VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View FinimizeView OpenBBBack to Home

Head-to-head

Finimize vs OpenBB comparison

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

Quick takeaways

Finimize adds Stock Ideas, Education, Blogs, and Newsletters coverage that OpenBB skips.

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

Finimize highlights: Free daily newsletter that distills global market and investing news into a 3-minute read., Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events., and Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs..

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..

Finimize ships a mobile app. OpenBB is web/desktop only.

Finimize logo

Finimize

finimize.com

A consumer-facing investing insights product best known for its quick daily newsletter and app experience. The free tier covers top market stories in minutes, while the Pro subscription adds analyst research, real-time fundamentals for U.S. equities, audio formats, and monthly live Q&A sessions with analysts. Pricing is roughly $200 per year or $29 per month, with localized checkout options. Intraday U.S. pricing and company data are sourced from IEX.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Free daily newsletter that distills global market and investing news into a 3-minute read.
  • Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events.
  • Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs.
  • Built-in audio mode (“Listen”) for most articles on web and mobile.
  • Intraday pricing and U.S. company data on Markets pages are provided by IEX.

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OpenBB logo

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).

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Overlap

Shared focus areas

1 overlap

Both tools cover this research theme.

Where they differ

Finimize

Distinct strengths include:

Stock Ideas
Education
Blogs
Newsletters
  • Free daily newsletter that distills global market and investing news into a 3-minute read.
  • Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events.
  • Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs.
  • Built-in audio mode (“Listen”) for most articles on web and mobile.

OpenBB

Distinct strengths include:

APIs & SDKs
Sheets / Excel Add-ins
Custom Dashboards
Data APIs
IPO
Dividends
Splits
Interest Rates
  • 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

AttributeFinimizeOpenBB
Categories

Which research workflows each platform targets

Shared: News

Unique: Stock Ideas, Education, Blogs, Newsletters

Shared: News

Unique: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, Data APIs, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Data Visualizations, Options & Derivatives, Quant, Financials, Transcripts, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Regulatory Filings Monitoring, AI, AI Chat

Asset types

Supported asset classes and universes

Stocks, ETFs, Cryptos, Commodities, Currencies, Bonds

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, Mobile

Web, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Free daily newsletter that distills global market and investing news into a 3-minute read.
  • Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events.
  • Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs.
  • Built-in audio mode (“Listen”) for most articles on web and mobile.
  • Intraday pricing and U.S. company data on Markets pages are provided by IEX.
  • Pricing: around $200 annually (includes a 7-day free trial) or $29 monthly, subject to local variations.

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

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do Finimize and OpenBB both support?

Both platforms cover News workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Finimize and OpenBB require subscriptions?

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

Which tool has mobile access?

Finimize ships a dedicated mobile experience, while OpenBB focuses on web or desktop access.

What unique strengths set the two platforms apart?

Finimize differentiates itself with Free daily newsletter that distills global market and investing news into a 3-minute read., Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events., and Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs., 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

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.