Portfolio Risk Management with AI on the OpenBB Workspace

The OpenBB Workspace accelerates risk analysis and supports advanced, secure, and collaborative financial workflows.

In this demo, Ihsan Erman Saracgil (Head of Product) walks through a fully customizable workflow, showcasing how OpenBB enables you to:

Integrate sensitive, on-prem data with public datasets like Fama-French factors

Leverage AI copilots for instant analytics, charting, and portfolio insights—no coding or spreadsheets required

Build tailored dashboards and visualizations, including correlation matrices and attribution analysis

Connect custom AI agents and external APIs to maximize your workflow

Empower teams to automate reporting, interpret complex results, and deliver actionable client insights

👉 Learn more about OpenBB: https://openbb.link/risk

👉 Sign up for free to watch FDP Institute's webinar where Ihsan showcased this workflow in greater detail: https://lnkd.in/dghgRBMS

Thinking OpenBB might be a good fit for your firm? We're excited to chat! Get in touch here: https://openbb.co/pricing

Get started for free: https://pro.openbb.co/login

Documentation: https://docs.openbb.co/workspace

Find us on social media:

  / openbb_finance  
  / openbb-finance