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.
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.
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.
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.