VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

Tool Comparison

ORTEX vs Portfolio123 comparison

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, Calendar, and US Government Trades coverage that Portfolio123 skips.

Portfolio123 includes Stock Ideas, Portfolio, Watchlist, Backtesting, Correlation, Financials, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, APIs & SDKs, Broker Connectors, Education, and Videos categories that ORTEX omits.

ORTEX ships a mobile app. Portfolio123 is web/desktop only.

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.

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Portfolio123 logo

Portfolio123

portfolio123.com

Editor’s pick Hands-on review

Rules‑based quant research and portfolio‑management platform. Free Manage module covers multi‑account tracking, watchlists, and broker connectivity, while paid Research/DataMiner/API tiers unlock multifactor ranking, screening, long history backtests, AI Factor, and programmatic access. API & DataMiner use an API‑credit system with monthly caps that depend on your membership; the 21‑day paid Research trial excludes API/DataMiner and runs on a limited history slice.

Platforms

WebAPIDesktop

Pricing

FreeSubscription

Quick highlights

  • Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias.
  • Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.
  • Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
  • AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
  • Manage module (free) provides portfolio/account tracking with real‑time quotes, multi‑account strategy tracking, stock timelines, integrated research views, and re‑imagined watchlists that chart watchlist performance vs benchmarks.

Community votes (overall)

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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:

  • Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias.
  • Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.
  • Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
  • AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.

Feature-by-feature breakdown

AttributeORTEXPortfolio123
Categories

Which research workflows each platform targets

Shared: Quant, Data Visualizations, Data APIs, Screeners, Blogs

Unique: Short Interest, Insider Data, Index Rebalancing, Money Flow, Options & Derivatives, Options, Analyst Recommendations, Analyst Price Targets, News, Calendar, US Government Trades

Shared: Quant, Data Visualizations, Data APIs, Screeners, Blogs

Unique: Stock Ideas, Portfolio, Watchlist, Backtesting, Correlation, Financials, GDP, Interest Rates, Unemployment Rates, Consumer Sentiment, Housing & Construction, APIs & SDKs, Broker Connectors, Education, Videos

Asset types

Supported asset classes and universes

Stocks, ETFs, Options

Stocks, ETFs, Closed-End Funds

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, API, Desktop

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

  • Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias.
  • Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.
  • Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
  • AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
  • Manage module (free) provides portfolio/account tracking with real‑time quotes, multi‑account strategy tracking, stock timelines, integrated research views, and re‑imagined watchlists that chart watchlist performance vs benchmarks.
  • Broker connectivity enables sending orders from Portfolio123 to linked brokerage accounts (e.g., Interactive Brokers, Tradier), syncing holdings and fills automatically while keeping assets at your existing broker.
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, Data APIs, Screeners, and Blogs 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 Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..

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.