VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

OpenBB vs Tegus comparison

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

Quick takeaways

OpenBB adds APIs & SDKs, Custom Dashboards, Data APIs, News, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Options & Derivatives, Quant, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Regulatory Filings Monitoring, and AI Chat coverage that Tegus skips.

Tegus includes Improved Filings, and Alerts 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..

Tegus is known for: Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..

OpenBB has a free tier, while Tegus requires a paid plan.

Tegus offers mobile access, which OpenBB skips.

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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Tegus logo

Tegus

tegus.com

Tegus is a unified research platform that blends expert-call transcripts, SEC filings, financial models, and benchmarking dashboards into one workflow. It features AI-generated transcript summaries, advanced filing search, and pre-built industry comps. Analyst-built Excel models integrate directly via an add-in, and the platform offers a transparent Expert Calls service for custom interviews. Subscriptions are seat or enterprise-based through AlphaSense, with free trials available but no public pricing.

Platforms

Web
Mobile

Pricing

Subscription

Quick highlights

  • Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
  • AI-generated summaries and topic tagging to help navigate transcripts quickly.
  • Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
  • Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
  • Financial Models library with analyst-built Excel models, pre-set templates (DCF, LBO, M&A), and one-click updates through the Tegus Excel Add-in.

Community votes (overall)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Sheets / Excel Add-ins, Data Visualizations, and Financials 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.

Tegus

Distinct strengths include:

  • Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
  • AI-generated summaries and topic tagging to help navigate transcripts quickly.
  • Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
  • Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.

Feature-by-feature breakdown

AttributeOpenBBTegus
Categories

Which research workflows each platform targets

Shared: Sheets / Excel Add-ins, Data Visualizations, Financials, Transcripts, AI

Unique: APIs & SDKs, Custom Dashboards, Data APIs, News, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Options & Derivatives, Quant, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Regulatory Filings Monitoring, AI Chat

Shared: Sheets / Excel Add-ins, Data Visualizations, Financials, Transcripts, AI

Unique: Improved Filings, Alerts

Asset types

Supported asset classes and universes

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

Stocks

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

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

  • Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
  • AI-generated summaries and topic tagging to help navigate transcripts quickly.
  • Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
  • Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
  • Financial Models library with analyst-built Excel models, pre-set templates (DCF, LBO, M&A), and one-click updates through the Tegus Excel Add-in.
  • Comps & Benchmarking dashboards across 55+ industries, featuring sector-specific KPIs sourced and verified by analysts and technology.
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 Tegus both support?

Both platforms cover Sheets / Excel Add-ins, Data Visualizations, Financials, Transcripts, and AI workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

OpenBB offers a free entry point, while Tegus requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Tegus 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 Tegus stands out for Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..

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.