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86 posts tagged with "openbb"

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Introducing WorkspaceBench to evaluate OpenBB Workspace for agentic workflows

· 63 min read

A few weeks ago at NY Tech Week I gave a talk on centralizing dashboards and agentic workflows in OpenBB Workspace. At the end I talked about how I'm seeing more analysts and quants using Claude Code and Codex to drive their work - and so we need to adapt the workspace to make it (even more) agent first.

That is why we announced Workspace MCP: it exposes the workspace (dashboards, widgets, data, apps, skills) as a set of MCP tools, so an agent can read data, build dashboards, and assemble whole apps.

If agents are going to drive this workspace for real analysts, I need a way to measure how well they navigate it. That led me to build WorkspaceBench: a vanilla harness, a simulator of OpenBB Workspace, realistic tasks, and graders that evaluate the agent's output.

In order to build this, I got inspired by:

I wanted to bring some of these concepts to an actual financial workspace.

I can't recall last side project that took me as much time as this one. A lot of iteration and killing it and starting from scratch.

Initially I gave the reasoning and strategy to Fable, and let it come up with the how - i.e. how tasks are defined, what tools are used, initial dashboard setup, etc.. after a few iterations I actually liked the staircase of results I was seeing from the models on the tasks, and so thought we were almost done...

Except that when I went to dig into how the tasks were set up, expecting that my mental model for how it should look had been implemented 1:1 - it was actually not there at all. Not only was there a lot of fluff (like variables that didn't add anything to what we wanted to test), but I felt that many tasks were not super representative of what a user does in the workspace. E.g. some tasks were phrased as "use add_generative_widget markdown_note widget with text 'The revenue of AAPL is X'" - which is really stupid when you think about it. Instead I was expecting something like "Add a note to the dashboard with the revenue of the company in the dashboard". This means that the model has to reason about which company we are looking at, which widget contains the revenue data, and then the format on how that is output.

During this time period OpenAI released a post criticizing SWE Bench pro which really hit home for me. Reminds me of the acronym LATFD ("look at the f*cking data"). And the longer I avoided doing it, the more I felt like I was building on a sand foundation.

Don't get me wrong, Fable was still a major driver of what I've done here. But I almost scratched everything and started from start with a stronger foudnation and only gave the model certain degrees of freedom - and always checked the underlying tasks to ensure that it was on the right track.

This post will walk you through everything that was done, including: the workspace simulator, the datasets we used, what a task file is made of, what are we evaluating, the final results and what's next.

I hope you enjoy this more technical deep-dive into creating a financial workspace benchmark from scratch. I'm sure there are better ways to create benchmarks, but in this post I'll walk you through my thinking process and how I build it from scratch.

How I built an MCP Server for developers building OpenBB apps

· 7 min read

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 $10 trillion OpenBB Copilot validation

· 6 min read

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.

UI layer is the next big frontier

· 6 min read

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.

What it means to have skin in the game

· 4 min read

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.

Why chat-only AI financial assistants are not the future

· 7 min read

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.

Introducing the OpenBB Add-in for Excel

· 5 min read


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.

Creating an AI-powered financial analyst

· 12 min read


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.

Target Market Analysis with the help of LLMs

· 11 min read


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.