VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View ETF Insider View OpenBB Back to Home

Head-to-head

ETF Insider vs OpenBB comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

ETF Insider adds ETF Factors, ETF Overlap, ETF Screeners, Portfolio, Correlation, and Blogs coverage that OpenBB skips.

OpenBB includes Sheets / Excel Add-ins, Custom Dashboards, Data APIs, News, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Options & Derivatives, Quant, Financials, Transcripts, Analyst Forecasts, Analyst Price Targets, Regulatory Filings Monitoring, AI, and AI Chat categories that ETF Insider omits.

ETF Insider highlights: Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations..

OpenBB is known 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..

ETF Insider

etfinsider.co

Editor’s pick Hands-on review

ETF & mutual fund overlap/correlation and portfolio visualization tool featuring Sankey look‑through, correlation matrices, and efficient‑frontier (Sharpe) views. Free tier allows up to 4 saved portfolios and limited full‑holdings visibility; Pro ($14/mo) unlocks unlimited portfolios, full holdings depth, and Excel export. Enterprise adds a financial data API, custom reports/visualizations, and white‑label options. Coverage explicitly includes **US‑listed ETFs & mutual funds**; equities coverage is described as **international** on pricing, but the FAQ states non‑US assets not listed in the US are not supported (current constraint). Holdings are sourced primarily from SEC EDGAR and refreshed on a quarterly cadence based on filings; data may be delayed per exchanges/providers.

Platforms

Web

API

Pricing

Free

Subscription

Quick highlights

Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication.
Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context.
Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations.
ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
Portfolio tooling: save portfolios (4 on Free; unlimited on Pro), CSV upload (Symbol, Quantity).

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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.

Platforms

Web

API

Pricing

Free

Subscription

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)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include ETF Overview, ETF Performance, and ETF Holdings plus 2 more areas.

Where they differ

ETF Insider

Distinct strengths include:

Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication.
Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context.
Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations.
ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.

OpenBB

Distinct strengths include:

Sheets / Excel Add-ins

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	ETF Insider	OpenBB
Categories Which research workflows each platform targets	Shared: ETF Overview, ETF Performance, ETF Holdings, Data Visualizations, APIs & SDKs Unique: ETF Factors, ETF Overlap, ETF Screeners, Portfolio, Correlation, Blogs	Shared: ETF Overview, ETF Performance, ETF Holdings, Data Visualizations, APIs & SDKs Unique: Sheets / Excel Add-ins, Custom Dashboards, Data APIs, News, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Options & Derivatives, Quant, Financials, Transcripts, Analyst Forecasts, Analyst Price Targets, Regulatory Filings Monitoring, AI, AI Chat
Asset types Supported asset classes and universes	ETFs, Mutual Funds, Stocks	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, API	Web, API
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication. Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context. Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations. ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels. Portfolio tooling: save portfolios (4 on Free; unlimited on Pro), CSV upload (Symbol, Quantity). Exports (Pro): Export to Excel; save charts as PDF or image; shareable portfolio links.	Unique 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 plan includes 20 Copilot queries/day; Pro adds Excel Add-in, data export, team roles and sharing, and SSO (Azure/Google).
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do ETF Insider and OpenBB both support?

Both platforms cover ETF Overview, ETF Performance, ETF Holdings, Data Visualizations, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ETF Insider and OpenBB require subscriptions?

Both ETF Insider and OpenBB keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access ETF Insider and OpenBB?

Both ETF Insider 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?

ETF Insider differentiates itself with Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations., 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..

Keep exploring

Stay on top of related tools

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