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.
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
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
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
Platforms
Pricing
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)
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.
Categories
Platforms
Pricing
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)
Shared focus areas
2 overlapsMutual 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
Attribute | OpenBB | QuantRocket |
---|---|---|
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
| Unique
|
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..
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.
- YChartsHands-on review
Overlap: Screeners, Data Visualizations, and News.
ScreenersData VisualizationsNews - Financial Modeling Prep (FMP)Editor's pickHands-on review
Overlap: Data APIs, Financials, and ETF Holdings.
Data APIsFinancialsETF Holdings - GuruFocusEditor's pickHands-on review
Overlap: Screeners, Backtesting, and News.
ScreenersBacktestingNews - 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 - Stocknear
Overlap: Screeners, Options & Derivatives, and Data Visualizations.
ScreenersOptions & DerivativesData Visualizations
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.