A financial data provider gathers information from exchanges, regulators, news sources, corporate websites, and filed accounting statements, then distributes it through data products or APIs. Exchange prices may stream frequently, while fundamental data commonly arrives through quarterly filings. section 3.5
Evaluate a provider by checking:
- Coverage across countries, exchanges, asset classes, and data types. section 3.5 section 3.5.4
- API standards, maintenance effort, package pricing, and provider-switching support. section 3.5 section 3.5.4
- Reproducibility: deterministic collection remains important even when GenAI assists analysis. section 3.5
Provider abstraction with OpenBB
OpenBB can retrieve historical NVDA prices as a DataFrame and select a provider such as yfinance without changing the surrounding call. Similar methods retrieve currency, treasury-rate, and cryptocurrency data. section 3.5.4
Figure 3.7 In a slightly simplified way, users can collect data from financial data providers, who collect technical data from one or more exchanges per country and one regulator per country.
Trace the collection path from users to providers, exchanges, and regulators. section 3.5
