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About OpenBB
What is OpenBB?
OpenBB is an open-source, AI-powered financial workspace that lets investment teams bring together data from any source, build interactive dashboards, and deploy AI agents—all within their own environment. It solves the infrastructure problem of gated data and fragmented tools by providing one unified platform for research, portfolio analytics, risk monitoring, and client reporting.
Who is it for?
OpenBB is designed for investment professionals—analysts, portfolio managers, and quant teams—who need to consolidate proprietary models, vendor data, and public filings without losing control over their intellectual property. It is not ideal for casual retail investors or teams that prefer fully managed SaaS without deployment options.
Key use cases
Analysts connect filings and internal models in one view, PMs query portfolio state without data team bottlenecks, and risk teams define their own attribution logic. AI agents work alongside humans on the same governed data, making workflows reusable across the firm.
Key features
- Unified data ingestion — Connect vendors, databases, internal models, and files without rebuilding integrations for each new view.
- Interactive dashboards — Turn any analysis into firm-wide dashboards usable by analysts, PMs, and AI agents.
- AI agents on your data — Deploy AI that accesses the same governed context, tools, and interface inside your environment.
- On-premises or private cloud deployment — Keep all data, models, and workflows in-house; no vendor access or shared infrastructure.
- Role-based access control — Pro Edition includes SSO, MFA, RBAC, and team sharing capabilities.
- OpenBB Copilot — 20 free AI queries per day in Community Edition, with fair use or custom Azure integration in Pro.
SaaSpartout Score
7.4
/10
Editorial score from our review methodology — not user ratings.
OpenBB Pricing
OpenBB pricing: Free for individuals; Pro and Snowflake pricing on request. Billing model: Free.
Community Edition
Price: Free for individuals
Cloud-hosted by OpenBB, SOC2 compliant, community support on Discord. Includes unlimited apps/dashboards, App Marketplace access, OpenBB Copilot up to 20 queries/day, custom AI agents, MCP servers. No sales call required.
Pro Edition
Price: One-time license for your entire team (contact for quote)
Private cloud, VPC, or on-premises deployment. SSO, MFA, RBAC security. Business-hours priority support. Adds save/share dashboards, role-based controls, Excel add-in, data/dashboard export, and fair-use or custom Azure Copilot.
Snowflake Native App
Price: Firm-level or seat-based license (contact for quote)
Runs on your Snowflake instance, inherits Snowflake security controls. Includes everything in Pro Edition plus native Snowflake integration. Business-hours priority support.
Frequently asked questions
Is OpenBB free?
Yes, OpenBB offers a free Community Edition for individuals, hosted by OpenBB with no setup or sales calls required.
What are the pricing plans for OpenBB?
OpenBB has three plans: a free Community Edition, a custom-priced Pro Edition (one-time license), and a custom-priced Snowflake Native App (firm or seat-based). Contact sales for Pro and Snowflake pricing.
How does OpenBB compare to alternatives like Bloomberg Terminal?
OpenBB is an open, AI-powered workspace that integrates with any data source and can be deployed on-premises. Unlike proprietary terminals, you own your workflows and data, and AI agents work side-by-side with your team.
Who is OpenBB best suited for?
OpenBB is best for investment professionals—analysts, portfolio managers, and buy-side teams—who need to unify proprietary and third-party data while maintaining full control over their IP and infrastructure.
Does OpenBB offer a free trial for paid plans?
OpenBB does not advertise a free trial for Pro or Snowflake plans, but the free Community Edition lets you explore the Workspace before upgrading. Contact sales for pilot options.
What are the main limitations of OpenBB?
Community Edition is cloud-hosted only, with 20 AI queries per day and no team sharing features. Pro requires contacting sales for pricing and is not self-service. On-premises deployment may need internal IT support.
