ORTEX adds Short Interest, Insider Data, Quant, Index Rebalancing, Money Flow, Options & Derivatives, Options, Data APIs, US Government Trades, and Blogs coverage that Stock Rover skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
ORTEX vs Stock Rover comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Stock Rover includes ETF Screeners, Stock Comparison, ETF Comparison, Correlation, Monte Carlo, Portfolio, Watchlist, Alerts, Dividends, Financials, Scores, Valuation Models, Transcripts, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Education, and Videos 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..
Stock Rover is known for: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
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.
Community votes (overall)
Stock Rover
stockrover.com
A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.
Categories
Platforms
Pricing
Quick highlights
- Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
- Flexible screening: ranked screening, historical screening, and custom equation builders.
- Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
- Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
- Fair Value and Margin of Safety models, alongside quantitative scores for value, growth, quality, sentiment, and more.
Community votes (overall)
Shared focus areas
6 overlapsMutual strengths include Data Visualizations, Analyst Recommendations, and Analyst Price Targets plus 3 more areas.
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.
Stock Rover
Distinct strengths include:
- Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
- Flexible screening: ranked screening, historical screening, and custom equation builders.
- Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
- Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Feature-by-feature breakdown
Attribute | ORTEX | Stock Rover |
---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Analyst Recommendations, Analyst Price Targets, News, Calendar, Screeners Unique: Short Interest, Insider Data, Quant, Index Rebalancing, Money Flow, Options & Derivatives, Options, Data APIs, US Government Trades, Blogs | Shared: Data Visualizations, Analyst Recommendations, Analyst Price Targets, News, Calendar, Screeners Unique: ETF Screeners, Stock Comparison, ETF Comparison, Correlation, Monte Carlo, Portfolio, Watchlist, Alerts, Dividends, Financials, Scores, Valuation Models, Transcripts, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Education, Videos |
Asset types Supported asset classes and universes | Stocks, ETFs, Options | Stocks, ETFs, Mutual 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, Mobile |
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 Stock Rover both support?
Both platforms cover Data Visualizations, Analyst Recommendations, Analyst Price Targets, News, Calendar, and Screeners workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do ORTEX and Stock Rover require subscriptions?
Both ORTEX and Stock Rover keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access ORTEX and Stock Rover?
Both ORTEX and Stock Rover support web and mobile access, making it easy to keep tabs on research away from the desk.
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 Stock Rover stands out for Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- Seeking AlphaEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Stock Comparison.
ScreenersETF ScreenersStock Comparison - Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Stock Comparison.
ScreenersData VisualizationsStock Comparison - TipRanksEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Analyst Recommendations.
ScreenersETF ScreenersAnalyst Recommendations - Stock UnlockHands-on review
Overlap: Screeners, Data Visualizations, and Stock Comparison.
ScreenersData VisualizationsStock Comparison - YChartsHands-on review
Overlap: Screeners, Stock Comparison, and ETF Comparison.
ScreenersStock ComparisonETF Comparison - TrendlyneHands-on review
Overlap: Screeners, Analyst Price Targets, and Analyst Recommendations.
ScreenersAnalyst Price TargetsAnalyst Recommendations
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.