OpenBB Review, Pricing, and Features

Key features

• Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally.
• ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB).
• OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys).
• OpenBB Workspace: secure app combining customizable UI components, unified data integration, and AI capabilities.
• Custom backend approach: integrate proprietary/internal data by serving an API and a `widgets.json` definition for Workspace widgets.
• OpenBB Copilot: AI companion in Workspace that handles natural-language queries, retrieves data, performs analysis, and generates insights.
• Copilot provides step-by-step reasoning for transparency and auditability.
• Apps: pre-configured dashboard templates combining widgets, AI agents, and prompts for specific workflows.
• Excel Add-in: enterprise users can access Workspace data in Excel via interactive widgets; pricing indicates Excel add-in is included in Pro (not Community).
• Workspace is available as a Progressive Web App (PWA) with desktop + mobile support.
• ODP API surface includes endpoints across asset classes and datasets (e.g., equities, ETFs, crypto, currency, commodities, fixed income yield curves, options surfaces, CFTC COT).
• Security: SOC 2 Type II attested infrastructure; TLS 1.3 in transit; AES-256 at rest; zero-data-training policy; Pro tier supports RBAC and SAML/OIDC SSO.

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