VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Intrinio and OpenBB will find that Both Intrinio and OpenBB concentrate on Data APIs, Options & Derivatives, and News workflows, making them natural alternatives for similar investment research jobs. Intrinio leans into Institutional Data, and Analyst Recommendations, which can be decisive for teams that need depth over breadth. OpenBB stands out with APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards 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
Intrinio vs OpenBB
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Intrinio adds Institutional Data, and Analyst Recommendations coverage that OpenBB skips.
- OpenBB includes APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, IPO, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Data Visualizations, Quant, Transcripts, ETF Overview, ETF Performance, Regulatory Filings Monitoring, AI, and AI Chat categories that Intrinio omits.
- Intrinio highlights: REST API with JSON output and WebSocket streaming for real-time market data., SDKs available for Python and R, with detailed documentation and examples., and US fundamentals: standardized and as-reported data back to 2006, sourced from SEC filings, updated in real time as filings arrive..
- 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..
- OpenBB keeps a free entry point that Intrinio lacks.
Intrinio
intrinio.com
Financial data vendor offering flexible dataset-level subscriptions and bulk one-time downloads. Real-time options require OPRA licensing, though a lighter 'OptionsEdge' product avoids that complexity. Data is delivered via REST, WebSocket, CSV, or integrations like Snowflake, S3, and FTP.
Categories
Platforms
Pricing
Quick highlights
- REST API with JSON output and WebSocket streaming for real-time market data.
- SDKs available for Python and R, with detailed documentation and examples.
- US fundamentals: standardized and as-reported data back to 2006, sourced from SEC filings, updated in real time as filings arrive.
- Equity prices: IEX real-time, Nasdaq Basic, 15-minute delayed SIP, and CBOE One delayed; end-of-day history spans 50+ years with dividend/split adjustments.
- Options data: real-time OPRA feed with Greeks and implied volatility via API and WebSocket, plus delayed, intraday, and historical coverage.
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
Intrinio
Distinct strengths include:
- REST API with JSON output and WebSocket streaming for real-time market data.
- SDKs available for Python and R, with detailed documentation and examples.
- US fundamentals: standardized and as-reported data back to 2006, sourced from SEC filings, updated in real time as filings arrive.
- Equity prices: IEX real-time, Nasdaq Basic, 15-minute delayed SIP, and CBOE One delayed; end-of-day history spans 50+ years with dividend/split adjustments.
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 | Intrinio | OpenBB |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data APIs, Options & Derivatives, News, Financials, ETF Holdings, Dividends, Splits, Analyst Forecasts, Analyst Price Targets Unique: Institutional Data, Analyst Recommendations | Shared: Data APIs, Options & Derivatives, News, Financials, ETF Holdings, Dividends, Splits, Analyst Forecasts, Analyst Price Targets Unique: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, IPO, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Data Visualizations, Quant, Transcripts, ETF Overview, ETF Performance, Regulatory Filings Monitoring, AI, AI Chat |
Asset types Supported asset classes and universes | Stocks, ETFs, Options, 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, API | Web, API |
Pricing High-level pricing models | Subscription, One-time | 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 Intrinio and OpenBB both support?
Both platforms cover Data APIs, Options & Derivatives, News, Financials, ETF Holdings, Dividends, Splits, Analyst Forecasts, and Analyst Price Targets workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
OpenBB offers a free entry point, while Intrinio requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Intrinio and OpenBB?
Both Intrinio 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?
Intrinio differentiates itself with REST API with JSON output and WebSocket streaming for real-time market data., SDKs available for Python and R, with detailed documentation and examples., and US fundamentals: standardized and as-reported data back to 2006, sourced from SEC filings, updated in real time as filings arrive., 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.