OpenBB
Open-source AI workspace for financial data analysis and investment research
About OpenBB
OpenBB is an open-source financial data platform that provides AI-powered investment research tools accessible to everyone. It connects to over 350 financial datasets from dozens of providers, covering equities, forex, options, crypto, economics, and alternative data like social media sentiment and SEC filings. The platform offers multiple interfaces including a Python library, REST API, Excel add-in, and a web-based Workspace with AI Copilot for natural language queries, automated analysis, and instant chart generation. Often compared to Bloomberg Terminal, OpenBB democratizes institutional-grade financial research with a free community tier and enterprise options for teams.
Pros & Cons
Pros
- Free access to 350+ financial datasets — a fraction of Bloomberg Terminal cost
- Open-source core with 31k+ GitHub stars and active community
- AI Copilot for natural language financial queries and analysis
- Multiple interfaces: Python, API, Excel, web workspace
- SOC2 compliant with enterprise deployment options
- Constantly expanding data sources and community contributions
Cons
- Pro/Enterprise pricing not publicly disclosed
- Free tier AI Copilot limited to 20 queries per day
- Learning curve for the Python library and API interfaces
- Some premium data providers require separate subscriptions
- Web Workspace is newer and less feature-rich than the Python SDK
Key Features
AI Copilot
Natural language assistant that answers financial queries, performs real-time data analysis, writes summaries, and finds hidden trends
350+ Data Sources
Connects to equities, forex, options, crypto, economics, SEC filings, social sentiment, and alternative data from dozens of providers
Instant Charting
Create charts from raw financial data instantly with state-of-the-art forecasting based on time-series models
Multi-Interface Access
Use via Python library, REST API, Excel add-in, Jupyter notebooks, or the web-based Workspace UI
Custom AI Agents
Deploy custom AI agents within the Workspace to automate research workflows and analysis tasks
Custom Data Upload
Upload proprietary data files alongside public datasets for unified analysis in one platform
Enterprise Security
SOC2 compliant with options for private cloud, VPC, or on-premise deployment for institutional requirements
Open-Source Platform
Core data platform is open-source (AGPL) with 31k+ GitHub stars and active community contributions
Pricing
- Unlimited apps and dashboards
- OpenBB Copilot: 20 queries per day
- Custom AI agents supported
- SOC2 compliant hosted environment
- Access to 350+ financial datasets
- Community support via Discord
- Everything in Community
- Collaborative team capabilities
- Role-based access control
- Fair use OpenBB Copilot
- Excel add-in
- Private cloud, VPC, or on-premise deployment
- Priority business-hours support
- Services and consulting available
- Open-source (AGPL license)
- Unified access to public datasets (FRED, IMF, BLS)
- Python library and REST API
- Local self-hosted deployment
- Community-driven development