GuruFocus is the closest drop-in replacement with overlapping coverage in Data APIs, Data Visualizations, and AI while adding Stock Ideas and Stock Comparison coverage and Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors. and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios. features (category overlap ~67%).
VOL. XCIV, NO. 247
OpenBB Alternatives & Competitors
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Alternatives to OpenBB
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test OpenBB against peers before committing to a long-term plan.
Looking for a OpenBB replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options14With free tiers
Avg. Overlap45%Category match
Mobile Ready10Native apps
Quick takeaways
Free tiers remain available through GuruFocus, Alpha Vantage, Investing.com, MarketWatch, Financial Modeling Prep (FMP), Koyfin, Fiscal.ai, TipRanks, Börsdata, DeepVest, EPSMomentum, Yahoo Finance, MacroMicro, and Monexa for side-by-side testing.
Round out your stack with new coverage areas like Stock Ideas, Stock Comparison, Portfolio, and Investor Holdings.
Similarity score 1613Category overlap: 67%
Shared coverage
Data APIsData VisualizationsAIAI ChatFinancialsScreeners
Assets: Stocks, ETFs, and Options
Experience: Intermediate and Advanced
Platforms: Web, Desktop, and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Stock Comparison, and Portfolio coverage beyond what OpenBB offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with OpenBB if you still need APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards.
Adds coverage: Stock Ideas, Stock Comparison, Portfolio, and Investor Holdings
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 1430Category overlap: 50%
Shared coverage
Data APIsAPIs & SDKsSheets / Excel Add-insFinancialsOptionsYield Curves
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into News, News Sentiment, and Market Sentiment coverage beyond what OpenBB offers.
- Standout features include Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., and US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV..
- Pair it with OpenBB if you still need Data Visualizations, Custom Dashboards, and AI.
Adds coverage: News, News Sentiment, Market Sentiment, and Calendar
Standout features: Cloud-native REST APIs for realtime and historical financial data across global stocks, ETFs, mutual funds, FX, cryptocurrencies, commodities, technical indicators and macroeconomic indicators in a single unified portfolio of endpoints., Global equity time series APIs (daily, weekly, monthly and intraday 1–60 minute bars) with 20+ years of history, optional split/dividend-adjusted prices, and support for extended trading hours where available., US options data APIs providing realtime and historical option chains with 15+ years of history, full market/volume coverage, and optional Greeks and implied volatility fields in JSON or CSV., and Fundamental data suite covering company overview, income statement, balance sheet, cash flow, dividends, splits, shares outstanding, ETF profile & holdings, listing/delisting status, earnings history, earnings estimates, and earnings/IPO calendars.
Similarity score 1413Category overlap: 42%
Shared coverage
Data VisualizationsAIAI ChatFinancialsScreeners
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into News, Alerts, and Calendar coverage beyond what OpenBB offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
- Pair it with OpenBB if you still need Data APIs, APIs & SDKs, and Sheets / Excel Add-ins.
Adds coverage: News, Alerts, Calendar, and Dividends
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
Similarity score 1413Category overlap: 42%
Shared coverage
Data VisualizationsFinancialsScreenersOptionsYield Curves
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into News, Alerts, and Calendar coverage beyond what OpenBB offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with OpenBB if you still need Data APIs, APIs & SDKs, and Sheets / Excel Add-ins.
Adds coverage: News, Alerts, Calendar, and Watchlist
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 1398Category overlap: 50%
Shared coverage
Data APIsAPIs & SDKsSheets / Excel Add-insFinancialsScreenersCommitment of Traders (COT)
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web, Desktop, and API
Pricing: Free and Subscription
Why investors switch
- Expands into News, Calendar, and Dividends coverage beyond what OpenBB offers.
- Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
- Pair it with OpenBB if you still need Data Visualizations, Custom Dashboards, and AI.
Adds coverage: News, Calendar, Dividends, and Splits
Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.
Similarity score 1367Category overlap: 42%
Shared coverage
Data VisualizationsCustom DashboardsFinancialsScreenersYield Curves
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Correlation, and Portfolio coverage beyond what OpenBB offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with OpenBB if you still need Data APIs, APIs & SDKs, and Sheets / Excel Add-ins.
Adds coverage: ETF Screeners, Correlation, Portfolio, and Watchlist
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 1347Category overlap: 58%
Shared coverage
Data APIsAPIs & SDKsData VisualizationsAIAI ChatFinancials
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Stock Comparison, and Portfolio coverage beyond what OpenBB offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with OpenBB if you still need Sheets / Excel Add-ins, Custom Dashboards, and Options.
Adds coverage: Stock Ideas, Stock Comparison, Portfolio, and Watchlist
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 1335Category overlap: 42%
Shared coverage
Data APIsAPIs & SDKsAIFinancialsScreeners
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Top Analysts, and ETF Screeners coverage beyond what OpenBB offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with OpenBB if you still need Sheets / Excel Add-ins, Data Visualizations, and Custom Dashboards.
