OpenBB Review: Open-source AI workspace for financial data…

OpenBB

Open-source AI workspace for financial data analysis and investment research

Analytics & BI Finance & Accounting openbb.co

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Founded

N/A

Starting Price

Free

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

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

Pricing

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