Build your own
financial workspace
The workspace where investment teams bring their data, workflows, and AI together. Under your control.
Interactive dashboards that analysts
and AI agents can use together
Gated data, fragmented tools, and manual workarounds? That’s the infrastructure problem OpenBB solves.
Consume data from any vendor or source
Your vendors, your databases, your internal models, your files. OpenBB connects to all of them, so you stop rebuilding the same integrations every time you need a new view.
Own your workflows and distribute them firm-wide
Turn any analysis into an interactive dashboard your whole team can use. Analysts, PMs, and AI agents included.
AI that works on your data, inside your environment
AI agents get access to the same governed data, context, tools, and interface. They work side-by-side with you, by design.
Keep your IP in-house
Deploy on-premises or in your private cloud. Your data, your models, your workflows — none of it leaves your environment. No vendor access. No shared infrastructure.
Start building with the free tier
The Community Edition is free for individuals. No sales call required. Scale when you’re ready.
One workspace handles it all
Pick the workflow that matches your team’s biggest friction point
Workflows that stay when analysts leave
- Connect filings, transcripts, and internal models in one view
- Any team member can run the workflow. No Python required
- AI Agents surface relevant context automatically
Workflows that stay when analysts leave
- Connect filings, transcripts, and internal models in one view
- Any team member can run the workflow. No Python required
- AI Agents surface relevant context automatically
Data governance,
entitlement, lineage
None of these can be solved holistically when the infrastructure belongs to someone else. OpenBB is the infrastructure you own.
See security details
Data governance,
entitlement, lineage
None of these can be solved holistically when the infrastructure belongs to someone else. OpenBB is the infrastructure you own.
See security detailsSelf-hosted or VPC
SOC 2 Type II
Access control
Full audit trail
What investment teams say about OpenBB
"OpenBB brings together brilliant minds with an extraordinary product. Their agile teams truly listen, act, and deliver, making them one of the most impressive development teams I've ever worked with."
Pete Petersen, CTO
Causeway Capital Management
"One of the most impressive development teams I've ever worked with"
OpenBB brings together brilliant minds with an extraordinary product. Their agile teams truly listen, act, and deliver, making them one of the most impressive development teams I've ever worked with.
Pete Petersen, CTO
Causeway Capital Management
Analysts shouldn't need a data scientist to get an answer
The firms that fix that first will have a structural advantage