ORTEX vs Portfolio Visualizer comparison

ORTEX focuses on Short Interest, Insider Data, and Quant while Portfolio Visualizer specializes in Backtesting, Monte Carlo, and Correlation. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

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

ORTEX has a mobile app so you can check your research on the go. Portfolio Visualizer is web-only, so you'll need a browser to access it from mobile devices.

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

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 Portfolio Visualizer if Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., and Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility. better fits how you invest.

Both cover Stocks, and ETFs. ORTEX also includes Options. Portfolio Visualizer adds coverage for Mutual Funds, and Funds.

ORTEX offers real-time data feeds, which is essential for active traders. Portfolio Visualizer uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.

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