OpenBB/website/content/platform/installation.md

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Installation	1	This page presents the general system requirements, supported environments, installation procedures, and setup for running the OpenBB Platform. It discusses the prerequisites including Python version, operating system requirements, Docker usage, and the process of building the platform from source.	OpenBB Platform Python System requirements Supported environments Installation Docker Python virtual environment Installation from source Windows 10 Mac OS Big Sur Linux Package installation VS Code PyCharm Jupyter GitHub Conda venv API Repository pip Poetry Toml PyPI Node.js npm

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General System Requirements

Most systems capable of running Python 3.8-3.11 will be compatible with the OpenBB Platform. A modern processor (five years or less), running an up-to-date operating system, with at least 4GB of RAM, is recommended. Maintaining the system with current patches ensures maximum compatibility. At a minimum, Windows and macOS should be:

• Windows 10
• Mac OS Big Sur

Linux users should run the command line update for the package manager, prior to installation.

Supported Environments

The OpenBB Platform is installed within a Python virtual environment. It is compatible with versions of Python between 3.8 and 3.11, inclusively. The method for creating the environment will be a matter of user preference, from the command line - Conda, venv, Docker, etc. - or in a code editor and IDE - VS Code, PyCharm, Jupyter.

Docker builds the environment during the installation process, skip ahead to the specific section below.

For those new to Python, this article shares some tips on getting started and why environments are important.

See this guide for creating a Python environment in VS Code.

With the container created, and activated, begin the installation process.

Installation

Before installation, update the package manager so that pip is current, then create the environment with the desired version of Python and install the following packages:

:::note Installing packages directly to the system Python or base environment is not recommended. Create a new environment. :::

pip install poetry toml

PyPI

Install from PyPI with:

pip install openbb --pre

To install all of the extensions and providers:

pip install openbb[all] --pre

:::note While still under active development, the pre flag is required to install the core OpenBB Platform latest version. :::

To install a single extension:

pip install openbb[charting] --pre

pip install openbb[ta] --pre

Import the package with:

from openbb import obb

Docker

OpenBB supplies a .dockerfile on GitHub.

Run the following command from the repo root to build the image:

docker build -f build/docker/api.dockerfile -t openbb-platform:latest .

To run it:

docker run --rm -p 8000:8000 -v ~/.openbb_platform:/root/.openbb_platform openbb-platform:latest

This will mount the local ~/.openbb_platform directory into the Docker container to use with the API keys and preferences from there, and it will expose the API on port 8000.

Source

To build the OpenBB Platform from the source code, first install git:

pip install git

Next, clone the repository from GitHub:

git clone git@github.com:OpenBB-finance/OpenBBTerminal.git

When it is done, checkout the branch where the code is living:

git checkout develop

Then, cd into the directory:

cd openbb_platform

Finally, run the developer installation script:

python dev_install.py

:::note To install all extensions and providers, run: python dev_install.py -e :::

Post-Installation

With a fresh installation, and upon installing or uninstalling extensions, the Python interface needs to be built. This is done automatically, but can be manually triggered if required. Start a Python session and then import openbb:

python

import openbb

exit()

To manually trigger the build:

import openbb
openbb.build()

Restart the Python interpreter and then begin using the OpenBB Platform.

from openbb import obb

Start the REST API with:

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

Documentation

The documentation and packages are kept in the /website folder, at the base of the repository. Navigate there to install the dependencies and start the development server.

Node.js

• Node.js >= 16.13.0 To check if Node.js installed, run this command:

node --version # should be v16.13.0 or higher

Install Dependencies

npm install

Start Development Server

npm start

This starts a local development server at: http://localhost:3000

Most changes are reflected live without having to restart the server.

Build

npm run build

This command generates static content into the build directory and can be served using any static contents hosting service. OpenBB uses Github Pages to host our website, it's deployed in the gh-pages branch.