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itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">OpenBB Copilot</span><meta itemprop="position" content="2"></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_bxCs"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><header><h1>OpenBB Copilot</h1></header>
<p>OpenBB copilot is your companion to interact with the OpenBB Terminal Pro.</p>
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="getting-started">Getting started<a href="#getting-started" class="hash-link" aria-label="Direct link to Getting started" title="Direct link to Getting started">​</a></h2>
<div style="width:50%;height:50%"></div>
<p>To open OpenBB Copilot, click on the icon located at the bottom right of the
Terminal Pro screen.</p>
<p>You can interact with OpenBB Copilot either through typing text or using your
voice. Under most circumstances, you can treat OpenBB Copilot like your very
own personal research assistant. OpenBB Copilot can answer general financial
questions, use the data displayed in the dashboard to perform analytical tasks,
and even interact with files that you choose to upload.</p>
<p>We&#x27;ll be exploring each of these features in the following sections below.</p>
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="understanding-chat-history">Understanding chat history<a href="#understanding-chat-history" class="hash-link" aria-label="Direct link to Understanding chat history" title="Direct link to Understanding chat history">​</a></h2>
<div style="width:50%;height:100%"></div>
<p>OpenBB Copilot is a conversational agent. This means that OpenBB Copilot uses
previous messages and answers in the current chat to help answer your query.
This allows you to guide OpenBB Copilot to perform the task you want, or ask
follow-up questions.</p>
<p>In the example above, the user first asked about the price-to-earnings (P/E)
ratio. After OpenBB Copilot answered the question, the user asked a
follow-up question regarding additional ratios that may be important. Since
OpenBB Copilot is aware of the context of the current conversation, it
proceeded to answer the user&#x27;s query within the context of the conversation
(in this case, financial ratios) by suggesting other important financial ratios that might be
of use.</p>
<p>If you&#x27;d like to clear the history of the current conversation, you can do so by
clicking on the trashcan icon in the OpenBB Copilot chatbox. It is usually a good
idea to clear the chat history when you have a new question that is unrelated to
your current conversation.</p>
<div style="width:50%;height:100%"></div>
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="general-question-answering">General question answering<a href="#general-question-answering" class="hash-link" aria-label="Direct link to General question answering" title="Direct link to General question answering">​</a></h2>
<p>As seen in the previous section, OpenBB Copilot is capable of answering general
financial questions and answers. For example, you can ask Copilot things like:</p>
<ul>
<li>&quot;What&#x27;s the difference between stocks and bonds?&quot;</li>
<li>&quot;Explain inflation&quot;</li>
<li>&quot;Can you explain the concept of dollar-cost averaging?&quot;</li>
</ul>
<p>For general financial questions, OpenBB Copilot will rely on the underlying
model&#x27;s extensive training data to formulate answers. We encourage users to
explore this functionality with in-depth and varied questions.</p>
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="querying-the-dashboard">Querying the dashboard<a href="#querying-the-dashboard" class="hash-link" aria-label="Direct link to Querying the dashboard" title="Direct link to Querying the dashboard">​</a></h2>
<div style="width:70%;height:100%"></div>
<p>By default, OpenBB Copilot has access to the same data that is displayed on your
currently-active dashboard. This means that OpenBB Copilot can answer queries
related to any information or data that is visible.</p>
<p>In the example above, the user asked OpenBB Copilot to summarize the current
news regarding Apple. Since the Company News widget is present in the
dashboard, and is currently configured to display news for AAPL (Apple Inc.),
OpenBB Copilot automatically understands and retrieves this data, using it to
answer the user&#x27;s query.</p>
