★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Monexa vs ORTEX
Pick Monexa if
Monexa
Free • From $9.90/mo · Web
- You want the cheaper way in: plans start at $9.9/mo instead of $39/mo
- You care about stock ideas, financials, and valuation models, things ORTEX doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick ORTEX if
ORTEX
Free • From $39/mo · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You care about short interest, quant, and index rebalancing, things Monexa doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Monexa and ORTEX cover a lot of the same ground (8 shared categories, including screeners, news, and calendar), so for the basics you won't go far wrong with either. Monexa simply does more: 17 categories to ORTEX's 14, including stock ideas, financials, and valuation models. ORTEX counters by keeping things simpler.
What readers say
Monexa
Vote once to reveal the community verdict.
ORTEX
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Key differences at a glance
- Cheaper paid plan
- Monexa$9.9/mo vs $39/mo
- Free trial
- Monexa7 days
- Broader coverage
- Monexa17 vs 14 categories
- Mobile app
- ORTEX
- 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 $9.90/mo | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 13 limits: Free: financial history: 5Y, Free: charting: 10Y +11 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 | No | Yes |
API access | No | Yes |
Broker sync | — | No |
Integrations | — | Microsoft Excel (Add-in) and Python SDK |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | — |
Categories covered | 17 | 14 |
Regions | — | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: Real-time and Granularity: EOD | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more |
Data partners | Financial exchanges / third-party providers | — |
Capabilities | — | Universe builder |
Security | 3 signals: Data residency: Other, Encryption at rest +1 more | — |
| Try it | Visit Monexa | Visit ORTEX |
Where each one shines
What Monexa and ORTEX each do best.ShowHide
Where each one shines
What Monexa and ORTEX each do best.What Monexa does best
- Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screening for stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research coverage for global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Views for reviewing SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
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 Monexa and ORTEX, side by side.ShowHide
Every detail we compared
Every tracked attribute for Monexa and ORTEX, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCommoditiesFunds | StocksETFsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailAnalystsLong-term InvestorsValue InvestorsGrowth Investors | Not specified |
Regions | Not specified | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time | Real-timeEnd of Day |
Data granularity | EOD | MinuteEOD |
Data partners | Financial exchanges / third-party providers | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeySDKs: Python |
Integrations | Not specified | Microsoft Excel (Add-in)Python SDK |
Export formats | Excel | CSV |
| Plans & trust | ||
Security & compliance | Data residency: OtherEncryption at restEncryption in transit | Not specified |
Capability signals | Not specified | Universe builder |
Vendor & support | Alpine Labs Ltda.Country: BrazilSupport: 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 | Freefinancial history: 5Y · charting: 10Y · +4 more | Free |
| Entry paid plan | $9.90/mo“Pro”financial history: 30Y · charting: 30Y · +5 more | $39/mo“Basic Annual” |
| Tier 2 | — | $49/mo“Basic Monthly” |
| Tier 3 | — | $99/mo“Advanced Annual” |
| Tier 4 | — | $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” |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Monexa and ORTEX?
Monexa leans toward screeners, stock ideas, and news, while ORTEX puts more weight on short interest, insider data, and quant. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Monexa and ORTEX cost?
Good news: both Monexa and ORTEX have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Monexa or ORTEX on my phone?
ORTEX lists a dedicated mobile app, so it travels better. Monexa doesn't list a dedicated mobile app; its documented access is web.
Does Monexa or ORTEX have an API?
ORTEX has an API for programmatic access and custom integrations. Monexa doesn't, so you're working through its interface.
Should I choose Monexa or ORTEX?
It depends on what you're after. Pick Monexa if stock ideas and financials matter to you; go with ORTEX if you'd rather have short interest and quant. And if you only need the basics both share, let price decide.
What asset classes do Monexa and ORTEX cover?
Both cover stocks and ETFs. Monexa also handles bonds, commodities, and funds. ORTEX adds options on top.
Do Monexa and ORTEX offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Monexa and ORTEX?
Yes, both export to spreadsheets (Monexa: Excel; ORTEX: CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Monexa or ORTEX?
Both Monexa and ORTEX include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
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.