VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Saturday, December 27, 2025

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Tool Comparison

ORTEX vs Perplexity Finance comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

ORTEX adds Short Interest, Quant, Index Rebalancing, Money Flow, Options & Derivatives, Analyst Recommendations, Analyst Price Targets, Data APIs, and Blogs coverage that Perplexity Finance skips.

Perplexity Finance includes Watchlist, Analyst Forecasts, Improved Filings, and Institutional Data categories that ORTEX omits.

In depth comparison

ORTEX logo

ORTEX

public.ortex.com

Hands-on review

Analytics platform focused on short interest and securities lending, with additional coverage of options flow, insider trades, analyst views, and index rebalances. Offers a free tier with limited features, plus paid plans (Basic $39/mo, Advanced $129/mo). Options data is sourced from OPRA and requires agreeing to OPRA terms. API access is available with key-based authentication, and an Excel Add-in (beta) supports short interest data.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

  • Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers.
  • Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates.
  • Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms.
  • Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.
  • Configurable stock screener including short-interest columns; results can be exported.

Community votes (overall)

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Perplexity Finance logo

Perplexity Finance

perplexity.ai

Editor’s pick Hands-on review

Finance-focused experience inside Perplexity combining asset pages, charts, news, watchlists, screeners, earnings calendar/docs, ownership/government trade views, and cited answers that can reference SEC filings. Finance UI is available on web and in the Perplexity iOS/Android app. Plan gating follows Perplexity tiers (e.g., Free: 5 Pro searches/day; Pro: 300+; Max: unlimited).

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges.
  • Real-time newswire feeds for equities and markets, with headline → full story and related coverage.
  • Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news.
  • Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.
  • Earnings hub with an earnings calendar and company “Documents” (slides, quarterly reports, earnings releases, etc.); documents are available to all users.

Community votes (overall)

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Where they differ

ORTEX

Distinct strengths include:

Short InterestQuantIndex RebalancingMoney FlowOptions & DerivativesAnalyst RecommendationsAnalyst Price TargetsData APIs
  • Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers.
  • Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates.
  • Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms.
  • Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.

Perplexity Finance

Distinct strengths include:

WatchlistAnalyst ForecastsImproved FilingsInstitutional Data
  • Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges.
  • Real-time newswire feeds for equities and markets, with headline → full story and related coverage.
  • Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news.
  • Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.

Feature-by-feature breakdown

AttributeORTEXPerplexity Finance
Categories

Which research workflows each platform targets

Shared: Insider Data, Data Visualizations, Options, News, Calendar, US Government Trades, Screeners

Unique: Short Interest, Quant, Index Rebalancing, Money Flow, Options & Derivatives, Analyst Recommendations, Analyst Price Targets, Data APIs, Blogs

Shared: Insider Data, Data Visualizations, Options, News, Calendar, US Government Trades, Screeners

Unique: Watchlist, Analyst Forecasts, Improved Filings, Institutional Data

Asset types

Supported asset classes and universes

Stocks, ETFs, Options

Stocks, ETFs, Mutual Funds, Cryptos, Options

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, API

Web, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers.
  • Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates.
  • Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms.
  • Alpha trading signals across themes like Short Squeeze, EPS, RSI, MACD, and Company Events, each with back-tested stats and intraday updates.
  • Configurable stock screener including short-interest columns; results can be exported.
  • Live intraday charts with last price and bid/ask displayed.

Unique

  • Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges.
  • Real-time newswire feeds for equities and markets, with headline → full story and related coverage.
  • Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news.
  • Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.
  • Earnings hub with an earnings calendar and company “Documents” (slides, quarterly reports, earnings releases, etc.); documents are available to all users.
  • Stock pages support comparison graphs in the price history chart and show consensus analyst estimates on US stocks.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do ORTEX and Perplexity Finance both support?

Both platforms cover Insider Data, Data Visualizations, Options, News, Calendar, US Government Trades, and Screeners workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ORTEX and Perplexity Finance require subscriptions?

Both ORTEX and Perplexity Finance keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access ORTEX and Perplexity Finance?

Both ORTEX and Perplexity Finance support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

ORTEX differentiates itself with Short interest and lending analytics including utilization, cost to borrow, shares on loan, and percentage of free float on loan, with intraday and real-time estimates from a large pool of lenders and brokers., Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates., and Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms., whereas Perplexity Finance stands out for Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., and Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news..

Keep exploring

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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.