VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

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Tool Comparison

Open Payments (CMS) vs QuickFS comparison

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

Quick takeaways

Open Payments (CMS) adds Regulatory Filings Monitoring coverage that QuickFS skips.

QuickFS includes Financials, and Sheets / Excel Add-ins categories that Open Payments (CMS) omits.

In depth comparison

Open Payments (CMS) logo

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

WebAPI

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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QuickFS logo

QuickFS

quickfs.net

Global fundamentals platform focused on long‑history financial statements and ratios. Free tier gives on‑site annual data (10y). Premium and API unlock 20‑year histories, quarterly/TTM, bulk CSV/Excel exports, and programmatic access. Strong for modeling, valuation and screening in Excel or via REST; does not offer broker sync, risk, or options analytics.

Platforms

WebAPIDesktop

Pricing

FreeSubscription

Quick highlights

  • 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
  • Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
  • Public REST API for fundamentals, market data, and company metadata; batch requests supported.
  • One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).
  • Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more.

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Where they differ

Open Payments (CMS)

Distinct strengths include:

Regulatory Filings Monitoring
  • 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.

QuickFS

Distinct strengths include:

FinancialsSheets / Excel Add-ins
  • 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
  • Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
  • Public REST API for fundamentals, market data, and company metadata; batch requests supported.
  • One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).

Feature-by-feature breakdown

AttributeOpen Payments (CMS)QuickFS
Categories

Which research workflows each platform targets

Shared: Data APIs, APIs & SDKs, Data Visualizations

Unique: Regulatory Filings Monitoring

Shared: Data APIs, APIs & SDKs, Data Visualizations

Unique: Financials, Sheets / Excel Add-ins

Asset types

Supported asset classes and universes

Other

Stocks

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, Desktop

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

  • 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
  • Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online).
  • Public REST API for fundamentals, market data, and company metadata; batch requests supported.
  • One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).
  • Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more.
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Frequently Asked Questions

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

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

Do Open Payments (CMS) and QuickFS require subscriptions?

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

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

Both Open Payments (CMS) and QuickFS 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 QuickFS stands out for 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks., Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online)., and Public REST API for fundamentals, market data, and company metadata; batch requests supported..

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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.