OpenBB is an AI workspace for finance that helps investment teams build secure, AI-powered analytics applications. It allows integration of proprietary, licensed, and public data for comprehensive financial analysis.
OpenBB is an AI-powered workspace designed for finance professionals, enabling investment teams to securely build and deploy AI-driven analytics applications. It offers a flexible and customizable user interface that adapts to various workflows and fosters team collaboration. The platform allows integration of proprietary, licensed, and public data, both structured and unstructured, into a secure and scalable AI-ready environment. Users can deploy OpenBB on-premises or in a private cloud for full control over data, AI models, and prompts. It supports integrating custom AI agents for experimentation and deployment, making it a comprehensive solution for financial research and analytics.
Best used for
Ideal for financial analysts and data scientists who need to build AI-powered analytics applications, integrate diverse financial data sources, and deploy secure, custom solutions. Especially valuable for investment firms managing billions who require on-premise deployment and robust security.
Common actions
analyze financial data
build AI applications
integrate financial data
optimize portfolios
automate financial research
quantsunified api layerprivate cloud deploymentopen-sourceFinanceresearchon-premises deploymentAI-poweredanalystsData integration+ 8 more
Capabilities
Key features
AI-powered analytics applications
Customizable user interface
Integrate proprietary data
On-premise deployment
Custom AI agent integration
Financial data access
Target Audience
data scientistfinancial analystinvestment manager
Integrations
snowflakeexcel
Pricing & Plans
Freemium · Enterprise · Open Source
Workspace / Community
FAQs
What is the difference between OpenBB Workspace Community and Pro plans?
The Community plan is free for individuals, hosted by OpenBB, and offers 20 daily Copilot queries. The Pro plan is a seat-based subscription for teams, supports private cloud/on-premise deployment, offers fair use of Copilot, and includes collaborative features like role-based access control and Excel add-in.
Can OpenBB be deployed on-premises?
Yes, OpenBB Workspace Pro can be deployed on-premises or in your private cloud. This provides full control, security, and privacy over your data, AI models, and prompts, which is crucial for enterprise-level financial institutions.
Does OpenBB support custom AI agents?
Yes, OpenBB allows users to integrate their own AI agents into a safe environment designed for experimentation and deployment. This enables firms to leverage their proprietary AI models within the OpenBB workspace for enhanced analytics.
What kind of data can be integrated with OpenBB?
OpenBB can integrate proprietary, licensed, and public data, including both structured and unstructured formats. This allows for a comprehensive view of financial information, combining internal datasets with external market and economic data.
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