VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View OpenBB View Reflexivity Back to Home

Head-to-head

OpenBB vs Reflexivity comparison

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

Quick takeaways

OpenBB adds Sheets / Excel Add-ins, Custom Dashboards, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Data Visualizations, Options & Derivatives, Financials, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, and Regulatory Filings Monitoring coverage that Reflexivity skips.

Reflexivity includes Screeners, Performance Attribution, Scenario & Stress Tests, Portfolio, Backtesting, Alerts, and AI Report 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..

Reflexivity is known for: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..

OpenBB has a free tier, while Reflexivity requires a paid plan.

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).

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Reflexivity

reflexivity.com

Reflexivity is a sales-led enterprise platform (annual subscription) designed for institutions. Deep Research features are still in beta and not enabled for all accounts. All listed data sources (S&P Global, Refinitiv, Nasdaq, Cboe, etc.) are included out of the box—no separate contracts required.

Platforms

Web

API

Pricing

Subscription

Quick highlights

Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time.

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Overlap

Shared focus areas

7 overlaps

Mutual strengths include APIs & SDKs, Data APIs, and News plus 4 more areas.

Where they differ

OpenBB

Distinct strengths include:

Sheets / Excel Add-ins

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.

Reflexivity

Distinct strengths include:

Screeners

Performance Attribution

Scenario & Stress Tests

Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.

Feature-by-feature breakdown

Attribute	OpenBB	Reflexivity
Categories Which research workflows each platform targets	Shared: APIs & SDKs, Data APIs, News, Quant, Transcripts, AI, AI Chat Unique: Sheets / Excel Add-ins, Custom Dashboards, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Data Visualizations, Options & Derivatives, Financials, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Regulatory Filings Monitoring	Shared: APIs & SDKs, Data APIs, News, Quant, Transcripts, AI, AI Chat Unique: Screeners, Performance Attribution, Scenario & Stress Tests, Portfolio, Backtesting, Alerts, AI Report
Asset types Supported asset classes and universes	Stocks, ETFs, Options, Futures, Bonds, Commodities, Currencies, Cryptos	Stocks, ETFs, Bonds, Commodities, Currencies
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, API
Pricing High-level pricing models	Free, Subscription	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 Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts. Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports. Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs. Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history. Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time. Smart Screening across 40k+ global securities with thematic, fundamental, technical, and ESG filters, plus unique criteria like insider trades, government trades, and management changes.
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 Reflexivity both support?

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

Which tool offers a free plan?

OpenBB offers a free entry point, while Reflexivity requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access OpenBB and Reflexivity?

Both OpenBB and Reflexivity 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 Reflexivity stands out for Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..

Keep exploring

Stay on top of related tools

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