VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing ORTEX and Portfolio123 will find that Both ORTEX and Portfolio123 concentrate on Quant, Data Visualizations, and Calendar workflows, making them natural alternatives for similar investment research jobs. ORTEX leans into Short Interest, Insider Data, and Index Rebalancing, which can be decisive for teams that need depth over breadth. Portfolio123 stands out with Backtesting, Portfolio, and Correlation 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 Portfolio123
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- ORTEX adds Short Interest, Insider Data, Index Rebalancing, Money Flow, Options & Derivatives, Options, Analyst Recommendations, Analyst Price Targets, News, US Government Trades, and Blogs coverage that Portfolio123 skips.
- Portfolio123 includes Backtesting, Portfolio, Correlation, APIs & SDKs, and Broker Connectors 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..
- Portfolio123 is known for: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
- ORTEX ships a mobile app. Portfolio123 is web/desktop only.
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.
Portfolio123
portfolio123.com
Quant research and live-deployment platform with point-in-time fundamentals and estimates. Users can screen, backtest, and simulate strategies, then deploy them live with broker integrations. Supports API access and a no-code desktop DataMiner. FactSet or S&P Compustat licenses are required for full historical fundamentals.
Categories
Platforms
Pricing
Quick highlights
- Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
- Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
- Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
- ‘Books’ feature to combine multiple strategies and view correlations between them.
- Point-in-time fundamentals, estimates, and corporate actions with dividends handled on ex/pay dates (no survivorship bias or look-ahead).
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.
Portfolio123
Distinct strengths include:
- Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry.
- Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data.
- Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging.
- ‘Books’ feature to combine multiple strategies and view correlations between them.
Feature-by-feature breakdown
| Attribute | ORTEX | Portfolio123 |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Quant, Data Visualizations, Calendar, Data APIs, Screeners Unique: Short Interest, Insider Data, Index Rebalancing, Money Flow, Options & Derivatives, Options, Analyst Recommendations, Analyst Price Targets, News, US Government Trades, Blogs | Shared: Quant, Data Visualizations, Calendar, Data APIs, Screeners Unique: Backtesting, Portfolio, Correlation, APIs & SDKs, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, ETFs, Options | Stocks, ETFs |
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, Desktop, API |
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 Portfolio123 both support?
Both platforms cover Quant, Data Visualizations, Calendar, Data APIs, and Screeners workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do ORTEX and Portfolio123 require subscriptions?
Both ORTEX and Portfolio123 keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
ORTEX ships a dedicated mobile experience, while Portfolio123 focuses on web or desktop access.
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 Portfolio123 stands out for Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
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.