
ORTEX
public.ortex.com
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.
Categories
Platforms
Pricing
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Intrinio
Distinct strengths include:
- REST API with JSON output and WebSocket streaming for real-time market data.
- SDKs available for Python and R, with detailed documentation and examples.
- US fundamentals: standardized and as-reported data back to 2006, sourced from SEC filings, updated in real time as filings arrive.
- Equity prices: IEX real-time, Nasdaq Basic, 15-minute delayed SIP, and CBOE One delayed; end-of-day history spans 50+ years with dividend/split adjustments.
ORTEX
Distinct strengths include:
- 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 | Intrinio | ORTEX |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data APIs, Options & Derivatives, News, Analyst Recommendations, Analyst Price Targets Unique: Financials, ETF Holdings, Institutional Data, Dividends, Splits, Analyst Forecasts | Shared: Data APIs, Options & Derivatives, News, Analyst Recommendations, Analyst Price Targets Unique: Short Interest, Insider Data, Quant, Data Visualizations, Index Rebalancing, Money Flow, Options, Calendar, US Government Trades, Screeners, Blogs |
Asset types Supported asset classes and universes | Stocks, ETFs, Options, Mutual 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, API | Web, Mobile, API |
Pricing High-level pricing models | Subscription, One-time | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Intrinio and ORTEX both support?
Both platforms cover Data APIs, Options & Derivatives, News, Analyst Recommendations, and Analyst Price Targets workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
ORTEX offers a free entry point, while Intrinio requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
ORTEX ships a dedicated mobile experience, while Intrinio focuses on web or desktop access.
What unique strengths set the two platforms apart?
Intrinio differentiates itself with REST API with JSON output and WebSocket streaming for real-time market data., SDKs available for Python and R, with detailed documentation and examples., and US fundamentals: standardized and as-reported data back to 2006, sourced from SEC filings, updated in real time as filings arrive., 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..
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.