OpenBB Copilot, your fast and reliable AI financial analyst.

Copilot is your new investment research assistant. Use it to summarize reports or transcripts, perform sentiment analysis, or find hidden trends and patterns.

Get the answers you need

Ask financial questions and get accurate answers, right on your research dashboard.

With agentic capabilities, our Copilot is designed to handle complex workflows, allowing you to build dashboards, spot trends, and get insights in a fraction of the time.

OpenBB Copilot
Optical character recognition
Use Copilot to convert chart images into tables and add them to your dashboard in seconds.
Prompt suggestions
If you don’t know where to start, Copilot suggests questions based on your dashboard’s content.
Drag and drop your files
Easily expand Copilot’s context by dropping a file (txt, csv, xlsx, or pdf) straight into Copilot’s window.
Copilot

Trust our Copilot. But feel free to easily double-check

Whether it’s retrieving information from widgets, your uploaded files, the web, or anywhere else, our Copilot uses citations to indicate data sources. It also shows status updates to demonstrate its reasoning, making it more reliable and transparent.

Add your Copilot

Bring your own proprietary Copilot into Terminal Pro

We know financial firms have been fine-tuning Large Language Models (LLMs) with their own proprietary datasets.

The innovative “Bring Your Own Copilot” concept gives you the chance to integrate your fine-tuned LLM into Terminal Pro — a powerful combination for investment research.

Ready to give OpenBB Copilot a try?

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