OpenBB Announces OpenBB Copilot, the First AI-Powered Financial Analyst Integrated into a Financial Terminal

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New York, New York--(Newsfile Corp. - March 1, 2024) - OpenBB, a startup astatine nan forefront of financial exertion and AI, is thrilled to present nan OpenBB Copilot. This is an AI copilot that tin beryllium accessed correct from nan company’s finance terminal - OpenBB Terminal Pro - and, therefore, has entree to each nan real-time financial information it offers.

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After attending nan AI Engineer Summit successful October 2023 successful SF, Didier (co-founder and CEO) learned astir being capable to create an supplier that could execute usability calling and was little prone to hallucinations. So, during that aforesaid week, Didier created a proof-of-concept of an supplier that had entree to nan information that was accessible done nan OpenBB Platform.

Two months later, Didier was presenting astatine Open Core Summit successful SF, connected really OpenBB was capable to create an AI-powered financial analyst utilizing that technology. Leveraging this and nan exertion down nan OpenBB Terminal Pro, OpenBB was capable to create nan OpenBB Copilot. This is simply a chat interface that acts arsenic a financial expert astatine users’ fingertips, wrong nan OpenBB Terminal Pro, and has entree to immoderate financial dataset provided by OpenBB but besides immoderate information brought successful by its users.

“The Terminal Pro allows users to entree some OpenBB’s financial datasets on pinch further datasets that firms have. With nan transformative power of AI, nan adjacent logical move was to present an AI-powered financial copilot to interact pinch said data. This is nan future. We are conscionable 1 of nan first companies successful nan world to enactment connected it. And I couldn’t beryllium much excited,” says Didier Lopes, CEO of OpenBB.

But what is nan OpenBB Copilot?

It’s an AI-powered financial expert that users tin person astatine their fingertips astatine each times. It has generic financial knowledge - from knowing P/E ratios to pricing options. It includes a LaTeX and markdown rendered to show formulas, making analyzable financial concepts easy to comprehend. In addition, it has memory, enabling users to proceed discussing their finance thesis. Clearing nan chat starts a caller conversation, ensuring a seamless experience.

How does this disagree from different chat interfaces?

This chatting copilot has entree to not only nan financial information it was trained connected but immoderate information that is disposable successful nan OpenBB Terminal Pro. The OpenBB Copilot comes pinch usability calling capacity which enables it to prime what widget from nan dashboard to retrieve information from based connected nan personification prompt. Making nan responses much meticulous and relevant. Plus, since users tin bring their ain data, they tin efficaciously leverage copilot to analyse their data.

Additionally, users tin upload further soul reports aliases information files to nan conversation, providing nan copilot pinch much discourse for amended answering capabilities. Currently supported formats are PDF and CSV.

Given that nan Copilot tin usage information from immoderate of nan widgets disposable successful Terminal Pro aliases respond based connected information coming wrong nan attached files, it will adhd nan citation wrong nan output window. This offers transparency and allows users to understand nan sources and references used.

What if firms want to support their information unafraid pinch soul API calls done their web only?

The OpenBB Copilot comes pinch nan anticipation of endeavor users to “bring their ain copilot”.

OpenBB Terminal Pro users tin efficaciously bring their ain fine-tuned financial copilot, leveraging their enterprise’s backstage data. This unsocial characteristic provides financial firms pinch a customized solution for finance research, combining their proprietary copilot pinch real-time information from OpenBB Terminal Pro (which tin see their own).

OpenBB Copilot marks a important measurement guardant successful creating a afloat autonomous financial expert that tin already beryllium utilized today. It creates a compelling usage lawsuit for hedge costs and family offices to leverage LLMs into their workflow and summation a hedge. For much information, sojourn OpenBB’s website aliases interaction [email protected].

About OpenBB:

OpenBB is astatine nan forefront of bringing unfastened root to nan financial services industry. The institution is committed to building products that service nan civilization needs of financial firms and leverage cutting-edge artificial intelligence for higher productivity.

Media Contact

Company: OpenBB

Person: Didier Lopes

Email: [email protected]

Website: https://www.openbb.co/

To position nan root type of this property release, please sojourn https://www.newsfilecorp.com/release/198591

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