explaingit

openbb-finance/experimental-openbb-platform-agent

Analysis updated 2026-07-25 · repo last pushed 2024-07-22

1,341PythonAudience · pm founderComplexity · 3/5DormantSetup · moderate

TLDR

Ask plain-English financial questions and get researched answers using live market data. An AI agent figures out which data sources to query, pulls the numbers, and synthesizes a concise answer for you.

Mindmap

mindmap
  root((repo))
    What it does
      Answers financial questions
      Pulls live market data
      Chains multi-step analyses
    Tech stack
      Python
      OpenAI
      OpenBB Platform
      yfinance
    Use cases
      Competitor fundamentals analysis
      Sector market cap comparison
      Stock peer research
    Audience
      Startup founders
      Product managers
      Hobbyist investors
    Setup
      OpenAI API key needed
      Free yfinance included
      OpenBB Hub for keys

Code map

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What do people build with it?

USE CASE 1

Ask for a fundamentals analysis of a competitor and get a synthesized report without manual research.

USE CASE 2

Compare market caps across a sector by asking one plain-English question.

USE CASE 3

Look up a stock's peer companies and their valuations in a single chained query.

USE CASE 4

Get quick answers to straightforward financial lookups like current market cap or stock price.

What is it built with?

PythonOpenAIOpenBB Platformyfinance

How does it compare?

openbb-finance/experimental-openbb-platform-agentjiujiu532/grok2apirobbyant/lingbot-world-v2
Stars1,3411,3381,348
LanguagePythonPythonPython
Last pushed2024-07-222026-06-23
MaintenanceDormantMaintained
Setup difficultymoderatemoderatehard
Complexity3/53/55/5
Audiencepm founderdeveloperresearcher

Figures from each repo's GitHub metadata at analysis time.

How do you get it running?

Difficulty · moderate Time to first run · 30min

Requires an OpenAI API key, financial data provider credentials are optional since the free yfinance provider needs no setup.

The explanation does not mention a license for this project.

In plain English

OpenBB LLM Agents lets you ask plain-English financial questions and get back researched answers using live market data. Instead of digging through financial websites or building spreadsheets, you type something like "What is the current market cap of TSLA?" and the agent pulls the relevant numbers, reasons through the question, and returns a concise answer. It can handle straightforward lookups as well as more complex, multi-step financial analyses. Under the hood, it pairs an AI language model with the OpenBB Platform, which is a toolkit for accessing financial data from various providers. The AI acts as a researcher: it reads your question, figures out which data sources and functions it needs, calls them through OpenBB, then synthesizes the results into an answer. A nice feature is that it can chain questions together, for example, it can first identify Tesla's peer companies, then look up each one's market cap, and finally sort the results for you. The main audience is anyone who wants financial research without manually querying multiple data sources. A startup founder could ask for a fundamentals analysis of a competitor. A product manager might want a quick comparison of market caps across a sector. A hobbyist investor could ask about a stock's peers and their valuations in one go. It's particularly useful for people who want depth beyond a simple search engine result but don't want to learn a specialized financial terminal. To get started, you need an OpenAI API key and credentials for whatever financial data providers you want to use. The project ships with one free provider called yfinance that requires no setup, so you can try it out without signing up for paid data services. For broader data access, you can plug in additional API keys or use OpenBB Hub to manage them centrally. The README notes this is a work-in-progress R&D project, so expect rough edges and ongoing changes.

Copy-paste prompts

Prompt 1
I want to ask plain-English financial questions and get answers using live market data. Help me set up the OpenBB Platform Agent with the free yfinance provider so I can ask 'What is the current market cap of TSLA?' without any paid API keys.
Prompt 2
Using the OpenBB LLM Agent, how do I configure additional financial data provider API keys beyond yfinance so I can run deeper analyses like identifying peer companies and sorting them by market cap?
Prompt 3
Help me install and configure the OpenBB Platform Agent with my OpenAI API key, then write a query that finds Tesla's peer companies, looks up each one's market cap, and sorts the results from largest to smallest.

Frequently asked questions

What is experimental-openbb-platform-agent?

Ask plain-English financial questions and get researched answers using live market data. An AI agent figures out which data sources to query, pulls the numbers, and synthesizes a concise answer for you.

What language is experimental-openbb-platform-agent written in?

Mainly Python. The stack also includes Python, OpenAI, OpenBB Platform.

Is experimental-openbb-platform-agent actively maintained?

Dormant — no commits in 2+ years (last push 2024-07-22).

What license does experimental-openbb-platform-agent use?

The explanation does not mention a license for this project.

How hard is experimental-openbb-platform-agent to set up?

Setup difficulty is rated moderate, with roughly 30min to a first successful run.

Who is experimental-openbb-platform-agent for?

Mainly pm founder.

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