OpenBB Terminal

OpenBB provides a financial workspace for investment teams to bring together data, workflows, and AI, with a lightweight workspace available.

openbb.co
OpenBB Terminal homepage screenshot

About OpenBB Terminal

OpenBB provides a financial workspace where investment teams combine data, workflows, and AI agents. It connects to vendors, databases, internal models, and files, and lets teams turn analysis into interactive dashboards for analysts, portfolio managers, and AI agents.

It supports on-premises or private cloud deployment and lists data governance, entitlement, lineage, access control, and SOC 2 Type II. Described uses include research and analysis, portfolio analytics, risk monitoring, and client reporting.

Key features

  • Connect vendors, databases, internal models, and files in one workspace
  • Turn analysis into interactive dashboards for team use
  • AI agents access same governed data, context, and tools
  • Deploy on-premises or in private cloud
  • Combine filings, transcripts, and internal models in one view
  • Generate client reports that update automatically from data
Best for: Investment teams, including analysts and portfolio managers, that work from shared data and workflows alongside AI agents.
Good for
  • Supports on-premises or private cloud deployment
  • Connects vendor data with databases, internal models, and files
  • Workflows can be run without Python

OpenBB Terminal at a glance

Website
openbb.co
Type
Website
Pricing
Not confirmed. Check the site
Platforms
Web
Open source
Not stated
Language
English
Last checked
Oct 5, 2026 · Online when checked
Listed
Oct 5, 2026

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OpenBB Terminal FAQ

Can OpenBB be deployed in our own environment?
The site states it can be deployed on-premises or in a private cloud.
Do team members need Python to run a workflow?
The site states any team member can run the workflow with no Python required.
How do AI agents work in the workspace?
The site states AI agents get access to the same governed data, context, tools, and interface.
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