★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
OpenBB Review, Pricing, and Features
OpenBB combines an open-source data layer with a hosted Workspace for dashboards, AI research, agents, and teams. It connects your providers, internal data, widgets, and MCP tools rather than supplying production market data itself. Community, Lite, and Pro cover different collaboration and enterprise needs.
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.
Deals
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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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
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- Website: Jera Value
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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.