OpenBB
AI-powered, open-source workspace for secure, enterprise-grade financial research.
Quick facts
- Best for
- AI-powered, open-source workspace for secure, enterprise-grade financial research.
- Pricing
- Freemium
- Editor rating
- 4.5 / 5
- Community saves
- 0
About OpenBB
OpenBB is an AI-powered, open-source research and analytics workspace for finance that unifies data integration, AI agents, and customizable enterprise UIs. Founded in 2021, OpenBB serves 139k+ users with 59k+ GitHub stars, offering SOC 2 Type II security, on‑premises or private cloud deployment, and a unified API layer (ODP) that connects structured and unstructured data for analysts, quants, and asset managers.
Pros
- AI-ready interface embedded in research workflows
- Customizable UI framework with flexible dashboards and pre-built widgets
- Agentic AI with support for proprietary, open-source, or third-party models
- Context-aware multi-step analysis and automated insights
- Unified data connectivity for structured and unstructured sources via ODP
- On‑premises or private cloud deployment for full data control
- SOC 2 Type II compliance and enterprise-grade security
- OpenBB Copilot for complex financial tasks and visualization generation
- Bring-your-own AI/copilot framework (open-sourced) for custom LLMs and RAG
- Automation for PDF/OCR parsing, factsheet extraction, and report generation
- Signal detection, anomaly monitoring, and forecasting workflows
- Real-time team collaboration with shared workspaces and editable drafts
Cons
Pricing
Workspace / Community
$0
- • Free for individuals, students, academics, and evaluation teams
- • Unlimited apps/dashboards
- • OpenBB Copilot (20 queries/day)
- • Custom AI agents
- • Installer to connect to ODP
- • Hosted by OpenBB (multi-tenant cloud)
- • SOC2 compliant; MFA (individual)
- • Analytics enabled; no SSO
- • No roles/RBAC, dashboard sharing, or centralized data sharing
- • Excel add-in: No; Export data: No
- • Community support via Discord
Workspace / Pro
$0
- • Seat-based paid subscription (per-user)
- • Includes everything in Community
- • Fair-use OpenBB Copilot
- • Bring your own API key
- • Collaboration features with RBAC, dashboard sharing, centralized data sharing
- • Security: no product analytics, MFA enforced, SSO (Azure/Google)
- • Deployment options: private cloud, VPC, or on-premises
- • Integrations: Excel add-in and data export enabled
- • Support: business-hours priority (8h/day, 5d/week EST)
- • Optional services: consulting, 2-day training workshop, Jumpstart app development
Open Data Platform (ODP)
$0
- • Free, open-source under AGPL
- • Unified access to public datasets (e.g., FRED, IMF, BLS)
- • Interfaces: Python SDK, REST API, Excel, notebooks
- • Extensible architecture
- • Local deployment; data stays local
- • Community support via GitHub/Discord