🔧 Tools & Platforms
OpenBB Terminal
OpenBB is an **open-source financial data platform** for analysts, quants, and AI agents. Originally built as a CLI-based "Bloomberg Terminal for retail investors," it has evolved into a modular Python SDK + REST API + AI-native workspace that aggregates data from close to 100 providers across every major asset class: equities, options, crypto, forex, fixed income, macro economy, and alternatives.
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How It Works
Data Architecture
- Standardized interface: Every command returns an
OBBjectthat converts to pandas DataFrame via.to_df()or.to_dataframe() - Provider abstraction: Same function signature, swap providers with
provider="yfinance"orprovider="polygon"— the SDK normalizes the response schema - Extension framework: Generate Workspace, MCP, CLI, and Python interfaces from existing FastAPI apps with no additional code
Data Providers (Free Tier)
| Provider | Coverage | Notes | |
|---|---|---|---|
| ---------- | ---------- | ------- | |
| yFinance | Equity prices, fundamentals, options | Free, no API key needed | |
| FRED | Macro indicators (GDP, CPI, rates) | Free, requires API key | |
| SEC EDGAR | Company filings, insider trades | Free, public data | |
| Tiingo | EOD prices, IEX real-time | Free tier available | |
| CBOE | Options data, VIX | Free endpoints |
Data Providers (Paid / Premium)
| Provider | Coverage | Notes | |
|---|---|---|---|
| ---------- | ---------- | ------- | |
| Polygon.io | Real-time equities, options, crypto | Starts $29/mo | |
| Intrinio | Fundamentals, options, real-time | Enterprise pricing | |
| FMP | Full financial statements, ratios | Free tier + paid | |
| Benzinga | News, analyst ratings, options activity | Paid |
Routers (Namespace Organization)
obb.equity— prices, fundamentals, estimates, ownership, screenerobb.derivatives— options chains, expirations, Greeksobb.economy— FRED series, CPI, GDP, treasury rates, central bank dataobb.crypto— prices, on-chain metricsobb.fixedincome— yields, spreads, corporate bondsobb.news— multi-provider news aggregationobb.etf— ETF holdings, performance, sectorsobb.index— major indices, constituentsobb.technical— built-in technical analysis indicators
AI & Copilot Integration
- OpenBB Copilot: AI assistant embedded in Workspace for natural language financial queries
- MCP Server support: Connect OpenBB as a tool source for Claude and other AI agents
- Pydantic AI bridge:
openbb-pydantic-ailibrary for building custom agents that speak native OpenBB - Plugin Extensions:
on_command_outputpatterns for controlling response delivery