Blog

I've spent the last few months of spare time trying to understand how LLMs work and keeping up with the frontier. This is my entire consumption routine.

And I’m sharing the entire OpenBB roadmap I had with you soon

Bailey Danseglio started with one server in one rack. I visited his data center to see what the full pipeline looks like now.

How I built and calibrated WorkspaceBench: a simulator certified against the real OpenBB Workspace, reference-model runs that debug the benchmark itself, and a six-level ladder that five models walk down.

A self-serve, self-hosted edition of OpenBB Workspace for small teams who want the same product in their own environment, without enterprise overhead.

Bring your existing web apps into OpenBB Workspace and make them part of the workflow. The new iframe widget lets Streamlit dashboards and internal tools...

I compared handwritten digit datasets across different numeral systems, then used PCA to see which ones separate cleanly in two dimensions.

Proprietary data, client data, and the context from using these.

A small RL experiment where anti-verbosity prompts tried, and mostly failed, to resist a hidden reward for longer answers.

Long running agents as a category will likely be won by the labs and opportunity for startups is to use SLMs around customer use-cases/workflows with all the…

Workspace MCP lets Claude Code, Codex, and any MCP-compatible agent do real financial work inside your environment, on your data, governed from the start.

My journey of using codex to beat ChipWits on Steam.

Announcing a free data and analytics marketplace on OpenBB

Last month, I started spending more time reaching out to users on the free tier of OpenBB.

I had to do a 5min presentation on Alpha for Future Alpha.

I love Streamlit as much as the next guy - but not for prod.

The case for a firm-owned workspace in the age of AI.

MCP adoption is real.

Most people think the Pokémon Trading Card Game is where it all started. It's not. Before the TCG became the global standard, Japan had an entire parallel ecosystem of Pokémon cards.

The most expensive part of a research workflow isn't the analysis. It's rebuilding the same process from scratch every single time. See how Skills change that.

Primitives beat prompts. Every time. BI tools are the most underrated foundation for GenUI in finance.

It researched the SOTA, cited related work, drew architecture diagrams, and produced a 6-page IEEE-style paper.

Software that builds itself over time is closer than you think.

When agents can work in a loop while you do something else, time is removed from the equation. Welcome to the era of on-demand software.

AI is shrinking teams. Now every role has to earn its place.

No financial terminal in their current state will survive. Here's why the future belongs to open, composable workspaces.

Bringing Claude Code Skills into the OpenBB Workspace to create custom reports right where your data lives.

As AI collapses the enterprise application stack, the context layer becomes the most valuable part of the technology stack in financial services.

Opus 4.5 run with my vision of a better Pokemon vault website and I just sit there and watched it do it end-to-end.

Creating a skill to generate a financial report with a specific branding

I materialized my knowledge of how to build OpenBB apps, and days of building alongside users and clients, into a SKILL that you can give your agents. So you can start building apps in minutes.

Technical debt is about to hit levels we've never seen.

Why AI won't replace your apps, but your home screen

I shipped a working app in 15 minutes by rambling at Claude, and that's not the scary part.

I dedicate all my time to OpenBB. But when Carolina and Oscar showed me what they were building at C-MORE - verified ESG data meets AI - formalizing it as an advisor role was the obvious next step.

The Pokemon TCG market is inefficient. I built a tool to exploit it.

A list of my favorite podcasts from 2025.

Skills might be the right abstraction for agentic workflows

Stop adding business logic to your datasets

From weekend POC to production - the 24-month gap nobody talks about

How I quickly hot-swap my financial agent with different LLM providers - fully open source

AI-native platforms promise to automate financial workflows, but enterprise wins aren't self-serve trials - they're proof-of-concepts plus forward-deployed engineers.

Ken Griffin says AI isn't delivering alpha for hedge funds. He's not wrong, but the problem isn't AI's capability - it's the lack of integrated workspaces.

How the explosion of data and AI is breaking the old financial terminal monopoly and creating space for open, modular, AI-native interfaces that serve users, not vendors.

How the misalignment between data providers and interface builders creates friction for users - the hidden conflict between selling data and serving users in financial software.

