VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
ORTEX vs Reflexivity
Pick ORTEX if
ORTEX
Free • From $39/mo · Web · Mobile · API
- You want the cheaper way in: plans start at $39/mo instead of $99.99/mo
- You do a lot of your research from your phone
- You want short interest, insider data, and data visualizations.
Pick Reflexivity if
Reflexivity
Free • From $99.99/mo · Web · API
- You want performance attribution, scenario & stress tests, and portfolio.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
ORTEX and Reflexivity cover a lot of the same ground (7 shared categories, including quant, news, and calendar), so for the basics you won't go far wrong with either. ORTEX simply does more: 16 categories to Reflexivity's 13, including short interest, insider data, and data visualizations, plus a mobile app. Reflexivity counters by keeping things simpler.
What readers say
ORTEX
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Reflexivity
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Key differences at a glance
- Cheaper paid plan
- ORTEX$39/mo vs $99.99/mo
- Broader coverage
- ORTEX16 vs 13 categories
- Mobile app
- ORTEX
- Beginner friendly
- ORTEX
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $99.99/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 9 limits: API Trader: credits per month: 1,000, API Trader: rate limit: 1 req/s +7 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | Microsoft Excel (Add-in), Python SDK +1 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | — |
Categories covered | 16 | 13 |
Regions | North America, Europe, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more | Latency: Real-time and End of Day and Granularity: EOD |
Capabilities | 4 signals: Universe builder, Multi-leg options +2 more | 5 signals: Universe builder, Stress tests: Rates, FX, and EquityCrash +3 more |
Security | — | SOC2 |
| Try it | Visit ORTEX | Visit Reflexivity |
Where each one shines
What ORTEX and Reflexivity each do best.ShowHide
Where each one shines
What ORTEX and Reflexivity each do best.What ORTEX does best
- Monitor short interest and securities-lending conditions with utilization, cost to borrow, shares on loan, and percentage of free float on loan.
- Comparison tools for lending-based short-interest estimates with official U.S. exchange-reported short interest and European flagged-short disclosures.
- Tracking intraday and real-time estimates from ORTEX lender and broker data pools where plan access supports those views.
- Research coverage for options activity and flow signals using OPRA-sourced options data, with OPRA terms required before access.
- Rule-based Short Squeeze, EPS, RSI, MACD, and Company Events signals with historical performance shown beside each trigger.
What Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
Every detail we compared
Every tracked attribute for ORTEX and Reflexivity, side by side.ShowHide
Every detail we compared
Every tracked attribute for ORTEX and Reflexivity, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsCurrencies | StocksETFsBondsCommoditiesCurrencies |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | MinuteEOD | EOD |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: Python | Not specified |
Import methods | Not specified | CSVManual |
Integrations | Microsoft Excel (Add-in)Python SDKMCP | Not specified |
Export formats | CSV | Excel |
| Plans & trust | ||
Security & compliance | Not specified | SOC2 |
Capability signals | Universe builderMulti-leg optionsGreeksEarnings vol edge | Universe builderStress tests: Rates, FX, and EquityCrashPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | Ortex Technologies LimitedCountry: United KingdomSupport: Email and Phone | Knabble, Inc. (dba Reflexivity)Country: United StatesSupport: Email |
Curation ratings | Methodology 4/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free | Free“Basic via IBKR” |
| Entry paid plan | $39/mo“Basic Annual” | $99.99/mo“Plus via IBKR” |
| Tier 2 | $49/mo“Basic Monthly” | — |
| Tier 3 | $99/mo“Advanced Annual” | — |
| Tier 4 | $149/mo“Advanced Monthly” | — |
| Tier 5 | €49/mo“API Trader”credits per month: 1,000 · rate limit: 1 req/s · +1 more | — |
| Tier 6 | €129/mo“API Quant”credits per month: 10,000 · rate limit: 5 req/s · +1 more | — |
| Tier 7 | €379/mo“API Developer”credits per month: 100,000 · rate limit: 50 req/s · +1 more | — |
| Top plan | Subscription“API Enterprise” | — |
| Custom / enterprise | — | Contact sales“Institutional” |
Questions we keep getting
What's the difference between ORTEX and Reflexivity?
ORTEX leans toward short interest, insider data, and quant, while Reflexivity puts more weight on screeners, quant, and performance attribution. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do ORTEX and Reflexivity cost?
Good news: both ORTEX and Reflexivity have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: ORTEX or Reflexivity?
ORTEX is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use ORTEX or Reflexivity on my phone?
ORTEX lists a dedicated mobile app, so it travels better. Reflexivity doesn't list a dedicated mobile app; its documented access is web and API.
Do ORTEX and Reflexivity have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose ORTEX or Reflexivity?
It depends on what you're after. Pick ORTEX if short interest and insider data matter to you; go with Reflexivity if you'd rather have performance attribution and scenario & stress tests. And if you only need the basics both share, let price decide.
What asset classes do ORTEX and Reflexivity cover?
Both cover stocks, ETFs, and currencies. ORTEX also handles options. Reflexivity adds bonds and commodities on top.
Do ORTEX and Reflexivity offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from ORTEX and Reflexivity?
Yes, both export to spreadsheets (ORTEX: CSV; Reflexivity: Excel), which is handy if you like running your own numbers.
Which has a better stock screener: ORTEX or Reflexivity?
Both ORTEX and Reflexivity include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with ORTEX or Reflexivity?
Reflexivity handles portfolio tracking. ORTEX is really a research tool; you'd track your portfolio elsewhere.
Feedback
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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.