The gist

OpenBB Platform Agent is a Python library from the OpenBB-finance team for building financial analyst agents. It leverages Large Language Models (LLMs) to interpret natural language queries and execute function calls against the OpenBB Platform's extensive financial data sources. This allows the agents to autonomously perform financial research, answer complex questions, and provide up-to-date market insights, automating quantitative research tasks.

What it does

Answer financial questions with up-to-date market data.
Perform fundamental financial analysis of public companies.
Compare peer companies based on metrics like market capitalization.
Process complex, multi-step queries with temporal dependencies.
Interact programmatically with the OpenBB Platform via LLM function calls.

How it works

Users install the PyPI package and provide an OpenAI API key. In a Python script, they pass a natural language query to the agent. The agent uses an LLM to generate and execute function calls to the OpenBB Platform, retrieving the necessary data to formulate a text-based answer. The tool is an open-source Python library and requires API keys for both OpenAI and potentially specific financial data providers for full functionality.

Best for

This tool is best for developers and financial analysts who need to automate financial research tasks or build custom data analysis agents within a Python environment.

Watch out for

The project is explicitly marked as experimental and a work-in-progress. Full functionality requires users to provide their own OpenAI API key and potentially other paid credentials for premium data providers.