OpenBB

OpenBB is an open-source web app and server that provides a comprehensive data platform for financial analysis. It functions as an infrastructure layer designed to consolidate proprietary, licensed, and public financial data sources, allowing that data to be consumed by various downstream applications. This approach eliminates the need to rebuild data pipelines for every different tool in a financial stack.

The software is deployed primarily as a Python package and can be configured as a server via a FastAPI backend. Users interact with the platform through several different interfaces depending on their role. Quantitative analysts typically use the Python environment, while analysts may use the OpenBB Workspace UI or Excel. The platform also provides a command-line interface for direct access and REST APIs for integration into other custom applications.

Key features

• Integration of proprietary, licensed, and public financial data sources
• FastAPI server for exposing data via REST APIs
• Python library for quantitative analysis and data frame output
• Dedicated CLI for direct command-line data access
• MCP server support for integration with AI agents
• Connectivity with Excel for financial analysts
• Support for equity, crypto, options, and fixed income data
• Self-hostable backend for secure data management

The architecture follows a connect once, consume everywhere model, which allows data engineers to expose a single data source to multiple surfaces simultaneously. This is particularly useful for organizations that need to bridge the gap between raw data and visual dashboards or AI copilots. The system is built to support Python versions 3.9.21 through 3.12 and is distributed under the AGPLv3 license. It is specifically designed for the needs of asset managers, hedge funds, and banks that require a controlled environment for financial planning and analysis.

OpenBB positions itself as an open data foundation for quantitative finance and institutional research.