Keep the flexibility of internal build,
drop the one-off app problem
Firms build bespoke workflows because they know their needs best. OpenBB is the shared workspace that makes those workflows governable, scalable, and AI-ready, without rebuilding from scratch each time.
Every new workflow is another thing to
govern, maintain, and scale
Every one-off app creates another data access problem, another permissions layer, another AI integration to manage. There's a better way to structure this.
Data access
Your data lives across vendors and internal databases. OpenBB connects all of it into one interface your analysts query directly, without going through the data team.
Learn moreInteractive dashboards
Build production-ready dashboards without a frontend developer. Analysts can customize them on the fly and share them with colleagues.
Learn moreAI agents run on your data
Analysts are running their own AI setup. Ungoverned, siloed, leaking proprietary data. With OpenBB, agents run on your data, workflows can be shared, and no IP leaves.
Learn moreSelf-hosted or VPC-deployed
Secure infra with one admin layer for data entitlement, access controls, and audit trails, across every workflow your team builds. So compliance isn't an afterthought.
Learn moreStart building with the free tier
The Community Edition is free for individuals. No sales call required. Scale when you’re ready.
One workspace, better results at every level
Analysts
Stop going through the data team
Questions that take half a day should take minutes. Query your own data directly, without going through anyone.
Share work, not screenshots
Distribute analysis firm-wide as interactive dashboards. No more email attachments, no more one-off exports.
Your AI, on your data
Run Copilot or your own AI model against the data your firm actually uses, not a public dataset.
Leadership
Your IP doesn't live in someone else's product
Every SaaS terminal is optimized for lock-in. OpenBB is infrastructure you own. Workflows, IP, and institutional knowledge stay in-house.
One platform for all the data you already pay for
FactSet, LSEG, CapIQ, internal pipelines — bring them all into one workspace instead of switching between closed systems.
AI that your compliance team can sign off on
On-prem or private cloud deployment. Full audit trails. Data entitlement and access controls your security team can track and inspect.
Developers
Skip the frontend build
Pre-built widgets handle the interface layer. Your team ships data applications without writing a single line of frontend code.
Connect any data source
REST API, internal database, third-party feed — if it has an endpoint, OpenBB can ingest it. No proprietary connectors, no lock-in.
Deploy AI agents in minutes, not sprints
Connect your own agents or use Copilot. The infrastructure for governed, firm-wide AI is already there.
Stop going through the data team
Questions that take half a day should take minutes. Query your own data directly, without going through anyone.
Share work, not screenshots
Distribute analysis firm-wide as interactive dashboards. No more email attachments, no more one-off exports.
Your AI, on your data
Run Copilot or your own AI model against the data your firm actually uses, not a public dataset.
What teams build on OpenBB
Asset managers and hedge funds use OpenBB to build proprietary workflows on shared infrastructure.
Portfolio analytics
Consolidate performance data, sector exposures, and risk metrics across asset classes into a single dashboard. Pull from your broker and internal systems to generate attribution analysis and volatility measures for internal reviews and stakeholder reporting.
Crypto and digital assets
Aggregate tokenomics, on-chain metrics, and prediction market data from CoinGecko, DeFiLlama, Polymarket, Pyth, or any other. Monitor protocol health and cross-reference decentralized sentiment with equity and macro signals in real time.
Macro research and scenario planning
Run CPI scenarios, track GDP forecasts, and monitor legislative bills that move markets. Layer in Congress tracking and FOMC data to stress-test assumptions and communicate trends without waiting on data teams. Build scenario models in minutes, not days.
Compliance and operations intelligence
Query policy documents, audit reports, and vendor packets instantly. Ask Copilot for MFA policies or contract clauses and get the exact page and context. Turn multi-day reviews into focused sprints, with full audit trails.
Alternative data integration
Bring shipping fuel prices, freight indices, real estate signals, or consumer spend data into your workflow. Connect alternative feeds like ICE bunker pricing directly to your research to model transport costs and inflation proxies without switching platforms.
+ Multiple other use cases
Browse workflow examplesWhat our clients have to say
"Tasks that used to take us weeks can now be completed within a few hours, saving a substantial amount in staffing costs. In addition, the data is easier to access, less error-prone, and more robust."
Dr. Chase Armer, President, CFP, CFA, EA
Planned Solutions
"Tasks that used to take us weeks can now be completed within a few hours"
Tasks that used to take us weeks can now be completed within a few hours, saving a substantial amount in staffing costs. In addition, the data is easier to access, less error-prone, and more robust.
Dr. Chase Armer, President, CFP, CFA, EA
Planned Solutions
Start with one workflow.
Own the infrastructure for everything that follows.
Start free with the Community Edition, or talk to us about deploying for your team.