Data Catalog

ORTEX licenses 22 datasets, all on one set of identifiers, all with point-in-time history, and all delivered over the same API, as daily files or on the ORTEX platform. Each page below carries the same text and figures as the dataset's brochure.

• The ORTEX data catalog (PDF): every dataset on a single page.
• The ORTEX data offering (PDF): every brochure in one document.
• Data catalog on public.ortex.com

Positioning

• Short Interest: Daily and intraday estimated short interest, cost to borrow, utilization, availability and disclosed positions for 52,700+ securities. Coverage: 52,700+ securities; S&P 500: 99%+ of point-in-time members since 2018; History: US daily from 2018; other regions vary; Speed: Pre-open daily; intraday for 16,900 US securities.
• Options Analytics: Full US option chains since 2012, put/call ratios, moneyness, implied volatility, dealer gamma, unusual flow and squeeze score. Coverage: Around 5,900 US underlyings; History: Every contract since 2012; Speed: Gamma every 15 minutes.

Filings and disclosures

• Insider Transactions: Director and officer dealings from official sources in 50+ markets, 7.2m transactions, scored for conviction. Coverage: 50+ markets, official sources; Scale: 7.2m transactions; Speed: Within a minute (US).
• US Government Trades: All three branches of US government in one feed, within a minute of publication, including paper filings. Coverage: All three branches; Scale: 148,000+ trades; Speed: Within a minute.
• Share Buybacks: 237,000+ buyback announcements and updates since 1989 across 21,000 companies, plus executed spend read from filings. Coverage: 21,000 companies; History: From 1989; Volume: 30,000 a year.
• Institutional Ownership and Activist Filings: 13D/13G activist stakes checked every 10 minutes, 13F holdings from 9,000+ managers, Form 144 and fund portfolios. Coverage: US-listed securities; Volume: 34,000 13D/G filings a year; Speed: Every 10 minutes.

Research and fundamentals

• Analyst Data: Rating and target changes as published, 72,000 a year from 500 firms, consensus and estimates, analyst track records. Coverage: 500 firms, 8,800 analysts; History: From 2012; Speed: Every 10 minutes.
• Company Fundamentals: Standardized income statement, balance sheet, cash flow, ratios and valuation, annual and quarterly. Coverage: Global listed companies; Periods: Annual and quarterly; Format: Standardized.
• Stock Scores and Peers: Value, quality, momentum, growth and total scores for 47,100 companies daily, plus correlation-based peer groups. Coverage: 47,100 companies; History: From 2010; Speed: Daily.

Events

• Earnings Previews and Earnings Data: Pre-earnings briefs two to three days ahead, plus the earnings calendar, surprises, past reactions and call summaries. Previews: 6,800+ published; Events: 585,000 a year; Speed: Before the open.
• Dividends and Corporate Actions: Dividends, splits, M&A, spin-offs, buyback programs, index changes and lock-ups: 500,000+ events a year. Coverage: Global; Volume: 500,000+ events a year; Format: One timeline per stock.
• Dividend Forecasts: Every expected dividend for over 54,000 listings in 88 markets: dates, a P10 to P90 amount range and the chance of a raise, hold, cut or omission, refreshed every business day. Coverage: 54,000+ listings, 88 markets; Horizon: 150,000+ ex-dates in the next 12 months; Refresh: Every business day.
• Event and Economic Calendars: Earnings dates, calls and conferences, plus a global macro calendar with actual, forecast, previous and surprise. Coverage: Global; Volume: 585,000 company events a year; Window: History plus 30 days.
• Index Rebalance Forecasts: Daily forecasts of additions and deletions for 131 indices in 22 markets including MSCI, with conviction and flow; 85% of calls right the day before the announcement. Forecasts: 131 indices, 22 markets; Accuracy: 85% right the day before; History: From 2018.
• Index Membership History: Point-in-time members and every addition and deletion of the FTSE 100, FTSE 250, S&P 500 and Russell 1000, with announced and effective dates, from 1964. Indices: FTSE 100 and 250, S&P 500, Russell 1000; History: From 1964; Access: Enterprise API, per index.

Alternative data

• Alternative Data: 134 datasets, 814 series from 175 publishers in 50+ countries: vehicles, transport, financials, healthcare, energy, consumer and macro. Coverage: 134 datasets, 50+ countries; API: All 134: raw values and signals; Leads: Median 44 days; Speed: Hourly to quarterly.

