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* Release/3.2.4 (#5696) * test * ultima description (#5541) * Updating showcase page (#5543) * updating showcase page * use sdk instead * add new bot command autopost docs (#5530) add new bot command autopost docs to docs.openbb.co Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix/ultima improvements (#5553) * tweaks for monetization * fix linting issue * fix: Modify 'load' behavior to append data to existing sheet (#5503) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Fixed 'worksheet not found' error during export to an existing sheet * Changes: * Now if the sheet exists in the xlsx file it will ask the user if he wants to replace/append/create new sheet --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * added platform API integration test to Nightly build (#5571) * Add columns to `stocks/search` (#5565) * Add columns to `stocks/search` isin, cusip, figi, composite_figi, shareclass_figi * Update test_search[False].txt * Update test_search[True].txt * Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml * Create test_search.yaml --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * updating ultima urls (#5587) * fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591) * Update README.md (#5598) * Hotfix/econometrics export filename fix (#5508) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Added --export option for exporting to a desired file in /econometrics menu * Added a -f/--file option to provide the filename for export. Made -t/--type and -f/--file mutually exclusive. If -f is not given, -t is required and the filename will be generated based on the time and module. * Revert `helper_funcs.py` to original state * Made some arguments not required. * Minor changes asked by @deeleeramone * No sheet name * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * FIX #5600 Updated the Twitter logo to X logo (#5601) * Change Ultima paragraph (#5624) * change ultima paragraph * remove old paragraph * Update CONTRIBUTING.md (#5623) * mobile line-brake fixed (#5604) In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments. Co-authored-by: James Maslek <jmaslek11@gmail.com> * Docs/terminalpro and improvement (#5622) * add first iteration of content for Terminal Pro * Update index.md * Update dashboards.md * Update folders.md * Update grouping.md * Update report.md * Update templates.md * Update quick-start.md * Update index.md * Update index.md * Update home.md * Update news.md * Update index.md * Update index.md * Update index.md * Update data-provider.md * Update chat-with-widget.md * Update data-manipulation.md * Update forecasting.md * fix: images self closing tags * fix: only pro visitors can see pro * inter font * improve SEO content and restructuring * add new package for toggle on tutorials * move folder around * improve main page of each prod * small updates and improvements * fix logo above * small improvement in headtitle for portfolio funcs * fix typos from OpenAI's GPT-4 * fix _category_ json * remove generic SEO words * add script that generates SEO for documentation * add missing file * remove sdk warning message * fix links for andrew --------- Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> * Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627) * typo * pro docs tab coloring * sidebar selection blue * redirecting missing * fix docs (#5646) * Fix the redirect for intro to the correct url for docs (#5658) * fix the redirect for intro to the correct url for docs * fix code linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Improve Pro documentation further (#5641) * small improvement * Fix TutorialVideo for mobile view * main page terminal pro docs * jose whelp * placeholder index file that needs to be removed * fix: fixes sidebar, removes unused index.md * update link to api keys * update api keys link * fix hyperlinks in terminal helper * fix a few more links * fix some more links * linter * black linter * improve main docs page for each product * small refactor * header to take to main page of product * run OpenAI script to generate SEO for pro content --------- Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> * Update folders.md * Update integrate-your-own-backend.md * Update index.md * Update settings.md (#5665) * fix front matter (#5667) * #5633 adding comma every 1000 (#5652) * #5633 adding comma every 1000 * pylint --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Hotfix/reports model render report sanitize inputs (#5669) * Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299 * Running black linter on code to conform to OBB style guides. --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676) * fix histcont * some cleanup * remove sort line * 12-31 not 12-12 * columns_keep_types * remove space in regex (#5675) * Pin openai (#5685) * Clarified stocks/ta empty recom object message (#5468) * Clarified stocks/ta empty recom object message * black * lint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * improved market cap value extraction (#5169) * improved market cap value extraction * pylint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * 3.2.3->3.2.4 * Changelogs * new changelog --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Andrew <andrew.kenreich@gmail.com> Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Luqman <luqazino@gmail.com> Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com> Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Ramazan <guvencramazan@outlook.com> Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com> Co-authored-by: wojda <114031148+polooner@users.noreply.github.com> Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com> * Fix merge conflict artifacts in the docs * Sync docs with develop * Sync docs generation with develop * Update labels-PR check --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Andrew <andrew.kenreich@gmail.com> Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Luqman <luqazino@gmail.com> Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com> Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Ramazan <guvencramazan@outlook.com> Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com> Co-authored-by: wojda <114031148+polooner@users.noreply.github.com> Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
The first financial terminal that is free and fully open source. With over 600 commands, the terminal has access to equity, options, crypto, forex, macro economy, fixed income, alternative datasets, and more.
Sign up to the OpenBB Hub to use our Windows or MacOS installers to get started.
Getting started with the OpenBB Terminal
≪ INSTALL · DATA · SEE FEATURES · CONTRIBUTING »
Table of Contents
1. Installation
If you wish to install the OpenBB Terminal or the OpenBB SDK, please use one of the following options:
| OpenBB Terminal | Usage |
|---|---|
| Windows Installer | Recommended way for Windows if you just want to use the OpenBB Terminal |
| MacOS Installer | Recommended way for MacOS if you just want to use the OpenBB Terminal |
| Source | If you wish to contribute to the development of the OpenBB Terminal |
| Docker | An alternative way if you just want to use the OpenBB Terminal |
| OpenBB SDK | Usage |
|---|---|
| PyPI | If you wish to use the OpenBB SDK in Python or Jupyter Notebooks |
| Source | If you wish to contribute to the development of the OpenBB Terminal |
2. Contributing
There are three main ways of contributing to this project. (Hopefully you have starred the project by now ⭐️)
Become a Contributor
- More information on our CONTRIBUTING GUIDELINES.
Create a GitHub ticket
Before creating a ticket make sure the one you are creating doesn't exist already here
Provide feedback
We are most active on our Discord, but feel free to reach out to us in any of our social media for feedback.
3. License
Distributed under the MIT License. See LICENSE for more information.
4. Disclaimer
Trading in financial instruments involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors.
Before deciding to trade in a financial instrument you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
The data contained in the OpenBBTerminal is not necessarily accurate.
OpenBB and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information displayed.
All names, logos, and brands of third parties that may be referenced in our sites, products or documentation are trademarks of their respective owners. Unless otherwise specified, OpenBB and its products and services are not endorsed by, sponsored by, or affiliated with these third parties. Our use of these names, logos, and brands is for identification purposes only, and does not imply any such endorsement, sponsorship, or affiliation.
5. Contacts
If you have any questions about the terminal or anything OpenBB, feel free to email us at support@openbb.co
If you want to say hi, or are interested in partnering with us, feel free to reach us at hello@openbb.co
Any of our social media platforms: openbb.co/links
6. Star History
This is a proxy of our growth and that we are just getting started.
But for more metrics important to us check openbb.co/open.
7. Contributors
OpenBB wouldn't be OpenBB without you. If we are going to disrupt financial industry, every contribution counts. Thank you for being part of this journey.