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The OpenBB Workspace offers a Community tier, allowing users to experience core features and explore its capabilities at no cost. This entry-level option is ideal for teams looking to evaluate OpenBB for enterprise adoption and for individual users, students, or academics who don't require advanced infrastructure, security, and support.

No. The OpenBB Workspace includes a limited sandbox powered by Financial Modeling Prep to help new users learn how to use the Workspace for research and analysis. However, the main value of the Workspace is that organizations can connect their own datasets and leverage them on a sleek, highly customizable UI within a secure and compliant environment.

OpenBB maintains two distinct products: the open-source Open Data Platform (ODP) and the enterprise OpenBB Workspace. The Open Data Platform is an open-source toolset that helps engineers build standardized data integrations that analysts consume through multiple interfaces, like AI Copilots and research dashboards, locally and securely. The OpenBB Workspace is our enterprise product designed for financial institutions requiring a comprehensive interface with AI capabilities and enhanced security, compliance, and service levels. While the core Workspace is proprietary, we've open-sourced several integration components, including Apps, Widgets, and AI agent examples. These open-source examples give your development teams a practical starting point for building custom solutions, combining flexibility with the enterprise-grade foundation your firm requires.

OpenBB Copilot is an AI assistant integrated into the OpenBB Workspace with capabilities to process natural language queries, pull data from your connected sources, search the web, generate charts and tables, and produce insights based on your specific datasets and workspace configuration. The Community tier includes 20 daily queries, with the possibility to extend it by using your own API key. Pro tier users get fair-use access. The OpenBB Copilot is entirely optional since all users can integrate their own AI agent into the OpenBB Workspace.

OpenBB serves investment management firms, asset managers, hedge funds, and financial institutions that need secure, compliant environments for their data and AI deployment. Our typical users include financial analysts, quantitative researchers, portfolio managers, and development teams building custom analytics workflows.

Yes. To help your teams get productive more quickly, we offer the Jumpstart Package and Training Workshops. Upon request, we can also provide additional development services for more complex integrations and specialized requirements.