VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

Head-to-head

ORTEX vs Visible Alpha 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, Index Rebalancing, Money Flow, Options & Derivatives, Options, News, Calendar, US Government Trades, and Screeners coverage that Visible Alpha skips.

Visible Alpha includes Financials, Analyst Forecasts, Stock Comparison, APIs & SDKs, Sheets / Excel Add-ins, and Playbooks & Case Studies 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..

Visible Alpha is known for: Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered., VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series., and Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app..

ORTEX has a free tier, while Visible Alpha requires a paid plan.

ORTEX ships a mobile app. Visible Alpha 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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Visible Alpha logo

Visible Alpha

visiblealpha.com

Granular, line‑item consensus from full sell‑side models (7,000+ companies; 250+ contributing brokers) with VA Actuals historicals, Excel add‑in, and enterprise delivery via API/Data Feed/Snowflake. Now part of S&P Global Market Intelligence and available as an add‑on within S&P Capital IQ Pro. Includes modules like Target Price & Ratings and a Line Item Monitor for alerts and revision analysis.

Platforms

Web
Desktop
API

Pricing

Subscription

Quick highlights

  • Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
  • VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
  • Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
  • Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.
  • Company & Line Item Monitor: alerting on threshold changes, dispersion, trend and revision analysis at the metric level.

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Data Visualizations, Analyst Recommendations, and Analyst Price Targets plus 2 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.

Visible Alpha

Distinct strengths include:

  • Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
  • VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
  • Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
  • Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.

Feature-by-feature breakdown

AttributeORTEXVisible Alpha
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Analyst Recommendations, Analyst Price Targets, Data APIs, Blogs

Unique: Short Interest, Insider Data, Quant, Index Rebalancing, Money Flow, Options & Derivatives, Options, News, Calendar, US Government Trades, Screeners

Shared: Data Visualizations, Analyst Recommendations, Analyst Price Targets, Data APIs, Blogs

Unique: Financials, Analyst Forecasts, Stock Comparison, APIs & SDKs, Sheets / Excel Add-ins, Playbooks & Case Studies

Asset types

Supported asset classes and universes

Stocks, ETFs, Options

Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, API

Web, Desktop, API

Pricing

High-level pricing models

Free, Subscription

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

  • Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
  • VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
  • Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
  • Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.
  • Company & Line Item Monitor: alerting on threshold changes, dispersion, trend and revision analysis at the metric level.
  • Enterprise data delivery: REST API for ad‑hoc queries, file‑based data feeds (S3/SFTP), and Snowflake data shares; feeds/cloud updated throughout the day.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do ORTEX and Visible Alpha both support?

Both platforms cover Data Visualizations, Analyst Recommendations, Analyst Price Targets, Data APIs, 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 Visible Alpha requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

ORTEX ships a dedicated mobile experience, while Visible Alpha 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 Visible Alpha stands out for Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered., VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series., and Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app..

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.