OpenBB

About OpenBB

OpenBB provides a configurable financial workspace designed for buy-side firms, asset managers, analysts, portfolio managers, and investment operations teams. It enables these groups to connect market data vendors, internal databases, models, filings, transcripts, and files into reusable dashboards for investment workflows. The platform supports self-hosted or private cloud deployments, ensuring proprietary data, models, and processes remain under firm control. Investment teams can distribute governed workflows across the organization so analysts, portfolio managers, and AI agents can access the same controlled interface. OpenBB eliminates reliance on vendor-defined templates by allowing teams to build research, portfolio analytics, risk monitoring, and client reporting experiences tailored to their needs. It also offers open-source and model-agnostic agent infrastructure to surface relevant financial context within secure workspace environments. Research teams consolidate filings, transcripts, models, and market data into repeatable analytical workspaces, while portfolio managers query current holdings and custodian data without waiting for custom reports. Risk teams can publish governed breach monitoring dashboards that analysts can inspect directly, and AI agents operate against approved data, tools, and context inside the customer environment.

Key features

• ✓Connects vendor feeds, internal systems, models, and files into a single workspace
• ✓Packages analyses into interactive dashboards usable without Python expertise
• ✓Supports self-hosted or private cloud deployments for data governance
• ✓Enables reuse of workflows across analysts, portfolio managers, and AI agents
• ✓Provides open-source and model-agnostic agent infrastructure
• ✓Builds research, portfolio analytics, risk monitoring, and client reporting experiences
• ✓Offers Community Edition for individual exploration
• ✓Includes documentation, product resources, and app showcase material
• ✓Supports migration from spreadsheet-heavy workflows or tools like Streamlit, Tableau, and Power BI

Use cases

• ✓Consolidating proprietary data and models into governed investment workflows
• ✓Enabling portfolio managers to query holdings and custodian data without custom reports
• ✓Deploying risk monitoring dashboards that analysts can inspect directly

Frequently asked questions about OpenBB