# Openbook Analytics Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Openbook Analytics Software - reviews, pricing plans, popular comparisons to other Data Analysis products and more. Source: https://www.capterra.com/p/10044383/Openbook-Analytics --- # Openbook Analytics Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 11, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support) Openbook Analytics ## What is Openbook Analytics? Openbook Analytics is built for serious UK retail investors who've outgrown their broker's tools but don't need a Bloomberg terminal. The platform scores every UK and US stock across nine factors, Growth, Value, Quality, Momentum, Profitability and Risk, on a clear 0-100 scale, showing you the drivers behind each score. Portfolio analytics show what's driving your returns, where risk is concentrated, and how holdings score across factors. Stress-test against historical market crashes and track up to three portfolios simultaneously. The screener covers every UK and US stock, ETF, and mutual fund. Filter by factor scores or themes like Undervalued or High Income. Additional features include dividend tracking with 20+ years of data, projected monthly income, AI-generated stock summaries, and stock comparison tools. Free tier included. Pro plan available for advanced analytics. ## What is Openbook Analytics used for? [Data Analysis](https://www.capterra.com/data-analysis-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £19.99 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Openbook Analytics?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.openbookanalytics.com/&name=Openbook Analytics) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Dashboard Creation Creation and customization of dashboards Data Discovery Discover and connect variety of data sources to the application for analysis Openbook Analytics 20 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Discover and connect variety of data sources to the application for analysis Import and export data to and from software applications Manage and store data in a database Graphical representation of data Form predictions based on past and present data/trends Use AI to generate content in the form of text, images, videos, etc. Observe and track the demand, usage, progress or quality of a system, product, or user A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Predict future data based on historical data sets Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Review data from past periods to reveal recurring tendencies and predict future performance Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version Free Plan £0.00 It includes: - Coverage of 2,400+ UK stocks - Limited factor scores per stock - Basic portfolio tracking (up to 5 portfolios) - Essential screener filters (full access to stock screener) - Community forum access (support) - Watchlist items & alerts: 10 - Historical data: Full - Chat: Limited access - AI insights: Limited - AI quality-of-life features: Limited - AI chat: Limited - Export portfolio to CSV: No Pro Plan £19.99 Flat Rate,Per Month It includes: - AI-powered stock insights - Advanced screener filters - Real-time price alerts - Full historical data - Unlimited watchlists (up to 100 watchlist items) - Portfolios: up to 20 - Full chat access - Full AI insights and AI quality-of-life features - AI chat full access - Export portfolio to CSV: Yes - Priority email support Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.