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ORTEX Analytics Platform from ORTEX
Short interest data, real-time alerts, earning estimates, insider trades, institutional ownership, and retail sentiment indicators. Provides visualizations, screening tools, and analytics for equity investment decision-making.
Product analysis by function
Investment Research Systems for Investment Banking
Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
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Data Coverage
(7 Yes /8 Known /12 Possible features)
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Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets. |
ORTEX provides international equities coverage, including short interest and ownership data, which implies global market data access. | |
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Historical Data Depth Range of years of historical data available. |
No information available | |
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Alternative Data Integration Ability to ingest alternative data sources such as social sentiment, satellite imagery, credit card spend data, etc. |
ORTEX includes retail sentiment, options flows, and potentially social sentiment; alternative data is referenced in product descriptions. | |
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Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics. |
Detailed company fundamentals including insider trades and ownership point to coverage of corporate financials. | |
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Macroeconomic Data Availability of global and regional macroeconomic indicators. |
No information available | |
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Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
ORTEX provides consensus and snapshot earnings estimates for listed companies. | |
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Real-Time Data Feeds Support for real-time streaming data for pricing and news. |
Visualizations and real-time alerts indicate real-time streaming support. | |
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Tick Data Granularity Level of detail for tick/transaction-level data. |
No information available | |
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Coverage Universe Size Number of companies, securities, or instruments covered. |
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ORTEX coverage universe includes most global equities, as inferred by institutional/retail coverage and short interest data. | |
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Event Calendars Availability of forward-looking event calendars (earnings, dividends, macroeconomic releases). |
Earnings calendars and dividend schedule features are specifically promoted. | |
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News Aggregation Integration of multiple global news sources and filtering capabilities. |
Integration of multiple news sources as part of news and sentiment monitoring. | |
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Credit Ratings Data Access to credit ratings and related information from leading agencies. |
No information available |
Analytical Tools
(6 Yes /6 Known /11 Possible features)
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Financial Modeling Toolkit Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc. |
ORTEX provides DCF calculators and model tools, suggesting a financial modeling toolkit. | |
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Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
No information available | |
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Screening and Filtering Deep filtering of securities by multiple metrics and criteria. |
Platform offers security screening and filtering. | |
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Backtesting Engine Ability to backtest investment strategies using historical data. |
No information available | |
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Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution. |
Portfolio analysis tools are described as a core feature. | |
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Charting Functionality Advanced, customizable charting and visualization tools. |
Advanced, interactive charting is referenced in promotional content. | |
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Peer Comparison Side-by-side analysis of companies, industries, and sectors. |
Peer comparison of equities, industries, and sectors is a standard analytics capability in ORTEX. | |
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Custom Formula Builder Support for building custom metrics and formulas. |
ORTEX offers custom metric creation and formula building. | |
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API Access for Analytics Exposing platform analytics via API for integration with other tools. |
No information available | |
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Forecasting Models In-built forecasting functions for time series and regression-based predictions. |
No information available | |
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Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions. |
No information available |
Collaboration & Workflow
(2 Yes /2 Known /10 Possible features)
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Shared Workspaces Ability to create and manage shared research spaces for teams/projects. |
No information available | |
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Document Management Version-controlled storage, retrieval, and tagging of research documents. |
No information available | |
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Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks. |
No information available | |
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Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
No information available | |
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Approval Workflows Formal review and approval processes for research notes and publications. |
No information available | |
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Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination. |
Research publication tools are referenced, including sharing and report distribution. | |
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Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars. |
No information available | |
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Version Control Tracking and management of updates/edits to research documents and models. |
No information available | |
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Content Searchability Advanced search and retrieval of research notes, documents, and data. |
ORTEX offers advanced search and retrieval for notes and data. | |
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Automated Reminders Automated notifications for important research deadlines or market events. |
No information available |
Integration Capabilities
(3 Yes /3 Known /8 Possible features)
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API Connectivity Well-documented REST or SOAP API for accessing platform data and services. |
Documentation references API connectivity for data and analytics. | |
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Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
Platform lists integrations with external data feeds such as FactSet. | |
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Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
No information available | |
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Data Export Options Export data to CSV, Excel, PDF, and other popular formats. |
ORTEX supports export to Excel, PDF, and CSV, as described in product materials. | |
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CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
No information available | |
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Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
No information available | |
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ETL Support Ability to ingest and transform data for firm-wide data pipelines. |
No information available | |
