VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Orion Advisor Tech vs Stock Analysis
Pick Orion Advisor Tech if
Orion Advisor Tech
From $275/mo · Web · Mobile · API
- You want an API so you can script or automate things
- You want advisor operations, scenario & stress tests, and monte carlo.
Pick Stock Analysis if
Stock Analysis
Free • From $79/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $6.58/mo instead of $275/mo
- Delayed quotes won't cut it; you need real-time data
Use code JERA
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
Orion Advisor Tech and Stock Analysis cover a lot of the same ground (5 shared categories, including risk metrics, broker connectors, and education), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 32 categories to Orion Advisor Tech's 13, including stock ideas, screeners, and ETF screeners. Orion Advisor Tech counters by keeping things simpler.
What readers say
Orion Advisor Tech
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Stock Analysis
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Key differences at a glance
- Free plan
- Stock Analysis
- Cheaper paid plan
- Stock Analysis$6.58/mo vs $275/mo
- Broader coverage
- Stock Analysis32 vs 13 categories
- API access
- Orion Advisor Tech
- Real-time data
- Stock Analysis
- Global coverage
- Stock Analysis
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 | From $275/mo | Free • From $79/yr |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | Risk Intelligence Standalone: pricing model: Per user, per month | 14 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Redtail CRM, Salesforce +6 more | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Financial Advisors, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +8 more |
Categories covered | 13 | 32 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | Morningstar and ICE Data Services | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
Security | 6 signals: SOC2, ISO27001 +4 more | — |
| Try it | Visit Orion Advisor Tech | Visit Stock Analysis |
Where each one shines
What Orion Advisor Tech and Stock Analysis each do best.ShowHide
Where each one shines
What Orion Advisor Tech and Stock Analysis each do best.What Orion Advisor Tech does best
- Tools for running advisor operations through Orion portfolio accounting, billing, configurable reporting, trading, client portal, advisor portal, Redtail CRM, planning, compliance, and risk modules.
- Orion Stacks to bundle capabilities such as Foundation, Essentials, and Advantage, with public annual starting prices.
- Eclipse trading for household-level rebalancing, tax-loss harvesting, asset location, cash monitoring, sleeves, block trading, and multi-custodian trade connectivity.
- Orion Risk Intelligence for 100+ macro stress-test scenarios, portfolio construction, risk dashboards, proposal workflows, IPS support, asset drift, and firm-level risk views.
- Connections for planning workflows through Orion Planning with goals-based and cash-flow planning, Monte Carlo simulations, and portfolio-linked reporting.
What Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
Every detail we compared
Every tracked attribute for Orion Advisor Tech and Stock Analysis, side by side.ShowHide
Every detail we compared
Every tracked attribute for Orion Advisor Tech and Stock Analysis, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | End of Day | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | Vendor | ExchangeVendor |
Data partners | MorningstarICE Data Services | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooksDocs | Not specified |
Import methods | CSVCustodianManual | ManualCSVBrokerOAuth |
Integrations | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | ExcelPDF | CSVExcel |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit | Not specified |
Capability signals | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | Orion Advisor Solutions, Inc.Country: USFounded 1999 | Vefir ehf.Country: IcelandFounded 2019Support: Email |
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 | — | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | $275/mo“Risk Intelligence Standalone”pricing model: Per user, per month | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Tier 2 | $13000/yr≈ $1083.33/mo“Orion Foundation Stack” | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 more |
| Tier 3 | $18000/yr≈ $1500/mo“Orion Essentials Stack” | — |
| Top plan | $28000/yr≈ $2333.33/mo“Orion Advantage Stack” | — |
Questions we keep getting
What's the difference between Orion Advisor Tech and Stock Analysis?
Orion Advisor Tech leans toward advisor operations, risk metrics, and scenario & stress tests, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is Orion Advisor Tech or Stock Analysis free to use?
Stock Analysis has a free tier, so you can get started without paying anything. Orion Advisor Tech is paid-only. If budget matters, start with Stock Analysis and see how far it takes you before opening your wallet.
Which is better for beginners: Orion Advisor Tech or Stock Analysis?
Stock Analysis is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Orion Advisor Tech or Stock Analysis have an API?
Orion Advisor Tech has an API for programmatic access and custom integrations. Stock Analysis doesn't, so you're working through its interface.
Should I choose Orion Advisor Tech or Stock Analysis?
It depends on what you're after. Pick Orion Advisor Tech if advisor operations and scenario & stress tests matter to you; go with Stock Analysis if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Orion Advisor Tech and Stock Analysis cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Orion Advisor Tech also handles bonds and options.
Does Orion Advisor Tech or Stock Analysis have real-time data?
Stock Analysis offers real-time data, which matters if you trade actively. Orion Advisor Tech runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Orion Advisor Tech or Stock Analysis?
Stock Analysis has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Orion Advisor Tech is more region-specific, mainly North America.
Can I export data from Orion Advisor Tech and Stock Analysis?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can Orion Advisor Tech or Stock Analysis connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Orion Advisor Tech or Stock Analysis?
Stock Analysis has a stock screener for surfacing ideas; Orion Advisor Tech doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Orion Advisor Tech or Stock Analysis?
Stock Analysis handles portfolio tracking. Orion Advisor Tech is really a research tool; you'd track your portfolio elsewhere.
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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.