Tool Comparison
OpenBB vs Quartr
- Paid from
- $500/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Desktop, Mobile
Best if
- You want sheets / excel add-ins, data visualizations, and custom dashboards.
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want transcripts, analyst forecasts, and calendar.
- You're newer to investing and want something approachable
Pick OpenBB if
OpenBB
Free • From $500/yr, billed annually · Web · Desktop · Mobile
- You want sheets / excel add-ins, data visualizations, and custom dashboards.
Pick Quartr if
Quartr
Free • Contact for pricing · Web · Mobile · API
- Delayed quotes won't cut it; you need real-time data
- You want transcripts, analyst forecasts, and calendar.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
OpenBB and Quartr cover a lot of the same ground (4 shared categories, including APIs & data feeds, AI research, and AI chat), so for the basics you won't go far wrong with either. Quartr simply does more: 16 categories to OpenBB's 12, including transcripts, analyst forecasts, and calendar. OpenBB counters by keeping things simpler.
What readers say
OpenBB
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Quartr
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Key differences at a glance
- Real-time data
- Quartr
- Broader coverage
- Quartr16 vs 12 categories
- Desktop app
- OpenBB
- Asset coverage
- OpenBBAdds ETFs and cryptos
- Beginner friendly
- Quartr
- Free plan
- Both
What OpenBB does best
- The open-source Open Data Platform locally under AGPL for combined financial and economic data access through provider connectors.
- Work across Python, REST API, notebooks, Workspace, and Excel-oriented workflows depending on whether you are coding, analyzing, or building dashboards.
- Connections for third-party data providers and your own API keys; OpenBB does not host or redistribute production market data for you.
- Tools for building Workspace dashboards with customizable UI components, apps, widgets, and firm-specific data integrations.
- Support for adding proprietary or internal data by exposing an API plus a widgets.json definition for custom Workspace widgets.
What Quartr does best
- Research coverage for investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
- The free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
- Monitor earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
- Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
- Support for asking AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $500/yr, billed annually | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 10 limits: Workspace Community: copilot queries per day: 20, Workspace Community: excel add in: No (per plan comparison) +8 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | — | No |
Integrations | OpenBB Skills, Workspace MCP server +2 more | MarketBeat |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Analysts +2 more | Retail Traders, Pro Retail +8 more |
Categories covered | 12 | 16 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Latency: Streaming and Real-time |
Data partners | — | MarketBeat |
Capabilities | IV surface and Yield curves | Citation pinning and AI summaries: Transcripts |
Security | 6 signals: SOC2, SSO: SAML and OIDC +4 more | Status page |
| Try it | Visit OpenBB | Visit Quartr |
Standout features
The best features of OpenBB and Quartr.ShowHide
Standout features
What OpenBB does best
- The open-source Open Data Platform locally under AGPL for combined financial and economic data access through provider connectors.
- Work across Python, REST API, notebooks, Workspace, and Excel-oriented workflows depending on whether you are coding, analyzing, or building dashboards.
- Connections for third-party data providers and your own API keys; OpenBB does not host or redistribute production market data for you.
- Tools for building Workspace dashboards with customizable UI components, apps, widgets, and firm-specific data integrations.
- Support for adding proprietary or internal data by exposing an API plus a widgets.json definition for custom Workspace widgets.
What Quartr does best
- Research coverage for investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
- The free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
- Monitor earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
- Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
- Support for asking AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.
All details
Every attribute we track for OpenBB and Quartr.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosCurrenciesCommoditiesBondsOptionsFutures | Stocks |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalystsQuants/DevelopersStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsAnalysts+2 more |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | StreamingReal-time |
Data partners | Not specified | MarketBeat |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: NoneSDKs: PythonDocs | Auth: APIKeyWebhooksDocs |
Integrations | OpenBB SkillsWorkspace MCP serverMCP serversExcel Add-in | MarketBeat |
Export formats | CSVExcel | JSONPDF |
| Plans & trust | ||
Security & compliance | SOC2SSO: SAML and OIDCStatus pageEncryption at restEncryption in transitRole-based access | Status page |
Capability signals | IV surfaceYield curves | Citation pinningAI summaries: Transcripts |
Vendor & support | OpenBB Inc.Founded 2021Support: Email and Forum | Quartr ABCountry: SwedenFounded 2020 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Workspace Community”copilot queries per day: 20 · excel add in: No (per plan comparison) · +1 more | Free“Mobile app” |
| Entry paid plan | $500/yrBilled annually≈ $41.67/mo“Snowflake Native App” | — |
| Top plan | $2400/yrBilled annually≈ $200/mo“Workspace Lite”team size: Designed for teams under 10 · excel add in: No (per plan comparison) · +1 more | — |
| Custom / enterprise | Contact sales“Workspace Pro”pricing model: Custom team license (contact sales) · support: 8 hours/day, 5 days/week (EST) | Contact sales“Quartr Pro” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between OpenBB and Quartr?
OpenBB leans toward APIs & data feeds, sheets / excel add-ins, and data visualizations, while Quartr puts more weight on financials, transcripts, and analyst forecasts. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do OpenBB and Quartr cost?
Good news: both OpenBB and Quartr have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: OpenBB or Quartr?
Quartr is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do OpenBB and Quartr have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose OpenBB or Quartr?
It depends on what you're after. Pick OpenBB if sheets / excel add-ins and data visualizations matter to you; go with Quartr if you'd rather have transcripts and analyst forecasts. And if you only need the basics both share, let price decide.
What asset classes do OpenBB and Quartr cover?
Both cover stocks. OpenBB also handles ETFs, cryptos, and currencies.
Does OpenBB or Quartr have real-time data?
Quartr offers real-time data, which matters if you trade actively. OpenBB runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from OpenBB and Quartr?
OpenBB exports to CSV and Excel. Quartr is stingier about getting data out.
Which has a better stock screener: OpenBB or Quartr?
OpenBB has a stock screener for surfacing ideas; Quartr doesn't, and focuses its energy elsewhere.
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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.