VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

NO ADVICE

Wednesday, February 18, 2026

Tool Comparison

ORTEX vs Perplexity Finance comparison

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

ORTEX logo

ORTEX

public.ortex.com

PricingFree, Subscription
PlatformsWeb, Mobile, API
Hands-on review
Perplexity Finance logo

Perplexity Finance

perplexity.ai

PricingFree, Subscription
PlatformsWeb, Mobile
Editor's pickHands-on review
Top 50 Investing ToolsThe global ranking of the best investing tools, ranked by community votes.

At a glance

Platforms
ORTEXWeb, Mobile, API
Perplexity FinanceWeb, Mobile
Categories
ORTEX16
Perplexity Finance11
Pricing details

Tool

ORTEX

$39/mo

Starting price

Free tierYes
Free trial

Plans & pricing

FreeFree
Basic$39/mo
Advanced$129/mo
APIsSubscription

Tool

Perplexity Finance

$20/mo

Starting price

Free tierYes
Free trial

Plans & pricing

Standard (Free)Free
Pro$20/mo
Max$200/mo

Vote sentiment comparison

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Platform details

AttributeORTEXPerplexity Finance
Asset types
StocksETFsOptions
StocksETFsMutual FundsCryptosOptions
Experience
BeginnerIntermediateAdvanced
BeginnerIntermediateAdvanced
Regions
North AmericaEurope
North AmericaAPAC
Data freshness
Real-timeEnd of Day
Real-time
API access
REST
Not specified
Export formats
CSV
Not specified

Coverage overlap

Shared categories7

Categories where both tools offer overlapping coverage.

Perplexity Finance strengths4

Categories covered by Perplexity Finance only.

Frequently Asked Questions

What's the difference between ORTEX and Perplexity Finance?

ORTEX focuses on Short Interest, Insider Data, and Quant while Perplexity Finance specializes in Screeners, Watchlist, and Data Visualizations. They overlap in 7 categories, so choose based on your preferred workflow and pricing.

How much do ORTEX and Perplexity Finance cost?

Good news—both ORTEX and Perplexity Finance offer free plans. You can try each platform without commitment and only pay when you need premium features.

Does ORTEX or Perplexity Finance have an API?

ORTEX provides API access for programmatic data retrieval and custom integrations. Perplexity Finance doesn't currently offer an API, so you'll need to use their web interface.

Should I choose ORTEX or Perplexity Finance?

Choose ORTEX if you need 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., and Official U.S. exchange-reported short interest (bi-monthly) and European flagged shorts, alongside lending-based estimates.. Go with Perplexity Finance if Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., and Real-time newswire feeds for equities and markets, with headline → full story and related coverage. better fits how you invest.

What asset classes do ORTEX and Perplexity Finance cover?

Both cover Stocks, ETFs, and Options. Perplexity Finance adds coverage for Mutual Funds, and Cryptos.

Do ORTEX and Perplexity Finance offer real-time data?

Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.

Can I export data from ORTEX and Perplexity Finance?

ORTEX supports data exports to CSV. Perplexity Finance has more limited export options.

Is ORTEX or Perplexity Finance better for day trading?

Perplexity Finance is built with active traders in mind, offering features like real-time data and technical analysis. ORTEX is better suited for buy-and-hold investors focused on fundamentals.

Which has a better stock screener—ORTEX or Perplexity Finance?

Both ORTEX and Perplexity Finance include stock screeners. Try each to see which filtering options and interface you prefer.

Keep Exploring

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.