Mapping the evolution of AI agents in finance from ChatGPT wrappers to derived data insights - and why the real value is shifting from interfaces to intelligence.

Why accepting a lower-paying startup job in San Francisco could be the best career move you ever make - the trampoline effect that launches your trajectory.

The hardest part of building an OpenBB app isn't writing Python, it's getting the widgets.json spec right. I built an MCP server to expose every piece of documentation as a structured, callable tool.

The rise of health tracking devices has given us unprecedented insight into our daily wellness metrics. But what if you could use that data not just for personal optimization, but for relationship optimization?

Ever wondered what it would be like to have an AI that writes exactly in your style? I did. And in this post, I share what I did about it. This is a very practical guide on how to fine-tune an LLM using LoRA with MLX on Apple Silicon.

These are my top 10 OpenBB apps, highlighted on our new solutions page. Not slides - literal workflows.

A hands-on experiment using Google's Veo3 AI to create a professional 1-minute video ad with zero video editing experience. Covers the complete workflow from script writing using the Hero's Journey framework to JSON-structured prompting techniques that unlock better AI video generation results.

Learn how to squeeze performance out of Claude Code.

How a simple protocol could change the way firms build, integrate, and scale with OpenBB.

This post introduces a new integration that allows users to embed dynamic OpenBB widgets directly into Excel.

The Model Context Protocol (MCP) forces a strategic choice on financial services companies - become a Client, building AI user experiences, or a Server, providing specialized data and tools. This post explores the implications of this divide.

The term 'vibe coding' undermines the strategic work of delegating tasks to AI. This post argues for a shift in perspective towards 'outcome-driven development' as a more accurate description of the future of software engineering.

This post explores Test-Driven AI Development, where AI writes its own tests and prompts, potentially making manual prompt engineering obsolete. It covers how self-improving AI systems can be built and the implications of this paradigm shift.

The financial industry's rush to adopt AI without proper data security is creating an 'OceanGate moment' - a disaster waiting to happen. This post explores the risks of reckless AI implementation and charts a safer path forward through on-premise and local model deployment.

The web has become bland and uniform. It's time to bring back the weird, wonderful, and deeply personal websites that once made the internet magical. With AI, the limit aren't skills anymore but imagination.

Why the obsession around humanoid robots?

Replit is the ultimate coding environment for non-coders

It's no longer a matter of IF, but a matter of WHEN. AI companions are coming.

Thoughts on Dia browser's AI integration, exploring its similarities with OpenBB Workspace and the role of AI assistants in finance tools.

A step-by-step guide on how to connect Figma to Cursor using MCP (Model-Client-Protocol), enabling seamless design-to-code workflow and improving developer productivity through direct design system integration.

This post explores Financial Datasets, a data vendor focused on top-tier developer experience and data quality, with an API built for AI agents.

OpenBB isn't just software - it's foundational infrastructure that lets firms shape their own financial workspace, moving beyond one-size-fits-all solutions toward modularity and extensibility.

This post explores how SEC filings can be used to uncover and track financial and economic indicators. It showcases an open-source OpenBB app that visualizes this data, providing valuable insights for investment research and market trend analysis.

OpenBB Apps introduces a customizable platform where financial organizations can build tailored workflow solutions with dashboard templates, data widgets, and AI agents - putting firms in complete control of their data and tech stack.

A personal reflection on my 6-year journey to 10,000 LinkedIn followers and how sharing my work publicly led to unexpected opportunities and the creation of OpenBB.

The secret to building defensible AI companies isn't better AI - it's better workflows. An insider's perspective on why some AI companies thrive while others will become obsolete with each new model release.

Exploring why relying on a single data vendor for financial research is unrealistic in today's complex market landscape, and how AI-driven platforms like OpenBB are transforming how professionals interact with diverse data sources to find alpha and gain competitive advantage.

In this blog post, I'll show you how an AI agent can transform your funds performance, macro data, news around your holding companies, and more into a draft investor letter that has the same writing style as your team.

