ORTEX adds Short Interest, Insider Data, Quant, Index Rebalancing, Money Flow, Options & Derivatives, Options, Data APIs, and US Government Trades coverage that Stockopedia skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
ORTEX vs Stockopedia comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Stockopedia includes Stock Ideas, Financials, Scores, Checklist, Analyst Forecasts, Portfolio, Watchlist, Alerts, Education, and Newsletters 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..
Stockopedia is known for: Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..
ORTEX has a free tier, while Stockopedia requires a paid plan.
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)
Stockopedia
stockopedia.com
Stockopedia is a stock research and screening platform best known for its StockRanks™ ratings and broad coverage across the UK, US, Europe, and Asia-Pacific. All plans include the same features; pricing is based on regional market access. Data comes primarily from Refinitiv, with fundamentals refreshed multiple times a day and recomputed after the close. Users get unlimited alerts, a 14-day free trial, and a 30-day money-back guarantee on the first payment.
Categories
Platforms
Pricing
Quick highlights
- Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”
- StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications.
- Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars.
- Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
- Charts include overlays and indicators such as Bollinger Bands, MACD, RSI, and Ichimoku, plus multi-symbol comparisons.
Community votes (overall)
Shared focus areas
7 overlapsMutual strengths include Data Visualizations, Analyst Recommendations, and Analyst Price Targets plus 4 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.
Stockopedia
Distinct strengths include:
- Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”
- StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications.
- Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars.
- Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
Feature-by-feature breakdown
Attribute | ORTEX | Stockopedia |
---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Analyst Recommendations, Analyst Price Targets, News, Calendar, Screeners, Blogs Unique: Short Interest, Insider Data, Quant, Index Rebalancing, Money Flow, Options & Derivatives, Options, Data APIs, US Government Trades | Shared: Data Visualizations, Analyst Recommendations, Analyst Price Targets, News, Calendar, Screeners, Blogs Unique: Stock Ideas, Financials, Scores, Checklist, Analyst Forecasts, Portfolio, Watchlist, Alerts, Education, Newsletters |
Asset types Supported asset classes and universes | Stocks, ETFs, Options | Stocks, ETFs, Closed-End 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 | 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 Stockopedia both support?
Both platforms cover Data Visualizations, Analyst Recommendations, Analyst Price Targets, News, Calendar, Screeners, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
ORTEX offers a free entry point, while Stockopedia requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access ORTEX and Stockopedia?
Both ORTEX and Stockopedia 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 Stockopedia stands out for Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..
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.
- TrendlyneHands-on review
Overlap: Screeners, Analyst Forecasts, and Analyst Price Targets.
ScreenersAnalyst ForecastsAnalyst Price Targets - Seeking AlphaEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Portfolio.
ScreenersData VisualizationsPortfolio - TipRanksEditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Analyst Forecasts.
ScreenersStock IdeasAnalyst Forecasts - ChartMillHands-on review
Overlap: Screeners, Stock Ideas, and Watchlist.
ScreenersStock IdeasWatchlist - Stock UnlockHands-on review
Overlap: Screeners, Data Visualizations, and Portfolio.
ScreenersData VisualizationsPortfolio - Stocknear
Overlap: Screeners, Options & Derivatives, and Data Visualizations.
ScreenersOptions & DerivativesData Visualizations
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.