OpenBB adds APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, Data APIs, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Options & Derivatives, Quant, ETF Performance, ETF Holdings, Regulatory Filings Monitoring, AI, and AI Chat coverage that Perplexity Finance skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
OpenBB vs Perplexity Finance comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Perplexity Finance includes Watchlist, Screeners, and Analyst Recommendations categories that OpenBB omits.
OpenBB 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., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
Perplexity Finance is known for: Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
Perplexity Finance offers mobile access, which OpenBB skips.
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 & SDKs
Sheets / Excel Add-ins
Custom Dashboards
Data APIs
News
IPO
Dividends
Splits
Interest Rates
GDP
Inflation Rates
Unemployment Rates
Commitment of Traders (COT)
Dark Pool & Off-Exchange
Data Visualizations
Options & Derivatives
Quant
Financials
Transcripts
ETF Overview
ETF Performance
ETF Holdings
Analyst Forecasts
Analyst Price Targets
Regulatory Filings Monitoring
AI
AI Chat
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).
Community votes (overall)
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Perplexity Finance
perplexity.ai
Editor’s pick Hands-on review
AI-assisted finance hub with quote and overview pages for stocks, ETFs, funds, and crypto. Free to use with search limits; Pro lifts caps and unlocks Pro/Deep Research. Enterprise Pro connects to data subscriptions like FactSet and Crunchbase and adds SSO/SCIM. Data providers are disclosed on each page. Not designed for trading execution.
Categories
Platforms
Web
Mobile
Desktop
Pricing
Free
Subscription
Quick highlights
- Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
- Watchlist feature and a Screener tab available directly in the Finance hub.
- AI-curated news feeds on instrument pages with linked sources.
- Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
- Crypto section with Historical Data downloads and Coinbase COIN50 index charts on the Finance homepage.
Community votes (overall)
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Overlap
Shared focus areas
7 overlapsMutual strengths include News, Data Visualizations, and Financials plus 4 more areas.
Where they differ
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.
Perplexity Finance
Distinct strengths include:
- Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
- Watchlist feature and a Screener tab available directly in the Finance hub.
- AI-curated news feeds on instrument pages with linked sources.
- Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
Feature-by-feature breakdown
| Attribute | OpenBB | Perplexity Finance |
|---|---|---|
Categories Which research workflows each platform targets | Shared: News, Data Visualizations, Financials, Transcripts, ETF Overview, Analyst Forecasts, Analyst Price Targets Unique: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, Data APIs, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Options & Derivatives, Quant, ETF Performance, ETF Holdings, Regulatory Filings Monitoring, AI, AI Chat | Shared: News, Data Visualizations, Financials, Transcripts, ETF Overview, Analyst Forecasts, Analyst Price Targets Unique: Watchlist, Screeners, Analyst Recommendations |
Asset types Supported asset classes and universes | Stocks, ETFs, Options, Futures, Bonds, Commodities, Currencies, Cryptos | Stocks, ETFs, Mutual Funds, Closed-End Funds, 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, Mobile, Desktop |
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 | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do OpenBB and Perplexity Finance both support?
Both platforms cover News, Data Visualizations, Financials, Transcripts, ETF Overview, Analyst Forecasts, and Analyst Price Targets workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do OpenBB and Perplexity Finance require subscriptions?
Both OpenBB and Perplexity Finance keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Perplexity Finance ships a dedicated mobile experience, while OpenBB focuses on web or desktop access.
What unique strengths set the two platforms apart?
OpenBB differentiates itself with 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., whereas Perplexity Finance stands out for Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- Financial Modeling Prep (FMP)Editor's pickHands-on review
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Data APIsFinancialsETF Holdings - YChartsHands-on review
Overlap: Screeners, Data Visualizations, and Watchlist.
ScreenersData VisualizationsWatchlist - Stocknear
Overlap: Screeners, Options & Derivatives, and Data Visualizations.
ScreenersOptions & DerivativesData Visualizations - Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Watchlist.
ScreenersData VisualizationsWatchlist - Alpha VantageHands-on review
Overlap: Data APIs, News, and Dividends.
Data APIsNewsDividends - TrendlyneHands-on review
Overlap: Screeners, Analyst Forecasts, and Analyst Price Targets.
ScreenersAnalyst ForecastsAnalyst Price Targets
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.