A personal journey through my first NYC Half Marathon, from fundraising $1,615 for cancer research to crossing the finish line in 1h45min, complete with training insights and my race day experience.

At the recent AI Engineering Summit, BlackRock unveiled their Aladdin Copilot - a platform remarkably similar to what we've built at OpenBB, but with a key difference. While they've invested massive resources into building a closed system, we've created an open-source solution that achieves the same goals: multi-application support, seamless agent integration, explainable AI, and enterprise-grade security. Here's a deep dive into how the world's largest asset manager validated our approach to AI-powered financial workflows.

How AI is evolving from reactive to proactive in financial services, and why this shift will transform how investors discover opportunities and generate alpha.

Key insights from financial services technology leaders on AI adoption, including build vs. buy strategies, data privacy concerns, technology adoption divides, and the challenges of moving from prototypes to production-ready solutions.

How I built a custom OpenBB widget to save my friend hours of manual work on his newsletter with 190,000+ subscribers.

Building on OpenBB's presentation at the Anote AI Day Summit, this post explores how intelligent function calling serves as the cornerstone of our AI-native workspace for data analytics.

A deep dive into why the UI layer represents the next major frontier in financial technology. While the industry has heavily invested in data, the user interface remains a critical yet overlooked bridge between raw information and actionable intelligence. This piece explores how OpenBB is leading the charge in revolutionizing how financial professionals interact with data.

A practical exploration of using Gemini's long context window capabilities to analyze multi-page documents, featuring a Streamlit app for testing and iterating prompts.

From getting the OpenBB logo tattooed to honoring a promise of a Bali trip, this is a personal reflection on what it truly means to have "skin in the game". It's not about reckless commitment, but about standing fully behind your words and actions - a principle that's shaped both my personal life and my approach to building OpenBB.

In the financial software industry, there's a well-worn playbook - build proprietary software, deploy large sales teams, and leverage executive relationships. At OpenBB, we're taking a fundamentally different approach - creating open-source financial tools that users genuinely love to use.

This project converts blog feed content into a structured Question-Answer dataset using LLaMA 3.2 (via Ollama) for local processing. The generated dataset follows a conversational format and can be automatically pushed to Hugging Face.

AI is democratizing software development at an unprecedented pace, and it's creating a virtuous cycle that makes open source unstoppable. As development costs plummet and AI tools make codebases more accessible than ever, the traditional moats of proprietary software are evaporating. Here's why I believe that the future of software is inevitably open.

AI is revolutionizing software development costs and shifting value creation in the financial industry. I talk about the growing importance of data infrastructure, the rise of customizable solutions, and how OpenBB Workspace enables firms to build specialized AI-powered financial tools.

Learn how I built an open-source tool that generates beautiful SVG visualizations of your blog post history, supporting both JSON and ATOM XML feeds. Perfect for keeping yourself accountable and monitoring your writing progress over time.

A practical guide to building an AI agent that processes Telegram messages through a local LLM, gathers context from various sources (OpenBB, Perplexity, Grok), and automatically posts content to Bluesky.

Beyond the AI hype - why the future of financial analysis isn't about chatbots, but about intelligent workspaces that combine your data, tools, and AI exactly when you need them.

This is how OpenBB is reaching users worldwide with Chrome's translation features, making financial analytics accessible in multiple languages and expanding our presence across 84% of countries since launch.

Why I believe AI agents need the same comprehensive workspace tools as human analysts, moving beyond simple chat interfaces to enable true financial research and analytics.

My friend Matt, from VanEck, built a backend with data from Coingecko, Velodata, Artemis, CCdata, Glassnode, MSTR Tracker, Telegram and Google - all in OpenBB.

My thoughts on how removing PIPs can increase the company talent level

Maximizing team transparency through focused feedback sessions.

How we built a mobile app, in 1 evening, with 1 engineer.

I took the stage at the Cornell Quant Conference alongside Yu Yu (BlackRock) Tony Berkman (Two Sigma), and Samson Qian (Citadel), to discuss ChatGPT & The Future of AI in Finance.

Exploring the parallels between boxing and startup life, and how both push me beyond my comfort zone to foster personal growth, resilience, and continuous learning.

