Guest post by Phil Rosen, a financial journalist and co-founder of Opening Bell Daily
As the author of a financial newsletter built around market data, nothing is as critical to my work as having a reliable and intuitive data platform.
OpenBB delivers that. More specifically, it gives me the ability to build fully customized widgets tailored to the editorial product I publish each day.
Beyond pulling historical data for assets and economic indicators, the real value comes from creating a repeatable, branded table of market data for Opening Bell Daily. This single workflow used to take several hours every month when I built it manually. Now it's automated, downloadable and consistent.
The Workspace’s flexibility allowed me to design this exact solution without wasting time on repetitive tasks. That efficiency extends to the other charts, widgets and macro datasets I rely on. The time saved translates to hundreds of hours I can redirect toward reporting and analysis.
My experience with OpenBB points to a larger shift underway in the financial services and media industries.
With the rise of artificial intelligence, operators who rely on data are demanding programmable, customizable data tools — the ability to pull, filter, clean, and visualize beyond Excel. That complexity, once reserved for experienced engineers and quants, is now being democratized through tools like OpenBB Workspace and its integrated AI Copilot.
For me, as a financial reporter and business owner, that shrinks the barrier between research and storytelling. It streamlines my workflow, saves time, and enables high-level analysis without additional headcount.
A few targeted prompts and custom widgets now let me compete with research teams at much larger organizations.
Portfolio managers, tech founders, and independent creators face the same dynamic. Repeatable, customizable data workflows give individuals the capacity to operate at an institutional scale.
The next generation of analysts, reporters and researchers will expect this kind of interoperability by default. Data won’t live in silos or gated portals, and customized dashboards will be table stakes.
Today, though, these features remain rare. That’s what’s compelling about OpenBB — it’s a Workspace from the future that saves time and allows individuals to scale their output without scaling their teams.
Explore more workflow solutions at openbb.co/solutions.
Or create a free account to get started with the Workspace.
Phil Rosen is the co-founder of Opening Bell Daily, an independent financial news and research outlet. He writes a data newsletter to nearly 200,000 investors every weekday morning. You can find him on X and LinkedIn.