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class="theme-doc-breadcrumbs breadcrumbsContainer_Z_bl" aria-label="Breadcrumbs"><ul class="breadcrumbs" itemscope="" itemtype="https://schema.org/BreadcrumbList"><li class="breadcrumbs__item"><a aria-label="Home page" class="breadcrumbs__link" href="/"><svg viewBox="0 0 24 24" class="breadcrumbHomeIcon_YNFT"><path d="M10 19v-5h4v5c0 .55.45 1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item"><a class="breadcrumbs__link" itemprop="item" href="/sdk"><span itemprop="name">OpenBB SDK</span></a><meta itemprop="position" content="1"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item"><a class="breadcrumbs__link" itemprop="item" href="/sdk/faqs"><span itemprop="name">FAQs</span></a><meta itemprop="position" content="2"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">General Operation</span><meta itemprop="position" content="3"></li></ul></nav><div class="theme-doc-markdown markdown"><header><h1>General Operation</h1></header><p>Both Windows and MacOS provide a "developer mode", and enabling it may help to overcome system-related issues.</p><p><strong>MacOS</strong>: Go to the System Settings, and under the "Privacy and Security" tab, scroll to the bottom and select the option to "Allow applications downloaded from App Store and identified developers". Then, scroll up to click on, "Developer Tools", and add <code>Terminal.app</code> and <code>Visual Studio Code</code> (or the preferred code editor) to the list of applications allowed to run software locally that does not meet the system's security policy.</p><p><strong>Windows</strong>: Go to the Control Panel, and under the "Privacy & Security" tab, click on, "For developers". Under this menu, turn "Developer Mode" on.</p><p>From the Windows Security menu, click on the Firewall & Network Protection tab, then click on "Allow an app through firewall". If the applications below are not allowed to communicate through Windows Defender Firewall, change the settings to allow.</p><ul><li>BranchCache</li><li>Hyper-V</li><li>VcXsrv</li><li>Windows Terminal</li></ul><details class="details_lb9f alert alert--info details_r1OI" data-collapsed="true"><summary>An example code block does not work.</summary><div><div class="collapsibleContent_i85q"><p>We try to keep example code up-to-date, but sometimes a specific example is left behind. Please submit a bug report and so that we are aware of the issue. Submit a bug report <a href="https://openbb.co/support" target="_blank" rel="noopener noreferrer">here</a></p></div></div></details><details class="details_lb9f alert alert--info details_r1OI" data-collapsed="true"><summary>Why does a specific menu or command not exist?</summary><div><div class="collapsibleContent_i85q"><p>It could be that you are running an outdated version in which the menu or command is not yet available. Please check the <a href="https://my.openbb.co/app/sdk/installation" target="_blank" rel="noopener noreferrer">installation guide</a> to download the most recent release.</p><p>Do note that it is also possible that the menu or command has been deprecated. If this is oversight, please reach out to us <a href="https://openbb.co/support" target="_blank" rel="noopener noreferrer">here</a>.</p></div></div></details><details class="details_lb9f alert alert--info details_r1OI" data-collapsed="true"><summary>What is the correct format for entering dates to function variables?</summary><div><div class="collapsibleContent_i85q"><p>Dates should be entered as a string variable, inside of quotation marks, formatted as <code>%Y-%m-%d</code> - YYYY-MM-DD.</p></div></div></details><details class="details_lb9f alert alert--info details_r1OI" data-collapsed="true"><summary>Does the portfolio menu allow for dividends, interest, or other distributions?</summary><div><div class="collapsibleContent_i85q"><p>Currently, this is only possible by manually updating the portfolio file.</p></div></div></details><details class="details_lb9f alert alert--info details_r1OI" data-collapsed="true"><summary>Why does my Portfolio file fail to load?</summary><div><div class="collapsibleContent_i85q"><p>This can be the result of a formatting error, check the file in a simple text editor to observe any abnormalities in the formatting; or, it could be a bug - check the <a href="https://github.com/OpenBB-finance/OpenBBTerminal/issues" target="_blank" rel="noopener noreferrer">GitHub issues page</a> for similar errors.</p><ul><li>Check that all the necessary column titles are present.</li><li>Inspect the file to see if cells left blank have been filled unintentionally with 0 or NaN values.</li><li>A particular asset may not be able to load data. Check for valid historical data from the Stocks menu.</li><li>Format ticker symbols according to yFinance naming convention.</li><li>All dates must be entered as YYYY-MM-DD.