Use your own Regolo Trading Agent inside OpenBB Workspace as a custom Copilot and become a real finance shark 🦈.
With this setup, you can guide your decisions with advanced analytics and AI-driven insights. Powered by Regolo.ai models, your agent doesn’t just provide numbers, it adapts to your style, learns from the markets, and helps you spot opportunities like a real consultant.
This means faster decision-making, smarter portfolio management, and a professional edge in every trade.
What is OpenBB? 📊
OpenBB is an open-source platform for financial data, research, and analytics. It brings together data from multiple providers into a single environment, making it easier to explore markets, build strategies, and run analysis.
The OpenBB Workspace adds a modern user interface and AI copilots that let you interact with data conversationally. Instead of writing queries or code, you can ask questions directly, visualize results instantly, and even connect your own custom agents like Regolo.ai to supercharge research and trading workflows.
Prerequisites ⚙️
- Python 3.12+ and Git installed
- A Regolo.ai API key
- Code IDE
Quick Start Guide
1) Get a Regolo.ai API key 🔑
Generate an API key from Regolo.ai and keep it handy.
2) Go to OpenBB 🌐
Open openbb and sign in (or create an account).
3) Click Start now to open Workspace ▶️
Enter the Workspace from the homepage and keep it open.
4) Open your favorite IDE 💻
Launch your code IDE or terminal
5) Create a project folder and a virtualenv 🧱
mkdir regolo-openbb && cd regolo-openbb
python -m venv .venv
# macOS/Linux
source .venv/bin/activate
# Windows (PowerShell)
# .\.venv\Scripts\Activate.ps1Code language: Bash (bash)6) Clone the Regolo Agents for OpenBB repo (branch regolo-agents-01) 📥
git clone https://github.com/regolo-ai/regolo-agents-for-openbb/tree/regolo-agents-01
cd regolo-agents-for-openbbCode language: PHP (php)7) Create a .env file with your Regolo config 🧩
REGOLO_BASE_URL=https://api.regolo.ai/v1
REGOLO_API_KEY=<yourkey>Code language: JavaScript (javascript)8) Install dependencies 🔧
pip install poetry
poetry install --no-root
At this point you can customize your agent (prompts, tools, routing) inside the repo structure as you wish. ✨
9) Run the agent locally on port 7777 ▶️
From the repo root:
poetry run uvicorn regolo-agent.regolo:app --port 7777 --reloadCode language: CSS (css)10) Adding Copilot
In the right chat panel: OpenBB Copilot (default) → Add Copilot.
#paste your endpoint
http://127.0.0.1:7777
Code language: PHP (php)