The OpenBB journey started officially 3 years ago. So I want to celebrate it by sharing 36 lessons I learned over the past 36 months as a founder and CEO of a fintech company.

As AI continues to advance, many jobs in finance are at risk. Learn why this shift is happening and how to prepare for the future.

In a time when we talk about going to Mars and having AGI, cancer is still taking lives every day.

AI will change education forever. Here's how I leveraged Perplexity, Cursor and ChatGPT to teach Supervised Learning and assess coursework.

Financial assistants structured like ChatGPT are great for quick searches but fall short for comprehensive investment research.

Yesterday was my 29th birthday, and I was reflecting on my life and on how sitting on the top of giants isn’t given enough credit. My giants are my parents.

I can see a future where people use rabbit r1 for very particular use cases where phone is suboptimal. For instance, when multiple people want to interact with said phone (e.g. selecting music at a party without having to give phone away) and that is not ideal due to personal information on phone, or when the phone isn't ideal because it has too many distractions and user wants to focus on doing something (e.g. practicing a presentation using recording session and then asking for feedback).

How I built a financial analyst that lives on Slack and has access to OpenBB.

I have started a company. I have moved countries. It turns out that there's a lot in common between these.

Moving from London to the Bay Area and what changed

Introducing the OpenBB Copilot, an ever-present financial analyst at your fingertips with the OpenBB Terminal Pro.

The 12 things I learned in 2023

We acknowledged the enduring centrality of Excel in the financial sector, so we're now making data from the Terminal Pro readily available in Excel. We're also excitedly working to integrate the "Bring Your Own Data" feature into our Excel Add-in, a move we foresee as a transformative step in the financial data industry.

The SlackGPT is a Slack bot that summarizes conversations and sends you a summary per channel.

How I'm using Docusaurus to build my own personal website.

Companies will own multiple fine-tuned LLMs/SLMs for specific tasks.

Our Platform aims to empower the OpenBB Copilot, an AI-powered financial analyst, to perform tasks ranging from knowledge retrieval to fully autonomous analysis. The architecture involves task decomposition, tool retrieval, and subtask agents, showcasing impressive results in both deterministic and non-deterministic workflows. Read on to explore its capabilities and don't forget to watch the demos.

This blog post delves into how our collaboration with MindsDB, Nixtla, LlamaIndex, and Langchain is revolutionizing the financial world. Read on to learn all about the event "The New FinAI Tech Stack" held last week in SF, California.

Today, we are thrilled to announce the new OpenBB SDK, a game-changing platform that is now divided into the robustness of OpenBB Core and the limitless potential of OpenBB extensions.

The OpenBB Bot architecture is now open source. Check out our Discord Bot architecture now on GitHub.

With the launch of the OpenBB Terminal Pro approaching, we're excited to announce the hiring of Michael Struwig, a Ph.D. with expertise in AI and quantitative finance. Michael will help us to further our AI capabilities, reinforcing our commitment to innovation in the open-source finance space.

This blog post emphasizes the importance of writing documentation as a founder. It discusses how it can give an edge when pitching your product and how it can result in less customer support and a better user experience overall.

This blog post discusses the process and challenges of building the world's investment research infrastructure. It provides an insight into the products developed by the OpenBB team and their efficient operation.

This blog post discusses our $500k investment in building the best platform for AI using financial data. We focus on the rebranding of OpenBB SDK to OpenBB Platform, its features, and the potential payoff of this bet in 2024.

This blog post challenges the concept of work-life balance, arguing that success often requires sacrifices in personal time and relationships. It suggests that true balance comes from finding joy in your work and surrounding yourself with like-minded individuals.

This blog post provides a comprehensive guide on how to perform target market analysis for your company using LLMs. It includes a detailed explanation of the BCG Matrix and the GE McKinsey Matrix, and how these frameworks can be used to determine market attractiveness and competitive advantage.

Two years of OpenBB. A look back at our achievements and growth in the world of open-source finance.

In this post, we discuss how to handle equity top-ups at a seed stage startup, providing a step-by-step guide on the implementation process and including links to relevant spreadsheets.

