EPS Momentum adds Screeners, Stock Ideas, Money Flow, Portfolio, Watchlist, Backtesting, News Sentiment, Market Sentiment, Scores, Short Interest, AI Report, Education, and Videos coverage that OpenBB skips.
VOL. XCIV, NO. 247
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Sunday, December 7, 2025
Tool Comparison
EPS Momentum vs OpenBB comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
OpenBB includes APIs & SDKs, Sheets / Excel Add-ins, Data APIs, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Options & Derivatives, Quant, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, and Regulatory Filings Monitoring categories that EPS Momentum omits.
In depth comparison
EPS Momentum
epsmomentum.com
Web‑based US stock & ETF analytics platform focused on earnings momentum, estimate revisions, and proprietary timing signals (Timing Momentum, Powerdays, PEAD Drift). Combines real‑time prices, unique scanners, sector/market dashboards, AI Analyst and chat rooms to help growth‑oriented investors and traders identify high‑potential names and optimize entries/exits.
Categories
Platforms
Pricing
Quick highlights
- 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.
- Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
- Timing Momentum framework combining five proprietary intraday signals—Trend, Price Momentum Slope, Relative Market Rank Slope, Powerdays and EMA 20/50—to help decide when to enter or exit positions.
- Post Earnings Announcement Drift (PEAD) “Stock Drift” model that uses the first 24 hours after earnings (pre/post-market and first trading session) plus up to 10 years of history to project a 90‑day price path with bands.
Community votes (overall)
OpenBB
openbb.co
Open-source data and analytics platform with a REST API, Python SDK, and an enterprise workspace for custom dashboards and apps. The free Community plan includes unlimited dashboards and 20 AI Copilot queries per day. Pro adds collaboration features, Excel integration, secure deployment (VPC/on-prem), and export options. Infrastructure is SOC 2 Type II certified, with SSO support and a public status page.
Categories
Platforms
Pricing
Quick highlights
- REST API and Python client with JSON-serializable endpoints; local API deployment supported.
- Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings.
- Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows.
- Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
- OpenBB Copilot AI chat that integrates dashboard widgets as context and supports attachments (PDF, CSV, XLSX).
Community votes (overall)
Where they differ
EPS Momentum
Distinct strengths 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.
- Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
- Timing Momentum framework combining five proprietary intraday signals—Trend, Price Momentum Slope, Relative Market Rank Slope, Powerdays and EMA 20/50—to help decide when to enter or exit positions.
OpenBB
Distinct strengths include:
- REST API and Python client with JSON-serializable endpoints; local API deployment supported.
- Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings.
- Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows.
- Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Feature-by-feature breakdown
| Attribute | EPS Momentum | OpenBB |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, News, Dark Pool & Off-Exchange, Financials, Transcripts, AI, AI Chat, Custom Dashboards Unique: Screeners, Stock Ideas, Money Flow, Portfolio, Watchlist, Backtesting, News Sentiment, Market Sentiment, Scores, Short Interest, AI Report, Education, Videos | Shared: Data Visualizations, News, Dark Pool & Off-Exchange, Financials, Transcripts, AI, AI Chat, Custom Dashboards Unique: APIs & SDKs, Sheets / Excel Add-ins, Data APIs, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Options & Derivatives, Quant, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Regulatory Filings Monitoring |
Asset types Supported asset classes and universes | Stocks, ETFs, Cryptos | Stocks, ETFs, Options, Futures, Bonds, Commodities, Currencies, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do EPS Momentum and OpenBB both support?
Both platforms cover Data Visualizations, News, Dark Pool & Off-Exchange, Financials, Transcripts, AI, AI Chat, and Custom Dashboards workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do EPS Momentum and OpenBB require subscriptions?
Both EPS Momentum and OpenBB keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access EPS Momentum and OpenBB?
Both EPS Momentum and OpenBB prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
EPS Momentum differentiates itself with 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 Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes., whereas OpenBB stands out for REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
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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.