Market Intelligence

• Market Intelligence: Stock Pulses, Earnings Previews, Trader Notes, Convergence Reports, Commentary and Stock Reports, written from ORTEX data. Archive: 56,000+ pieces; Pulses: 190+ a trading day; Speed: 15-minute scan.

Market and reference data

• Prices and Reference Data: End-of-day prices for 125,000+ listings from 1964, market cap, shares, free float, volume and volatility. Coverage: 125,000+ listings; History: From 1964; Speed: Four times a day.
• ETF Fund Data: Daily NAV, shares outstanding, net assets and money flow for 17,700+ ETFs in 60 countries from the issuers, history from 1984. Coverage: 17,700+ funds; Assets: $18.6tn in USD funds; Speed: Daily, before the US open.
• ETF Holdings: Daily holdings for 10,100+ ETF funds and share classes from 70+ issuer and exchange feeds, kept as published, mapped to the stock, with flow-implied demand per stock. Coverage: 10,100+ funds and share classes; Lines: 65.3m; Speed: Daily.
• Bonds and Credit Data: Over 2.2 million live bonds tied to their issuers and listed parents, each term with its source, plus credit ratings, daily bond lending from 2012, estimated short interest and US fund holders. Coverage: 2.2m+ live bonds; History: Lending daily from 2012; Delivery: API, CSV, JSON.
• Logos and People: Reviewed logos for 52,000+ companies and 18,600+ funds in light and dark, plus 2,200 portraits. Coverage: 70,000+ logos; People: 2,200 portraits; Formats: Light and dark.

Delivery

• ORTEX API. A documented REST API returning JSON or CSV: one stock's full history, a whole region on a single date, or your own universe in one call. A free test key gets a developer started in minutes.
• Whole-market daily files. An entire region's data for a date in a single request, complete before the US open and published only when the day is final.
• SFTP and cloud delivery. Scheduled daily files delivered over SFTP or straight to your own Amazon S3 bucket, for teams that load data into a warehouse rather than call an API.
• Python and Excel. A Python SDK for research pipelines and a native Microsoft Excel add-in, so the same numbers reach models and spreadsheets without re-keying.
• Feeds and alerts. RSS, webhooks and email for Market Intelligence and alerts, filterable by ticker, type, theme and severity.
• Platform and marketplaces. The ORTEX platform on web and mobile, and ORTEX data on Nasdaq Data Link, the Benzinga Data Marketplace and Exchange Data International.

Evaluation and samples

• Sample data for every dataset. Historical samples of any dataset in this brochure for the dates and universe you choose: whole-market files in CSV or Parquet for short interest, cost to borrow and availability, and API extracts for everything else.
• A data dictionary. A field-by-field dictionary for each dataset on request: names, types, units, identifiers, how each value is calculated, and how missing values are handled.
• Publication timing. Short data for trading day T is released before 08:00 ET on the next business day and dated T. Model inputs keep arriving until 05:00 ET, so it is under three hours old when it lands.
• Revisions policy. The value delivered for a date is the value as published. Revisions are made by hand and are very infrequent: only where a primary source published incorrect data at the time.
• Point-in-time history. Short-interest history uses only what was known on each date, for model training too, so a backtest sees what a desk would have seen. US short interest from 2018, every US option contract from 2012.
• Timing for everything else. Filings within a minute of publication, analyst actions every ten minutes, index forecasts before the open, alternative data as each publisher releases it, stamped with its publication date.

Why ORTEX data

• Measured, not claimed. Short-interest estimates scored against 2.1 million official prints. Index forecasts scored after every review. Alternative data tested for lead. The numbers are in this brochure.
• From the source. Regulators, exchanges, issuers and official statistics offices read directly, not resold second-hand. Every figure traces back to where and when it was published.
• Fast, every day. Insider and government filings within a minute of publication, short data before the US open and intraday, analyst actions every ten minutes, index forecasts before the open.
• Point-in-time throughout. Every dataset is dated to when the market could first have known it, and late corrections never rewrite history. Backtests see only what was knowable.
• Global and deep. 125,000 listings priced from 1964, 52,700 with daily short interest, insider data from more than 50 markets, alternative data from more than 50 countries.
• One integration. Every dataset shares one set of identifiers and one API, so adding the next dataset is a query, not a project.

Coverage, history and figures are as at November 2026. Provided for information purposes only; not investment advice. Trial access, pricing and licensing: [email protected].