Orion Advisor Tech vs Stock Analysis comparison

Orion Advisor Tech focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting while Stock Analysis specializes in Stock Ideas, Screeners, and ETF Screeners. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Stock Analysis offers a free tier that lets you get started without paying, while Orion Advisor Tech requires a subscription. If budget is a concern, start with Stock Analysis and upgrade later if you need more advanced features.

Stock Analysis is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Orion Advisor Tech provides API access for programmatic data retrieval and custom integrations. Stock Analysis doesn't currently offer an API, so you'll need to use their web interface.

Choose Orion Advisor Tech if you need Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., and Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services.. Go with Stock Analysis if Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, and Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world. better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, Closed-End Funds, and Funds. Orion Advisor Tech also includes Bonds, Options, and Other. Stock Analysis adds coverage for Real Estate.

Stock Analysis offers real-time data feeds, which is essential for active traders. Orion Advisor Tech uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (Excel). This is useful for custom analysis or record-keeping.

Orion Advisor Tech connects with brokers for portfolio syncing. Stock Analysis requires manual portfolio entry or data import.

Stock Analysis includes a stock screener for finding investment ideas. Orion Advisor Tech focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.