OpenBB

Founded by Didier Rodrigues Lopes in 2020

Build custom investment research dashboards and analyze financial data with interactive widgets

Pricing model

Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use OpenBB to build customized financial workspaces that combine market data, internal models, and automated research workflows in one place. It lets your investment team connect external data vendors, private databases, and document filings directly into interactive dashboards. Analysts and portfolio managers can query assets, review transcripts, and track portfolio attribution without writing code or switching between separate terminal systems. You can also deploy the environment on your own private infrastructure to keep data, research workflows, and analytical models completely secure within your firm.

What OpenBB does

Build custom financial dashboardsQuery financial databases without codingTrack investment portfolio risk metricsAnalyze corporate earnings call transcriptsGenerate automated client investment reportsConnect internal quantitative models to live dataExport market data directly to spreadsheetsConnect to private databases, external vendors, and internal modelsInteractive financial dashboards shareable across team membersSelf-hosted deployment options for private clouds and on-premises environmentsAutomated reporting that updates directly when underlying market data changesPortfolio attribution and custom risk metric trackingPre-built integrations for earnings transcripts and regulatory filingsNo-code interface for querying complex financial datasetsMicrosoft Excel add-in for pulling data directly into spreadsheets

Pricing breakdown

Pricing model: Paid

PlanList price

Lite (per team) (paid yearly)$2,400 / yr total

Snowflake (per seat) (annual billing)$500 / mo, billed annually

Frequently asked

Snowflake

Microsoft Excel Python

Python

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