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BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
No information available |
User Experience & Customization
(4 Yes /4 Known /8 Possible features)
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Intuitive Navigation Clean user interface with logical navigation structure. |
ORTEX is generally regarded as intuitive with a modern UI per user and reviewer feedback. | |
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Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Supports custom dashboard creation. | |
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Theme and Branding Options Support for custom firm branding and color schemes. |
No information available | |
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Accessibility Compliance Compliant with WCAG or local accessibility standards. |
No information available | |
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Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
There is a responsive web/mobile platform as per product materials. | |
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User Preferences Granular customization of alerts, reports, and notifications. |
Granular customization of alerts and notifications is a well-promoted feature. | |
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Multi-Language Support Availability of platform in multiple languages. |
No information available | |
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Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
No information available |
Performance & Scalability
(0 Yes /0 Known /6 Possible features)
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System Uptime Guaranteed platform uptime (SLA). |
No information available | |
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Response Time Average latency for user interactions and analytics queries. |
No information available | |
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Data Throughput Rate at which data can be processed or retrieved. |
No information available | |
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Load Balancing Automated distribution of workloads across system resources. |
No information available | |
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Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
No information available |
Security & Compliance
(5 Yes /5 Known /8 Possible features)
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Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption. |
ORTEX is hosted on secure cloud servers (as stated in privacy/security FAQ), implying encrypted communication. | |
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Data Encryption At-Rest Stored data is encrypted using industry standard protocols. |
No information available | |
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Role-Based Access Control Granular user and permission management. |
ORTEX supports user roles and granular permissions as stated in documentation. | |
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Audit Logging Comprehensive logs for tracking all user and system activities. |
No information available | |
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Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc. |
ORTEX is GDPR compliant (per privacy policy); references to compliance certifications also present. | |
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Multi-Factor Authentication Support for MFA in user logins. |
Multi-factor authentication is available according to security documentation and user settings. | |
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Privacy Controls Ability to configure and enforce data privacy rules and data retention policies. |
No information available | |
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Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
ORTEX provides secure deletion on user/content request. |
Customer Support & Training
(5 Yes /5 Known /6 Possible features)
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24/7 Support Access to live support around the clock. |
24/7 live chat and ticket support referenced in product support pages. | |
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Dedicated Account Manager Personal point of contact for enterprise clients. |
Account management and orientation for institutional clients. | |
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In-Platform Tutorials Interactive guides for onboarding and user education. |
In-platform onboarding tutorials and walkthroughs mentioned on ORTEX site. | |
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Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
ORTEX has public documentation and searchable knowledge base. | |
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Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
ORTEX offers personalized training and webinars for institutional clients. | |
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Response Time SLA Guaranteed support response time as per client tier. |
No information available |
Cost & Licensing
(4 Yes /4 Known /5 Possible features)
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Transparent Pricing Clear and upfront disclosure of all costs, including data fees. |
ORTEX pricing is transparent and published on its website. | |
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Modular Licensing Ability to purchase only specific modules or functionalities. |
Customers can select only equity, options, or short-interest package. | |
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Usage-Based Pricing Option for per-user or per-usage pricing models. |
Pricing per seat and per feature is available. | |
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Volume Discounts Discounts for larger user numbers or extended contracts. |
No information available | |
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Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
ORTEX provides free try-before-you-buy demo for potential clients. |
Innovation & AI
(5 Yes /5 Known /6 Possible features)
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Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings. |
Machine learning and NLP are used for market and sentiment analysis, as stated in platform literature. | |
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Smart Alerts AI-driven, context-aware alerts and recommendations. |
AI-driven recommendations and alerts for trading signals are core features. | |
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Automated Data Tagging Machine-driven identification and tagging of important events or entities. |
No information available | |
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Sentiment Analysis Detection of sentiment in news, reports, and social media. |
ORTEX analyzes and reports on market sentiment, including social media. | |
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Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
Predictive analytics (machine learning-based) highlighted in ORTEX analytics suite. | |
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Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user. |
Platform claims AI-personalized recommendations for users. |
Audit & Reporting
(2 Yes /2 Known /5 Possible features)
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Customizable Reports Ability to create custom report templates and scheduled reports. |
ORTEX allows for report customization and scheduled distribution. | |
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Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting. |
No information available | |
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Usage Analytics Detailed tracking and reporting of platform usage. |
Usage analytics are part of the admin/enterprise dashboard. | |
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Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
No information available | |
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Integration with BI Tools Data export and direct feeds to external business intelligence platforms. |
No information available |
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