Adds coverage: Stock Ideas, Top Analysts, ETF Screeners, and Stock Comparison
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
#9 Alternative
Similarity score 1310Category overlap: 45%
Shared coverage
Data APIsSheets / Excel Add-insFinancialsScreenersOptions
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and Desktop
Pricing: Subscription
Why investors switch
- Expands into Portfolio, Dividends, and Analyst Forecasts coverage beyond what OpenBB offers.
- Standout features include Excel + Google Sheets add-on with custom functions (WISE, WISEPRICE, WISEFUNDS, WISEOPTIONS) and a “statement dump” UI to pull statements/metrics into spreadsheets., Data categories include financial statements, key metrics, growth metrics, dividend history, analyst estimates, price targets, live & historical price data, company profile, and ETF/fund data., and Options chain data via WISEOPTIONS (supports greeks and historical snapshots via a date parameter). Options data is only available on Elite & Enterprise plans..
- Pair it with OpenBB if you still need APIs & SDKs, Data Visualizations, and Custom Dashboards.
Adds coverage: Portfolio, Dividends, Analyst Forecasts, and Analyst Price Targets
Standout features: Excel + Google Sheets add-on with custom functions (WISE, WISEPRICE, WISEFUNDS, WISEOPTIONS) and a “statement dump” UI to pull statements/metrics into spreadsheets., Data categories include financial statements, key metrics, growth metrics, dividend history, analyst estimates, price targets, live & historical price data, company profile, and ETF/fund data., Options chain data via WISEOPTIONS (supports greeks and historical snapshots via a date parameter). Options data is only available on Elite & Enterprise plans., and Portfolio Connect: connect to 30+ major brokers to keep holdings and transactions up to date; supports consolidating multiple brokers (holdings + transaction history).
Similarity score 1302Category overlap: 50%
Shared coverage
Data APIsAPIs & SDKsSheets / Excel Add-insData VisualizationsFinancialsScreeners
Assets: Stocks, Cryptos, and Currencies
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Index Rebalancing, and Watchlist coverage beyond what OpenBB offers.
- Standout features include Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., and Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI..
- Pair it with OpenBB if you still need Custom Dashboards, AI, and AI Chat.
Adds coverage: Stock Ideas, Index Rebalancing, Watchlist, and Investor Holdings
Standout features: Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI., and Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation.
Similarity score 1280Category overlap: 50%
Shared coverage
Sheets / Excel Add-insData VisualizationsAIAI ChatFinancialsScreeners
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and Desktop
Pricing: Subscription
Why investors switch
- Expands into Stock Comparison, ETF Comparison, and Portfolio coverage beyond what OpenBB offers.
- Standout features include Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., and Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs..
- Pair it with OpenBB if you still need Data APIs, APIs & SDKs, and Custom Dashboards.
Adds coverage: Stock Comparison, ETF Comparison, Portfolio, and Watchlist
Standout features: Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs., and Alerts Manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
#12 Alternative
Similarity score 1269Category overlap: 58%
Shared coverage
APIs & SDKsSheets / Excel Add-insData VisualizationsAIAI ChatFinancials
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into News, Alerts, and Transcripts coverage beyond what OpenBB offers.
- Standout features include Generative Search: AI-assisted search that delivers fully cited insights (with source documents)., Deep Research: AI agent that autonomously generates research outputs / briefings by synthesizing content., and Monitoring workflow with dashboards, alerts, and a mobile app for tracking insights..
- Pair it with OpenBB if you still need Data APIs, Custom Dashboards, and Options.
Adds coverage: News, Alerts, Transcripts, and Watchlist
Standout features: Generative Search: AI-assisted search that delivers fully cited insights (with source documents)., Deep Research: AI agent that autonomously generates research outputs / briefings by synthesizing content., Monitoring workflow with dashboards, alerts, and a mobile app for tracking insights., and Content library/packages include broker & independent research, expert transcript library, news, and regulatory content (including SEC filings).
Similarity score 1251Category overlap: 42%
Shared coverage
Data VisualizationsAIAI ChatScreenersOptions
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Wealth Management, Backtesting, and Portfolio coverage beyond what OpenBB offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with OpenBB if you still need Data APIs, APIs & SDKs, and Sheets / Excel Add-ins.
Adds coverage: Wealth Management, Backtesting, Portfolio, and Correlation
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
Similarity score 1216Category overlap: 50%
Shared coverage
Data VisualizationsCustom DashboardsAIAI ChatFinancialsScreeners
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Money Flow, and Portfolio coverage beyond what OpenBB offers.
- Standout features include Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process..
- Pair it with OpenBB if you still need Data APIs, APIs & SDKs, and Sheets / Excel Add-ins.
Adds coverage: Stock Ideas, Money Flow, Portfolio, and Watchlist
Standout features: Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., and Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
Similarity score 1209Category overlap: 33%
Shared coverage
Data VisualizationsFinancialsScreenersOptions
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into News, Alerts, and Calendar coverage beyond what OpenBB offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
- Pair it with OpenBB if you still need Data APIs, APIs & SDKs, and Sheets / Excel Add-ins.
Adds coverage: News, Alerts, Calendar, and Portfolio
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).
