Files
OpenBB/openbb_platform
John Seong 616c54d79e feat(platform): standardize exchange inputs with ISO 10383 MIC codes (#7351)
* feat(platform): standardize exchange inputs with ISO 10383 MIC codes

Add Exchange type in provider utils that standardizes exchange inputs across
providers using ISO 10383 Market Identifier Codes (MIC).

Similar to the Country type from PR #7333, this allows providers to accept:
- ISO 10383 MIC codes (e.g., 'XNAS', 'XNYS')
- Exchange acronyms (e.g., 'NASDAQ', 'NYSE')
- Full exchange names (e.g., 'New York Stock Exchange')
- lower_snake_case names (e.g., 'new_york_stock_exchange')

The Exchange class inherits from str (storing the MIC code) while providing
access to mic, acronym, name, country, and city properties.

Example usage in FMP equity screener demonstrates provider integration pattern:
- exchange: Exchange | None with validator for provider-specific validation
- Maps Exchange.acronym to FMP's expected lowercase exchange codes

Addresses part of #6969

* refactor(platform): use ExchangeData TypedDict for proper typing

- Add ExchangeData TypedDict with explicit field types (consistent with CountryData)
- Update function signatures and class attributes to use ExchangeData
- Add _last_updated metadata to exchange_data.json
- Add Wikipedia reference URL to docstring

Aligns Exchange implementation with Country pattern from PR #7352.

* fix: add missing major exchanges including Cboe (XCBO, XCBT)

* refactor: expand to full ISO 10383 MIC list (2,272 active MICs)

Address review feedback to include all active MICs, not just curated majors.

- Expand exchange_data.json from 66 to 2,272 active MICs (operating + segments)
- Remove country and city fields (out of scope for this PR)
- Add scripts/update_exchange_data.py to regenerate from official ISO 20022
  CSV source using stdlib only (no external dependencies)
- Use first-write-wins lookup with operating MICs ordered before segments
  to resolve acronym collisions (e.g. LSE -> XLON, not XPVT)
- Update tests to reflect simplified data model

* feat: add city, country, and website fields to exchange data

* refactor: move update_exchange_data.py to provider utils

* style: fix black formatting in update_exchange_data.py

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2026-02-25 19:17:02 +00:00
..
2025-10-10 23:16:16 +00:00

OpenBB Platform

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Overview

The OpenBB Platform provides a convenient way to access raw financial data from multiple data providers. The package comes with a ready to use REST API - this allows developers from any language to easily create applications on top of OpenBB Platform.

Please find the complete documentation at docs.openbb.co.

Installation

PyPI

The command below provides access to the core functionalities behind the OpenBB Platform, and a selection of sources.

pip install openbb

This will install the core, router modules, and the following data providers:

Extension Name Description Installation Command Minimum Subscription Type Required
openbb-benzinga Benzinga data connector pip install openbb-benzinga Paid
openbb-bls Bureau of Labor Statistics data connector pip install openbb-bls Free
openbb-congress-gov US Congress API data connector pip install openbb-congress-gov Free
openbb-cftc Commodity Futures Trading Commission data connector pip install openbb-cftc Free
openbb-econdb EconDB data connector pip install openbb-econdb None
openbb-imf IMF data connector pip install openbb-imf None
openbb-fmp FMP data connector pip install openbb-fmp Free
openbb-fred FRED data connector pip install openbb-fred Free
openbb-intrinio Intrinio data connector pip install openbb-intrinio Paid
openbb-oecd OECD data connector pip install openbb-oecd Free
openbb-polygon Polygon data connector pip install openbb-polygon Free
openbb-sec SEC data connector pip install openbb-sec None
openbb-tiingo Tiingo data connector pip install openbb-tiingo Free
openbb-tradingeconomics TradingEconomics data connector pip install openbb-tradingeconomics Paid
openbb-yfinance Yahoo Finance data connector pip install openbb-yfinance None

Extras

These packages are not installed when pip install openbb is run. They are available for installation separately or by running pip install openbb[all].

Extension Name Description Installation Command Minimum Subscription Type Required
openbb-mcp-server Run the OpenBB Platform as a MCP server pip install openbb-mcp-server None
openbb-charting Integrated Plotly charting library and dedicated window rendering. pip install openbb-charting None
openbb-alpha-vantage Alpha Vantage data connector pip install openbb-alpha-vantage Free
openbb-biztoc Biztoc News data connector pip install openbb-biztoc Free
openbb-cboe Cboe data connector pip install openbb-cboe None
openbb-deribit Deribit data connector pip install openbb-deribit None
openbb-ecb ECB data connector pip install openbb-ecb None
openbb-famafrench Ken French Data Library connector pip install openbb-famafrench None
openbb-federal-reserve Federal Reserve data connector pip install openbb-federal-reserve None
openbb-finra FINRA data connector pip install openbb-finra None / Free
openbb-finviz Finviz data connector pip install openbb-finviz None
openbb-government-us US Government data connector pip install openbb-us-government None
openbb-nasdaq Nasdaq Data Link connector pip install openbb-nasdaq None / Free
openbb-seeking-alpha Seeking Alpha data connector pip install openbb-seeking-alpha None
openbb-stockgrid Stockgrid data connector pip install openbb-stockgrid None
openbb-tmx TMX data connector pip install openbb-tmx None
openbb-tradier Tradier data connector pip install openbb-tradier None
openbb-wsj Wall Street Journal data connector pip install openbb-wsj None
pip install openbb-equity openbb-yfinance

Python

>>> from openbb import obb
>>> output = obb.equity.price.historical("AAPL")
>>> df = output.to_dataframe()
>>> df.tail()
date open high low close
2025-09-30 254.86 255.92 253.11 254.63
2025-10-01 255.04 258.79 254.93 255.45
2025-10-02 256.58 258.18 254.15 257.13
2025-10-03 254.67 259.24 253.95 258.02
2025-10-06 257.945 259.07 255.05 256.69

API keys

To fully leverage the OpenBB Platform you need to get some API keys to connect with data providers (listed above).

Here's how to set them:

Local file

Specify the keys directly in the ~/.openbb_platform/user_settings.json file.

Populate this file with the following template and replace the values with your keys:

{
  "credentials": {
    "fmp_api_key": "REPLACE_ME",
    "polygon_api_key": "REPLACE_ME",
    "benzinga_api_key": "REPLACE_ME",
    "fred_api_key": "REPLACE_ME"
  }
}

Runtime

Credentials can be set for the current session only, using the Python interface.

>>> from openbb import obb
>>> obb.user.credentials.fred_api_key = "REPLACE_ME"
>>> obb.user.credentials.polygon_api_key = "REPLACE_ME"

Go to the documentation for more details.

REST API

The OpenBB Platform comes with a ready-to-use REST API built with FastAPI. Start the application using this command:

uvicorn openbb_core.api.rest_api:app --host 0.0.0.0 --port 8000 --reload

API documentation is found under "/docs", from the root of the server address, and is viewable in any browser supporting HTTP over localhost, such as Chrome.

See the documentation for runtime settings and configurations.

Local Development

To develop with the source code, you need to have the following:

  • Git
  • Python 3.10 - 3.13.
  • Virtual Environment with poetry installed.
    • Activate your virtual environment and run, pip install poetry.
  • A local copy of the GitHub repository

Install the repository for local development by using the installation script.

  1. Activate your virtual environment.
  2. Navigate into the openbb_platform folder.
  3. Run python dev_install.py -e to install all packages in editable mode.

See the documentation for an overview of the architecture and how to get started building your own extensions.