VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View ORTEXView The Zen of InvestingBack to Home

Head-to-head

ORTEX vs The Zen of Investing comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

ORTEX adds Short Interest, Insider Data, Quant, Data Visualizations, Index Rebalancing, Money Flow, Options & Derivatives, Options, Analyst Recommendations, Analyst Price Targets, News, Data APIs, US Government Trades, and Screeners coverage that The Zen of Investing skips.

The Zen of Investing includes Spin-offs 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..

The Zen of Investing is known for: Covers U.S. spinoffs and select international cases, with a clear focus on special situations., “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings., and “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks..

ORTEX ships a mobile app. The Zen of Investing is web/desktop only.

ORTEX logo

ORTEX

public.ortex.com

Hands-on review

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.

Platforms

Web
Mobile
API

Pricing

Free
Subscription

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.

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The Zen of Investing logo

The Zen of Investing

thezenofinvesting.com

A free, niche site dedicated to spinoffs and special situations. It maintains curated lists of upcoming and recent spinoffs, often linking directly to investor decks, prospectuses, and filings. The site also offers RSS feeds for SEC prospectus and tender-offer filings, making it a useful resource for event-driven investors. No subscriptions, paywalls, or API access are offered.

Platforms

Web

Pricing

Free

Quick highlights

  • Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
  • “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
  • “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
  • Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.
  • Publishes RSS feeds that surface SEC prospectus and tender-offer filings for easy monitoring.

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Calendar, and Blogs.

Where they differ

ORTEX

Distinct strengths include:

Short Interest
Insider Data
Quant
Data Visualizations
Index Rebalancing
Money Flow
Options & Derivatives
Options
  • 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.

The Zen of Investing

Distinct strengths include:

Spin-offs
  • Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
  • “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
  • “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
  • Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.

Feature-by-feature breakdown

AttributeORTEXThe Zen of Investing
Categories

Which research workflows each platform targets

Shared: Calendar, Blogs

Unique: Short Interest, Insider Data, Quant, Data Visualizations, Index Rebalancing, Money Flow, Options & Derivatives, Options, Analyst Recommendations, Analyst Price Targets, News, Data APIs, US Government Trades, Screeners

Shared: Calendar, Blogs

Unique: Spin-offs

Asset types

Supported asset classes and universes

Stocks, ETFs, Options

Stocks

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

Pricing

High-level pricing models

Free, Subscription

Free

Key features

Core capabilities called out by each vendor

Unique

  • 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.
  • Live intraday charts with last price and bid/ask displayed.

Unique

  • Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
  • “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
  • “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
  • Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.
  • Publishes RSS feeds that surface SEC prospectus and tender-offer filings for easy monitoring.
  • Simple, free access with a contact form for inquiries; no paid plans or gated features.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do ORTEX and The Zen of Investing both support?

Both platforms cover Calendar, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ORTEX and The Zen of Investing require subscriptions?

Both ORTEX and The Zen of Investing keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

ORTEX ships a dedicated mobile experience, while The Zen of Investing focuses on web or desktop access.

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 The Zen of Investing stands out for Covers U.S. spinoffs and select international cases, with a clear focus on special situations., “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings., and “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks..

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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.