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Bring your own Copilot

When the default OpenBB Copilot isn't a perfect fit for your financial institution—especially when proprietary data and tools are involved—Terminal Pro offers the 'Bring Your Own Copilot' feature. This allows you to integrate your own custom Large Language Models (LLMs).

With this integration, you can use all of Terminal Pro’s features while leveraging your firm's proprietary LLMs. This enhances the efficiency of analysts and researchers by aligning with your unique data and models, all while keeping research queries and data securely within your firm's infrastructure.

Defining a custom copilot​

You can integrate your existing proprietary LLM into Terminal Pro by setting up an API endpoint. This allows Terminal Pro to interact with your custom copilot. To help you get started, we provide an open-source Example Copilot that guides you through the integration process.

The example code is available here.

Adding a custom copilot to Terminal Pro​

After deploying your custom Copilot, you can add it to Terminal Pro. To do this, navigate to the "Add copilot" section and follow the prompts:

  • Click on the "Add copilot" button.
custom copilot add button
  • Enter the API endpoint of your custom copilot.
custom copilot add endpoint
  • Confirm the addition.
  • You are now ready to use your custom copilot.

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