OpenBB
OpenBB offers a suite of AI-enhanced financial analysis tools, including the customizable OpenBB Terminal Pro and an open-source platform for data aggregation and standardization.
Company Services
OpenBB offers a variety of services to enhance financial analysis. These include a 3-week free trial, AI-enhanced features, and the ability to bring in personal data from various sources such as CSV files, private endpoints, RSS feeds, and SEC filings. The company provides 24/7 support for its users and offers a customizable dashboard for tailored investment research. OpenBB also supports multiple user roles and admin management within its Terminal Pro.
OpenBB Terminal Pro
The OpenBB Terminal Pro is a modern investment research platform designed for teams. It is customizable and integrates with private datasets and AI copilots. Terminal Pro supports multiple user roles, offers 24/7 support, and includes features like a customizable dashboard and OpenBB Copilot, an AI-powered assistant for investment research. The platform also allows for the development of financial applications and supports the creation of custom extensions.
Open Source Financial Platform
The OpenBB Platform is open source and focuses on data aggregation and standardization across various data vendors. It integrates almost 100 different data sources from various asset classes and allows for the creation of custom extensions that can be either kept private or shared with the community. The platform also includes a data marketplace for financial data vendors, making it a versatile tool for investment research.
AI-Enhanced Financial Tools
OpenBB provides AI-enhanced features to boost financial analysis. This includes tools like OpenBB Copilot, an AI-powered assistant, and the OpenBB Add-in for Excel, which helps automate financial data workflows. The integration of AI allows users to enhance their research capabilities and streamline processes efficiently.
Community and Support
OpenBB supports finance societies and investment clubs by providing access to a broad collection of financial data. The company also offers extensive customer support, including 24/7 support for Terminal Pro users. Additionally, OpenBB provides the OpenBB Bot, which brings financial data to platforms like Discord and Telegram, and continuously supports its user community through various channels.