VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Koyfin vs ORTEX
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- You want ETF screeners, custom dashboards, and correlation.
Pick ORTEX if
ORTEX
Free • From $39/mo · Web · Mobile · API
- You want an API so you can script or automate things
- You want insider data, quant, and index rebalancing.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Koyfin and ORTEX cover a lot of the same ground (7 shared categories, including screeners, data visualizations, and news), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to ORTEX's 16, including ETF screeners, custom dashboards, and correlation. ORTEX counters by keeping things simpler.
What readers say
Koyfin
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ORTEX
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Key differences at a glance
- Broker sync
- Koyfin
- Broader coverage
- Koyfin20 vs 16 categories
- API access
- ORTEX
- Free plan
- Both
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 $468/yr | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 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 | No | Yes |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 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 +6 more | — |
Categories covered | 20 | 16 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 4 signals: Universe builder, Multi-leg options +2 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit ORTEX |
Where each one shines
What Koyfin and ORTEX each do best.ShowHide
Where each one shines
What Koyfin and ORTEX each do best.What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
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.
Every detail we compared
Every tracked attribute for Koyfin and ORTEX, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and ORTEX, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsOptionsCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | Not specified | MinuteEOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeySDKs: Python |
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Microsoft Excel (Add-in)Python SDKMCP |
Export formats | CSVImagePDF | CSV |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderMulti-leg optionsGreeksEarnings vol edge |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: 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.
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 | Freewatchlists: 2 · screens: 2 · +5 more | Free |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $39/mo“Basic Annual” |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $49/mo“Basic Monthly” |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $99/mo“Advanced Annual” |
| Tier 4 | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | $149/mo“Advanced Monthly” |
| Tier 5 | — | €49/mo“API Trader”credits per month: 1,000 · rate limit: 1 req/s · +1 more |
| Tier 6 | — | €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“Teams” | — |
Questions we keep getting
What's the difference between Koyfin and ORTEX?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while ORTEX puts more weight on short interest, insider data, and quant. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and ORTEX cost?
Good news: both Koyfin and ORTEX have free plans, so you can run them side by side and only pay if you hit a wall.
Does Koyfin or ORTEX have an API?
ORTEX has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or ORTEX?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with ORTEX if you'd rather have insider data and quant. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and ORTEX cover?
Both cover stocks, ETFs, and currencies. Koyfin also handles mutual funds, closed-end funds, and bonds. ORTEX adds options on top.
Do Koyfin and ORTEX offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and ORTEX?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or ORTEX connect to my broker?
Koyfin syncs with brokers automatically. With ORTEX, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or ORTEX?
Both Koyfin 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 Koyfin or ORTEX?
Koyfin handles portfolio tracking. ORTEX is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.