Tool Comparison
OpenBB vs StockInsights.ai
- 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 screeners.
- Paid from
- $200/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want a lower paid starting price: $200/yr, billed annually instead of $500/yr, billed annually
- Delayed quotes won't cut it; you need real-time data
- You want improved filings, transcripts, and alerts.
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 screeners.
Pick StockInsights.ai if
StockInsights.ai
Free • From $200/yr, billed annually · Web · API
- You want a lower paid starting price: $200/yr, billed annually instead of $500/yr, billed annually
- Delayed quotes won't cut it; you need real-time data
- You want improved filings, transcripts, and alerts.
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 StockInsights.ai cover a lot of the same ground (5 shared categories, including APIs & data feeds, custom dashboards, and AI research), so for the basics you won't go far wrong with either. OpenBB includes sheets / excel add-ins and data visualizations, and StockInsights.ai includes improved filings and transcripts.
What readers say
OpenBB
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StockInsights.ai
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Key differences at a glance
- Cheaper paid plan
- StockInsights.ai$200/yr, billed annually vs $500/yr, billed annually
- Mobile app
- OpenBB
- Desktop app
- OpenBB
- Real-time data
- StockInsights.ai
- Asset coverage
- OpenBBAdds ETFs and cryptos
- Beginner friendly
- StockInsights.ai
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 StockInsights.ai does best
- Ask source-specific questions across company filings and earnings transcripts, with source links under AI Assist responses.
- Read generated earnings-call and annual-report summaries plus tagged U.S. 8-K and 6-K filings and Indian corporate announcements.
- Latest SEC filing feeds and a full SEC filing dashboard on paid self-serve plans.
- Tracking watchlist alerts with free and paid limits.
- Use bearer-key REST APIs for company lists, filings, semantic search, statements, calendars, and shareholding data.
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 $200/yr, billed annually |
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 | 5 limits: Product Free: earnings call summaries: 10, Product Free: call and ten ksearches: 10 +3 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 | MCP Server |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Analysts +2 more | Retail Traders, Pro Retail +3 more |
Categories covered | 12 | 10 |
Regions | — | North America, APAC |
| Data & capabilities | ||
Data quality | — | Latency: Real-time and End of Day and Granularity: EOD |
Capabilities | IV surface and Yield curves | AI summaries: Filings and Transcripts |
Security | 6 signals: SOC2, SSO: SAML and OIDC +4 more | — |
| Try it | Visit OpenBB | Visit StockInsights.ai |
Standout features
The best features of OpenBB and StockInsights.ai.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 StockInsights.ai does best
- Ask source-specific questions across company filings and earnings transcripts, with source links under AI Assist responses.
- Read generated earnings-call and annual-report summaries plus tagged U.S. 8-K and 6-K filings and Indian corporate announcements.
- Latest SEC filing feeds and a full SEC filing dashboard on paid self-serve plans.
- Tracking watchlist alerts with free and paid limits.
- Use bearer-key REST APIs for company lists, filings, semantic search, statements, calendars, and shareholding data.
All details
Every attribute we track for OpenBB and StockInsights.ai.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosCurrenciesCommoditiesBondsOptionsFutures | Stocks |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalystsQuants/DevelopersStudents/Researchers | Retail TradersPro RetailAnalystsQuants/DevelopersStudents/Researchers |
Regions | Not specified | North AmericaAPAC |
Coverage details | Identifiers: Ticker | Countries: US and INIdentifiers: Ticker, CIK, and ISIN |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: NoneSDKs: PythonDocs | Auth: APIKeyWebhooksDocs |
Integrations | OpenBB SkillsWorkspace MCP serverMCP serversExcel Add-in | MCP Server |
Export formats | CSVExcel | Not specified |
| Plans & trust | ||
Security & compliance | SOC2SSO: SAML and OIDCStatus pageEncryption at restEncryption in transitRole-based access | Not specified |
Capability signals | IV surfaceYield curves | AI summaries: Filings and Transcripts |
Vendor & support | OpenBB Inc.Founded 2021Support: Email and Forum | Serendib Labs Technologies Pvt Ltd.Country: IndiaSupport: 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“Product Free”earnings call summaries: 10 · call and ten ksearches: 10 · +1 more |
| Entry paid plan | $500/yrBilled annually≈ $41.67/mo“Snowflake Native App” | $200/yrBilled annually≈ $17/mo“Product Pro”watchlist stocks: 700 |
| 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“Business and Solutions” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between OpenBB and StockInsights.ai?
OpenBB leans toward APIs & data feeds, sheets / excel add-ins, and data visualizations, while StockInsights.ai puts more weight on AI research, AI chat, and improved filings. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do OpenBB and StockInsights.ai cost?
Good news: both OpenBB and StockInsights.ai 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 StockInsights.ai?
StockInsights.ai is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use OpenBB or StockInsights.ai on my phone?
OpenBB lists a dedicated mobile app, so it travels better. StockInsights.ai doesn't list a dedicated mobile app; its documented access is web and API.
Do OpenBB and StockInsights.ai 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 StockInsights.ai?
It depends on what you're after. Pick OpenBB if sheets / excel add-ins and data visualizations matter to you; go with StockInsights.ai if you'd rather have improved filings and transcripts. And if you only need the basics both share, let price decide.
What asset classes do OpenBB and StockInsights.ai cover?
Both cover stocks. OpenBB also handles ETFs, cryptos, and currencies.
Does OpenBB or StockInsights.ai have real-time data?
StockInsights.ai 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 StockInsights.ai?
OpenBB exports to CSV and Excel. StockInsights.ai is stingier about getting data out.
Which has a better stock screener: OpenBB or StockInsights.ai?
OpenBB has a stock screener for surfacing ideas; StockInsights.ai doesn't, and focuses its energy 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.