VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

OpenBB vs QuantRocket comparison

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

Quick takeaways

OpenBB adds APIs & SDKs, 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, Data Visualizations, Options & Derivatives, Financials, Transcripts, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Regulatory Filings Monitoring, AI, and AI Chat coverage that QuantRocket skips.

QuantRocket includes Screeners, Backtesting, Auto-Trading & Bots, Advanced Order Types, Paper Trading, and Broker Connectors 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..

QuantRocket is known for: Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter., and Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets..

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).

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
QuantRocket logo

QuantRocket

quantrocket.com

A Docker-based research, backtesting, and live-trading platform built around Jupyter. The free tier is limited to research, while paid plans unlock live and paper trading along with bundled US minute-bar data. Broader global datasets are available via third-party providers. Its tight IBKR integration brings advanced order types, while real-time market data can be streamed from IBKR, Polygon, or Alpaca.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca.
  • Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter.
  • Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets.
  • Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.
  • Streams tick-level data into TimescaleDB with WebSocket access, and allows flexible bar aggregation.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
Overlap

Shared focus areas

2 overlaps

Mutual strengths include Data APIs, and Quant.

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.

QuantRocket

Distinct strengths include:

  • Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca.
  • Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter.
  • Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets.
  • Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.

Feature-by-feature breakdown

AttributeOpenBBQuantRocket
Categories

Which research workflows each platform targets

Shared: Data APIs, Quant

Unique: APIs & SDKs, 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, Data Visualizations, Options & Derivatives, Financials, Transcripts, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Regulatory Filings Monitoring, AI, AI Chat

Shared: Data APIs, Quant

Unique: Screeners, Backtesting, Auto-Trading & Bots, Advanced Order Types, Paper Trading, Broker Connectors

Asset types

Supported asset classes and universes

Stocks, ETFs, Options, Futures, Bonds, Commodities, Currencies, Cryptos

Stocks, ETFs, Futures, Currencies, Options

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, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

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).

Unique

  • Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca.
  • Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter.
  • Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets.
  • Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.
  • Streams tick-level data into TimescaleDB with WebSocket access, and allows flexible bar aggregation.
  • REST API ('Houston') with Python client and CLI tools; endpoints return CSV or JSON for easy downstream use.
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 OpenBB and QuantRocket both support?

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

Do OpenBB and QuantRocket require subscriptions?

Both OpenBB and QuantRocket keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access OpenBB and QuantRocket?

Both OpenBB and QuantRocket 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?

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 QuantRocket stands out for Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter., and Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets..

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.