The first FREE AI Financial Terminal

Didier Rodrigues Lopes
3 min readOct 7, 2024

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Available here: https://www.producthunt.com/posts/openbb-terminal

The new OpenBB Terminal

When I first started tinkering with investment tools in my living room, I struggled with how much manual work was necessary for research.

That’s how, almost four years ago, the first OpenBB Terminal was born. An open-source CLI tool that integrated multiple datasets within one interface and automated investment research.

Ultimately, it solved my personal itch.

That CLI was downloaded over 150k times. However, the interface wasn’t the most performant and I still had to reason through an ocean of data.

With the raise of a $8.9M seed round and the rise of ChatGPT, two things became clear to us:

  • We could hire an extremely skilled team to build a flexible, enterprise-grade interface
  • We could build and integrate an AI agent to help reasoning through an ocean of data

So that’s what we did. We spent 2 years head down working on this product for enterprise users.

In the meantime, our community kept growing.

Today our open-source project counts 30,000+ stars and the OpenBB Hub has over 50,000 users. This community includes investors, analysts, quants, professors, students, retail investors, developers, and more.

However, the enterprise-grade AI terminal we were building wasn’t accessible to them.

Until today.

So allow me to reintroduce you to the OpenBB Terminal, an AI Research Workspace designed to transform investment research and data analysis. Accessible to everyone. Everywhere. 🦋

What Makes OpenBB Terminal Different?

We wanted to provide more than just another financial terminal with a chatbot on the side.

So we built a powerful, integrated, Compound AI System that brings together the best of what’s available today in terms of:

✨ AI Insights

The OpenBB Copilot is your new AI financial analyst agent. It can perform dozens of different workflows through multi-step reasoning and offers fewer hallucinations than other solutions. It can help you build financial dashboards, find information, spot trends, and generate comprehensive theses in a fraction of the time, either by searching your data or the web directly.

🌐 Data Integration

You can access packaged data from trusted vendors or enjoy the flexibility to bring your data into the platform, making it truly your own. You can upload structured and unstructured data, from emails to PDFs, images, websites, or APIs. You can also enjoy database integrations like Snowflake or integrate the open-source OpenBB Platform.

📊 Customization and flexibility

We listened to hundreds of analysts, quants, and investors. The result? A workspace where you can control the layout, create custom charts, add your notes, organize dashboards in folders, and much more. Flexibility and customizability are at the core of our design.

Whether you used our products in the past or just heard about OpenBB now, we hope you find our new Terminal valuable.

As always, we look forward to building this side-by-side with you.

👀 EXCLUSIVE OFFER 👀

Sign-up by November 7th to get premium data for free for a full year, including global data coverage, news, fundamental data, macro economy, and more.

Check our launch: https://www.producthunt.com/posts/openbb-terminal

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