c047cfeddd
* move old example notebooks to v3 folder, update loadHistoricalPriceData and add findSymbols * Create README.md * Update README.md * Update README.md * Update README.md * Vertical diagram instead * important classes * core dependencies * folder structure * devtools * swap order * fix github pages deploy issue * development index * delete expectations for developers * devtools * obbject stuff * add * installation * hub sync * idk if i committed already * add usage page for financial statements * add link to reference page * syntax * numbers * nearly --> more than * easier to read code blocks * codespell * removing mention to provider * add 'orientation' for to_dict * info card for output user preference * put it in a code block * correct user_settings.json example * syntax corrections * fix sentence * get rid of floating point mathc * get rid of other floating point math * add companion example notebook for financial statements, and new section * historical prices usage page * codespell * add commitment of traders section to usage * add a note * codespell * get rid of equals sign * Cleanup docs. with @the-praxs * install * obbject extend * spell * HeadTitle thingies * Update obbject_extensions.md * Update obbject_extensions.md * typo * Update architectural_considerations.md * point to the TET pattern * optional vs required * reviewing the patterns. removed the --pre flag under the assumption this will be the final docs for the release cc @deeleeramone * add a walkthrough * spelling * Add more in the introduction * validator examples * update Copper-to-Gold notebook example for V4 * Update README.md * QA Caveats w @the-praxs * info on class outputs * merge add data sources and add data points * disclaimer on cookiecutter * add missing import to example * slight syntax change * missing code block * missing import * update intrinio example syntax * intrinio syntax update * urls * core and provider merged * example syntax * grammar * Update API banner link * quick-fix-docs cc @minhhoang1023 * Update pip install command for v3 * remove --pre note block * update landing image --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Luqman <luqazino@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
OpenBB Platform
| OpenBB is committed to build the future of investment research by focusing on an open source infrastructure accessible to everyone, everywhere. |
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| Check our website at openbb.co |
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.
Installation
The command below provides access to the core functionalities behind the OpenBB Platform.
pip install openbb
pip install openbb
To install extensions that expand the core functionalities specify the extension name or use all to install all.
# Install single extension, e.g. openbb-charting
pip install openbb[charting]
# Install all available extensions
pip install openbb[all] --pre
Note: These instruction are specific to v4. For installation instructions and documentation for v3 go to our website.
Python
>>> from openbb import obb
>>> output = obb.equity.price.historical("AAPL")
>>> df = output.to_dataframe()
>>> df.head()
open high low ... change_percent label change_over_time
date ...
2022-09-19 149.31 154.56 149.10 ... 3.46000 September 19, 22 0.034600
2022-09-20 153.40 158.08 153.08 ... 2.28000 September 20, 22 0.022800
2022-09-21 157.34 158.74 153.60 ... -2.30000 September 21, 22 -0.023000
2022-09-22 152.38 154.47 150.91 ... 0.23625 September 22, 22 0.002363
2022-09-23 151.19 151.47 148.56 ... -0.50268 September 23, 22 -0.005027
[5 rows x 12 columns]
API keys
To fully leverage the OpenBB Platform you need to get some API keys to connect with data providers. Here are the 3 options on where to set them:
- OpenBB Hub
- Runtime
- Local file
1. OpenBB Hub
Set your keys at OpenBB Hub and get your personal access token from https://my.openbb.co/app/sdk/pat to connect with your account.
>>> from openbb import obb
>>> openbb.account.login(pat="OPENBB_PAT")
>>> # Persist changes in OpenBB Hub
>>> obb.account.save()
2. Runtime
>>> from openbb import obb
>>> obb.user.credentials.fmp_api_key = "REPLACE_ME"
>>> obb.user.credentials.polygon_api_key = "REPLACE_ME"
>>> # Persist changes in ~/.openbb_platform/user_settings.json
>>> obb.account.save()
3. Local file
You can 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"
}
}
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
Check openbb-core README for additional info.
Install for development
To develop the OpenBB Platform you need to have the following:
- Git
- Python 3.8 or higher
- Virtual Environment with
poetryandtomlpackages installed- To install these packages activate your virtual environment and run
pip install poetry toml
- To install these packages activate your virtual environment and run
How to install the platform in editable mode?
- Activate your virtual environment
- Navigate into the
openbb_platformfolder - Run
python dev_install.pyto install the packages in editable mode