A step-by-step guide on how to handle equity at a seed-stage startup, using a fictional example from OpenBB.

Keep track of your startup metrics using a custom iOS widget. This blog post will guide you on how to build a custom iOS widget that displays your startup metrics at all times. The entire code is open source and requires minimal coding skills.

This blog post discusses how to use OpenAI to extract insights from team survey data. It covers the motivation behind the project, the requirements, and the implementation process, including the use of the Slack API and Airtable API for automation.

OpenBB Terminal, an open-source investment research platform, is transforming the financial industry by addressing issues like data licensing, full-price bundle, lack of transparency and customization, and the need for a diverse community. This post explores why open source is crucial for us and the main problems in the space.

From Open Source to Open Startup. A journey of OpenBB towards transparency in the financial world.

Employees are leaving? Be proactive about employee feedback. This blogpost discusses the importance of employee feedback and how we at OpenBB are ensuring high employee engagement through a periodic feedback survey.

Hybrid work, a combination of remote and office work, is not as beneficial as it seems. This blog post discusses the pros and cons of remote and office work, and why hybrid work might not be the best solution.

Become an OpenBB Champion and join our passionate community. Share your experiences with our innovative products and help us democratize investment research through an open source approach.

Streamline your OpenBB Terminal experience with OpenBB Hub. Learn about its key features, including API key management, data customization, personalization, and script management.

A game-changing update to OpenBB Terminal, introducing interactive charts and tables, empowering users with a new way to analyze data.

Leaving London to live in San Francisco. A personal journey of relocating and starting a tech company in the heart of Silicon Valley.

The OpenBB Bot is a financial chatbot that allows you to access financial data from Discord or Telegram along with other users. From equity data to crypto, options, darkpool, economy and much more! Now available for free to registered users.

The OpenBB Hub is a comprehensive platform for managing all products, data, subscriptions, and content for users, aiming to empower investors globally with tools previously exclusive to institutions.

How OpenBB can lead the future of finance using AI on top of an open source investment research platform.

In this blog post, I share how I used the OpenAI API to improve our product documentation. I used ChatGPT to generate more detailed descriptions for our OpenBB Bot Discord commands, making them more understandable for new users.

The future is a strange place. We’re not entirely sure what it will look like, but we do know that it will be shaped by the choices we make today. And while I can’t tell you exactly how to get a job in 2023, I can help you set yourself up for success by showing you some of the best ways to build your career today.

In this blog post, we discuss the underrated potential of financial chat bots, our collaboration with OptionsFamBot, and why chat bots are becoming increasingly popular.

Firing is tough. This blogpost discusses how to avoid it by hiring A players, improving the hiring process, and understanding the importance of a scorecard in recruitment.

Leveraging the power of ChatGPT to interact with Twitter API for real-time financial news updates.

How I wrote a machine learning paper in 1 week that got accepted to ICMLA while working full time and raised $8.8 million for OpenBB Terminal.

The future of finance is being reshaped by open source and AI. This post discusses the potential of these technologies in disrupting the financial industry, the advantages of open source, and the role of AI in user interface.

OpenBB Terminal 2.0 has been released. This blog post discusses the new features and improvements, including the release of OpenBB SDK, a state-of-the-art AI/ML toolkit for the financial industry, and the vision for a community-driven investment research platform.

In this blogpost, we share how we organized a World Cup 2022 sweepstake for our startup team as a team building activity, and how we built a slack bot to facilitate discussions around the event.

This blog post outlines the five steps I took to change my job title from an Embedded Firmware Engineer to a Sensor Fusion Engineer in less than a year. It provides a roadmap for others who may be looking to make a similar career transition.

Growing an open source community from scratch is a challenging task. This blogpost shares insights and strategies on how to effectively build and manage an open source community, using the example of the OpenBB Terminal project.

Learn how to accelerate your learning process and become 10x faster than average. This blog post provides practical steps to enhance your self-learning abilities and master new skills effectively.

In this blog post, I share how I built a Python tool that converts a Twitter thread into a LinkedIn carousel in seconds. This tool is open source and contributions for improvements are welcome.

