Skip to main content

Installation

Requirements​

  • The OpenBB Add-in for Excel is available on the following platforms: Windows (Microsoft 365), Mac (Microsoft 365), Excel on the web.
  • Access to the OpenBB Terminal Pro. If you don't have access you can sign up for the waitlist here.

Installation​

The OpenBB Add-in for Excel is available on the Microsoft AppSource. It can be installed by an administrator or by individual users.

Individual user​

  1. Open Microsoft Excel.
  2. Click the Insert tab.
  3. Click Get Add-ins.
  4. In the Office Add-ins dialog box STORE tab, search for OpenBB and select the add-in.
  5. Click Add.

Note: If you are using Excel on the web replace steps 2-3 with Home > Add-ins > More add-ins.

Administrator​

  1. Go to Microsoft 365 admin center.
  2. Click Settings > Integrated apps.
  3. Click Get apps.
  4. Search for OpenBB and select the add-in.
  5. Click Get in now.
  6. Go through the deployment wizard to complete the installation.

On this page