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%).
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Free Alternatives to OpenBB
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Free Alternatives to OpenBB
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test OpenBB before paying for another subscription.
Switching from OpenBB doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Financials to Screeners and beyond. Each pick below is ranked by how closely it matches OpenBB's category footprint—so you can trial replacements without opening your wallet.
View all alternativesQuick takeaways
Every pick keeps a free tier; start with GuruFocus, Alpha Vantage, and Investing.com to road-test OpenBB workflows without paying up front.
Round out your stack with new coverage areas like Stock Ideas, Stock Comparison, Portfolio, and Investor Holdings.
Shared coverage
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.
Shared coverage
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.
Shared coverage
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.
Shared coverage
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.
Shared coverage
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.
Shared coverage
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).
Shared coverage
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.
Shared coverage
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).
Shared coverage
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.
Shared coverage
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.
Shared coverage
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.
Shared coverage
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).
Shared coverage
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).
Shared coverage
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.
Shared coverage
Assets: Stocks, ETFs, and Options
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Stock Comparison, and Portfolio coverage beyond what OpenBB offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with OpenBB if you still need Data APIs, Sheets / Excel Add-ins, and Custom Dashboards.
Adds coverage: ETF Screeners, Stock Comparison, Portfolio, and Correlation
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Shared coverage
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web, Desktop, and API
Pricing: Free and Subscription
Why investors switch
- Expands into Quant, Stock Ideas, and Portfolio coverage beyond what OpenBB offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with OpenBB if you still need Sheets / Excel Add-ins, Custom Dashboards, and AI.
Adds coverage: Quant, Stock Ideas, Portfolio, and Watchlist
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Shared coverage
Assets: Stocks, Currencies, and Commodities
Experience: Intermediate and Advanced
Platforms: Web, Desktop, and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into GDP, Inflation Rates, and Unemployment Rates coverage beyond what OpenBB offers.
- Standout features include Docs advertise indicators (>15,000 data series from official sources) and an economic calendar (~1600 events/month across 150+ countries)., REST API provides direct access to economic indicators plus markets data (FX, stock indexes, government bond yields, commodities) and company financials; includes subscriptions to market quotes and streaming updates (calendar + earnings)., and API supports JSON/CSV/XML output via the &f= parameter and API-key auth via query param (c=) or Authorization header..
- Pair it with OpenBB if you still need Data Visualizations, Custom Dashboards, and AI.
Adds coverage: GDP, Inflation Rates, Unemployment Rates, and Interest Rates
Standout features: Docs advertise indicators (>15,000 data series from official sources) and an economic calendar (~1600 events/month across 150+ countries)., REST API provides direct access to economic indicators plus markets data (FX, stock indexes, government bond yields, commodities) and company financials; includes subscriptions to market quotes and streaming updates (calendar + earnings)., API supports JSON/CSV/XML output via the &f= parameter and API-key auth via query param (c=) or Authorization header., and API limits: general limit of 1 request/second; historical endpoints capped at 10,000 rows and economic calendar endpoints capped at 1,000 rows per call.
Shared coverage
Assets: Stocks, ETFs, and Options
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Options & Derivatives, Watchlist, and News coverage beyond what OpenBB offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with OpenBB if you still need Data APIs, APIs & SDKs, and Sheets / Excel Add-ins.
Adds coverage: Options & Derivatives, Watchlist, News, and Alerts
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Shared coverage
Assets: Stocks and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Backtesting, Valuation Models, and Scores coverage beyond what OpenBB offers.
- Standout features include Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., and Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude..
- Pair it with OpenBB if you still need Sheets / Excel Add-ins, Custom Dashboards, and AI.
Adds coverage: Backtesting, Valuation Models, Scores, and Institutional Data
Standout features: Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude., and (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
Shared coverage
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Calendar, IPO, and Dividends coverage beyond what OpenBB offers.
- Standout features include REST API for real-time and historical data across equities (US + international), ETFs/funds, indices, derivatives, OTC, crypto and FX., API auth via query parameter `?key=API_KEY` (or `&key=`) and supports JSON or CSV output formats., and Market data endpoints include end-of-day prices, one-minute intraday history, and "latest prices"; real-time quote endpoints are documented as Premium subscription features..
- Pair it with OpenBB if you still need Sheets / Excel Add-ins, Data Visualizations, and Custom Dashboards.
Adds coverage: Calendar, IPO, Dividends, and Splits
Standout features: REST API for real-time and historical data across equities (US + international), ETFs/funds, indices, derivatives, OTC, crypto and FX., API auth via query parameter `?key=API_KEY` (or `&key=`) and supports JSON or CSV output formats., Market data endpoints include end-of-day prices, one-minute intraday history, and "latest prices"; real-time quote endpoints are documented as Premium subscription features., and Fundamentals include company information/metrics plus financial statements (income, balance sheet, cash flow) and financial ratios; FAQ states stock prices are adjusted for splits.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
New angles introduced
Categories the alternatives add beyond OpenBB.
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
8/20
8 matches support mobile alongside OpenBB.
API availability
12/20
12 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
7 starred / 13 tested
7 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
43%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to OpenBB?
Start with GuruFocus, Alpha Vantage, and Investing.com to replicate OpenBB workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which OpenBB workflows stay covered on the free plan?
Expect solid overlap across Data APIs, Data Visualizations, AI, AI Chat, Financials, Screeners, Yield Curves, Commitment of Traders (COT), APIs & SDKs, Sheets / Excel Add-ins, Options, and Custom Dashboards, so core OpenBB workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Stock Ideas, Stock Comparison, Portfolio, Investor Holdings, US Government Trades, Backtesting, News, Alerts, Calendar, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, Dividends, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Scores, Valuation Models, Insider Data, Institutional Data, Short Interest, 13F, 13D/13G, ETF Overview, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Transcripts, Education, Videos, Blogs, Forums, Newsletters, Stock Handbook, News Sentiment, Market Sentiment, Splits, Retail Sales, Options & Derivatives, ETF Fundamentals, Watchlist, Paper Trading, ESG Ratings, ETF Screeners, Correlation, ETF Performance, ETF Valuation, Fund Overview, Fund Performance, Fund Holdings, Client & Investor Reporting, Model Portfolios & Sleeves, Householding & Multi-Entity, Improved Filings, AI Business Summary, AI Filings Summary, AI Earnings Summary, AI Report, Webhooks, Top Analysts, ETF Comparison, Bulls Say Bear Say, Buybacks & Authorizations, Options P&L, Compounding Calculator, Retirement Calculator, Index Rebalancing, Wealth Management, Risk Metrics, Scenario & Stress Tests, Audit Trail / Supervision, Money Flow, Dark Pool & Off-Exchange, Which ETF includes this Stock?, PMI / ISM, Consumer Sentiment, Dividend, Quant, Housing & Construction, Broker Connectors, and Credit Ratings & Outlooks show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on OpenBB?
APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, Options, Data Visualizations, AI, AI Chat, Screeners, Commitment of Traders (COT), Data APIs, Yield Curves, and Financials remain strengths for OpenBB. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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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!
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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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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.