VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

OpenBB vs SEC API (sec-api.io) 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, News, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Data Visualizations, Options & Derivatives, Quant, Transcripts, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, AI, and AI Chat coverage that SEC API (sec-api.io) skips.

SEC API (sec-api.io) includes Insider Data, 13F, 13D/13G, and Management Compensation 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..

SEC API (sec-api.io) is known for: Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings., Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN)., and Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares..

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)

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SEC API (sec-api.io) logo

SEC API (sec-api.io)

sec-api.io

Editor’s pick Hands-on review

A commercial API suite for SEC/EDGAR data, designed for developers, quants, and compliance teams. The free tier includes 100 calls per month. Paid tiers unlock higher rate limits, more data (5 GB vs 15 GB monthly, with $0.30/GB overage), and features such as multiple API keys or redistribution rights for enterprise users. The platform emphasizes speed, with new filings typically available in under 300 ms.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings.
  • Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN).
  • Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares.
  • Historical coverage back to 1993 with support for all 400+ EDGAR form types; new filings made available within ~300 ms of posting.
  • Live filing feeds available in real time via WebSocket for instant integration.

Community votes (overall)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include APIs & SDKs, Data APIs, and IPO plus 2 more areas.

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.

SEC API (sec-api.io)

Distinct strengths include:

  • Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings.
  • Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN).
  • Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares.
  • Historical coverage back to 1993 with support for all 400+ EDGAR form types; new filings made available within ~300 ms of posting.

Feature-by-feature breakdown

AttributeOpenBBSEC API (sec-api.io)
Categories

Which research workflows each platform targets

Shared: APIs & SDKs, Data APIs, IPO, Financials, Regulatory Filings Monitoring

Unique: Sheets / Excel Add-ins, Custom Dashboards, News, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Data Visualizations, Options & Derivatives, Quant, Transcripts, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, AI, AI Chat

Shared: APIs & SDKs, Data APIs, IPO, Financials, Regulatory Filings Monitoring

Unique: Insider Data, 13F, 13D/13G, Management Compensation

Asset types

Supported asset classes and universes

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

Stocks, ETFs, Mutual Funds, Funds

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

  • Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings.
  • Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN).
  • Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares.
  • Historical coverage back to 1993 with support for all 400+ EDGAR form types; new filings made available within ~300 ms of posting.
  • Live filing feeds available in real time via WebSocket for instant integration.
  • XBRL-to-JSON service delivers standardized financial statements (income, balance sheet, cash flow) mapped to US GAAP items; dataset is survivorship-bias free.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do OpenBB and SEC API (sec-api.io) both support?

Both platforms cover APIs & SDKs, Data APIs, IPO, Financials, and Regulatory Filings Monitoring workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do OpenBB and SEC API (sec-api.io) require subscriptions?

Both OpenBB and SEC API (sec-api.io) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access OpenBB and SEC API (sec-api.io)?

Both OpenBB and SEC API (sec-api.io) 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 SEC API (sec-api.io) stands out for Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings., Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN)., and Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares..

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.