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What is OpenBB Workspace?
OpenBB Workspace offers a comprehensive solution for data integration, visualization, and analysis. It allows users to connect various data sources, including structured and unstructured files, APIs, RSS feeds, websites, and databases. This capability creates a centralized hub for all relevant information, significantly enhancing the efficiency of research and analytical tasks.
The platform features a flexible and user-friendly interface where users can create and arrange charts, graphs, tables, notes, images, PDFs, and websites. The integrated AI Copilot assists with workflows, insight generation, and process automation, working across diverse data types with accuracy and reliability.
Features
- Data Integration: Upload structured or unstructured files, connect to APIs, RSS feeds, websites, and databases.
- AI Copilot: Leverages an AI agent to unlock workflows, insights and automate processes.
- Flexible Interface: Create and organize charts, graphs, tables, notes, images, PDFs, and websites.
- Customizable Dashboards: Design a workspace layout tailored to individual workflow needs.
- Data Visualization: Built in tools to visualize data with charts, tables and more.
- Excel Add-in: Access data directly within Microsoft Excel.
- Collaboration: Share PDF reports and collaborate on live dashboards within an organization.
Use Cases
- Investment analysis
- Due diligence
- Capital allocation
- Financial data analysis
- Market research
- Data-driven decision making
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