VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Open Payments (CMS)View OpenBB Back to Home

Head-to-head

Open Payments (CMS) vs OpenBB comparison

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

Quick takeaways

OpenBB includes Sheets / Excel Add-ins, Custom Dashboards, News, IPO, Dividends, Splits, Interest Rates, 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, AI, and AI Chat categories that Open Payments (CMS) omits.

Open Payments (CMS) highlights: Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests., Web search/explorer with filtering and charts; program year downloads available from the portal., and Open Data API (ODA) for programmatic access with filtering, querying, and aggregation (SoQL‑style)..

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..

Open Payments (CMS)

openpaymentsdata.cms.gov

U.S. federal open‑data program (Affordable Care Act ‘Sunshine Act’) that publishes financial relationships between drug/device manufacturers (and GPOs) and healthcare providers (physicians, NPPs since PY2021, and teaching hospitals). CMS publishes the prior program year’s full datasets on or before June 30 each year and issues a January refresh. Data are accessible via the web search tool, bulk downloads, and a REST Open Data API (filter, query, aggregate).

Platforms

Web

API

Pricing

Free

Quick highlights

Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests.
Web search/explorer with filtering and charts; program year downloads available from the portal.
Open Data API (ODA) for programmatic access with filtering, querying, and aggregation (SoQL‑style).
Publication cadence: initial annual publication on/around June 30 for the prior year, plus a January data refresh.
Pre‑publication workflow: 45‑day recipient review & dispute (Apr 1–May 15) + 15‑day correction window (May 16–May 30).

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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.

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 Data Visualizations plus 1 more area.

Where they differ

OpenBB

Distinct strengths include:

Sheets / Excel Add-ins

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	Open Payments (CMS)	OpenBB
Categories Which research workflows each platform targets	Shared: Data APIs, APIs & SDKs, Data Visualizations, Regulatory Filings Monitoring	Shared: Data APIs, APIs & SDKs, Data Visualizations, Regulatory Filings Monitoring Unique: Sheets / Excel Add-ins, Custom Dashboards, News, IPO, Dividends, Splits, Interest Rates, 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, AI, AI Chat
Asset types Supported asset classes and universes	Other	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 Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests. Web search/explorer with filtering and charts; program year downloads available from the portal. Open Data API (ODA) for programmatic access with filtering, querying, and aggregation (SoQL‑style). Publication cadence: initial annual publication on/around June 30 for the prior year, plus a January data refresh. Pre‑publication workflow: 45‑day recipient review & dispute (Apr 1–May 15) + 15‑day correction window (May 16–May 30). Supplemental/lookup tables (e.g., Covered Recipient Profile Supplement; distinct physician profile) to aid joins.	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	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Open Payments (CMS) and OpenBB both support?

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

Do Open Payments (CMS) and OpenBB require subscriptions?

Both Open Payments (CMS) and OpenBB keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Open Payments (CMS) and OpenBB?

Both Open Payments (CMS) 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?

Open Payments (CMS) differentiates itself with Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests., Web search/explorer with filtering and charts; program year downloads available from the portal., and Open Data API (ODA) for programmatic access with filtering, querying, and aggregation (SoQL‑style)., 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..

Keep exploring

Stay on top of related tools

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