VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 19, 2025

Head-to-head

OpenBB vs Wall St. Rank 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, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Data Visualizations, Options & Derivatives, Quant, Financials, Transcripts, ETF Overview, ETF Performance, ETF Holdings, Regulatory Filings Monitoring, AI, and AI Chat coverage that Wall St. Rank skips.

Wall St. Rank includes Institutional Data, 13F, Investor Holdings, Analyst Recommendations, and News Sentiment 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..

Wall St. Rank is known for: Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts)., Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings., and Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views..

OpenBB has a free tier, while Wall St. Rank requires a paid plan.

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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Wall St. Rank logo

Wall St. Rank

wallstrank.com

Fund‑ and analyst‑consensus explorer with an API. Core pillars: 13F‑based fund portfolios & trends (incl. new/closed/increased/reduced positions and calls/puts), analyst ratings & price‑target feed with firm/analyst profiles, news sentiment views, plus a quarterly ‘Fund Manager Index.’ Strong for event‑ and consensus‑driven equity research; not a broker/execution or factor backtesting tool.

Platforms

Web
API

Pricing

Subscription

Quick highlights

  • Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts).
  • Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings.
  • Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views.
  • WSR Indexes: a Fund Manager Index rebalanced the day after the 46th‑day 13F deadline; Analyst Index ‘coming soon’.
  • Rankings pages for stocks/ETFs (e.g., market cap, price movers) and news sentiment visualizations.

Community votes (overall)

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Data APIs, News, and Analyst Forecasts plus 1 more area.

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.

Wall St. Rank

Distinct strengths include:

  • Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts).
  • Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings.
  • Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views.
  • WSR Indexes: a Fund Manager Index rebalanced the day after the 46th‑day 13F deadline; Analyst Index ‘coming soon’.

Feature-by-feature breakdown

AttributeOpenBBWall St. Rank
Categories

Which research workflows each platform targets

Shared: Data APIs, News, Analyst Forecasts, Analyst Price Targets

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

Shared: Data APIs, News, Analyst Forecasts, Analyst Price Targets

Unique: Institutional Data, 13F, Investor Holdings, Analyst Recommendations, News Sentiment

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

Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, API

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

  • Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts).
  • Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings.
  • Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views.
  • WSR Indexes: a Fund Manager Index rebalanced the day after the 46th‑day 13F deadline; Analyst Index ‘coming soon’.
  • Rankings pages for stocks/ETFs (e.g., market cap, price movers) and news sentiment visualizations.
  • Public API for programmatic access to portfolios, holdings, trends, analyst ratings and more (REST, JSON, API key).
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 Wall St. Rank both support?

Both platforms cover Data APIs, News, Analyst Forecasts, and Analyst Price Targets 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 Wall St. Rank requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access OpenBB and Wall St. Rank?

Both OpenBB and Wall St. Rank 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 Wall St. Rank stands out for Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts)., Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings., and Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views..

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.