VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Orion Advisor Tech vs StockAlert Pro comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
| Orion Advisor Tech | StockAlert Pro | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | $275/mo | $14.99/mo |
| Enterprise option | ||
| Available plans | Risk Intelligence Standalone, Orion Essentials Stack, Orion Advantage Stack | Basic, Premium (Monthly) |
Vote sentiment comparison
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Platform details
| Attribute | Orion Advisor Tech | StockAlert Pro |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFs |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEurope |
Data freshness | End of Day | 15-min DelayedEnd of Day |
API access | REST | REST |
Export formats | ExcelPDF | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Orion Advisor Tech only.
Categories covered by StockAlert Pro only.
Frequently Asked Questions
What's the difference between Orion Advisor Tech and StockAlert Pro?
Orion Advisor Tech focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting while StockAlert Pro specializes in Alerts, Calendar, and Dividends. They overlap in 4 categories, so choose based on your preferred workflow and pricing.
Is Orion Advisor Tech or StockAlert Pro free to use?
StockAlert Pro 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 StockAlert Pro and upgrade later if you need more advanced features.
Which is better for beginners—Orion Advisor Tech or StockAlert Pro?
StockAlert Pro is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Orion Advisor Tech or StockAlert Pro on my phone?
Orion Advisor Tech has a mobile app so you can check your research on the go. StockAlert Pro is web-only, so you'll need a browser to access it from mobile devices.
Do Orion Advisor Tech and StockAlert Pro have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Orion Advisor Tech or StockAlert Pro?
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 StockAlert Pro if 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., and Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met. better fits how you invest.
What asset classes do Orion Advisor Tech and StockAlert Pro cover?
Both cover Stocks, and ETFs. Orion Advisor Tech also includes Mutual Funds, Closed-End Funds, Bonds, Options, Funds, and Other.
Can I export data from Orion Advisor Tech and StockAlert Pro?
Orion Advisor Tech supports data exports to Excel, and PDF. StockAlert Pro has more limited export options.
Can Orion Advisor Tech or StockAlert Pro connect to my broker?
Orion Advisor Tech connects with brokers for portfolio syncing. StockAlert Pro requires manual portfolio entry or data import.
Which has a better stock screener—Orion Advisor Tech or StockAlert Pro?
StockAlert Pro includes a stock screener for finding investment ideas. Orion Advisor Tech focuses on other analytical tools.
Can I track my portfolio with Orion Advisor Tech or StockAlert Pro?
Orion Advisor Tech offers portfolio tracking features. StockAlert Pro is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.