<p>It&#x27;s important to understand which data was used by OpenBB Copilot to formulate
an answer. As a result, OpenBB Copilot will cite which data source it utilized
in order to answer the user&#x27;s query.</p>
<div style="width:50%;height:100%"></div>
<p>Since OpenBB Copilot can access data from any widget in the active dashboard, we
encourage users to experiment with adding different kinds of widgets and
experimenting with various queries. For example, OpenBB Copilot is particularly
effective at summarizing earnings call transcripts from the &quot;Earnings
Transcripts&quot; widget.</p>
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="querying-specific-widgets-only">Querying specific widgets only<a href="#querying-specific-widgets-only" class="hash-link" aria-label="Direct link to Querying specific widgets only" title="Direct link to Querying specific widgets only">​</a></h2>
<div style="width:70%;height:100%"></div>
<p>Sometimes you may wish to focus your analysis and utilize OpenBB Copilot to analyze only
a specific subset of widgets. For example, you may want to use OpenBB Copilot
is assist you in a deep analysis of an earnings transcript in the &quot;Earnings
Transcript&quot; widget, without retrieving data from the rest of the dashboard.</p>
<p>To achieve this, you can chat with specifically selected widgets by clicking on
the &quot;Add widgets as context&quot; button on each widget you wish to use while
querying OpenBB Copilot. Selecting a widget in this manner will make that
widget&#x27;s data available to OpenBB Copilot, while excluding other widgets that
have not been selected. You can then use OpenBB Copilot as normal, and the
unselected widgets in the rest of the dashboard will be ignored by OpenBB
Copilot.</p>
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="querying-your-own-data">Querying your own data<a href="#querying-your-own-data" class="hash-link" aria-label="Direct link to Querying your own data" title="Direct link to Querying your own data">​</a></h2>
<div style="width:70%;height:100%"></div>
<p>OpenBB Copilot can also answer queries using files that you provide. Currently
TXT, PDF, CSV and XLSX files are supported. Files can be added to the Copilot by
dragging and dropping them on the OpenBB Copilot chatbox, or by clicking the
paper clip icon.</p>
<p>Once your files have been uploaded, OpenBB Copilot will use the data in the
uploaded files, if necessary, to answer your queries. If OpenBB Copilot uses the data
contained in your files to answer a query, it will cite which files it used (and
in the case of PDFs, the specific page).</p>
<div class="theme-admonition theme-admonition-note admonition_xJq3 alert alert--secondary"><div class="admonitionHeading_Gvgb"><span class="admonitionIcon_Rf37"><svg viewBox="0 0 14 16"><path fill-rule="evenodd" d="M6.3 5.69a.942.942 0 0 1-.28-.7c0-.28.09-.52.28-.7.19-.18.42-.28.7-.28.28 0 .52.09.7.28.18.19.28.42.28.7 0 .28-.09.52-.28.7a1 1 0 0 1-.7.3c-.28 0-.52-.11-.7-.3zM8 7.99c-.02-.25-.11-.48-.31-.69-.2-.19-.42-.3-.69-.31H6c-.27.02-.48.13-.69.31-.2.2-.3.44-.31.69h1v3c.02.27.11.5.31.69.2.2.42.31.69.31h1c.27 0 .48-.11.69-.31.2-.19.3-.42.31-.69H8V7.98v.01zM7 2.3c-3.14 0-5.7 2.54-5.7 5.68 0 3.14 2.56 5.7 5.7 5.7s5.7-2.55 5.7-5.7c0-3.15-2.56-5.69-5.7-5.69v.01zM7 .98c3.86 0 7 3.14 7 7s-3.14 7-7 7-7-3.12-7-7 3.14-7 7-7z"></path></svg></span>note</div><div class="admonitionContent_BuS1"><p>OpenBB Copilot makes use of filenames to assess whether a file is
relevant to the user&#x27;s query. As a result, it is highly recommended that you use
filenames that are descriptive of the data that they contain. For example, given
a PDF file containing a technical report from TSLA released in 2024, a good
filename would be <code>tsla_technical_report_2024.pdf</code>.</p></div></div></div><footer class="theme-doc-footer docusaurus-mt-lg"><div class="row margin-top--sm theme-doc-footer-edit-meta-row"><div class="col"><a href="https://github.com/OpenBB-finance/OpenBBTerminal/edit/main/website/content/pro/copilot/index.md" target="_blank" rel="noopener noreferrer" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_JAkA"><span class="theme-last-updated">Last updated<!-- --> on <b><time datetime="2024-06-24T09:26:37.000Z" itemprop="dateModified">Jun 24, 2024</time></b> by <b>montezdesousa</b></span></div></div></footer></article><nav class="pagination-nav docusaurus-mt-lg" 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