★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
OpenBB Review, Pricing, and Features
OpenBB combines an open-source financial data layer with a hosted Workspace for dashboards, AI research, custom agents, and team workflows. It is best for analysts, quants, developers, and firms that want to connect their own market data, internal datasets, provider API keys, widgets, MCP tools, and AI workflows instead of buying a closed terminal. Community access is useful for individuals, while Pro adds collaboration, exports, Excel, RBAC, SSO, MFA, and private deployment options. OpenBB does not provide production market data itself; it orchestrates connectors, your data, and your vendor access.
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Pricing
Free • Contact for pricing · Enterprise · 4 plans
Workspace Community
Hosted by OpenBB; free for individuals (Copilot: 20 queries/day).
Workspace Pro
Quoted one-time license for teams; 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 unified 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 insights, 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.
- Pro for team capabilities such as sharing, RBAC, MFA, SSO, exports, Excel add-in, training, centralized data sharing, and VPC or on-prem deployment.
- 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 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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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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