52 posts tagged with "ai"

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 - and we started collaborating informally, formalizing it as an advisor role was the obvious next step.

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

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.

A few weeks ago, we were at the HQ of one of our largest clients (close to 70bn AUM) for a week and although I had this post in draft for a couple of months, these words resonate even more with me now as we experienced this FDE work first-hand.

In the world of hedge funds, everyone's talking about AI. But recently, Ken Griffin, one of the industry's most respected voices, made a bold claim: generative AI isn't delivering alpha for hedge funds. Instead, it's mainly boosting workflows and productivity.

He's not entirely wrong but he's not telling the whole story either.

Here's the thing: the problem isn't that AI lacks the capability to find alpha. The problem is that most firms aren't giving AI the environment it needs to succeed.

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.

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.

The hardest part of building an OpenBB app isn't writing Python, it's getting the widgets.json spec right, since this spec was invented by us.

Every app requires developers to define widget types, inputs, and configuration options in exactly the right format. The documentation is strong, but it is long-form, which forces you to dig around for the parts you need. That slows down iteration, especially when you just want to get an idea live in OpenBB Workspace.

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.

Learn how to squeeze performance out of Claude Code.

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.

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 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.

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.

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.

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

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

Learn how to move beyond traditional RAG approaches for document analysis and leverage the power of large context windows for more accurate information retrieval.

The open source code is available here.

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.

The open source code is available here.

AI is transforming software development at a groundbreaking pace, creating a reinforcing 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.

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.

The open source code is available here.

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.

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.

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.

It's not a matter of if, but a matter of when. AI will replace analysts' jobs, and we actually believe that's a good thing. In this blog post, we explain why and how you can prepare for this revolutionary change in the world of finance.

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

The open source code is available here.

Financial assistants structured like ChatGPT are great for quick searches but fall short for comprehensive investment research. They are limited by their one-dimensional approach, which hinders efficient data retrieval and long-term usability. Read on to discover how OpenBB Terminal Pro addresses these issues with a three-dimensional solution.

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).

For the past few weeks, we’ve been working on the OpenBB Copilot, an ever-present financial analyst at your fingertips with the OpenBB Terminal Pro.

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.

The open source code is available here.

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.

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 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.

The open source code is available here.

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.

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.

The open source code is available here.