VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, November 19, 2025

Tool Comparison

OpenBB vs Stock Analysis comparison

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

Quick takeaways

OpenBB adds APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, Data APIs, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Options & Derivatives, Quant, Transcripts, Regulatory Filings Monitoring, AI, and AI Chat coverage that Stock Analysis skips.

Stock Analysis includes Stock Ideas, Screeners, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Portfolio, Watchlist, Calendar, Delisted, Spin-offs, Ticker Changes, Acquisitions, Bankruptcy, ETF Fundamentals, Analyst Recommendations, and Blogs categories that OpenBB omits.

Stock Analysis offers mobile access, which OpenBB skips.

In depth comparison

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

WebAPI

Pricing

FreeSubscription

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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Stock Analysis logo

Stock Analysis

stockanalysis.com

Editor’s pick Hands-on review

Stock Analysis is an all‑in‑one stock and ETF research platform offering screeners, comparison tools, curated stock lists, IPO insights, ETF discovery and a technical chart. The free tier supports unlimited symbol lookups, basic screening, news articles, and watchlists. Paid tiers remove ads and unlock advanced features like larger watchlists and portfolios, longer financial histories, complete corporate‑actions and ETF‑holdings data, advanced analyst filters, and the ability to save screens. The site covers more than 100k global stocks and ETFs across major exchanges and aims to list every tradable stock worldwide. Fundamental data comes from S&P Global Market Intelligence; downloadable financials use Nasdaq Data Link (US) and Financial Modeling Prep (non‑US). US stock quotes are real‑time via CBOE; international quotes are 15‑minute delayed or end‑of‑day. Pro costs $6.58/month (annual billing) and Unlimited $16.58/month (annual), with a 60‑day money‑back guarantee and a monthly Pro plan at $9.99.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans.
  • ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis.
  • IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters.
  • Top Analysts ranking page with success rates, average returns, number of ratings and last rating date, plus Top 50 Strong‑Buy Stocks list showing upside potential.
  • By‑Industry, sector and market‑cap stock lists, trending stocks page (shows the day’s most‑viewed stocks), curated lists like dividend kings, FAANG, mega‑cap stocks and more.

Community votes (overall)

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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.

Stock Analysis

Distinct strengths include:

  • Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans.
  • ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis.
  • IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters.
  • Top Analysts ranking page with success rates, average returns, number of ratings and last rating date, plus Top 50 Strong‑Buy Stocks list showing upside potential.

Feature-by-feature breakdown

AttributeOpenBBStock Analysis
Categories

Which research workflows each platform targets

Shared: News, IPO, Dividends, Splits, Data Visualizations, Financials, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets

Unique: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, Data APIs, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Options & Derivatives, Quant, Transcripts, Regulatory Filings Monitoring, AI, AI Chat

Shared: News, IPO, Dividends, Splits, Data Visualizations, Financials, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets

Unique: Stock Ideas, Screeners, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Portfolio, Watchlist, Calendar, Delisted, Spin-offs, Ticker Changes, Acquisitions, Bankruptcy, ETF Fundamentals, Analyst Recommendations, Blogs

Asset types

Supported asset classes and universes

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

Stocks, ETFs, Mutual 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, Mobile

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

  • Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans.
  • ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis.
  • IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters.
  • Top Analysts ranking page with success rates, average returns, number of ratings and last rating date, plus Top 50 Strong‑Buy Stocks list showing upside potential.
  • By‑Industry, sector and market‑cap stock lists, trending stocks page (shows the day’s most‑viewed stocks), curated lists like dividend kings, FAANG, mega‑cap stocks and more.
  • Earnings calendar with filters (before/after open/close) and week/day views; ability to download data or open results in screener.
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 Stock Analysis both support?

Both platforms cover News, IPO, Dividends, Splits, Data Visualizations, Financials, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, and Analyst Price Targets workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do OpenBB and Stock Analysis require subscriptions?

Both OpenBB and Stock Analysis keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Stock Analysis ships a dedicated mobile experience, while OpenBB focuses on web or desktop access.

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 Stock Analysis stands out for Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., and IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters..

Keep exploring

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.