VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, September 27, 2025

Investors comparing ORTEX and Unusual Whales will find that Both ORTEX and Unusual Whales concentrate on Insider Data, Options & Derivatives, and News workflows, making them natural alternatives for similar investment research jobs. ORTEX leans into Short Interest, Quant, and Data Visualizations, which can be decisive for teams that need depth over breadth. Unusual Whales stands out with Portfolio, Paper Trading, and Dark Pool & Off-Exchange that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.

Head-to-head

ORTEX vs Unusual Whales

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

Quick takeaways

  • ORTEX adds Short Interest, Quant, Data Visualizations, Index Rebalancing, Money Flow, Options, Analyst Recommendations, Analyst Price Targets, and Blogs coverage that Unusual Whales skips.
  • Unusual Whales includes Portfolio, Paper Trading, Dark Pool & Off-Exchange, Alerts, 13F, APIs & SDKs, Education, and Dividends 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..
  • Unusual Whales is known for: Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..
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.
Unusual Whales logo

Unusual Whales

unusualwhales.com

Editor’s pick Hands-on review

Real-time options flow and dark-pool analytics built for active traders. Free plans view delayed data; paid tiers stream live flow, with annual plans unlocking data downloads. The public API is sold separately, and “Periscope” (market-wide SPX exposure) is available as an add-on.

Platforms

Web
Mobile
API

Pricing

Free
Subscription

Quick highlights

  • Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy.
  • Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones.
  • Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals.
  • Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.
  • Paper trading for both stocks and options to test ideas without risk.

Shared focus areas

Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.

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.

Unusual Whales

Distinct strengths include:

  • Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy.
  • Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones.
  • Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals.
  • Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.

Feature-by-feature breakdown

AttributeORTEXUnusual Whales
Categories

Which research workflows each platform targets

Shared: Insider Data, Options & Derivatives, News, Calendar, Data APIs, US Government Trades, Screeners

Unique: Short Interest, Quant, Data Visualizations, Index Rebalancing, Money Flow, Options, Analyst Recommendations, Analyst Price Targets, Blogs

Shared: Insider Data, Options & Derivatives, News, Calendar, Data APIs, US Government Trades, Screeners

Unique: Portfolio, Paper Trading, Dark Pool & Off-Exchange, Alerts, 13F, APIs & SDKs, Education, Dividends

Asset types

Supported asset classes and universes

Stocks, ETFs, Options

Stocks, ETFs, Options

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, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

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

  • Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy.
  • Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones.
  • Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals.
  • Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.
  • Paper trading for both stocks and options to test ideas without risk.
  • Portfolio Manager with broker linking for IBKR, tastytrade, Fidelity, and Robinhood.
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 Unusual Whales both support?

Both platforms cover Insider Data, Options & Derivatives, News, Calendar, Data APIs, US Government Trades, and Screeners workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ORTEX and Unusual Whales require subscriptions?

Both ORTEX and Unusual Whales keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access ORTEX and Unusual Whales?

Both ORTEX and Unusual Whales 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 Unusual Whales stands out for Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..

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.