APIs and Excel Add-In

Your data. Your way. Anywhere you need it.

We’re thrilled to announce that ORTEX data is now available via API and our brand-new Excel Add-in. This is a big one—you can now access the same market-moving insights you use on the ORTEX platform directly in your own tools, models, and workflows.

Build automated trading systems. Power custom dashboards. Pull live data into your spreadsheets. It’s all possible now.

What’s Included

We’ve opened up access to our most powerful datasets—and we mean all of it.

🔎 Short Interest & Securities Lending

The short interest data ORTEX is famous for—now accessible programmatically:

  • Short Interest: Shares shorted, percentage of free float, and USD value of short positions
  • Short Availability: Shares available to borrow and availability as a percentage of short interest
  • Cost to Borrow: Average lending fees for all outstanding loans and for new loans taken out each day
  • Days to Cover: How many trading days it would take to cover all short positions based on average volume
  • Regulatory Disclosures: Official short interest filings from the US, Canada, Australia, Hong Kong, plus threshold-reported positions from Europe and Japan—including holder names, position values, and filing dates

⭐ Stock Scores

Our proprietary scoring system, built on 100+ factors:

  • Quality: Financial stability metrics including Altman Z-Score, earnings variability, ROA, free cash flow ratios
  • Momentum: Price trends, moving averages, 52-week highs, analyst recommendation changes, EPS surprises
  • Growth: EBIT CAGR, internal growth rates, sales trends, margin improvements
  • Value: Earnings yield, P/E ratios, price-to-sales, enterprise value metrics
  • Total Score: A composite percentile rank combining all factors

You can use our default weightings or customise the weights yourself to build your own scoring model.

⚡ Options Data

Complete options analytics for any optionable security:

  • Option Chains: Strike prices, open interest, volume, last price, bid/ask prices and sizes
  • Greeks: Delta, Gamma, Theta, Vega, and Rho
  • Implied Volatility
  • Option Expiries: All available expiration dates
  • Put/Call Ratios: Sentiment indicators based on open interest and volume

📊 Fundamentals

Company financials with annual and quarterly data:

  • Balance Sheet: Total assets, liabilities, equity, cash, debt, and more
  • Income Statement: Revenue, gross profit, operating income, net income, EPS
  • Cash Flow Statement: Operating cash flow, capex, financing activities, free cash flow
  • Financial Ratios: Profitability, liquidity, leverage, and efficiency metrics
  • Valuation Metrics: P/E, P/S, EV/EBITDA, and more

📅 Events & Calendars

  • Earnings Calendar: Scheduled earnings announcements with exact dates and times when available
  • Macro Events: Economic releases with actual values, expectations, surprises, and previous readings—filterable by country
  • Stock Splits: Forward and reverse splits with ratios and effective dates

💹 Pricing & Share Data

  • Daily OHLCV: Open, High, Low, Close, and Volume—available for the primary exchange or consolidated across all exchanges
  • Shares Outstanding: Track changes in share count over time
  • Free Float: Publicly available shares as a count and percentage of outstanding

🏛️ US Government Trades

Monitor what members of Congress are trading:

  • Transaction details including ticker, company, exchange, and date
  • USD value ranges and transaction types (buy, sell, partial sell)
  • Filer information: name, political party, chamber (House or Senate)
  • Committee memberships for each filer
  • Filter by party, chamber, filer name, ticker, or transaction type

🌍 Global Coverage

Data spans exchanges worldwide. Use exchange symbols, MIC codes, or country codes to access data from the US, Canada, UK, Europe, Australia, Japan, and more. Our Exchanges endpoint provides a complete list of supported markets.

New: ORTEX for Excel

We know many of you live in spreadsheets. That’s why we built the ORTEX Excel Add-in.

Pull live ORTEX data directly into Microsoft Excel using simple formulas. Build custom models, create dynamic watchlists, and integrate our data into your existing analysis—all without leaving Excel.

Read more and get an example sheet to get started – docs.ortex.com

Available now on the Microsoft App Store or through the Add-in menu in Excel.

Enterprise Access

Need bulk data or custom delivery? Our Enterprise APIs are built for institutions:

  • Full-day data downloads across entire indices
  • Index rebalance forecasts
  • High-volume automated ingestion
  • Custom data pipelines tailored to your infrastructure

Contact sales@ortex.com to discuss your requirements.

Get Started

Ready to put ORTEX data to work?

Head to app.ortex.com/apis to get your API key and start building.

Full documentation is available at docs.ortex.com.

We can’t wait to see what you build.