Tool Comparison
OpenBB vs Reflexivity
- Paid from
- $500/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Desktop, Mobile
Best if
- You do a lot of your research from your phone
- You want sheets / excel add-ins, data visualizations, and custom dashboards.
- Paid from
- $99.99/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want quant, performance attribution, and scenario & stress tests.
Pick OpenBB if
OpenBB
Free • From $500/yr, billed annually · Web · Desktop · Mobile
- You do a lot of your research from your phone
- You want sheets / excel add-ins, data visualizations, and custom dashboards.
Pick Reflexivity if
Reflexivity
Free • From $99.99/mo, billed monthly · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want quant, performance attribution, and scenario & stress tests.
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 Reflexivity 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. OpenBB includes sheets / excel add-ins and data visualizations, and Reflexivity includes quant and performance attribution.
What readers say
OpenBB
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Reflexivity
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Key differences at a glance
- Real-time data
- Reflexivity
- Mobile app
- OpenBB
- Desktop app
- OpenBB
- Asset coverage
- OpenBBAdds cryptos and options
- 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 Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
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 • From $99.99/mo, billed monthly |
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 | 7 limits: Basic via IBKR: market coverage: US equities, Basic via IBKR: news sources: Benzinga only +5 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | — | No |
Integrations | OpenBB Skills, Workspace MCP server +2 more | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Institutional Investors, Analysts +2 more | — |
Categories covered | 12 | 13 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Latency: Real-time and End of Day and Granularity: EOD |
Capabilities | IV surface and Yield curves | 5 signals: Universe builder, Stress tests: Rates, FX, and EquityCrash +3 more |
Security | 6 signals: SOC2, SSO: SAML and OIDC +4 more | SOC2 |
| Try it | Visit OpenBB | Visit Reflexivity |
Standout features
The best features of OpenBB and Reflexivity.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 Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
All details
Every attribute we track for OpenBB and Reflexivity.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosCurrenciesCommoditiesBondsOptionsFutures | StocksETFsBondsCommoditiesCurrencies |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Institutional InvestorsAnalystsQuants/DevelopersStudents/Researchers | Not specified |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: NoneSDKs: PythonDocs | Not specified |
Import methods | Not specified | CSVManual |
Integrations | OpenBB SkillsWorkspace MCP serverMCP serversExcel Add-in | Not specified |
Export formats | CSVExcel | Excel |
| Plans & trust | ||
Security & compliance | SOC2SSO: SAML and OIDCStatus pageEncryption at restEncryption in transitRole-based access | SOC2 |
Capability signals | IV surfaceYield curves | Universe builderStress tests: Rates, FX, and EquityCrashPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | OpenBB Inc.Founded 2021Support: Email and Forum | Knabble, Inc. (dba Reflexivity)Country: United StatesSupport: Email |
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“Basic via IBKR”market coverage: US equities · news sources: Benzinga only · +2 more |
| Entry paid plan | $500/yrBilled annually≈ $41.67/mo“Snowflake Native App” | $99.99/moBilled monthly“Plus via IBKR”market coverage: Global · alfred queries: Unlimited · +1 more |
| 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“Institutional” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between OpenBB and Reflexivity?
OpenBB leans toward APIs & data feeds, sheets / excel add-ins, and data visualizations, while Reflexivity puts more weight on screeners, quant, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do OpenBB and Reflexivity cost?
Good news: both OpenBB and Reflexivity have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use OpenBB or Reflexivity on my phone?
OpenBB lists a dedicated mobile app, so it travels better. Reflexivity doesn't list a dedicated mobile app; its documented access is web and API.
Do OpenBB and Reflexivity 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 Reflexivity?
It depends on what you're after. Pick OpenBB if sheets / excel add-ins and data visualizations matter to you; go with Reflexivity if you'd rather have quant and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do OpenBB and Reflexivity cover?
Both cover stocks, ETFs, currencies, and commodities. OpenBB also handles cryptos, options, and futures.
Does OpenBB or Reflexivity have real-time data?
Reflexivity 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 Reflexivity?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: OpenBB or Reflexivity?
Both OpenBB and Reflexivity include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with OpenBB or Reflexivity?
Reflexivity handles portfolio tracking. OpenBB is really a research tool; you'd track your portfolio elsewhere.
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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.