VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing OptionCharts and Trefis will find that Both OptionCharts and Trefis concentrate on Data Visualizations, and Blogs workflows, making them natural alternatives for similar investment research jobs. OptionCharts leans into Options & Derivatives, Watchlist, and Options, which can be decisive for teams that need depth over breadth. Trefis stands out with Valuation Models, Financials, and Stock Comparison 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
OptionCharts vs Trefis
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- OptionCharts adds Options & Derivatives, Watchlist, Options, Screeners, and Options P&L coverage that Trefis skips.
- Trefis includes Valuation Models, Financials, Stock Comparison, and Custom Dashboards categories that OptionCharts omits.
- OptionCharts highlights: Interactive Option Strategy Profit & Loss chart with multi‑leg templates (e.g., covered call, verticals, iron condor, calendar)., Per‑ticker chart library: volume, open interest, greeks (Δ, Γ, Θ, ν), implied vol skew, max pain, expected move, probability distribution., and Gamma Exposure (GEX) and Delta Exposure (DEX) visualizations..
- Trefis is known for: Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..
OptionCharts
optioncharts.io
Web app for options analytics and visualizations (P&L, greeks, IV skew, expected move, GEX/DEX, option history) with market‑wide trend screens. Free tier uses 15‑minute delayed OPRA; real‑time options available on Ultimate plan after exchange agreements. Not a broker; no trading execution.
Platforms
Pricing
Quick highlights
- Interactive Option Strategy Profit & Loss chart with multi‑leg templates (e.g., covered call, verticals, iron condor, calendar).
- Per‑ticker chart library: volume, open interest, greeks (Δ, Γ, Θ, ν), implied vol skew, max pain, expected move, probability distribution.
- Gamma Exposure (GEX) and Delta Exposure (DEX) visualizations.
- Option Contract History (price, volume, OI, greeks) with intraday history (up to ~1‑minute intervals) and extended history.
- Market Trends screens: most active by ticker/contract, highest OI, IV/IV rank, unusual activity, options flow (aggregates update ≈10 min).
Trefis
trefis.com
Interactive valuation platform where you can build, adjust, and share stock models. It supports a full Excel round-trip (download your scenarios into Excel; upload spreadsheets back into Trefis to auto-generate dashboards). Models can be exported to PDF, Excel, or image. Market data and consensus EPS come from QuoteMedia, with a disclosed 15–20 minute exchange delay. Both free and paid plans are available.
Platforms
Pricing
Quick highlights
- Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
- Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
- Export reports, charts, and scenarios as PDF, Excel, or image files.
- Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
- Peer and ratio comparison tools make it easy to benchmark companies against competitors.
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
OptionCharts
Distinct strengths include:
- Interactive Option Strategy Profit & Loss chart with multi‑leg templates (e.g., covered call, verticals, iron condor, calendar).
- Per‑ticker chart library: volume, open interest, greeks (Δ, Γ, Θ, ν), implied vol skew, max pain, expected move, probability distribution.
- Gamma Exposure (GEX) and Delta Exposure (DEX) visualizations.
- Option Contract History (price, volume, OI, greeks) with intraday history (up to ~1‑minute intervals) and extended history.
Trefis
Distinct strengths include:
- Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
- Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
- Export reports, charts, and scenarios as PDF, Excel, or image files.
- Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
Feature-by-feature breakdown
| Attribute | OptionCharts | Trefis |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Blogs Unique: Options & Derivatives, Watchlist, Options, Screeners, Options P&L | Shared: Data Visualizations, Blogs Unique: Valuation Models, Financials, Stock Comparison, Custom Dashboards |
Asset types Supported asset classes and universes | Options, Stocks, ETFs | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web |
Pricing High-level pricing models | Free, Subscription | 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 | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do OptionCharts and Trefis both support?
Both platforms cover Data Visualizations, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do OptionCharts and Trefis require subscriptions?
Both OptionCharts and Trefis keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access OptionCharts and Trefis?
Both OptionCharts and Trefis prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
OptionCharts differentiates itself with Interactive Option Strategy Profit & Loss chart with multi‑leg templates (e.g., covered call, verticals, iron condor, calendar)., Per‑ticker chart library: volume, open interest, greeks (Δ, Γ, Θ, ν), implied vol skew, max pain, expected move, probability distribution., and Gamma Exposure (GEX) and Delta Exposure (DEX) visualizations., whereas Trefis stands out for Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..
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.