Unlock Smarter Investment Decisions with AI-Driven Research Using OpenBB Terminal

The landscape of financial research is changing, and OpenBB Terminal is at the forefront of this revolution. Designed as the first AI-powered financial terminal, OpenBB offers a streamlined, professional solution that integrates data effortlessly, revolutionizing the way you approach investment research. Whether you’re a seasoned analyst or a retail investor, this web application brings the power of AI to your fingertips, making investment research not only more accessible but more effective. Plus, it’s now available on mobile, ensuring that no matter where you are, you’ll have a powerful research tool in your pocket.
A Journey of Innovation
OpenBB Terminal’s story started almost four years ago, in the humble setting of a living room, when the need for better investment tools became clear. Research was a manual, time-consuming process, demanding hours of work to sift through disparate data sets. This led to the creation of the original OpenBB Terminal, an open-source command-line interface (CLI) tool that brought multiple datasets together and automated large portions of the research process. While this tool quickly gained traction—amassing over 150,000 downloads—it wasn’t without its limitations. The interface could be clunky, and analysts still had to make sense of an overwhelming amount of data.
Fast forward to today, and OpenBB Terminal has raised $8.9 million in seed funding and leveraged the rise of AI technologies like ChatGPT. With this support, OpenBB assembled a world-class team dedicated to building a flexible, enterprise-grade platform designed to tackle the most complex data challenges, while still being accessible to everyone.
The OpenBB Community

One of OpenBB’s strongest assets is its growing community of investors, analysts, students, quants, developers, and retail traders. The open-source version of OpenBB Terminal now boasts over 30,000 stars, and the OpenBB Hub has 50,000 users who benefit from its robust suite of tools. However, until now, the enterprise-grade capabilities being developed were not available to this broader community. That changes with the launch of the new OpenBB Terminal.
The OpenBB Terminal: An AI-Driven Investment Research Workspace
Introducing the new OpenBB Terminal, an AI-powered research platform built to transform the way you analyze and interpret financial data. What sets OpenBB apart from other financial terminals? It’s not just about adding AI—it’s about integrating a powerful AI system that fundamentally enhances the research process.
Key Features That Differentiate OpenBB Terminal
- AI-Enhanced Insights
- The OpenBB Copilot is your new AI financial analyst. It performs complex workflows with multi-step reasoning, minimizing errors and enhancing your ability to build investment dashboards, spot trends, and develop in-depth theses. Whether you’re looking for specific data points or broader market insights, OpenBB Copilot makes the process fast and accurate.
- Comprehensive Data Integration
- OpenBB Terminal allows you to connect with trusted data vendors or upload your own data, making it a highly flexible tool. Whether you’re working with structured or unstructured data—be it emails, PDFs, or web-based data—you have the freedom to import and analyze information within the platform. It also supports integrations with databases like Snowflake or the open-source OpenBB Platform.
- Customization and Flexibility
- Listening to feedback from users, OpenBB Terminal has been designed with flexibility in mind. The workspace can be customized to fit your exact needs. Adjust layouts, create personalized charts, organize dashboards, and store notes in an intuitive interface. This flexibility allows you to tailor the platform to your specific research workflows.
Built for Analysts, Investors, and You

Whether you’ve been a long-time user of OpenBB or you’re just hearing about it for the first time, this latest iteration brings a new level of accessibility and capability. OpenBB Terminal isn’t just another financial platform—it’s a research workspace that empowers you to make smarter, faster investment decisions by harnessing the power of AI and seamless data integration.
Exclusive Offer
To celebrate this launch, OpenBB Terminal is offering an exclusive deal: sign up by November 7th and enjoy a full year of premium data for free. This includes access to global data coverage, news, fundamental data, macroeconomic insights, and more. Don’t miss out on the opportunity to elevate your investment research with the AI-powered OpenBB Terminal.
Start your journey to smarter investment decisions today!



