OpenBB

Since our launch on October 7th, we realized that while the majority of our audience is based in the US - we have users utilizing OpenBB from all around the globe. In fact, if we count sign ups since October we have a 84% country representation. Today, most of the top financial firms have reached out to OpenBB to learn more. Either because they heard about us from others, or had someone internally speaking about OpenBB. However - it has also happened having conversation with firms that focus so much on emerging markets (e.g. LatAm) that they speak mostly Portuguese or Spanish. So, here I am showing you that you can utilize the Google Translate feature that comes with Google Chrome in under 10 seconds to have our product being translated in real-time to your language of choice. I've been playing with it in Portuguese, and it works *surprisingly* well. This even means that you can utilize your AI copilot in your language of choice, which is mind blowing! It's this Christmas that I will be able to convert my family to DAU. 😃

This week, Insight Partners published an article that mentions OpenBB on the map in terms of Financial Services AI agents (post in the comments). I'd like to explain our flavor of AI analyst. An AI agent is defined as "a program that can interact with its environment, collect data, and use the data to perform self-determined tasks to meet predetermined goals". If I were to describe the role of an Analyst I could use that exact same sentence, except that I wouldn't use "program" but "human". Yet most companies and products out there are focusing on the data and forgetting about the interface. If the job to be done by an AI agent is the same as the human agent - why aren't we starting from the assumption that they need the same tools and interface as a human analyst would. I mean, I don't see financial analysts spending their day doing analysis & research on Slack or on a chat-only interface. This is where we differ and where we decided to take the longer path in doing what's right. No shortcuts. Yes, our AI agent (or the one our users bring) has access to their own data. But more importantly, it is interconnected with a workspace, effectively having the same type of capabilities that an analyst would so it can truly perform research and analytics. The goal is actually straightforward: The AI agent should be able to do anything and everything that a user can with a mouse and keyboard. That includes: - Extracting insights from multiple datasets - Adding a particular widget to a dashboard - Creating a dashboard from scratch based on data available - Run a particular prediction model with pre-define parameters - Collaborating on a dashboard with a colleague - Having access to the internet to add research notes to the dashboard - Join datasets efficiently - Write SQL queries to extract particular data from a data warehouse - etc... Agree or disagree?

Looking back at our AI Copilot one year ago is mind-blowing. From a prototype to a sophisticated and reliable AI analyst with agentic capabilities for data analysis — we're very proud of what we've built this year. But we're even more excited to see how it will empower developers and financial analysts with everything we're preparing for 2025. Stay tuned!

Our AI agent mentioned by Insight Partners 🦋

Today I saw a glimpse of the future. Matt Maximo has been building a backend with data from Coingecko, Velodata, Artemis, CCdata, Glassnode, MSTR Tracker, Telegram and Google. However, he didn't find the best product where he could: 1. Bring all this data into one interface 2. Leverage an intelligence layer on top 3. Collaborate with his team on it Until he did. With our free tier - Matt was able to single-handedly create almost 50 different data widgets that he (and his team) will be able to access seamlessly on OpenBB. As we shift to firms being more in control of their data, and with the clear gains from having an additional intelligence layer on top of that data - the need for OpenBB in the market has never been clearer. Shifting the control back to financial firms. More open. More adaptable. If you want help on connecting your own backend (crypto or other) to OpenBB - reach out to myself and team.

Say goodbye to manual charting. 👋 Our AI analyst can now help you generate custom visualizations, such as specific charts and tables, that you can save directly into your dashboards and use for further analysis. Get started for free: openbb.link/signup-ai

Jordi Visser is one of the best macro investors out there with 30+ years of financial experience. There are often times that I want to have his analysis and thoughts right next to where I do research - so this weekend I spent some time building a YouTube widget that allows me to do just that. Not only visualizing the video - but getting the entire transcript so our agentic analyst can use that as context when doing further analysis. This also means that once merged I will be able to bring any videos into OpenBB - e.g. the Michael Saylor interview when debating Bitcoin, or even Tesla day videos if you are a TSLA stakeholder. Let me know what you think. (s/o to José Donato who helped with the y2b transcript proxy)

New widget alert 📣 You can now make more informed decisions with detailed options data for stocks or ETFs. data source: Intrinio

Join our Head of AI, Michael Struwig, PhD, next Saturday for a remote workshop on creating a “Copilot for Finance” hosted by the Generative AI Network (GAIN) at Instig Labs. This session is part of a series aimed at introducing university students and professionals to AI applications for financial analysis, investment research, and data-driven decision-making and giving them hands-on experience and a closer look at the real-world impact of AI in the financial sector. Register here: https://lu.ma/ys7qoit1

How to visualize custom indicators in seconds with our AI Analyst ✨ Instead of spending time with complex custom menus, just ask our agent to pull the data you want and combine it however you prefer to visualize it — whether it's a table or a chart. In a few seconds, you can create visualizations for ratios like XAU/BTC and use our agent to do additional research even using the web.