Democratizing professional-grade equity research tools for everyone.
OpenEquity is the world's first comprehensive open-source equity research platform that bridges the $20,000+ annual cost barrier of professional financial terminals. We combine equity research tools, financial modeling capabilities, CFA curriculum integration, and collaborative features in a single, free platform.
Create a world where anyone—students, individual investors, emerging market professionals—has access to institutional-quality financial analysis tools without the prohibitive costs of Bloomberg Terminal, FactSet, or similar platforms.
- 📊 Professional Equity Research Tools - Comprehensive financial analysis suite
- 📈 Integrated Spreadsheet - Native Excel-compatible spreadsheet with financial formulas
- 💹 Real-time Market Data - Live quotes and historical data from multiple sources
- 🤖 AI-Powered Analysis - NLP-driven earnings call analysis and sentiment scoring
- 🎓 CFA Integration - Native curriculum alignment and practice tools
- 👥 Collaborative Research - Real-time co-editing and team workspaces
- 🏪 Model Marketplace - Share and fork financial models
| Feature | Bloomberg Terminal | OpenEquity |
|---|---|---|
| Annual Cost | $24,000+ | Free (Open Source) |
| Spreadsheet Integration | Separate Plugin | Native |
| CFA Curriculum | None | Integrated |
| AI Analysis | Limited | Advanced NLP/ML |
| Collaboration | Limited | Full Suite |
| Customization | Restricted | Unlimited |
- Docker & Docker Compose (recommended)
- OR: Node.js 18+, Python 3.11+, PostgreSQL 15+
# Clone the repository
git clone https://github.com/yourusername/openequity.git
cd openequity
# Start all services
make dev-setup
# Or manually:
docker-compose up -dAccess the application:
- Frontend: http://localhost:3000
- Backend API: http://localhost:8000
- API Documentation: http://localhost:8000/api/docs
cd backend
# Create virtual environment
python -m venv venv
source venv/bin/activate # Windows: venv\Scripts\activate
# Install dependencies
pip install -r requirements.txt
# Configure environment
cp .env.example .env
# Edit .env with your settings
# Run database migrations
alembic upgrade head
# Start server
uvicorn app.main:app --reloadcd frontend
# Install dependencies
npm install
# Configure environment
cp .env.example .env.local
# Edit .env.local with your settings
# Start development server
npm run devopenequity/
├── frontend/ # Next.js frontend application
│ ├── src/
│ │ ├── app/ # Next.js app router
│ │ ├── components/ # React components
│ │ ├── lib/ # Utilities and configs
│ │ ├── hooks/ # Custom React hooks
│ │ └── types/ # TypeScript types
│ └── package.json
│
├── backend/ # FastAPI backend application
│ ├── app/
│ │ ├── api/ # API routes
│ │ ├── core/ # Core configuration
│ │ ├── db/ # Database connection
│ │ ├── models/ # SQLAlchemy models
│ │ ├── schemas/ # Pydantic schemas
│ │ ├── services/ # Business logic
│ │ └── ml/ # ML models
│ └── requirements.txt
│
├── database/ # Database schemas and migrations
│ ├── schemas/ # SQL schema files
│ ├── migrations/ # Alembic migrations
│ └── seeds/ # Sample data
│
├── infrastructure/ # Infrastructure as code
│ ├── docker/ # Docker configurations
│ ├── kubernetes/ # K8s manifests
│ └── nginx/ # Nginx configs
│
├── docs/ # Documentation
│ ├── PDR.md # Product Design Requirements
│ ├── ROADMAP.md # Development roadmap
│ └── api/ # API documentation
│
├── .github/ # GitHub Actions workflows
├── docker-compose.yml # Docker Compose configuration
└── Makefile # Development commands
- Framework: Next.js 14+ (React 18+)
- Language: TypeScript 5.0+
- Styling: Tailwind CSS 3.0+
- State Management: Redux Toolkit
- Data Fetching: TanStack Query
- Charts: Recharts + D3.js
- Spreadsheet: Luckysheet/OnlyOffice
- Testing: Jest + React Testing Library
- Framework: FastAPI 0.110+
- Language: Python 3.11+
- Database: PostgreSQL 15+ with TimescaleDB
- ORM: SQLAlchemy 2.0+
- Cache: Redis 7.0+
- Search: Elasticsearch 8.0+
- Queue: Celery + RabbitMQ
- ML: PyTorch/TensorFlow
- Testing: pytest
- Containerization: Docker
- Orchestration: Kubernetes
- CI/CD: GitHub Actions
- Monitoring: Prometheus + Grafana
- Logging: ELK Stack
# Run all tests
cd backend
pytest
# Run with coverage
pytest --cov=app tests/
# Run specific test file
pytest tests/test_api.py -v# Run all tests
cd frontend
npm test
# Run in watch mode
npm run test:watch
# Run with coverage
npm run test:coverage# Using Cypress
npm run e2e
# Using Playwright
npm run test:e2e- Product Design Requirements (PDR)
- Development Roadmap
- API Documentation (when running)
- Contributing Guidelines
- Code of Conduct
- Basic data infrastructure
- Core API endpoints
- Spreadsheet integration
- User authentication
- Company profiles
- Financial analysis engine
- Valuation models
- Real-time data feeds
- Basic collaboration
- Mobile responsive design
- AI/ML capabilities
- CFA integration
- Model marketplace
- Advanced collaboration
- API documentation
- Performance optimization
- Mobile apps
- Enterprise features
- Comprehensive testing
- Production deployment
See ROADMAP.md for detailed timeline.
We welcome contributions from developers, finance professionals, and anyone passionate about democratizing financial tools!
- Fork the repository
- Create a feature branch (
git checkout -b feature/amazing-feature) - Commit your changes (
git commit -m 'Add amazing feature') - Push to the branch (
git push origin feature/amazing-feature) - Open a Pull Request
Please read our Contributing Guidelines for details on our code of conduct and development process.
- 🔧 Backend Development (Python/FastAPI)
- 🎨 Frontend Development (React/Next.js)
- 📊 Financial Modeling Expertise
- 🤖 Machine Learning / NLP
- 📝 Documentation
- 🧪 Testing & QA
- 🎓 CFA Curriculum Integration
- 300,000+ globally
- Need affordable practice tools
- Require professional-grade analysis
- 2M+ globally
- Limited access to expensive tools
- Seeking hands-on experience
- Individual researchers
- Emerging market analysts
- Small investment firms
Year 1 Goals:
- 50,000+ active users
- 100+ contributing developers
- 1,000+ financial models in marketplace
- 25+ university adoptions
- CFA Institute partnership
This project is licensed under the MIT License - see the LICENSE file for details.
We chose MIT for maximum flexibility and adoption, allowing:
- ✅ Free use, modification, and distribution
- ✅ Commercial use
- ✅ Private use
- ✅ Patent use (with proper attribution)
- CFA Institute for the inspiration
- Open-source community for the tools
- All contributors who make this possible
- Documentation: docs/
- Issues: GitHub Issues
- Discussions: GitHub Discussions
- Email: contact@openequity.org (coming soon)
- Discord: Join our community (coming soon)
If you find this project useful, please consider giving it a star! ⭐
Financial markets should be accessible to everyone, not just those who can afford $20,000+ annual subscriptions. OpenEquity levels the playing field by providing:
- Education: Help students learn professional tools
- Opportunity: Enable emerging market analysts
- Innovation: Foster collaborative research
- Transparency: Open-source financial analysis
Join us in democratizing finance! 🚀
Made with ❤️ by the OpenEquity Community