#16 Alternative
Similarity score 1189Category overlap: 42%
Shared coverage
Data APIsAPIs & SDKsAIAI ChatScreeners
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Quant, Performance Attribution, and Scenario & Stress Tests coverage beyond what OpenBB offers.
- Standout features include Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..
- Pair it with OpenBB if you still need Sheets / Excel Add-ins, Data Visualizations, and Custom Dashboards.
Adds coverage: Quant, Performance Attribution, Scenario & Stress Tests, and Portfolio
Standout features: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs., and Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
#17 Alternative
Similarity score 1181Category overlap: 42%
Shared coverage
Data APIsAPIs & SDKsFinancialsScreenersOptions
Assets: Stocks, Cryptos, and Options
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Free and Subscription
Why investors switch
- Expands into News, Alerts, and News Sentiment coverage beyond what OpenBB offers.
- Standout features include Benzinga Pro newsfeed for active traders with customizable filters, real-time notifications, and a price sentiment engine; includes “Why Is It Moving” (WIIM) one-sentence explanations., Alerts: browser/desktop notifications, sound alerts, and email notifications; alerts can be customized by tool (e.g., Newsfeed, Signals, Watchlists)., and Calendar tool surfaces market events such as dividends, earnings, guidance, IPOs, M&A, SEC filings, secondary offerings, and splits..
- Pair it with OpenBB if you still need Sheets / Excel Add-ins, Data Visualizations, and Custom Dashboards.
Adds coverage: News, Alerts, News Sentiment, and Calendar
Standout features: Benzinga Pro newsfeed for active traders with customizable filters, real-time notifications, and a price sentiment engine; includes “Why Is It Moving” (WIIM) one-sentence explanations., Alerts: browser/desktop notifications, sound alerts, and email notifications; alerts can be customized by tool (e.g., Newsfeed, Signals, Watchlists)., Calendar tool surfaces market events such as dividends, earnings, guidance, IPOs, M&A, SEC filings, secondary offerings, and splits., and Signals tool provides real-time alerts for price/volume events such as price spikes, block trades, halt/resume, opening gaps, and highs/lows; option-activity signals are a paid add-on.
Similarity score 1135Category overlap: 33%
Shared coverage
Data APIsData VisualizationsAI ChatCommitment of Traders (COT)
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, ETF Comparison, and Which ETF includes this Stock? coverage beyond what OpenBB offers.
- Standout features include Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
- Pair it with OpenBB if you still need APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards.
Adds coverage: ETF Screeners, ETF Comparison, Which ETF includes this Stock?, and Calendar
Standout features: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., and Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
Similarity score 1131Category overlap: 42%
Shared coverage
Data VisualizationsAIAI ChatFinancialsScreeners
Assets: Stocks, ETFs, and Commodities
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, News, and Calendar coverage beyond what OpenBB offers.
- Standout features include Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., and Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting..
- Pair it with OpenBB if you still need Data APIs, APIs & SDKs, and Sheets / Excel Add-ins.
Adds coverage: Stock Ideas, News, Calendar, and Valuation Models
Standout features: Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting., and Company dashboards include an interactive stock chart with historical price data and comparison tools, plus multiple time ranges (e.g., 1M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, 20Y, Max) and valuation metrics.
Similarity score 1106Category overlap: 25%
Shared coverage
Data APIsAPIs & SDKsScreeners
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Platforms: Web, Desktop, and Mobile
Pricing: Subscription
Why investors switch
- Expands into Brokerage, Advanced Order Types, and Smart/Direct Routing coverage beyond what OpenBB offers.
- Standout features include Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., and Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms..
- Pair it with OpenBB if you still need Sheets / Excel Add-ins, Data Visualizations, and Custom Dashboards.
Adds coverage: Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading
Standout features: Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs., Execution features include IB SmartRouting plus a large library of order types/algos and conditional/bracket-style order workflows across platforms., and Client Portal includes advanced charting with technical indicators and a live news stream for specific products.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×18Financials×16Data Visualizations×13Data APIs×11AI×10AI Chat×10APIs & SDKs×9Options×6
New angles introduced
Categories the alternatives add beyond OpenBB.
News+16Calendar+14Transcripts+13Watchlist+13Alerts+12Portfolio+12Analyst Price Targets+11Dividends+10
Access & Pricing
Free options
14/20
14 of 20 alternatives keep a free tier for trials.
Mobile ready
10/20
10 matches support mobile alongside OpenBB.
API availability
12/20
12 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
5 starred / 11 tested
5 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
45%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to OpenBB?
OpenBB users most often consider GuruFocus, Alpha Vantage, and Investing.com as their go-to alternatives.
Which alternatives keep a free tier?
GuruFocus, Alpha Vantage, Investing.com, MarketWatch, Financial Modeling Prep (FMP), Koyfin, Fiscal.ai, TipRanks, Börsdata, DeepVest, EPSMomentum, Yahoo Finance, MacroMicro, and Monexa offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top OpenBB alternatives cover?
Expect deep coverage across AI, AI Chat, APIs & SDKs, Commitment of Traders (COT), Custom Dashboards, Data APIs, Data Visualizations, Financials, Options, Screeners, Sheets / Excel Add-ins, and Yield Curves, so you can port most OpenBB workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.