VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 19, 2025

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Head-to-head

ORTEX vs ValueSense comparison

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

Quick takeaways

ORTEX adds Short Interest, Index Rebalancing, Options & Derivatives, Options, Analyst Recommendations, Analyst Price Targets, Data APIs, US Government Trades, and Blogs coverage that ValueSense skips.

ValueSense includes Stock Ideas, Backtesting, Watchlist, Valuation Models, Scores, Transcripts, 13F, Research Templates, Shared Workspaces, AI, and AI Earnings Summary 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..

ValueSense is known for: Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..

ORTEX ships a mobile app. ValueSense 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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ValueSense logo

ValueSense

valuesense.io

ValueSense is a web research platform focused on fundamental equity analysis, intrinsic valuation, KPI/segment data, and AI‑aided earnings summaries. It includes a global stock screener (country/exchange filters), backtest charting, institutional/insider ("smart money") dashboards, a KPI-aware charting studio, and a workspace/public gallery for sharing screeners, charts, dashboards and valuation calculators. Exports include Excel/CSV/PDF and PNG chart images.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
  • AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
  • Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
  • Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
  • KPI & segments data (e.g., product/geo/segment revenue, operating income by segment) with 10+ years of history and quarterly/LTM modes.

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Overlap

Shared focus areas

7 overlaps

Mutual strengths include Insider Data, Quant, and Data Visualizations plus 4 more areas.

Where they differ

ORTEX

Distinct strengths include:

Short Interest
Index Rebalancing
Options & Derivatives
Options
Analyst Recommendations
Analyst Price Targets
Data APIs
US Government Trades
  • 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.

ValueSense

Distinct strengths include:

Stock Ideas
Backtesting
Watchlist
Valuation Models
Scores
Transcripts
13F
Research Templates
  • Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
  • AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
  • Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
  • Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.

Feature-by-feature breakdown

AttributeORTEXValueSense
Categories

Which research workflows each platform targets

Shared: Insider Data, Quant, Data Visualizations, Money Flow, News, Calendar, Screeners

Unique: Short Interest, Index Rebalancing, Options & Derivatives, Options, Analyst Recommendations, Analyst Price Targets, Data APIs, US Government Trades, Blogs

Shared: Insider Data, Quant, Data Visualizations, Money Flow, News, Calendar, Screeners

Unique: Stock Ideas, Backtesting, Watchlist, Valuation Models, Scores, Transcripts, 13F, Research Templates, Shared Workspaces, AI, AI Earnings Summary

Asset types

Supported asset classes and universes

Stocks, ETFs, Options

Stocks, ETFs

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, 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

  • Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
  • AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
  • Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
  • Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
  • KPI & segments data (e.g., product/geo/segment revenue, operating income by segment) with 10+ years of history and quarterly/LTM modes.
  • Stock charting for fundamentals & KPIs with multi‑view layouts; PNG export.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do ORTEX and ValueSense both support?

Both platforms cover Insider Data, Quant, Data Visualizations, Money Flow, 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 ValueSense require subscriptions?

Both ORTEX and ValueSense 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 ValueSense 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 ValueSense stands out for Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..

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Stay on top of related tools

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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.