VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Tuesday, March 3, 2026
Tool Comparison
ORTEX vs Portfolio123 comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
ORTEX
public.ortex.com
Portfolio123
portfolio123.com
At a glance
Tool
ORTEX
$39/mo
Starting price
Plans & pricing
Tool
Portfolio123
$25/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | ORTEX | Portfolio123 |
|---|---|---|
Asset types | StocksETFsOptions | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEurope | North AmericaEurope |
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
API access | REST | REST |
Export formats | CSV | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by ORTEX only.
Categories covered by Portfolio123 only.
Frequently Asked Questions
What's the difference between ORTEX and Portfolio123?
ORTEX focuses on Short Interest, Insider Data, and Quant while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 5 categories, so choose based on your preferred workflow and pricing.
How much do ORTEX and Portfolio123 cost?
Good news—both ORTEX and Portfolio123 offer free plans. You can try each platform without commitment and only pay when you need premium features.
Can I use ORTEX or Portfolio123 on my phone?
ORTEX has a mobile app so you can check your research on the go. Portfolio123 is web-only, so you'll need a browser to access it from mobile devices.
Do ORTEX and Portfolio123 have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose ORTEX or Portfolio123?
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 Portfolio123 if 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., and 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. better fits how you invest.
What asset classes do ORTEX and Portfolio123 cover?
Both cover Stocks, and ETFs. ORTEX also includes Options. Portfolio123 adds coverage for Closed-End Funds.
Do ORTEX and Portfolio123 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 Portfolio123?
ORTEX supports data exports to CSV. Portfolio123 has more limited export options.
Can ORTEX or Portfolio123 connect to my broker?
Portfolio123 connects with brokers for portfolio syncing. ORTEX requires manual portfolio entry or data import.
Which has a better stock screener—ORTEX or Portfolio123?
Both ORTEX and Portfolio123 include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with ORTEX or Portfolio123?
Portfolio123 offers portfolio tracking features. ORTEX is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.