Files
OpenBB/openbb_sdk
Henrique Joaquim 9348f098a5 [SDK v4] General improvements related with the charting extension (#5283)
* introducing fig on the chart model

* charting manager to expect fig and content. also, adding a 1st example of its usage for stocks/load route

* leveraging fig.show on command output

* introducing the render_chart function

* using render_chart() on the command output

* drop to_plotly_json function

* a way of removing fields from the api only

* remove references to to_plotly_json

* fix charting_router to use new convention on returning fig and content

* adjustments on the builder script

* ruff and black

* typo

* stocks_news chart implementation

* repr on chart model

* adding table style config

* removing to_plotly_json from the charting manager

* typo and a little change on the way to_table behaves so we can leverage inheritance

* introducing OpenBBFigureTable as a workarround to have tables on the sdk

* renaming to to_chart

* multiples implementation

* black
2023-08-08 15:18:57 +01:00
..
2023-08-04 10:56:20 +01:00
2023-07-24 16:55:53 +02:00
2023-07-24 18:06:37 +01:00
2023-07-24 17:59:22 +01:00
2023-07-25 17:09:09 +03:00

Table of contents

Pre-requisites

To install and use you need:

  • A fresh virtual environment
  • Python 3.8 or higher
  • API keys for the APIs you want to use

To develop you need:

  • Poetry 1.5.1 or higher
  • ruff 0.0.256
  • mypy 1.4.1
  • black

Installation

To install the SDK in the virtual environment from the repo root run:

pip install ./openbb_sdk

This will install the SDK and all the dependencies into the site-packages folder of the virtual environment.

API keys

To connect to APIs you need to provide the API keys. Here 3 options how you can provide them:

  1. From local file
  2. At runtime
  3. From OpenBB Hub

From local file

You can specify the keys from the ~/.openbb_sdk/user_settings.json file.

Create this file with the following template:

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

Then add your API keys there and it should work.

From runtime

You can also specify the keys at runtime:

from openbb import obb
obb.settings.credentials.fmp_api_key = "REPLACE_ME"
obb.settings.credentials.polygon_api_key = "REPLACE_ME"

From OpenBB Hub

You can also load your the keys from the OpenBB Hub.

from openbb import obb
openbb.account.login(username="REPLACE_ME", password="REPLACE_ME")

Python Usage

Import and basic usage:

from openbb import obb
aapl = obb.stocks.load(symbol="AAPL", start_date="2020-01-01", provider="fmp")
df = aapl.to_dataframe()
df.head()

API Usage

Launch the API with:

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

Navigate to http://0.0.0.0:8000/docs to see the swagger API documentation.

Authorize with the developer credentials: openbb/openbb

Docker

You can use the API through docker.

To build the image from the repo root run:

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

To run the image:

docker run --rm -p8000:8000 -v ~/.openbb_sdk:/root/.openbb_sdk openbb-sdk:latest

This will mount the local ~/.openbb_sdk folder into the docker container so you can use the API keys from there and it will expose the API on port 8000.

Development

From the root of the OpenBB Terminal repo run:

poetry install -C ./openbb_sdk

When developing a specific extension cd into the extension folder and run:

pip install -U -e .

While we're still developing it is required to create the static python interface:

import openbb
openbb._rebuild_python_interface()
exit()

Right now you need to do this before the first launch and every time you install or uninstall a new extension.