OpenBB

OpenBB

Freemium

Open-source AI investment research workspace connecting financial data, custom agents, and analytics for analysts and quants.

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What is OpenBB?

OpenBB is the open-source financial research platform democratizing access to professional-grade investment analysis tools. Its architecture works as a 'connect once, consume everywhere' data infrastructure layer: the Open Data Platform integrates proprietary, licensed, and public financial datasets and exposes them simultaneously to Python environments for quants, OpenBB Workspace for analysts, MCP servers for AI agents, and REST APIs for downstream applications. OpenBB Workspace — accessible at pro.openbb.co — is the enterprise UI where investment teams visualize data, deploy AI copilots, and build fully customized research workflows with no code required. Founded on the belief that high-quality financial data should be accessible to everyone, OpenBB has become an open-source alternative to the $24,000-per-year Bloomberg Terminal.

Key Features

OpenBB Workspace AI Research UIOpen-Source Data PlatformPython and CLI IntegrationMCP Server for AI Agents50+ Financial Data Vendor ConnectionsCustom Dashboard BuilderOpenBB Copilot AI AssistantEquity and Options AnalysisSEC Filing AnalysisEarnings Transcript AccessTechnical and Fundamental AnalysisPortfolio AnalyticsEconomic Data IntegrationCrypto and Commodities CoverageCustom Extension BuilderREST API for Downstream AppsCommunity Plugin Ecosystem

Integrations

Development
Python
Webhooks & API
REST APIMCP Server
Analytics
PolygonAlpha VantageFREDIntrinio
Database
SEC EDGAR

How to Use OpenBB

1Install the OpenBB Platform via pip or clone from GitHub
2Connect your preferred data providers and API keys
3Open OpenBB Workspace at pro.openbb.co for the browser UI
4Build custom dashboards and connect AI agents via the Workspace
5Query financial data in Python, the CLI, or natural language through the Copilot

✅ Best For

  • Quantitative researchers, financial analysts, and data engineers who want a fully customizable research environment that connects any data source to any interface without vendor lock-in.
  • Independent investors, boutique hedge funds, and fintech developers seeking Bloomberg-Terminal-level analytical capabilities at a fraction of the cost using open-source infrastructure.
  • AI developers and financial technology teams building custom research applications, AI agents, or financial copilots who need clean, structured financial data accessible via MCP or REST API.

❌ Not For

  • Non-technical users who need a fully managed, zero-setup accounting or bookkeeping tool — OpenBB requires comfort with Python, APIs, or at minimum a self-serve browser workspace setup.
  • Enterprise compliance teams that need Bloomberg's real-time pricing data streams, regulatory news feeds, and integrated messaging capabilities for regulated trading workflows.

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Pricing

Open Data PlatformFree
  • ✓Open-source Python and CLI access
  • ✓self-hosted
  • ✓community support
WorkspaceFree tier available
  • ✓Browser-based research UI with basic data connectors and AI copilot
ProCustom
  • ✓Enterprise workspace with premium data connectors
  • ✓advanced agents
  • ✓and dedicated support

Prompts to Try

Pull the last 5 years of income statement data for Apple and Microsoft side by side

Show me options flow for NVDA for the past 30 days

Build a momentum screener for S&P 500 stocks with high short interest

Summarize the key themes from Tesla's last three earnings calls

What is the correlation between VIX and SPY returns over the past 12 months?

Use Cases

A quantitative researcher at a family office builds a custom momentum strategy backtester in Python using OpenBB's data platform, pulling 10 years of price and fundamental data from multiple vendors in a single standardized pipeline.
An independent financial analyst uses OpenBB Workspace to monitor 30 portfolio companies in custom dashboards, with OpenBB Copilot summarizing earnings call key points and flagging guidance changes automatically.
A fintech startup builds their own AI-powered research app on top of OpenBB's Open Data Platform, using the MCP server to connect their custom AI agent to live financial data without building a data pipeline from scratch.
A professor teaching quantitative finance assigns students to use the OpenBB CLI and Python library to analyze historical sector rotations, replacing the need for expensive Bloomberg Terminal access.
A boutique hedge fund replaces their $25,000-per-year Bloomberg subscription for specific use cases with OpenBB, saving on data costs while maintaining full equity research, earnings, and screening capabilities.

Frequently Asked Questions