VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
ORTEX vs Roic AI
Pick ORTEX if
ORTEX
Free • From $39/mo · Web · Mobile · API
- You do a lot of your research from your phone
- You want short interest, insider data, and quant.
Pick Roic AI if
Roic AI
Free • From $29/mo · Web · API
- You want the cheaper way in: plans start at $29/mo instead of $39/mo
- You want financials, transcripts, and sheets / excel add-ins.
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 Roic AI cover a lot of the same ground (5 shared categories, including news, APIs & data feeds, and screeners), so for the basics you won't go far wrong with either. ORTEX simply does more: 16 categories to Roic AI's 10, including short interest, insider data, and quant, plus a mobile app. Roic AI counters by starting cheaper at $29/mo.
What readers say
ORTEX
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Roic AI
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Key differences at a glance
- Cheaper paid plan
- Roic AI$29/mo vs $39/mo
- Broader coverage
- ORTEX16 vs 10 categories
- Mobile app
- 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 $29/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 | 20 limits: Free: api requests per minute: 5, Free: historical data: 2 years +18 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 | Microsoft Excel, Google Sheets +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 16 | 10 |
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, 15-min Delayed, and End of Day and Granularity: Second, Minute, and EOD |
Capabilities | 4 signals: Universe builder, Multi-leg options +2 more | Universe builder |
| Try it | Visit ORTEX | Visit Roic AI |
Where each one shines
What ORTEX and Roic AI each do best.ShowHide
Where each one shines
What ORTEX and Roic AI 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 Roic AI does best
- Research coverage for public companies through web pages that combine business summaries, financial statements, earnings call transcripts, news, identifiers, and stock split history.
- The stock screener to filter companies by exchange, industry, revenue, market cap, operating margin, geography, and related criteria.
- Access the REST API with an API key and receive JSON by default or spreadsheet-ready TSV where supported.
- Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Use the Excel or Google Sheets add-in, spreadsheet batch endpoints, and TSV output for financial models.
Every detail we compared
Every tracked attribute for ORTEX and Roic AI, side by side.ShowHide
Every detail we compared
Every tracked attribute for ORTEX and Roic AI, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsCurrencies | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time15-min DelayedEnd of Day |
Data granularity | MinuteEOD | SecondMinuteEOD |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: Python | Auth: APIKey |
Integrations | Microsoft Excel (Add-in)Python SDKMCP | Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server |
Export formats | CSV | ExcelJSON |
| Plans & trust | ||
Capability signals | Universe builderMulti-leg optionsGreeksEarnings vol edge | Universe builder |
Vendor & support | Ortex Technologies LimitedCountry: United KingdomSupport: Email and Phone | Roic AI, Inc.Support: 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 | Freeapi requests per minute: 5 · historical data: 2 years · +3 more |
| Entry paid plan | $39/mo“Basic Annual” | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +3 more |
| Tier 2 | $49/mo“Basic Monthly” | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +4 more |
| 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“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
Questions we keep getting
What's the difference between ORTEX and Roic AI?
ORTEX leans toward short interest, insider data, and quant, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do ORTEX and Roic AI cost?
Good news: both ORTEX and Roic AI have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use ORTEX or Roic AI on my phone?
ORTEX lists a dedicated mobile app, so it travels better. Roic AI doesn't list a dedicated mobile app; its documented access is web and API.
Do ORTEX and Roic AI 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 Roic AI?
It depends on what you're after. Pick ORTEX if short interest and insider data matter to you; go with Roic AI if you'd rather have financials and transcripts. And if you only need the basics both share, let price decide.
What asset classes do ORTEX and Roic AI cover?
Both cover stocks and ETFs. ORTEX also handles options and currencies. Roic AI adds closed-end funds on top.
Do ORTEX and Roic AI offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from ORTEX and Roic AI?
Yes, both export to spreadsheets (ORTEX: CSV; Roic AI: Excel), which is handy if you like running your own numbers.
Which has a better stock screener: ORTEX or Roic AI?
Both ORTEX and Roic AI include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Keep researching
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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.