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Basics

To access the following features you need to sign-in first with your OpenBB Pro account.

The add-in provides 3 types of custom functions all starting with OBB..

  1. Last value: returns the last value of a given symbol/field combination

    • OBB.LAST

    Examples:

    1. Getting the last price of a stock:

      =OBB.LAST("AAPL";"CLOSE_PRICE")
    2. Getting the industry group of a stock:

      =OBB.LAST("AAPL";"INDUSTRY_GROUP")
  2. Historical data: returns the historical values of a given symbol/field combination

    • OBB.HIST

    Examples:

    1. Getting the historical EBITDA:

      =OBB.HIST("AAPL";"EBITDA")
    2. Getting the historical Return on Equity (ROE) for a given period:

      =OBB.HIST("AAPL";"ROE";"2020-01-01";"2020-12-31")
    tip

    Dates can be specified in text format (YYYY-MM-DD) or as Excel dates from a cell or DATE(YYYY;MM;DD).

  3. Library: direct access to the OpenBB library

    • OBB.[MENU].[SUB_MENU].[COMMAND]

    Examples:

    1. Getting balance sheet data for a stock:

      =OBB.EQUITY.FUNDAMENTAL.BALANCE("AAPL")
    2. Getting the latest news for a stock:

      =OBB.NEWS.COMPANY("AAPL")
    3. Getting the earnings calendar:

      =OBB.EQUITY.CALENDAR.IPO(;;"2023-11-20")
    tip

    If you want to skip a parameter just use semi-colon (or comma depending on your number separator) without any value. In example iii. we are skip the first parameter (provider) and the second parameter (symbol).