Transform investment research and operations across your organization.
Streamline decision-making and experience a new
level of efficiency with our customizable AI solutions.
OpenBB supports builders, operators and analysts
across many workflows.
Engineers and Data Scientists
Connect any data
Bring in any dataset, third-party or internal, in structured or unstructured formats, with delivery methods like APIs, files, custom backend, local databases such as MySQL, SQLite, Snowflake, and BigQuery.
Build custom interfaces that suit your user's needs
Expose integrated or out-of-the-box datasets to multiple interfaces of choice quickly, whether for Analysts (via Terminal & Excel Add-in) or Developers (via Python).
Financial Professionals
Build your earnings update workflow
Use OpenBB Copilot to extract insights from earnings updates, filings, and broker research etc, and combine it with fundamental and trading data in your collaborative dashboards.
Stay on top of economic news update cycles
Leverage OpenBB Copilot to summarize press releases such FOMC minutes, OPEC announcements, regulatory announcements etc. and quickly integrate the contextual insights into investment and trading.
Portfolio Managers
Monitor portfolio performance and risk
Connect your fundamental, factor risk, ownership, benchmark performance datasets to build your custom solution.
Assess macroeconomic climate impact
Analyze key macroeconomic drivers, estimates, news, official data releases, market data in a single dashboard tailored for you.
Operations Teams
Connect data for corporate and legal workflows
Connect custom data sources such as corporate email accounts, internal compliance documents, etc. Use OpenBB Copilot to build custom dashboards for reporting and sharing.
Enhance your organization's compliance efficiency
Integrate key documents like auditor reports, security policies, and compliance manuals directly into your workflow. Use OpenBB Copilot to quickly complete security questionnaires and clarify specific compliance actions.
“The core benefit of Terminal Pro is its ability to build custom backends and integrate custom data seamlessly. I envision it as a pivotal tool to integrate all our internal and third-party data in a user-friendly UI, benefiting our entire organization. The Copilot enables our analysts to extract insights at a fraction of the speed.”
Hector Santana
Director, Quantitative Research and Strategy
Angeles Investments — $6.4B AUM multi-asset investment firm
WANT TO DISCUSS A CUSTOM USE CASE?
Let's explore how Terminal Pro can help you streamline data and extract insights faster. Get in touch today.
Case studies
Cut your earnings update workflow down to seconds
Unlock the power of OpenBB Terminal and Copilot to streamline your earnings update workflow. Copilot allows you to effortlessly extract key management guidance and metrics from earnings updates and SEC filings, analyze market sentiment, track stock performance, and build your investment thesis.
Integrating the OpenBB Platform into the OpenBB Terminal
Our open-source project, with over 31,000 stars on GitHub, connects you to over 350 financial datasets from dozens of financial data providers. In under 5 minutes, you can integrate with the OpenBB Terminal to streamline your workflow and unlock deeper insights.
Trusted by professionals
“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.”
Dr. Chase Armer, CFP, CFA, EAPresident, Planned Solutions“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.”
Arturo AguilarFounder and CEO, KaxaNuk“There's no other product in the market that compares with it in terms of customizability and efficiency - we can fully control the dashboard layout, create our custom widgets, bring our datasets and even create reports from a dashboard. In addition, the AI features allow us to speed up our investment research process.”
José Governo, CFA, CQFPortfolio Manager, TERA Capital“OpenBB's custom Copilot is helping us efficiently parse thousands of unstructured emails with global port, ship, and cargo details, tailored to our workflow. Next, we’ll aggregate this data into the OpenBB Terminal for a comprehensive fleet view, transforming our operations with enhanced efficiency and insight.”
Anatoly KazimirovHead of Bunker Procurement and Derivatives, Pangaea Logistics Solutions (NASDAQ: PANL)“I've used Bloomberg Terminal for 30 years and have been excited about OpenBB since trying it in August. As the finance world evolves, OpenBB allows me to combine open-source tools, AI, and data, giving me the real-time ability to adapt and stay competitive.”
Jordi Visserex-CIO, Weiss Multi-Strategy Advisers; ex-MD, Morgan Stanley“The core benefit of Terminal Pro is its ability to build custom backends and integrate custom data seamlessly. I envision it as a pivotal tool to integrate all our internal and third-party data in a user-friendly UI, benefiting our entire organization. The Copilot enables our analysts to extract insights at a fraction of the speed.”
Hector SantanaDirector of Quantitative Research and Strategy, Angeles Investments