Match the project to your task before installing it.
Data Analysis & Investment Research · Public
OpenBB
Financial data platform for analysts, quants and AI agents.
Check whether this project matches your task before installing it.
What it can doskill, recipe, host_instruction, eval, preflightReview the portable capability path.
Before continuingVerify in a sandboxDo not treat a preview pack as a proven local install.
GitHub snapshot69k stars6.9k forks · 267 contributors
Doramagic.ai Last verification date: 2026-07-09 Verification method: source evidence, semantic profile, public page gate, and static build acceptance.
Publication status · 2026-07-09
What is OpenBB?
- Financial data platform for analysts, quants and AI agents.
- Best fit: Users who want source-backed project understanding before installing it.
- Not for: Not for users who want to skip sandbox verification or cannot accept configuration, permission, or maintenance overhead.
- Capability added to an AI workflow: skill, recipe, host_instruction, eval, preflight
- First safe verification step: Verify the smallest path in an isolated environment and keep a rollback path.
- Verification state: source, Quick Start, and sandbox install checks are recorded as passed.
- Top risk: May increase setup, validation, or first-run risk for the user.
- Evidence base: https://github.com/OpenBB-finance/OpenBB, https://github.com/OpenBB-finance/OpenBB#readme, Human Manual, Pitfall Log
01
Quick decision
Use this section to decide whether the project is worth a deeper read.Financial data platform for analysts, quants and AI agents.
69k stars · 6.9k forks
02
What it can do
Translate the upstream project into concrete capabilities the user can judge before installing.Open Data Platform Architecture and Core
Related topics: Data Providers and Extension Ecosystem, MCP Server and AI Agent Integration
Source: https://github.com/OpenBB-finance/OpenBB / Human Manual
Data Providers and Extension Ecosystem
Related topics: Open Data Platform Architecture and Core, MCP Server and AI Agent Integration
Source: https://github.com/OpenBB-finance/OpenBB / Human Manual
MCP Server and AI Agent Integration
Related topics: Open Data Platform Architecture and Core, Desktop Application and CLI
Source: https://github.com/OpenBB-finance/OpenBB / Human Manual
Desktop Application and CLI
Related topics: Open Data Platform Architecture and Core, Data Providers and Extension Ecosystem
Source: https://github.com/OpenBB-finance/OpenBB / Human Manual
Doramagic Pitfall Log
Source-linked risks stay visible on the manual page so the preview does not read like a recommendation.
Source: Doramagic discovery, validation, and Project Pack records
Sources: https://github.com/OpenBB-finance/OpenBB, Human Manual, Project Pack evidence, and downstream validation signals.
03
Community Discussion Evidence
Project-level external discussion stays visible on the detail page, not only inside the manual.Community Discussion Evidence
12 source-linked itemsReview these external discussions before using OpenBB with real data or production workflows. They are review inputs, not standalone proof that the project is production-ready.
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01
Using AI agents when copilot block/limited to 20 queries per day
github / github_issue
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02
[FR] Add CME Equity Index Futures Provider (ES, NQ, MNQ, MES)
github / github_issue
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03
Add market state verification layer for agent toolkit
github / github_issue
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04
[FR] Signed audit receipts for MCP server tool calls (regulatory complia
github / github_issue
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05
Data source: Historical chart pattern similarity via Chart Library API
github / github_issue
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06
ODP Desktop v1.0.2
github / github_release
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07
ODP Desktop (Latest Stable)
github / github_release
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08
OpenBB V4.7.0
github / github_release
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09
ODP Desktop v1.0.1
github / github_release
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10
OpenBB Platform v4.6.0
github / github_release
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11
ODP Desktop v1.0.0
github / github_release
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12
Security or permission risk requires verification
GitHub / issue
04
How to start
Only source-backed commands are shown here. Verify them in an isolated environment first.Try the prompt first
Test the workflow without installing the upstream project.
previewRead the Human Manual
Understand inputs, outputs, limits, and failure modes.
manualTake context to your AI host
Use the compiled assets in your preferred AI environment.
contextRun sandbox verification
Confirm install commands and rollback before using a primary environment.
verifypip install openbbOfficial start command · https://github.com/OpenBB-finance/OpenBB#readme · verified: yes
05
Human Manual
The English page must expose the real manual, not a short placeholder.8+ sections · Human Manual
OpenBB Manual
The Open Data Platform (ODP) is the open-source investment research infrastructure maintained under the OpenBB monorepo. Its goal is to provide a uniform Python interface to raw financial ...
Open the full manual- https://github.com/OpenBB-finance/OpenBB Project Manual
- Table of Contents
- Open Data Platform Architecture and Core
- Related Pages
- Overview and Purpose
- Core Architecture
- Provider and Extension System
- Key Components and Modules
Open Data Platform Architecture and Core
Related topics: Data Providers and Extension Ecosystem, MCP Server and AI Agent Integration
Source: https://github.com/OpenBB-finance/OpenBB / Human Manual
Data Providers and Extension Ecosystem
Related topics: Open Data Platform Architecture and Core, MCP Server and AI Agent Integration
Source: https://github.com/OpenBB-finance/OpenBB / Human Manual
MCP Server and AI Agent Integration
Related topics: Open Data Platform Architecture and Core, Desktop Application and CLI
Source: https://github.com/OpenBB-finance/OpenBB / Human Manual
Desktop Application and CLI
Related topics: Open Data Platform Architecture and Core, Data Providers and Extension Ecosystem
Source: https://github.com/OpenBB-finance/OpenBB / Human Manual
Doramagic Pitfall Log
Source-linked risks stay visible on the manual page so the preview does not read like a recommendation.
Source: Doramagic discovery, validation, and Project Pack records
06
AI Context Pack and portable assets
After deciding to continue, take the project context into your own AI host.Complete pack plus user-owned assets
These files are planning and verification assets for Claude Code, Codex, Gemini, Cursor, ChatGPT, and other AI hosts.
07
Preflight checks
Treat this page as a planning asset, not proof that your local environment is ready.- The manual is generated from source-linked project files and Doramagic validation signals.
- Community evidence warnings stay visible instead of being converted into marketing claims.
- This English page is indexable because the locale quality gate passed and explicit English index approval is enabled.
- Use the upstream repository as the final authority for installation commands, license, and version-specific behavior.
08
Pitfall Log and verification risks
Doramagic surfaces high-risk items before users treat a candidate capability as verified.Installation risk requires verification
May increase setup, validation, or first-run risk for the user.
Security or permission risk requires verification
May increase setup, validation, or first-run risk for the user.
Security or permission risk requires verification
May increase setup, validation, or first-run risk for the user.
Security or permission risk requires verification
May increase setup, validation, or first-run risk for the user.
Security or permission risk requires verification
May increase setup, validation, or first-run risk for the user.
Capability evidence risk requires verification
May increase setup, validation, or first-run risk for the user.
Maintenance risk requires verification
May increase setup, validation, or first-run risk for the user.
Security or permission risk requires verification
May increase setup, validation, or first-run risk for the user.