OpenBB
AI-powered financial workspace that bridges proprietary, licensed, and public data with AI agents for investment firms and financial analysts.
At a Glance
About OpenBB
OpenBB is an AI workspace for finance that enables investment firms, asset managers, and hedge funds to build AI-powered analytics applications on top of their own data. It offers a secure, compliant environment for deploying AI agents and custom dashboards, with options for on-premises or private cloud deployment. The platform bridges structured and unstructured data sources with a flexible, customizable UI designed for team collaboration and enterprise-grade security.
- OpenBB Workspace — A customizable interface for building AI-powered financial applications; sign up at pro.openbb.co to get started with the free Community tier.
- OpenBB Copilot — An integrated AI assistant that processes natural language queries, pulls data from connected sources, generates charts and tables, and produces insights; Community users get 20 queries/day.
- Custom AI Agent Integration — Connect your own AI agents or models into the Workspace for experimentation and production deployment in a secure environment.
- Data Connectivity — Integrate proprietary, licensed, and public datasets (structured and unstructured) into a single scalable AI-ready platform.
- On-Premises & VPC Deployment — Deploy OpenBB in your private cloud or on-premises for full control over data, AI models, and prompts.
- Role-Based Access Control (RBAC) — Pro tier includes user roles, RBAC, dashboard sharing, and centralized data sharing for team collaboration.
- Open Data Platform (ODP) — An open-source (AGPL) data layer providing unified access to public datasets like FRED, IMF, BLS, FOMC, and Congress data via Python, REST API, Excel, and Notebooks.
- Snowflake Native App — Run OpenBB Workspace natively within Snowflake Marketplace for seamless data integration.
- Excel Add-in — Pro tier users can access an Excel add-in to bring OpenBB data and workflows directly into spreadsheets.
- SOC2 Type II Compliance — The hosted environment is SOC2 II compliant; Pro deployments disable product analytics and enforce MFA for all users.
- JumpStart & Training Workshops — Accelerate onboarding with a 1-app development package or a 2-day team training workshop available on the Pro plan.
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Pricing
Workspace Community
For individuals, students, academics or teams evaluating OpenBB for adoption. Hosted and managed by OpenBB.
- Unlimited Apps and dashboards
- OpenBB Copilot: 20 queries/day
- Custom AI agents supported
- Bring your own API key for OpenBB Copilot
- Open Data Platform (open source)
Open Data Platform (ODP)
Open-source data layer for unified financial and economic data access. Licensed under AGPL, runs locally.
- Unified access to public datasets (FRED, IMF, BLS, FOMC, Congress, etc.)
- Multiple interfaces: Python, REST API, Excel, Notebook and Workspace
- Open and extensible
- Runs locally
- Data stays in your environment
Workspace Pro
For teams looking to build production applications with advanced enterprise requirements. Seat-based subscription, contact for quote.
- Everything in Community
- Collaborative capabilities
- Role-based access control
- Fair use of OpenBB Copilot
- Add-in for Excel
- Export data
- User roles
- Dashboard sharing
- Centralized data sharing
- No product analytics
- MFA enforced for all users
- SSO (Azure and Google)
- Private cloud, VPC, or on-premises deployment
- 2-day training workshop
- 1 App developed with your team (JumpStart)
- 8 hours/day, 5 days/week priority support (EST)
Capabilities
Key Features
- AI-powered financial workspace
- OpenBB Copilot AI assistant
- Custom AI agent integration
- On-premises and VPC deployment
- Role-based access control
- SOC2 Type II compliance
- Unlimited apps and dashboards
- Open Data Platform (ODP) open-source data layer
- Snowflake Native App
- Excel Add-in
- Data connectivity for proprietary and public datasets
- Dashboard sharing and team collaboration
- SSO (Azure and Google)
- MFA enforcement
- JumpStart onboarding package
- 2-day training workshops