OpenBB
A unified platform for investment teams to integrate data, workflows, and AI agents into customizable dashboards. Self-hosted and vendor-agnostic.
OpenBB is an open-source alternative to:
OpenBB is the workspace where investment teams bring their data, workflows, and AI together under their control. It solves the infrastructure problem of gated data, fragmented tools, and manual workarounds by connecting to any vendor, database, or internal model.
Key Features
- Unified Data Integration: Connect to any vendor, database, internal models, or files without rebuilding integrations.
- Customizable Dashboards: Turn analyses into interactive dashboards for teams, analysts, PMs, and AI agents.
- AI Agent Collaboration: AI agents work alongside humans using the same governed data, context, and tools.
- Open Data Platform (ODP): Open-source foundation for building financial applications.
- Workspace Lite: Free tier for small investment teams with core functionality.
- App Marketplace: Discover and integrate third-party apps and MCP servers.
- Snowflake Native App: Deploy OpenBB directly within Snowflake environments.
- Security & Governance: Enterprise-grade controls for data access and workflow distribution.
Tech / Self-Hosting
OpenBB is available as a commercial product (OpenBB Workspace) with a free tier (Workspace Lite) and an open-source foundation (Open Data Platform). The platform supports self-hosting for full data control and can be deployed in cloud or on-premises environments. It integrates with existing financial data sources and AI models while maintaining strict data governance.