Tool Comparison
ORTEX vs Stock Rover
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want an API so you can script or automate things
- You want short interest, quant, and index rebalancing.
- Paid from
- $34/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $34/mo instead of $39/mo
- You want stock ideas, ETF screeners, and stock comparison.
- You're a long-term investor who cares more about fundamentals than headlines
Pick ORTEX if
ORTEX
Free • From $39/mo · Web · Mobile · API
- You want an API so you can script or automate things
- You want short interest, quant, and index rebalancing.
Pick Stock Rover if
Stock Rover
Free • From $34/mo · Web · Mobile
- You want the cheaper way in: plans start at $34/mo instead of $39/mo
- You want stock ideas, ETF screeners, and stock comparison.
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
ORTEX and Stock Rover cover a lot of the same ground (8 shared categories, including insider data, data visualizations, and options), so for the basics you won't go far wrong with either. Stock Rover simply does more: 32 categories to ORTEX's 16, including stock ideas, ETF screeners, and stock comparison. ORTEX counters by keeping things simpler.
What readers say
ORTEX
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Stock Rover
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Key differences at a glance
- Cheaper paid plan
- Stock Rover$34/mo vs $39/mo
- Free trial
- Stock Rover14 days
- Broader coverage
- Stock Rover32 vs 16 categories
- API access
- ORTEX
- Broker sync
- Stock Rover
- Global coverage
- ORTEX
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 Stock Rover does best
- Screen North American stocks, ETFs, and funds with up to 800 or more metrics.
- Tracking portfolios and dividends with broker sync, manual or spreadsheet import, benchmark comparison, emailed reports, dividend-income projections, risk-adjusted return, volatility, beta, IRR, Sharpe Ratio, and position contribution analytics.
- Comparison tools for stocks, ETFs, funds, portfolios, indices, and custom datasets in spreadsheet-like table and tile views across valuation, dividend, analyst, ratings, momentum, performance, and operating metrics.
- Automated DCF-driven Fair Value and intrinsic-value metrics to estimate Margin of Safety, then compare valuation ratios against 20-year relative norms to separate real discounts from superficially cheap stocks.
- The Insight Panel for financial statements, sales, earnings, cash flow, dividends, analyst ratings, insider activity, news, earnings transcripts, fair-value formulas, scores, warnings, and options-chain research on higher tiers.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $34/mo |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 6 limits: API Trader: rate limit: 1 req/s, API Trader: scope: Single-stock APIs +4 more | 54 limits: Free: stock scores: 3/month, Free: research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... +52 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | Microsoft Excel (Add-in), Python SDK +1 more | Yodlee brokerage aggregation and Interactive Brokers |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +7 more |
Categories covered | 16 | 32 |
Regions | North America, Europe, APAC | North America |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more | 5 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +3 more |
Data partners | — | 6 partners: Morningstar, Zacks +4 more |
Capabilities | 4 signals: Universe builder, Multi-leg options +2 more | 10 signals: Custom formulas, Universe builder +8 more |
Security | — | Encryption at rest and Encryption in transit |
| Try it | Visit ORTEX | Visit Stock Rover |
Standout features
The best features of ORTEX and Stock Rover.ShowHide
Standout features
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 Stock Rover does best
- Screen North American stocks, ETFs, and funds with up to 800 or more metrics.
- Tracking portfolios and dividends with broker sync, manual or spreadsheet import, benchmark comparison, emailed reports, dividend-income projections, risk-adjusted return, volatility, beta, IRR, Sharpe Ratio, and position contribution analytics.
- Comparison tools for stocks, ETFs, funds, portfolios, indices, and custom datasets in spreadsheet-like table and tile views across valuation, dividend, analyst, ratings, momentum, performance, and operating metrics.
- Automated DCF-driven Fair Value and intrinsic-value metrics to estimate Margin of Safety, then compare valuation ratios against 20-year relative norms to separate real discounts from superficially cheap stocks.
- The Insight Panel for financial statements, sales, earnings, cash flow, dividends, analyst ratings, insider activity, news, earnings transcripts, fair-value formulas, scores, warnings, and options-chain research on higher tiers.
