Open-source investment research for everyone, powered by AI.
What is OpenBB?
OpenBB is an open-source investment research platform designed to aggregate and analyze financial market data. It provides a unified framework for accessing real-time and historical data from numerous sources, performing quantitative analysis, and building custom financial models. The platform enables the production of charts, reports, and datasets to support investment research and decision-making processes.
Users typically interact with OpenBB through a Python interface or a terminal application, providing commands or scripts to retrieve specific financial data or execute analytical functions. The system processes these inputs to deliver structured data outputs, visualizations, and computational results. The platform is developed by the team behind the official website, which maintains the core infrastructure and a hub for community-developed extensions.
Key Findings
- Open Source: Provides transparent, customizable financial data analysis for investment research and strategy.
- Market Intelligence: Delivers real-time global market data, news, and analytics for informed, timely decisions.
- Portfolio Analytics: Offers deep performance insights and risk assessment tools to optimize investment portfolio health.
- Research Terminal: Aggregates thousands of data sources into a single, unified platform for streamlined financial analysis.
- Economic Calendar: Tracks major global economic events and indicators to anticipate potential market movements accurately.
- Crypto Integration: Connects to major cryptocurrency exchanges for comprehensive digital asset data and portfolio tracking.
- Technical Analysis: Equips users with advanced charting tools and indicators for detailed market trend examination.
- Model Portfolios: Delivers professionally crafted, benchmarked investment strategies for both guidance and direct implementation.
- Data Export: Enables seamless downloading of charts, tables, and reports into multiple common presentation formats.
- API Access: Provides powerful developer tools to build custom applications and integrate data programmatically.
Who is it for?
Financial Advisor
- Market trend analysis
- Portfolio risk assessment
- Economic indicator tracking
- Company financial deep dive
- Client report automation
Startup Founder
- Competitor funding monitoring
- Burn rate calculation
- Investor update preparation
- Market size validation
- Crypto asset tracking
Office Administrator
- Meeting minute summarization
- Travel expense consolidation
- Vendor invoice tracking
- Team calendar management
- Document version control
Pricing
Workspace Community @ $0/mo
- Unlimited Apps and dashboards
- OpenBB Copilot 20 queries per day
- Custom AI agents supported
- SOC2 compliant environment
- Hosted and managed by OpenBB
- Community-driven Discord support
Workspace Pro @ Contact us for a quote
- Collaborative capabilities
- Role-based access control
- Fair use of OpenBB Copilot
- Add-in for Excel
- Private cloud VPC or on-premise
- Business-hours priority support
Open Data Platform (ODP) @ $0/one-time
- Unified access to public datasets
- Multiple data access interfaces
- Open and extensible
- Runs locally
- Data stays in your environment
- Open-source AGPL license