OBaI
OBaI delivers an open-source AI system that emulates a complete Wall Street research desk.
Open SourceResearch & Data
Visit website Free to browse · updated 2026-06-25
What is OBaI?
OBaI organizes its agents in a hub-and-spoke model where a central coordinator interprets user intent and assigns tasks in parallel to specialists covering market data, financial statements, news events, options metrics, stock screening, portfolio evaluation, strategy backtesting, and semantic research. Each agent connects to dedicated servers and draws from providers such as FMP for core financial information along with free tiers for options and news data. Installation occurs through a single command that verifies prerequisites, sets up the repository, and configures API keys before launching services. Interaction happens primarily through a command-line interface for sessions with memory or one-off queries, supplemented by a browser-based dashboard showing live agent activity and a terminal user interface for tool navigation. The system supports tasks like backtesting trading rules, screening dividend stocks, or comparing company metrics by merging outputs from multiple agents into unified answers while tracing operations for transparency.
Key features
Open-source self-hosted Wall Street research desk with 8 AI agents
Central Hub dispatches to specialist agents in parallel for financial queries
CLI and Web UI for interactive sessions with real-time agent activity
Backtesting, stock screening, fundamentals, options, and portfolio analysis
Integrates FMP, Massive.com, Tavily, and Exa for market data
One-command install script that sets up all services and API keys
Hub-and-spoke architecture with dedicated MCP servers per agent
AI models OBaI uses
gpt-5-mini
used by all agents except Strategy
gpt-5.1
used by Strategy agent
What you can use OBaI for
Backtesting Trading Strategies
Design and iterate on custom strategies such as mean-reversion entries, then evaluate performance with metrics including Sharpe ratio, Sortino ratio, and CAGR using the dedicated Strategy agent.
Multi-Agent Financial Research
Submit plain-English queries that the Central Hub routes in parallel to specialist agents covering market data, fundamentals, options, and news for a single coherent response.
Portfolio and Screening Analysis
Screen stocks by dividend or other criteria, review fundamentals and technicals across tickers, and examine portfolio risk metrics and ETF holdings through dedicated agents.
How to use OBaI
- 1Run the one-command install script via curl
- 2Enter API keys for the required providers when prompted
- 3Start services and launch the CLI with obai chat
- 4Type plain-English financial questions for parallel agent processing
- 5View live agent activity and results in the Web UI on port 8090
OBaI pricing
Pricing model: Open Source. Plan details are indicative — check the site for current prices.
Open Source
Free
- Self-hosted
- CLI/Web UI/TUI
- Open-source agents
- Requires user-configured API keys
Editor's verdict
Pros
- +Fully self-hosted with no data leaving the machine except configured APIs
- +Comprehensive multi-agent coverage of technicals, fundamentals, options, and strategy
- +Single prompt yields merged answers from multiple specialists
Cons
- –Requires self-hosting setup and paid data subscriptions for full use
- –Depends on external LLM providers (gpt-5-mini / gpt-5.1)
Our take: OBaI is a solid research & data choice. It's valued for fully self-hosted with no data leaving the machine except configured apis and comprehensive multi-agent coverage of technicals, fundamentals, options, and strategy. The main trade-off is requires self-hosting setup and paid data subscriptions for full use. A good pick if you want capable AI without a high upfront cost.
Frequently asked questions
OBaI is an open-source, self-hosted system that runs eight AI agents locally to handle Wall Street-style research tasks such as backtesting, screening, and fundamentals analysis.
Summary
OBaI is a solid research & data choice. It's valued for fully self-hosted with no data leaving the machine except configured apis and comprehensive multi-agent coverage of technicals, fundamentals, options, and strategy. The main trade-off is requires self-hosting setup and paid data subscriptions for full use. A good pick if you want capable AI without a high upfront cost.
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