65 posts tagged with "openbb"

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.

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.

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.

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.

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.

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 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.

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.

The open source code is available here.

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.

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.

It's an open, AI-native application that unifies data, streamlines workflows, and delivers enterprise-grade collaboration and control for teams of all sizes

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.

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.

At OpenBB, we removed Performance Improvement Plans (PIPs) in an attempt to increase the company's talent density pool rate.

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.

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.

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.

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.

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.

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.

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 open source code is available here.

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

The open source code is available here.

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 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.

The open source code is available here.

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.

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.

The open source code is available here.

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

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.

The open source code is available here.

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

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.

The open source code is available here.

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

The open source code is available here.

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 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.

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.

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.

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

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.