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page</button></div><div class="theme-doc-markdown markdown"><header><h1>Dependency Management</h1></header>
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="high-level-overview">High-Level Overview<a href="#high-level-overview" class="hash-link" aria-label="Direct link to High-Level Overview" title="Direct link to High-Level Overview">​</a></h2>
<ul>
<li><strong>Core</strong>: Serves as the main infrastructure. All extensions and providers have <code>openbb-core</code> as a dependency.</li>
<li><strong>Extensions</strong>: Utility packages that leverage Core&#x27;s infrastructure. Each extension is its own package.</li>
<li><strong>Providers</strong>: Utility packages extending functionality to different providers, where each provider is its own package.</li>
</ul>
<blockquote>
<p>This page assumes that the OpenBB GitHub repo has been cloned.</p>
</blockquote>
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="core-dependency-management">Core Dependency Management<a href="#core-dependency-management" class="hash-link" aria-label="Direct link to Core Dependency Management" title="Direct link to Core Dependency Management">​</a></h2>
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="installation">Installation<a href="#installation" class="hash-link" aria-label="Direct link to Installation" title="Direct link to Installation">​</a></h3>
<div class="theme-admonition theme-admonition-warning admonition_xJq3 alert alert--warning"><div class="admonitionHeading_Gvgb"><span class="admonitionIcon_Rf37"><svg viewBox="0 0 16 16"><path fill-rule="evenodd" d="M8.893 1.5c-.183-.31-.52-.5-.887-.5s-.703.19-.886.5L.138 13.499a.98.98 0 0 0 0 1.001c.193.31.53.501.886.501h13.964c.367 0 .704-.19.877-.5a1.03 1.03 0 0 0 .01-1.002L8.893 1.5zm.133 11.497H6.987v-2.003h2.039v2.003zm0-3.004H6.987V5.987h2.039v4.006z"></path></svg></span>warning</div><div class="admonitionContent_BuS1"><p>Do not run these commands in an already-installed OpenBB Platform environment. Do not run both <code>pip</code> and <code>poetry</code>.</p></div></div>
<ul>
<li><strong>pip</strong>: <code>pip install -e OpenBBTerminal/openbb_platform/platform/core</code></li>
</ul>
<p>or</p>
<ul>
<li><strong>poetry</strong>: <code>poetry install OpenBBTerminal/openbb_platform/platform/core</code></li>
</ul>
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="using-poetry">Using Poetry<a href="#using-poetry" class="hash-link" aria-label="Direct link to Using Poetry" title="Direct link to Using Poetry">​</a></h3>
<p>Ensure you&#x27;re in a fresh conda environment before adjusting dependencies.</p>
<ul>
<li><strong>Add a Dependency</strong>: <code>poetry add &lt;my-dependency&gt;</code></li>
<li><strong>Update Dependencies</strong>:<!-- -->
<ul>
<li>All: <code>poetry update</code></li>
<li>Specific: <code>poetry update &lt;my-dependency&gt;</code></li>
</ul>
</li>
<li><strong>Remove a Dependency</strong>: <code>poetry remove &lt;my-dependency&gt;</code></li>
</ul>
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="core-and-extensions">Core and Extensions<a href="#core-and-extensions" class="hash-link" aria-label="Direct link to Core and Extensions" title="Direct link to Core and Extensions">​</a></h2>
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="dev-installation">Dev Installation<a href="#dev-installation" class="hash-link" aria-label="Direct link to Dev Installation" title="Direct link to Dev Installation">​</a></h3>
<p>For development setup, use the provided script to install all extensions and their dependencies:</p>
<ul>
<li><code>python dev_install.py [-e|--extras]</code></li>
</ul>
<blockquote>
<p><strong>Note</strong>: If developing an extension, avoid installing all extensions to prevent unnecessary overhead.</p>
</blockquote>
<h3 class="anchor anchorWithStickyNavbar_LWe7" id="dependency-management-with-poetry">Dependency Management with Poetry<a href="#dependency-management-with-poetry" class="hash-link" aria-label="Direct link to Dependency Management with Poetry" title="Direct link to Dependency Management with Poetry">​</a></h3>
<ul>
<li><strong>Add Platform Extension</strong>: <code>poetry add openbb-extension-name [--dev]</code></li>
<li><strong>Resolve Conflicts</strong>: Adjust versions in <code>pyproject.toml</code> if notified by Poetry.</li>
<li><strong>Lock Dependencies</strong>: <code>poetry lock</code></li>
<li><strong>Update Platform</strong>: <code>poetry update openbb-platform</code></li>
<li><strong>Documentation</strong>: Maintain <code>pyproject.toml</code> and <code>poetry.lock</code> for a clear record of dependencies.</li>
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