This blog post provides a detailed walkthrough on how to conduct due diligence on $AMT using the OpenBB Terminal, a free and open source platform for financial data analysis.

The future of CVs for engineers and developers lies within GitHub. This post discusses why GitHub profiles are becoming the new CVs and how they can provide a more comprehensive view of a candidate's skills and contributions.

Why you should consider switching from yfinance API to OpenBB SDK for financial data retrieval. OpenBB SDK offers access to multiple data sources, potential for unlimited data, and incentives for data source partners.

This post talks about my story of becoming the CEO of OpenBB, the company behind the fastest growing open source project in finance.

This blog post discusses the importance of strong communities in the Web 3.0 space, the role of decentralization, and how voting frameworks based on smart contracts can empower users.

This blog post discusses the importance of remote and flexible work hours, and how it can significantly improve work-life balance and productivity.

Exploring unconventional ways to increase brand visibility, OpenBB's co-founder gets a tattoo of the company logo. This blog post discusses the thought process behind this unique marketing strategy.

In this blog post, I share my journey of creating a Discord meme bot, the role it played in building a vibrant community around our open source project, and how you can add your own memes to the bot.

Meet the most advanced investment research platform. This blog post introduces Gamestonk Terminal, an advanced investment research platform, and discusses its features and automation capabilities.

Gamestonk Terminal's UX/UI features and the teamwork behind their implementation.

The development journey of a new Sector and Industry Analysis feature for Gamestonk Terminal, integrating the FinanceDatabase package.

Handing over the Twitter account of Gamestonk Terminal to an active community member and the impact it had on the project's growth and engagement.

The start of my journey into the world of Machine Learning, from learning Python to understanding the underlying mathematics of ML algorithms.

An unusual journey of learning about Neural Networks for a PhD thesis. This blog post details the author's experience of assisting in the programming aspect of a PhD thesis, focusing on the study of various models and their forecasting performance.

In this blogpost, I share how I created a bot in Python to automate participation in NFT giveaways on Reddit. The bot simplifies tasks such as upvoting posts, commenting, and opening Opensea links to favourite artwork.

Gamestonk Terminal's latest updates including Docker integration, Jupyter Lab integration, a new Hugo website, and new features. A summary of the recent developments and future plans for the open-source financial tool.

This blog post discusses the creation of a Python module for splitting univariate time-series data using cross-validation techniques. The module is designed to prepare data for training, validation, and testing in a Deep Neural Network (DNN).

Ranking and sorting a list of 99 mind-bending thriller movies using IMDbPy API in Python.

In this blogpost, I share how I used the K-means algorithm to plan a visit to London. The algorithm helps to decide which attractions to visit based on the number of days of the visit and the GPS coordinates of the attractions.

In this blogpost, I share how I developed a program to help my mum manage her recipes. The program allows for adding, editing, and removing recipes, and even includes fun minion icons.

In this blogpost, I share my journey of creating a program to split household bills. This was my first side project where I used Java to create a GUI application.

In this blogpost, I share my journey of memorising a deck of 52 shuffled cards using the PAO system and Memory Palace technique.

In this blogpost, I share my journey of creating a customizable meme filter using Python. This filter selects a random meme based on the number of people on the screen and assigns each person to a character in the meme.

In this blogpost, I share my journey of starting a sustainable clothing brand, managing the project, and developing a stock management tool in C++.

In this blogpost, we introduce Gamestonk Terminal, an open-source project that aims to be a comprehensive tool for financial analysis and stock market research. It includes functionalities for discovering stocks, market sentiment analysis, fundamental and technical analysis, due diligence, prediction techniques, and more.

In this blogpost, I share how I developed an automated task to estimate the momentum of football teams for betting purposes using Beautiful Soup and Python.

In this blogpost, I introduce Gamestonk Terminal, an open-source project that aims to be a comprehensive tool for financial analysis and stock market research. It includes functionalities for discovering stocks, market sentiment analysis, fundamental and technical analysis, due diligence, prediction techniques, and more.