VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing ORTEX and Perplexity Finance will find that Both ORTEX and Perplexity Finance concentrate on Data Visualizations, Analyst Recommendations, and Analyst Price Targets workflows, making them natural alternatives for similar investment research jobs. ORTEX leans into Short Interest, Insider Data, and Quant, which can be decisive for teams that need depth over breadth. Perplexity Finance stands out with Financials, Watchlist, and Transcripts that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
ORTEX vs Perplexity Finance
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- ORTEX adds Short Interest, Insider Data, Quant, Index Rebalancing, Money Flow, Options & Derivatives, Options, Calendar, Data APIs, US Government Trades, and Blogs coverage that Perplexity Finance skips.
- Perplexity Finance includes Financials, Watchlist, Transcripts, ETF Overview, and Analyst Forecasts categories that ORTEX omits.
- ORTEX 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., and Options coverage with unusual activity and flow detection; OPRA-sourced data gated by user agreement to OPRA terms..
- Perplexity Finance is known for: Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
ORTEX
public.ortex.com
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.
Categories
Platforms
Pricing
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.
Perplexity Finance
perplexity.ai
AI-assisted finance hub with quote and overview pages for stocks, ETFs, funds, and crypto. Free to use with search limits; Pro lifts caps and unlocks Pro/Deep Research. Enterprise Pro connects to data subscriptions like FactSet and Crunchbase and adds SSO/SCIM. Data providers are disclosed on each page. Not designed for trading execution.
Categories
Platforms
Pricing
Quick highlights
- Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
- Watchlist feature and a Screener tab available directly in the Finance hub.
- AI-curated news feeds on instrument pages with linked sources.
- Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
- Crypto section with Historical Data downloads and Coinbase COIN50 index charts on the Finance homepage.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
ORTEX
Distinct strengths include:
- 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:
- Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
- Watchlist feature and a Screener tab available directly in the Finance hub.
- AI-curated news feeds on instrument pages with linked sources.
- Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
Feature-by-feature breakdown
| Attribute | ORTEX | Perplexity Finance |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Analyst Recommendations, Analyst Price Targets, News, Screeners Unique: Short Interest, Insider Data, Quant, Index Rebalancing, Money Flow, Options & Derivatives, Options, Calendar, Data APIs, US Government Trades, Blogs | Shared: Data Visualizations, Analyst Recommendations, Analyst Price Targets, News, Screeners Unique: Financials, Watchlist, Transcripts, ETF Overview, Analyst Forecasts |
Asset types Supported asset classes and universes | Stocks, ETFs, Options | Stocks, ETFs, Mutual Funds, Closed-End Funds, Cryptos |
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, Desktop |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Data Visualizations, Analyst Recommendations, Analyst Price Targets, News, 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 Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
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.