VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

ORTEX vs Visual Capitalist 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, Analyst Recommendations, Analyst Price Targets, News, Calendar, Data APIs, US Government Trades, and Screeners coverage that Visual Capitalist skips.

Visual Capitalist includes Newsletters, and Education 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..

Visual Capitalist is known for: Well-known for data-rich charts, maps, and infographics across markets, energy, technology, and macroeconomics., Coverage spans major themes like GDP trends, market share breakdowns, commodities, and economic freedom indices., and VC+ membership unlocks The Trendline newsletter (twice weekly), monthly market outlooks, special research dispatches, archives, and member-only events..

ORTEX ships a mobile app. Visual Capitalist 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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Visual Capitalist logo

Visual Capitalist

visualcapitalist.com

Publisher of striking, data-driven infographics and explainers on business, markets, and the global economy. Their premium tier, VC+, offers exclusive research notes, newsletters, webinars, and ad-free browsing, while a licensing program enables organizations to reuse and reprint their visuals under set terms.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Well-known for data-rich charts, maps, and infographics across markets, energy, technology, and macroeconomics.
  • Coverage spans major themes like GDP trends, market share breakdowns, commodities, and economic freedom indices.
  • VC+ membership unlocks The Trendline newsletter (twice weekly), monthly market outlooks, special research dispatches, archives, and member-only events.
  • Ad-free browsing included with VC+ for a cleaner reading experience.
  • Content licensing available through a dedicated portal, with clear guidelines for reprints and permitted reuse.

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Data Visualizations, and Blogs.

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.

Visual Capitalist

Distinct strengths include:

  • Well-known for data-rich charts, maps, and infographics across markets, energy, technology, and macroeconomics.
  • Coverage spans major themes like GDP trends, market share breakdowns, commodities, and economic freedom indices.
  • VC+ membership unlocks The Trendline newsletter (twice weekly), monthly market outlooks, special research dispatches, archives, and member-only events.
  • Ad-free browsing included with VC+ for a cleaner reading experience.

Feature-by-feature breakdown

AttributeORTEXVisual Capitalist
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Blogs

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

Shared: Data Visualizations, Blogs

Unique: Newsletters, Education

Asset types

Supported asset classes and universes

Stocks, ETFs, Options

Other

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

  • Well-known for data-rich charts, maps, and infographics across markets, energy, technology, and macroeconomics.
  • Coverage spans major themes like GDP trends, market share breakdowns, commodities, and economic freedom indices.
  • VC+ membership unlocks The Trendline newsletter (twice weekly), monthly market outlooks, special research dispatches, archives, and member-only events.
  • Ad-free browsing included with VC+ for a cleaner reading experience.
  • Content licensing available through a dedicated portal, with clear guidelines for reprints and permitted reuse.
  • VC+ has also been offered in a lifetime membership format with the same core benefits.
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 Visual Capitalist both support?

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

Do ORTEX and Visual Capitalist require subscriptions?

Both ORTEX and Visual Capitalist 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 Visual Capitalist 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 Visual Capitalist stands out for Well-known for data-rich charts, maps, and infographics across markets, energy, technology, and macroeconomics., Coverage spans major themes like GDP trends, market share breakdowns, commodities, and economic freedom indices., and VC+ membership unlocks The Trendline newsletter (twice weekly), monthly market outlooks, special research dispatches, archives, and member-only events..

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.