★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs OpenBB
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You want the cheaper way in: plans start at $39/mo instead of $41.67/mo
- Delayed quotes won't cut it; you need real-time data
- You care about ETF screeners, correlation, and portfolio, things OpenBB doesn't offer
Pick OpenBB if
OpenBB
Free • From $500/yr · Web · Desktop · Mobile
- You want an API so you can script or automate things
- You care about APIs & data feeds, sheets / excel add-ins, and AI chat, things Koyfin doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Koyfin and OpenBB cover a lot of the same ground (6 shared categories, including screeners, data visualizations, and custom dashboards), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to OpenBB's 12, including ETF screeners, correlation, and portfolio. OpenBB counters by keeping things simpler.
What readers say
Koyfin
Vote once to reveal the community verdict.
OpenBB
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Koyfin$39/mo vs $41.67/mo
- Broader coverage
- Koyfin20 vs 12 categories
- Desktop app
- OpenBB
- API access
- OpenBB
- Real-time data
- Koyfin
- Beginner friendly
- Koyfin
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $500/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 11 limits: Workspace Community: copilot queries per day: 20, Workspace Community: excel add in: No (per plan comparison) +9 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | Yes | — |
Integrations | Schwab, Altruist +6 more | OpenBB Skills, Workspace MCP server +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Institutional Investors, Analysts +2 more |
Categories covered | 20 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | — |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | IV surface and Yield curves |
Security | 4 signals: SOC2, Data residency: US +2 more | 6 signals: SOC2, SSO: SAML and OIDC +4 more |
| Try it | Visit Koyfin | Visit OpenBB |
Where each one shines
What Koyfin and OpenBB each do best.ShowHide
Where each one shines
What Koyfin and OpenBB each do best.What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What OpenBB does best
- The open-source Open Data Platform locally under AGPL for unified financial and economic data access through provider connectors.
- Work across Python, REST API, notebooks, Workspace, and Excel-oriented workflows depending on whether you are coding, analyzing, or building dashboards.
- Connections for third-party data providers and your own API keys; OpenBB does not host or redistribute production market data for you.
- Tools for building Workspace dashboards with customizable UI components, apps, widgets, and firm-specific data integrations.
- Support for adding proprietary or internal data by exposing an API plus a widgets.json definition for custom Workspace widgets.
Every detail we compared
Every tracked attribute for Koyfin and OpenBB, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and OpenBB, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsCryptosCurrenciesCommoditiesBondsOptionsFutures |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Institutional InvestorsAnalystsQuants/DevelopersStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneSDKs: PythonDocs |
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | OpenBB SkillsWorkspace MCP serverMCP serversExcel Add-in |
Export formats | CSVImagePDF | CSVExcel |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | SOC2SSO: SAML and OIDCStatus pageEncryption at restEncryption in transitRole-based access |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | IV surfaceYield curves |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | OpenBB Inc.Founded 2021Support: Email and Forum |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Free“Workspace Community”copilot queries per day: 20 · excel add in: No (per plan comparison) · +1 more |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $500/yr≈ $41.67/mo“Snowflake Native App” |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $2400/yr≈ $200/mo“Workspace Lite”team size: Designed for teams under 10 · promotional price: $1,200/year through August 31, 2026 (time-limited offer observed on v... · +2 more |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | Contact sales“Workspace Pro”pricing model: Custom team license (contact sales) · support: 8 hours/day, 5 days/week (EST) |
Questions we keep getting
What's the difference between Koyfin and OpenBB?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while OpenBB puts more weight on APIs & data feeds, sheets / excel add-ins, and data visualizations. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and OpenBB cost?
Good news: both Koyfin and OpenBB have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Koyfin or OpenBB?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Koyfin or OpenBB have an API?
OpenBB has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or OpenBB?
It depends on what you're after. Pick Koyfin if ETF screeners and correlation matter to you; go with OpenBB if you'd rather have APIs & data feeds and sheets / excel add-ins. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and OpenBB cover?
Both cover stocks, ETFs, bonds, and currencies. Koyfin also handles mutual funds and closed-end funds. OpenBB adds options on top.
Does Koyfin or OpenBB have real-time data?
Koyfin offers real-time data, which matters if you trade actively. OpenBB runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Koyfin and OpenBB?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Koyfin or OpenBB?
Both Koyfin and OpenBB include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Koyfin or OpenBB?
Koyfin handles portfolio tracking. OpenBB is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.