# OpenBB

> AI-powered financial workspace that bridges proprietary, licensed, and public data with AI agents for investment firms and financial analysts.

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.*

## 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

## Integrations
Snowflake, Excel, Python, REST API, Jupyter Notebooks, FRED, IMF, BLS, FOMC, Financial Modeling Prep, Azure SSO, Google SSO

## Platforms
WEB, API, CLI

## Pricing
Freemium — Free tier available with paid upgrades

## Links
- Website: https://openbb.co
- Documentation: https://docs.openbb.co/
- Repository: https://github.com/OpenBB-finance/OpenBBTerminal
- EveryDev.ai: https://www.everydev.ai/tools/openbb