OpenBB

A financial workspace platform that unifies data from multiple sources, enables interactive dashboards, and integrates AI agents for investment teams. It solves the problem of fragmented tools and manual workflows by providing a centralized environment. The platform targets buy-side investment teams, including analysts, portfolio managers, and data teams, in mid-market to enterprise firms. It is positioned as an open, customizable solution that can be deployed on-premises or in a private cloud, ensuring data governance and IP protection.

Key features

• Consume data from any vendor or source
• Turn analysis into interactive dashboards
• AI agents access governed data and tools
• Deploy on-premises or private cloud
• Role-based access control (RBAC)
• SSO via SAML/OIDC
• Audit logs and OTEL integration
• Zero-data-training policy