VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Office of Financial Research (U.S. Treasury) vs OpenBB comparison

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

Quick takeaways

Office of Financial Research (U.S. Treasury) adds Yield Curves, Scores, Market Sentiment, Fund Holdings, and Blogs coverage that OpenBB skips.

OpenBB includes Sheets / Excel Add-ins, Custom Dashboards, News, IPO, Dividends, Splits, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, 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 Office of Financial Research (U.S. Treasury) omits.

Office of Financial Research (U.S. Treasury) highlights: Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., and Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics..

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..

Office of Financial Research (U.S. Treasury) logo

Office of Financial Research (U.S. Treasury)

financialresearch.gov

U.S. Treasury’s OFR publishes free, methods‑backed monitors and datasets (Short‑term Funding Monitor, U.S. Money Market Fund Monitor, Bank Systemic Risk Monitor, and the daily OFR Financial Stress Index). STFM and HFM provide open JSON APIs (no keys), CSV downloads are available from some monitors. Updates are end‑of‑day with documented lags (e.g., FSI ~T+2 business days; repo series T+1/T+2 depending on segment).

Platforms

Web
API

Pricing

Free

Quick highlights

  • Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
  • U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
  • Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
  • OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.
  • Bank Systemic Risk Monitor: G‑SIB scores/surcharges, OFR Contagion Index, leverage/assets/equity; clear notes on refresh cadence (e.g., Basel scores annually, contagion index quarterly).

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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

4 overlaps

Mutual strengths include Data APIs, APIs & SDKs, and Interest Rates plus 1 more area.

Where they differ

Office of Financial Research (U.S. Treasury)

Distinct strengths include:

  • Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
  • U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
  • Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
  • OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.

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

AttributeOffice of Financial Research (U.S. Treasury)OpenBB
Categories

Which research workflows each platform targets

Shared: Data APIs, APIs & SDKs, Interest Rates, Data Visualizations

Unique: Yield Curves, Scores, Market Sentiment, Fund Holdings, Blogs

Shared: Data APIs, APIs & SDKs, Interest Rates, Data Visualizations

Unique: Sheets / Excel Add-ins, Custom Dashboards, News, IPO, Dividends, Splits, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, 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

Bonds, Mutual Funds, Hedge 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

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
  • U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
  • Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
  • OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.
  • Bank Systemic Risk Monitor: G‑SIB scores/surcharges, OFR Contagion Index, leverage/assets/equity; clear notes on refresh cadence (e.g., Basel scores annually, contagion index quarterly).
  • U.S. Repo Markets Data Release: preliminary series posted most weekdays (~3 p.m. ET) with T+1 (cleared) and T+2 (tri‑party) lags; quarterly validated ‘final’ releases.

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

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Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Office of Financial Research (U.S. Treasury) and OpenBB both support?

Both platforms cover Data APIs, APIs & SDKs, Interest Rates, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Office of Financial Research (U.S. Treasury) and OpenBB require subscriptions?

Both Office of Financial Research (U.S. Treasury) and OpenBB keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Office of Financial Research (U.S. Treasury) and OpenBB?

Both Office of Financial Research (U.S. Treasury) 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?

Office of Financial Research (U.S. Treasury) differentiates itself with Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., and Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics., 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.