VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, September 27, 2025

Investors comparing OpenBB and Stocknear will find that Both OpenBB and Stocknear concentrate on News, Dark Pool & Off-Exchange, and Data Visualizations workflows, making them natural alternatives for similar investment research jobs. OpenBB leans into APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards, which can be decisive for teams that need depth over breadth. Stocknear stands out with Screeners, Watchlist, and Alerts that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.

Head-to-head

OpenBB vs Stocknear

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, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Quant, Transcripts, and Regulatory Filings Monitoring coverage that Stocknear skips.
  • Stocknear includes Screeners, Watchlist, Alerts, Calendar, Analyst Recommendations, Insider Data, 13F, US Government Trades, and Dividend 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..
  • Stocknear is known for: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
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).
Stocknear logo

Stocknear

stocknear.com

EU-built stock research platform focused on U.S. markets. Features real-time options flow (Benzinga), 15‑min delayed dark-pool prints, analyst targets/ratings, hedge-fund 13F explorer, U.S. Congress trades, earnings calendar/news feed, business metrics, watchlists and alerts, plus an AI Agent for conversational research. Market data/fundamentals/ETF analytics are sourced from Financial Modeling Prep; options chains from Intrinio (OPRA). Company is Stocknear GmbH (Siegen, Germany). No public API as of Sept 2025.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
  • Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
  • Dark pool & off-exchange trade tape (15‑minute delay).
  • Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
  • U.S. Congress trading dashboard access.

Shared focus areas

Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.

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.

Stocknear

Distinct strengths include:

  • Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
  • Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
  • Dark pool & off-exchange trade tape (15‑minute delay).
  • Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.

Feature-by-feature breakdown

AttributeOpenBBStocknear
Categories

Which research workflows each platform targets

Shared: News, Dark Pool & Off-Exchange, Data Visualizations, Options & Derivatives, Financials, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, AI, AI Chat

Unique: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, Data APIs, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Quant, Transcripts, Regulatory Filings Monitoring

Shared: News, Dark Pool & Off-Exchange, Data Visualizations, Options & Derivatives, Financials, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, AI, AI Chat

Unique: Screeners, Watchlist, Alerts, Calendar, Analyst Recommendations, Insider Data, 13F, US Government Trades, Dividend

Asset types

Supported asset classes and universes

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

Stocks, ETFs, Options

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web

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

  • Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
  • Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
  • Dark pool & off-exchange trade tape (15‑minute delay).
  • Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
  • U.S. Congress trading dashboard access.
  • Analyst section with ratings, price targets, and EPS/revenue forecasts.
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 Stocknear both support?

Both platforms cover News, Dark Pool & Off-Exchange, Data Visualizations, Options & Derivatives, Financials, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, AI, and AI Chat workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do OpenBB and Stocknear require subscriptions?

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

How can you access OpenBB and Stocknear?

Both OpenBB and Stocknear 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 Stocknear stands out for Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..

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.