AS SEEN IN
Save time with a customizable workspace
designed to match your needs.
designed to match your needs.
All Your Data
AI Copilot
Flexible Interface
Connect your data
Upload unstructured files (e.g. PDF, PNG, JPG) or structured files (csv, json, xlsx), connect with API endpoints, add RSS feeds, websites, databases like MySQL, SQLite, Snowflake, BigQuery and more.
Financial data is also accessible out-of-the-box or users can simply connect the open-source OpenBB Platform.
Use our Copilot or bring your own
You can leverage the agentic capabilities of the OpenBB Copilot or integrate your own proprietary LLM.
ENTERPRISEGive your team a next-level solution
with our enterprise tools and features.
For teams handling investment analysis, due diligence, or capital allocation that need secure, compliant, and collaborative tools.
Share and Collaborate
Easily create and share PDF reports with you team or collaborate on live dashboards within your organization.
Add-in for Excel
All data within the OpenBB Terminal can be downloaded, or is accessible through the Add-in for Excel.
A safe ecosystem for your data.
Customer Data Protection
We enforce strict measures to prevent unauthorized access and maintain the integrity and confidentiality of customer data.
Secure Development Principles
We adhere to secure-by-design and privacy-by-design. Security and privacy are embedded into all systems and applications.
Multi-Factor Authentication
All privileged access to OpenBB’s production infrastructure requires MFA, enhancing the security of critical systems.
Trusted by professionals
“Tasks that used to take us weeks can now be completed within a few hours saving approximately $30,000 in staffing costs. In addition, the data is easier to access, less error-prone, and more robust. This has significantly boosted the productivity of both myself and my assistant.”
Dr. Chase ArmerPresident, CFP, CFA, EA of Planned Solutions“The market data presentation, the possibility to bring your own data and customizable charts are amazing features to explore. I wholeheartedly recommend it to anyone serious about staying ahead in the dynamic world of finance.”
Arturo AguilarFounder and CEO at KaxaNuk“There’s no other product in the market that compares with it in terms of customizability and efficiency - we can fully control the dashboard layout, create our custom widgets, bring our datasets and even create reports from a dashboard. In addition, the AI features allow us to speed up our investment research process.”
José GovernoTERA Capital“OpenBB’s custom Copilot is helping us efficiently parse thousands of unstructured emails with global port, ship, and cargo details, tailored to our workflow. Next, we’ll aggregate this data into the OpenBB Terminal for a comprehensive fleet view, transforming our operations with enhanced efficiency and insight.”
Anatoly KazimirovHead of Bunker Procurement and Derivatives at Pangaea Logistics Solutions (NASDAQ: PANL)“I've used Bloomberg Terminal for 30 years and have been excited about OpenBB since trying it in August. As the finance world evolves, OpenBB allows me to combine open-source tools, AI, and data, giving me the real-time ability to adapt and stay competitive.”
Jordi VisserFinancial Professional with 30+ years of experience, x-CIO at Weiss Multi-Strategy Advisers, ex-MD at Morgan Stanley“The core benefit of Terminal Pro is its ability to build custom backends and integrate custom data seamlessly. I envision Pro as a pivotal tool to integrate all our internal and third-party data in a user-friendly UI. The Copilot enables our analysts to extract insights at a fraction of the speed.”
Hector SantanaDirector, Quantitative Research and Strategy at Angeles Investments