OpenBB

OpenBB is an AI-powered investment research and analytics workspace designed to democratize sophisticated financial analysis. It offers a comprehensive, customizable platform that integrates data management, visualization, and collaboration for both individual investors and professional teams.

OpenBB is the open source alternative to:

Tableau

Looker

Power BI

MicroStrategy

Bloomberg Terminal

About OpenBB

OpenBB consolidates various data sources, both structured and unstructured, into one intuitive interface. The platform features powerful AI Copilot capabilities that automate workflows and generate actionable insights. With tools for charting, reporting, and secure data collaboration—including an Excel add-in—OpenBB adapts to the evolving needs of financial research and investment analysis.

Key Features

AI-powered research and analytics workspace
Customizable dashboards with charts, graphs, tables, and more
Integration of structured/unstructured data and API connectivity
AI Copilot for automated insights and workflow efficiency
Enterprise collaboration with secure sharing and SSO
Excel add-in for seamless data access

Pricing

Individuals - OpenBB Workspace

Free

Ideal for personal projects with a 1GB file upload limit and essential analytic tools.

Features:

✓Flexible and customizable workflow
✓Upload and manage various data formats
✓Access to AI Copilot with limited requests

Professionals - OpenBB Enterprise

Custom

Designed for professional teams requiring robust, compliant, and collaborative investment research solutions.

Features:

✓Enhanced file upload limits (10 GB)
✓Team collaboration and secure dashboard sharing
✓Excel add-in and advanced security measures
✓24/7 support and user management features

Representation of core functionalities

Rendering mind map...

mindmap OpenBB_Platform Core_Platform_Layer Core_API_and_Service Authentication_System Command_Runner Logging_Service Extensions_Layer Financial_Instruments Commodity Crypto Currency Derivatives ETF Fixed_Income Equity Analysis_Tools Economy Technical Quantitative News Platform_API Providers_Layer Market_Data Alpha_Vantage Yahoo_Finance CBOE News_Research Benzinga SEC FINRA Economic_Data Federal_Reserve Interface_Layer CLI_Interface Command_Controllers Config_Management Session_Management Frontend_Components Plotly_Integration Tables_Component Visualization_Tools System_Features Security Authentication_Flow Security_Boundaries Infrastructure Database_Connections Caching_Layers Monitoring_Systems Error_Handling Logging_Paths Version_Compatibility

This is the mind map that represents the core functionality of the application. It focuses on the key features and functionalities of the application and provides a visual representation of how they are interrelated.

Summary

OpenBB empowers investors and financial professionals with an open-source, AI-driven platform that unifies data integration, visualization, and collaboration. Its flexible, secure workspace and advanced analytics tools transform investment research into a streamlined, accessible process for everyone.

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