VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing GuruFocus and OpenBB will find that Both GuruFocus and OpenBB concentrate on News, GDP, and Interest Rates workflows, making them natural alternatives for similar investment research jobs. GuruFocus leans into Screeners, Stock Ideas, and Stock Comparison, which can be decisive for teams that need depth over breadth. OpenBB stands out with Custom Dashboards, Data APIs, and IPO that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
GuruFocus vs OpenBB
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- GuruFocus adds Screeners, Stock Ideas, Stock Comparison, Portfolio, Backtesting, Investor Holdings, US Government Trades, Alerts, Calendar, Yield Curves, Valuation Models, Scores, Insider Data, and 13F coverage that OpenBB skips.
- OpenBB includes Custom Dashboards, Data APIs, IPO, Dividends, Splits, Dark Pool & Off-Exchange, Data Visualizations, Options & Derivatives, Quant, ETF Performance, Analyst Forecasts, Analyst Price Targets, Regulatory Filings Monitoring, AI, and AI Chat categories that GuruFocus omits.
- GuruFocus highlights: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- 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..
- GuruFocus ships a mobile app. OpenBB is web/desktop only.
GuruFocus
gurufocus.com
A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.
Categories
Platforms
Pricing
Quick highlights
- All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
- Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
- Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
- Specialty trackers for insider trading and U.S. politician trades.
- ETF profiles with current and historical holdings, including N-PORT data and timestamps.
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).
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
GuruFocus
Distinct strengths include:
- All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
- Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
- Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
- Specialty trackers for insider trading and U.S. politician trades.
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 | GuruFocus | OpenBB |
|---|---|---|
Categories Which research workflows each platform targets | Shared: News, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Financials, Transcripts, ETF Overview, ETF Holdings, APIs & SDKs, Sheets / Excel Add-ins Unique: Screeners, Stock Ideas, Stock Comparison, Portfolio, Backtesting, Investor Holdings, US Government Trades, Alerts, Calendar, Yield Curves, Valuation Models, Scores, Insider Data, 13F | Shared: News, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Financials, Transcripts, ETF Overview, ETF Holdings, APIs & SDKs, Sheets / Excel Add-ins Unique: Custom Dashboards, Data APIs, IPO, Dividends, Splits, Dark Pool & Off-Exchange, Data Visualizations, Options & Derivatives, Quant, ETF Performance, Analyst Forecasts, Analyst Price Targets, Regulatory Filings Monitoring, AI, AI Chat |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds | 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, API | 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 | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do GuruFocus and OpenBB both support?
Both platforms cover News, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Financials, Transcripts, ETF Overview, ETF Holdings, APIs & SDKs, and Sheets / Excel Add-ins workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do GuruFocus and OpenBB require subscriptions?
Both GuruFocus and OpenBB keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
GuruFocus ships a dedicated mobile experience, while OpenBB focuses on web or desktop access.
What unique strengths set the two platforms apart?
GuruFocus differentiates itself with All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., 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..
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.