VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

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Tool Comparison

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

TradeZella includes Portfolio, Backtesting, Risk Metrics, and Education categories that OpenBB omits.

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

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).

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TradeZella logo

TradeZella

tradezella.com

Web-based trade journaling, analytics, backtesting, and trade replay platform. Not a brokerage: trades are executed on your broker and imported into TradeZella for tracking/analysis. Imports support auto-sync, file upload, or manual entry, with many broker integrations across stocks/options/forex/futures/crypto. Plan gating: Basic is limited to 1 account, 1GB storage, 3 playbooks, and 5 mentor invites; Premium/Pro unlock unlimited accounts/playbooks/mentor invites and 5GB storage (annual plans include a 14-day money-back guarantee).

Platforms

Web

Pricing

Subscription

Quick highlights

  • Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing.
  • Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase.
  • Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size).
  • Trade Tracking page per trade: stats (including SL/PT + customizable metrics), execution details, playbook attachment, images/attachments, notes, plus share + replay actions.
  • Tagging and filtering: tags and categories, custom tag categories, and advanced global filters to analyze subsets of trades.

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Where they differ

OpenBB

Distinct strengths include:

APIs & SDKsSheets / Excel Add-insData APIsNewsIPODividendsSplitsInterest Rates
  • 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.

TradeZella

Distinct strengths include:

PortfolioBacktestingRisk MetricsEducation
  • Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing.
  • Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase.
  • Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size).
  • Trade Tracking page per trade: stats (including SL/PT + customizable metrics), execution details, playbook attachment, images/attachments, notes, plus share + replay actions.

Feature-by-feature breakdown

AttributeOpenBBTradeZella
Categories

Which research workflows each platform targets

Shared: Custom Dashboards, Data Visualizations

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

Shared: Custom Dashboards, Data Visualizations

Unique: Portfolio, Backtesting, Risk Metrics, Education

Asset types

Supported asset classes and universes

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

Stocks, Options, Currencies, Futures, Cryptos

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

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

  • Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing.
  • Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase.
  • Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size).
  • Trade Tracking page per trade: stats (including SL/PT + customizable metrics), execution details, playbook attachment, images/attachments, notes, plus share + replay actions.
  • Tagging and filtering: tags and categories, custom tag categories, and advanced global filters to analyze subsets of trades.
  • Risk/performance metrics surfaced on dashboard widgets (e.g., profit factor, expectancy, max drawdown), with multiple views (e.g., percentage, R-multiple, ticks/pips for relevant markets).
Tested

Verified by hands-on testing inside Find My Moat

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Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do OpenBB and TradeZella both support?

Both platforms cover Custom Dashboards, and Data Visualizations 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 TradeZella requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access OpenBB and TradeZella?

Both OpenBB and TradeZella 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 TradeZella stands out for Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing., Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase., and Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size)..

Keep exploring

Keep exploring

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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.