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Wolf of Wall Street with Regolo + OpenBB: Build Your Private AI Trading Analyst

👉Deploy your Wolf Agent on Regolo for free

The most AI finance tools are generic chatbots that hallucinate numbers or refuse to answer “sensitive” trading questions. Serious traders need an agent that knows their portfolio, respects their risk profile, and accesses real-time data—without leaking trade ideas to a public model. Running a custom financial agent usually requires a PhD in ML and heavy infrastructure.

Deploy a private “Wolf of Wall Street” agent in your OpenBB Workspace in under 10 minutes. Follow our guide to run any models, it analyzes charts, spots trends, 100% Green in EU with Zero Retention Data Policy.

Outcome:

  • Private Alpha: your trading strategies and queries stay yours. Regolo’s European inference ensures no data is trained on your market moves.
  • Context-Aware Analysis: the agent lives inside OpenBB, so it can “see” the charts and data you’re looking at, offering insights based on live market context, not just static text.
  • Custom Personality: configure the agent to be a conservative risk manager or an aggressive “Wolf”—it adapts to your trading style.

Prerequisites (fast)


Step-by-Step (Code Blocks)

1) Clone the Regolo Agent Bridge

We’ve built a ready-to-use bridge that connects OpenBB’s Copilot interface to Regolo’s API.

git clone https://github.com/regolo-ai/regolo-agents-for-openbb
cd regolo-agents-for-openbb
git checkout regolo-agents-01  # Switch to the stable branchCode language: Bash (bash)

Expected output:a clean repo ready for configuration.

2) Configure Environment

Tell the agent to use Regolo as its brain.
Create a .env file:

REGOLO_BASE_URL=https://api.regolo.ai/v1
REGOLO_API_KEY=your_regolo_key_here
Code language: Bash (bash)

3) Install & Run (Localhost)

Install dependencies and start the local server. This server translates OpenBB’s requests into Regolo API calls.

pip install poetry
poetry install --no-root
poetry run uvicorn regolo-agent.regolo:app --port 7777 --reloadCode language: Bash (bash)

Expected output: Uvicorn running on http://127.0.0.1:7777.

4) Connect OpenBB Workspace

  1. Log in to OpenBB Workspace.
  2. Open the right-hand sidebar (Copilot).
  3. Click the dropdown: “Add Copilot”.
  4. Paste your local endpoint: http://127.0.0.1:7777

Expected output: A new “Regolo Agent” appears in your Copilot list.

5) Trade with the Wolf

Select the new Copilot and ask:
“Analyze the trend for NVDA based on the last 3 months. Should I be worried about the RSI divergence?”

Expected output: the agent analyzes the context and gives a detailed, reasoned answer using Regolo’s financial reasoning capabilities.​

Benchmarks & Costs

FeatureRegolo Agent (OpenBB)Standard ChatGPT
Data AccessLive. Sees OpenBB widgets/data. None. Paste-in only.
PrivacyHigh. Zero retention on reasoning. Low. Data often used for training.
Financial IQSpecialized. Tuned prompts for trading.General purpose (often too cautious).
CostPay-per-token. (~€0.01/analysis).$20/mo subscription.

👉Deploy your Wolf Agent on Regolo for free


Resources & Community

Official Documentation:

  • Regolo Platform – European LLM provider, Zero Data-Retention and 100% Green

Related Guides:

Join the Community:


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Built with ❤️ by the Regolo team. Questions? support@regolo.ai