Investment researchmade easy with AI.
Customize and speed up your analysis, bring your own data, and
create instant reports to gain a competitive edge.
Next-Level Features
Boost your analysis with AI and streamlined workflows.Bring Your
Own Data
Whether it’s a CSV file, a private endpoint, an RSS feed, or even embed an SEC filing directly.
OpenBB Copilot
Chat with financial data using large language models. Don’t waste time reading, create summaries in seconds and ask how that impacts investments.
Custom Dashboard
Create your dashboard with your favorite widgets.
Create Charts
Create charts directly from raw data in seconds.
Download Reports
Create charts directly from raw data in seconds.
The Ultimate Analysis Suite
Unmatched precision, efficiency, and flexibility with Terminal Pro.
Automate your workflows
Simplify your workflow with tailor-made templates. Our Add-in for Excel fetches financial data so you can focus on making investment decisions.
Trusted By Professionals
See what professionals are saying about us.I am thrilled with the new solutions provided by OpenBB. 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, allowing us to focus more on value-adding tasks including more one-on-one client time.
At Tera Capital, we plan to have the entire team access the OpenBB Terminal Pro. There’s no other product in the market that compares with it in terms of customizability and efficiency that it has to offer - we can fully control the dashboard layout, create our custom widgets, bring our datasets and even create reports from a dashboard. In addition, they added AI features that allow us to speed up our investment research process significantly, like summarizing news articles or earnings transcripts.
I’ve found OpenBB Terminal Pro to be a true game-changer due to its user-friendly interface and robust research capabilities providing a seamless experience. 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.