</li><li>Transactions dated for today will fail to load historical data.</li><li>MacOS users should attempt to avoid using the Numbers application as it has a habit of changing the formatting while saving.</li></ul><p>Files can be formatted as either <code>.csv</code> or <code>.xlsx</code> files, and the required column headers are:</p><p><code>[Date,Type,Ticker,Side,Price,Quantity,Fees,Investment,Currency,Sector,Industry,Country,Region]</code></p><p>See the guide <a href="https://docs.openbb.co/sdk/guides/intros/portfolio" target="_blank" rel="noopener noreferrer">here</a> for more information.</p></div></div></details><details class="details_lb9f alert alert--info details_r1OI" data-collapsed="true"><summary>How do I change the chart styles?</summary><div><div class="collapsibleContent_i85q"><p>Place style sheets in this folder: <code>OpenBBUserData/styles/user</code></p><p>To select the light themes:</p><div class="language-python codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-python codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token keyword" style="color:rgb(86, 156, 214)">from</span><span class="token plain"> openbb_terminal</span><span class="token punctuation" style="color:rgb(212, 212, 212)">.</span><span class="token plain">sdk </span><span class="token keyword" style="color:rgb(86, 156, 214)">import</span><span class="token plain"> TerminalStyle</span><br></span><span class="token-line" style="color:#9CDCFE"><span class="token plain">theme </span><span class="token operator" style="color:rgb(212, 212, 212)">=</span><span class="token plain"> TerminalStyle</span><span class="token punctuation" style="color:rgb(212, 212, 212)">(</span><span class="token string" style="color:rgb(206, 145, 120)">"light"</span><span class="token punctuation" style="color:rgb(212, 212, 212)">,</span><span class="token plain"> </span><span class="token string" style="color:rgb(206, 145, 120)">"light"</span><span class="token punctuation" style="color:rgb(212, 212, 212)">,</span><span class="token plain"> </span><span class="token string" style="color:rgb(206, 145, 120)">"light"</span><span class="token punctuation" style="color:rgb(212, 212, 212)">)</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg class="copyButtonIcon_y97N" viewBox="0 0 24 24"><path d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg class="copyButtonSuccessIcon_LjdS" viewBox="0 0 24 24"><path d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div><p>To select the dark themes:</p><div class="language-python codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-python codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token keyword" style="color:rgb(86, 156, 214)">from</span><span class="token plain"> openbb_terminal</span><span class="token punctuation" style="color:rgb(212, 212, 212)">.</span><span class="token plain">sdk </span><span class="token keyword" style="color:rgb(86, 156, 214)">import</span><span class="token plain"> TerminalStyle</span><br></span><span class="token-line" style="color:#9CDCFE"><span class="token plain">theme </span><span class="token operator" style="color:rgb(212, 212, 212)">=</span><span class="token plain"> TerminalStyle</span><span class="token punctuation" style="color:rgb(212, 212, 212)">(</span><span class="token string" style="color:rgb(206, 145, 120)">"dark"</span><span class="token punctuation" style="color:rgb(212, 212, 212)">,</span><span class="token plain"> </span><span class="token string" style="color:rgb(206, 145, 120)">"dark"</span><span class="token punctuation" style="color:rgb(212, 212, 212)">,</span><span class="token plain"> </span><span class="token string" style="color:rgb(206, 145, 120)">"dark"</span><span class="token punctuation" style="color:rgb(212, 212, 212)">)</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg class="copyButtonIcon_y97N" viewBox="0 0 24 24"><path d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg class="copyButtonSuccessIcon_LjdS" viewBox="0 0 24 24"><path d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div></div></div></details><details class="details_lb9f alert alert--info details_r1OI" data-collapsed="true"><summary>Where are the included stock screener presets located?</summary><div><div class="collapsibleContent_i85q"><p>The files are located in the folder with the code, under:</p><p><code>~/openbb_terminal/miscellaneous/stocks/screener</code></p><p>Alternatively, the source code on GitHub is <a href="https://github.com/OpenBB-finance/OpenBBTerminal/tree/develop/openbb_terminal/miscellaneous/stocks/screener" target="_blank" rel="noopener noreferrer">here</a></p></div></div></details></div><footer class="theme-doc-footer docusaurus-mt-lg"><div class="theme-doc-footer-edit-meta-row row"><div class="col"><a 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