Monexa adds News Sentiment, Calendar, Valuation Models, Insider Data, Institutional Data, 13F, 13D/13G, Screeners, Watchlist, Investor Holdings, and US Government Trades coverage that OpenBB skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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Thursday, October 30, 2025
Tool Comparison
Monexa vs OpenBB comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
OpenBB includes APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, Data APIs, IPO, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Data Visualizations, Options & Derivatives, Quant, ETF Overview, ETF Performance, ETF Holdings, Regulatory Filings Monitoring, and AI categories that Monexa omits.
In depth comparison
Monexa
monexa.ai
AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
- Earnings call Transcripts with gated full history and transcript analysis in Pro.
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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.
Categories
APIs & SDKsSheets / Excel Add-insCustom DashboardsData APIsNewsIPODividendsSplitsInterest RatesGDPInflation RatesUnemployment RatesCommitment of Traders (COT)Dark Pool & Off-ExchangeData VisualizationsOptions & DerivativesQuantFinancialsTranscriptsETF OverviewETF PerformanceETF HoldingsAnalyst ForecastsAnalyst Price TargetsRegulatory Filings MonitoringAIAI Chat
Platforms
WebAPI
Pricing
FreeSubscription
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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Where they differ
Monexa
Distinct strengths include:
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
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 | Monexa | OpenBB |
|---|---|---|
Categories Which research workflows each platform targets | Shared: News, Financials, Transcripts, Analyst Forecasts, Analyst Price Targets, Dividends, AI Chat Unique: News Sentiment, Calendar, Valuation Models, Insider Data, Institutional Data, 13F, 13D/13G, Screeners, Watchlist, Investor Holdings, US Government Trades | Shared: News, Financials, Transcripts, Analyst Forecasts, Analyst Price Targets, Dividends, AI Chat Unique: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, Data APIs, IPO, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Data Visualizations, Options & Derivatives, Quant, ETF Overview, ETF Performance, ETF Holdings, Regulatory Filings Monitoring, AI |
Asset types Supported asset classes and universes | Stocks, ETFs | 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 | 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 | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Monexa and OpenBB both support?
Both platforms cover News, Financials, Transcripts, Analyst Forecasts, Analyst Price Targets, Dividends, and AI Chat workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Monexa and OpenBB require subscriptions?
Both Monexa and OpenBB keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Monexa and OpenBB?
Both Monexa 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?
Monexa differentiates itself with Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)., 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..
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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.