All details
Every attribute we track for ORTEX and Stock Rover.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsCurrencies | StocksETFsMutual FundsClosed-End FundsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more |
Regions | North AmericaEuropeAPAC | North America |
Coverage details | Identifiers: Ticker | Countries: US and CA11 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time15-min DelayedEnd of Day |
Data granularity | MinuteEOD | MinuteEOD |
Pricing sources | Not specified | ExchangeVendorModel |
Data partners | Not specified | MorningstarZacksIntrinioQuandlYodleeIEX |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: Python | Not specified |
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | Microsoft Excel (Add-in)Python SDKMCP | Yodlee brokerage aggregationInteractive Brokers |
Export formats | CSV | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at restEncryption in transit |
Capability signals | Universe builderMulti-leg optionsGreeksEarnings vol edge | Custom formulasUniverse builderFactors: Value, Quality, Momentum, Growth, and SizePerformance attributionMonte CarloBroker syncPortfolio attributionRebalancing+2 more |
Vendor & support | Ortex Technologies LimitedCountry: United KingdomSupport: Email and Phone | Stock Rover LLCCountry: United StatesFounded 2008Support: Email and Phone |
Curation ratings | Methodology 4/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freestock scores: 3/month · research reports: Dow 30 samples only unless Research Reports add-on or bundled paid pl... · +1 more |
| Entry paid plan | $39/mo“Basic Annual” | $34/mo“Premium”annual billing: $348/year ($29/month equivalent) · two year billing: $576 every 2 years ($24/month equivalent) · +11 more |
| Tier 2 | $49/mo“Basic Monthly” | $70/mo“Premium Plus”annual billing: $588/year ($49/month equivalent) · two year billing: $1,008 every 2 years ($42/month equivalent) · +12 more |
| Tier 3 | $99/mo“Advanced Annual” | $99/mo“Ultimate”annual billing: $948/year ($79/month equivalent) · two year billing: $1,656 every 2 years ($69/month equivalent) · +10 more |
| Tier 4 | $149/mo“Advanced Monthly” | $199/mo“Ultimate Pro”annual billing: $1,788/year ($149/month equivalent) · two year billing: $3,096 every 2 years ($129/month equivalent) · +10 more |
| Tier 5 | $49/mo“API Trader”rate limit: 1 req/s · scope: Single-stock APIs | — |
| Tier 6 | $149/mo“API Quant”rate limit: 5 req/s · scope: All APIs including bulk endpoints | — |
| Top plan | $499/mo“API Developer”rate limit: 50 req/s · scope: All APIs including bulk endpoints | — |
| Custom / enterprise | Contact sales“API Enterprise” | — |
| Free trial | — | 14 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between ORTEX and Stock Rover?
ORTEX leans toward short interest, insider data, and quant, while Stock Rover puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do ORTEX and Stock Rover cost?
Good news: both ORTEX and Stock Rover have free plans, so you can run them side by side and only pay if you hit a wall.
Does ORTEX or Stock Rover have an API?
ORTEX has an API for programmatic access and custom integrations. Stock Rover doesn't, so you're working through its interface.
Should I choose ORTEX or Stock Rover?
It depends on what you're after. Pick ORTEX if short interest and quant matter to you; go with Stock Rover if you'd rather have stock ideas and ETF screeners. And if you only need the basics both share, let price decide.
What asset classes do ORTEX and Stock Rover cover?
Both cover stocks, ETFs, and options. ORTEX also handles currencies. Stock Rover adds mutual funds, closed-end funds, and funds on top.
Do ORTEX and Stock Rover offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: ORTEX or Stock Rover?
ORTEX has documented international coverage (North America, Europe, and APAC), so it's the safer bet if you hold non-US stocks. Stock Rover is more region-specific, mainly North America.
Can I export data from ORTEX and Stock Rover?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can ORTEX or Stock Rover connect to my broker?
Stock Rover syncs with brokers automatically. With ORTEX, you're entering holdings by hand or importing files.
Which has a better stock screener: ORTEX or Stock Rover?
Both ORTEX and Stock Rover 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 Stock Rover?
Stock Rover handles portfolio tracking. ORTEX is really a research tool; you'd track your portfolio elsewhere.
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Curation & Accuracy
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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.