Tell the story you need to see,
without building apps from scratch
Data visualization
Integrate public, proprietary, and licensed data all in one place, with no frontend development needed.
Learn moreAI for data analytics
Save time and reduce manual processes with AI agents that know your specific data landscape.
Learn moreIntuitive dashboards
Build and customize interactive dashboards for data visualization, AI analysis, and collaboration.
Learn moreSecure infrastructure
Safeguard every workflow with enterprise-grade compliance, privacy, and secure deployment.
Learn moreFrom front office to middle office, OpenBB makes everyone's job easier
For Analysts
Streamlined workflows
Stop switching between platforms and reduce manual tasks with intelligent automation.
Enhanced collaboration
Improve teamwork across analytical functions.
Time efficiency
Reduce time spent on routine analytical tasks, freeing analysts to focus on deeper insights.
For your Firm
Compliance & Security
Meet compliance and security requirements with on-prem or private cloud options.
Vendor Independence
Reduce vendor lock-in with a unified workspace for multiple data sources and AI models.
Smarter and Faster Decisions
Improve the quality and speed of financial decision-making.
For Development Teams
Visualization Widgets
Pre-built widgets handle diverse data formats and eliminate frontend development work.
Flexible Customization
Increase analyst independence with customizable dashboards and adjustable layouts.
AI Integration
Connect easily with your preferred AI agents for specific workflows.
Streamlined workflows
Stop switching between platforms and reduce manual tasks with intelligent automation.
Enhanced collaboration
Improve teamwork across analytical functions.
Time efficiency
Reduce time spent on routine analytical tasks, freeing analysts to focus on deeper insights.
Workflows we support
Transform fragmented systems into applications your teams actually want to use.
Portfolio analytics
Consolidate performance data, sector exposures, and risk metrics across asset classes into a single dashboard. Pull from your broker and internal systems to generate attribution analysis and volatility measures for internal reviews and stakeholder reporting.
Crypto and digital assets
Aggregate tokenomics, on-chain metrics, and prediction market data from CoinGecko, DeFiLlama, Polymarket, Pyth, or any other. Monitor protocol health and cross-reference decentralized sentiment with equity and macro signals in real time.
Macro research and scenario planning
Run CPI scenarios, track GDP forecasts, and monitor legislative bills that move markets. Layer in Congress tracking and FOMC data to stress-test assumptions and communicate trends without waiting on data teams. Build scenario models in minutes, not days.
Compliance and operations intelligence
Query policy documents, audit reports, and vendor packets instantly. Ask Copilot for MFA policies or contract clauses and get the exact page and context. Turn multi-day reviews into focused sprints, with full audit trails.
Alternative data integration
Bring shipping fuel prices, freight indices, real estate signals, or consumer spend data into your workflow. Connect alternative feeds like ICE bunker pricing directly to your research to model transport costs and inflation proxies without switching platforms.
+ Multiple other use cases
Browse workflow examplesWhat our clients
have to say
"Tasks that used to take us weeks can now be completed within a few hours, saving a substantial amount in staffing costs. In addition, the data is easier to access, less error-prone, and more robust."
Dr. Chase Armer, President, CFP, CFA, EA
Planned Solutions
"Tasks that used to take us weeks can now be completed within a few hours"
Tasks that used to take us weeks can now be completed within a few hours, saving a substantial amount 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, President, CFP, CFA, EA
Planned Solutions