Apps
OpenBB Apps are powerful, customizable solutions that combine data widgets, prompts and AI agents to create optimized workflows for your specific needs.
Built on the principle that there's no one-size-fits-all approach to financial analysis, Apps empower you to own your workflows end-to-end.
What are OpenBB Apps?
OpenBB Apps are comprehensive solutions that combine:
- Data Integration: Seamless connection with your data sources
- Custom Dashboards: Pre-configured layouts with specialized widgets
- AI Agents: Intelligent automation for your analysis workflows
- Pre-saved Prompts: Reusable AI interactions for consistent results
Why use OpenBB Apps?
-
Complete Control Build solutions tailored to your specific workflows, integrate your proprietary data and preferred AI models, and customize every aspect of your analysis environment.
-
No Vendor Lock-in Avoid being limited by vendor data or technology, maintain ownership of your workflows and data, and choose your preferred data sources and AI models.
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Optimized Workflows Save time with pre-configured analysis templates, automate repetitive tasks with AI agents, and create consistent, reproducible analysis processes.
Creating Your Own App
- Integrate your data widgets in OpenBB Workspace, as seen in Data Widgets.
- Organize them in a certain layout
- Group widgets together and/or change their display (e.g. table or charts)
- Right click on the dashboard and select "Export apps.json"
- This will create a
apps.jsonfile with your configuration
This is what you should expect as a file:
[
{
"name": "Fama French Factors and Research Portfolio",
"img": "https://github.com/user-attachments/assets/8b2409d6-5ddc-4cbc-b20c-89a29b1bd923",
"img_dark": "",
"img_light": "",
"description": "Examine sample portfolio holdings distribution across countries, sectors, and industries, while also understanding how different assets correlate with each other over various time periods. This app provides insights into how portfolios respond to different market factors using Fama-French analysis, helping investors understand their portfolio's underlying drivers of returns and risk exposures.",
"allowCustomization": true,
"tabs": {
"reference-data": {
"id": "reference-data",
"name": "Reference Data",
"layout": [
{
"i": "fama_french_info_custom_obb",
"x": 0,
"y": 2,
"w": 12,
"h": 25
},
{
"i": "load_factors_custom_obb",
"x": 12,
"y": 13,
"w": 28,
"h": 14,
"state": {
"params": {
"frequency": "monthly",
"start_date": "2021-01-01",
"end_date": "2025-03-27"
},
"chartView": {
"enabled": false,
"chartType": "line"
}
}
},
{
"i": "load_portfolios_custom_obb",
"x": 12,
"y": 2,
"w": 28,
"h": 11,
"state": {
"params": {
"portfolio": "Portfolios_Formed_on_OP",
"start_date": "2021-01-01",
"end_date": "2025-03-27"
},
"chartView": {
"enabled": false,
"chartType": "line"
}
}
}
]
},
"portfolio-price--performance": {
"id": "portfolio-price--performance",
"name": "Portfolio Price & Performance",
"layout": [
{
"i": "portfolio_unit_price_custom_obb",
"x": 0,
"y": 2,
"w": 40,
"h": 24,
"state": {
"params": {
"portfolio": "Client 2",
"returns": "True"
},
"chartView": {
"enabled": true,
"chartType": "line"
}
}
}
]
},
"portfolio-region-and-sector-exposure": {
"id": "portfolio-region-and-sector-exposure",
"name": "Portfolio Region and Sector Exposure",
"layout": [
{
"i": "portfolio_sectors_custom_obb",
"x": 0,
"y": 13,
"w": 19,
"h": 14,
"state": {
"chartView": {
"enabled": true,
"chartType": "pie"
}
}
},
{
"i": "portfolio_countries_custom_obb",
"x": 0,
"y": 2,
"w": 19,
"h": 11,
"state": {
"chartView": {
"enabled": true,
"chartType": "pie"
}
}
},
{
"i": "portfolio_industries_custom_obb",
"x": 19,
"y": 2,
"w": 21,
"h": 25,
"state": {
"params": {
"portfolio": "Client 3"
},
"chartView": {
"enabled": true,
"chartType": "pie"
}
}
}
]
},
"portfolio-holdings": {
"id": "portfolio-holdings",
"name": "Portfolio Holdings",
"layout": [
{
"i": "portfolio_holdings_custom_obb",
"x": 0,
"y": 2,
"w": 40,
"h": 25,
"state": {
"params": {
"portfolio": "Client 2"
},
"chartView": {
"enabled": true,
"chartType": "bar"
}
}
}
]
},
"portfolio-holdings-correlations": {
"id": "portfolio-holdings-correlations",
"name": "Portfolio Holdings Correlations",
"layout": [
{
"i": "holdings_correlation_custom_obb",
"x": 0,
"y": 2,
"w": 40,
"h": 26,
"state": {
"params": {
"portfolio": "Client 2"
}
}
}
]
},
"portfolio-factor-correlations": {
"id": "portfolio-factor-correlations",
"name": "Portfolio Factor Attributions",
"layout": [
{
"i": "portfolio_factors_custom_obb",
"x": 0,
"y": 2,
"w": 30,
"h": 20,
"state": {
"params": {
"portfolio": "Client 2"
}
}
}
]
}
},
"groups": [
{
"name": "Group 3",
"type": "param",
"paramName": "frequency",
"defaultValue": "monthly",
"widgetIds": [
"load_factors_custom_obb",
"load_portfolios_custom_obb"
]
},
{
"name": "Group 2",
"type": "param",
"paramName": "start_date",
"defaultValue": "2021-01-01",
"widgetIds": [
"load_factors_custom_obb",
"load_portfolios_custom_obb"
]
},
{
"name": "Group 4",
"type": "param",
"paramName": "end_date",
"defaultValue": "2025-03-27",
"widgetIds": [
"load_factors_custom_obb",
"load_portfolios_custom_obb"
]
},
{
"name": "Group 5",
"type": "param",
"paramName": "region",
"defaultValue": "america",
"widgetIds": [
"load_factors_custom_obb",
"load_portfolios_custom_obb"
]
},
{
"name": "Group 6",
"type": "endpointParam",
"paramName": "factor",
"defaultValue": "america",
"widgetIds": [
"load_factors_custom_obb",
"load_portfolios_custom_obb"
]
},
{
"name": "Group 7",
"type": "param",
"paramName": "portfolio",
"defaultValue": "Client 1",
"widgetIds": [
"portfolio_sectors_custom_obb",
"portfolio_countries_custom_obb",
"portfolio_industries_custom_obb",
"portfolio_holdings_custom_obb",
"portfolio_unit_price_custom_obb",
"holdings_correlation_custom_obb",
"portfolio_factors_custom_obb"
]
}
],
"prompts": [
"Please analyze my current portfolio holdings. What are the top 5 positions by weight? Are there any concentration risks I should be aware of? How has each position performed over the last month?",
"What are the strongest correlations between my portfolio holdings? Which positions might provide good diversification benefits? How do my holdings correlate with major market factors?",
"What is my current sector exposure? Are there any sectors where I'm over or underweight compared to the market? What are the risks and opportunities in my current sector allocation?",
"How does my portfolio respond to different market factors? What are my current factor exposures? Are there any factor tilts I should consider adjusting?"
]
}
]