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OpenBB Copilot

Safe infrastructure to bridge your data with your AI

Enabling streamlined AI workflows across multiple datasets while guaranteeing full control over your data.

Integrate AI. Control data. Deploy securely.

Generative AI

Integrate any AI model

Connect the AI agent that supports your workflows best

Deploy AI in a secure environment with access to your data

Data Integration

All your data in one placeIntegrate proprietary, licensed, and public data

Avoid vendor lock-in and legacy platforms

Production-ready UI

UI layer you control

Adapt the UI to your team's specific workflows

Build full applications from data visualization to AI workflows

Secure Deployment

Deploy securely on-premises or in your private cloud

Run AI models locally to keep data within your infrastructure

Role-based access control

OpenBB Copilot is your AI companion that helps you interact with OpenBB Workspace, and perform a wide variety of research and analysis tasks.

With OpenBB Copilot, you can:

  • Answer general knowledge questions

  • Interact with widgets added explicitly to its context

  • Interact with your uploaded files

  • Automatically use data from the dashboard

  • Automatically retrieve data using the OpenBB API or any custom backend you have added

  • Create charts, tables, and other text artifacts, like summaries

  • Iteratively manipulate and transform data and charts

  • Be used to search the web for additional information

  • Provide citations

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