VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
OpenBB Review, Pricing, and Features
OpenBB combines an open-source data layer with Workspace dashboards, AI research, agents, and team tools. It connects your providers and internal data rather than supplying production market data. An August 2026 founder update announced a move to open-source releases, with timing and hosted-product terms still pending.
Best for
- Analysts and teams looking for a customizable financial workspace that connects their own data, vendors, dashboards, and AI agents.
- Developers and quants needing open-source financial data connectors through Python, REST, notebooks, Workspace, Excel, and MCP workflows.
- Firms evaluating enterprise AI research infrastructure with private deployment, RBAC, SSO, exports, and dashboard sharing.
Watch out
- OpenBB says Workspace includes a limited FMP-powered sandbox, but organizations connect their own datasets for production workflows.
- The Community tier includes OpenBB Copilot with 20 queries per day.
Community votes (overall)
No votes yet. Be the first to rate this tool.
Pricing
Free • From $500/yr · Enterprise · 5 plans
Workspace Community
Hosted by OpenBB; free for individuals (Copilot: 20 queries/day).
Workspace Lite
Annual self-hosted team license for teams under 10.
Workspace Pro
Custom-priced team license with enterprise collaboration and private cloud/VPC/on-prem deployment.
Snowflake Native App
Workspace deployed inside a firm's Snowflake instance for teams consolidating data on Snowflake.
Open Data Platform (ODP)
Open-source data layer licensed under AGPL; runs locally.
Key features
- The open-source Open Data Platform locally under AGPL for combined financial and economic data access through provider connectors.
- Work across Python, REST API, notebooks, Workspace, and Excel-oriented workflows depending on whether you are coding, analyzing, or building dashboards.
- Connections for third-party data providers and your own API keys; OpenBB does not host or redistribute production market data for you.
- Tools for building Workspace dashboards with customizable UI components, apps, widgets, and firm-specific data integrations.
- Support for adding proprietary or internal data by exposing an API plus a widgets.json definition for custom Workspace widgets.
- OpenBB Copilot for natural-language research, data retrieval, analysis, generated analysis, and transparent step-by-step reasoning.
- Extend AI workflows with Skills, MCP server management, a Workspace MCP server, custom agents, and the OpenBB AI SDK.
- Starting point: Community for free individual use, including unlimited apps and dashboards, bring-your-own API keys, custom agents, and 20 Copilot queries per day.
- Lite for self-hosted small-team workflows with sharing, RBAC, MFA, exports, and Workspace MCP, but without Excel or Copilot; Pro adds custom-priced enterprise collaboration and deployment capabilities.
- Evaluation tools for OpenBB as research infrastructure, not as a broker, turnkey data vendor, investment adviser, or guaranteed source of licensed real-time market data.
FAQ
Is OpenBB free?
Not entirely. OpenBB includes a free tier, but its paid subscription and other options unlock more capacity. Visit the vendor site for current limits and pricing. Enterprise quotes are handled directly with the vendor.
Who is OpenBB best for?
OpenBB is built for Institutional Investors, Analysts, Quants/Developers, and Students/Researchers. It suits intermediate and advanced users.
What platforms and connections does OpenBB support?
You can use OpenBB on Web, Desktop, and Mobile. OpenBB offers an API (REST) with None authentication. Integrations include OpenBB Skills, Workspace MCP server, MCP servers, and Excel Add-in.
Which markets does OpenBB cover?
It tracks Stocks, ETFs, Cryptos, Currencies, Commodities, Bonds + 2 more. Identifiers include Ticker.
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I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.