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* Improve widgets library structure * add styling to widgets library images * black linting * update widgets library index generator * update border of docs image * shift grouping Minh suggestion * no ruff in this file * Update chart-from-raw-data.md * lint * add pro to index docs * add workflows to docs * dunno how to spell existent lol * navbar logo to go to root docs * push missing bg * backend for terminal pro repo - Andrew suggestion * update content slightly * no widgets-library content should be pushed, this is generated at runtime * add Rita's vidos + review everything
56 lines
2.4 KiB
Markdown
Vendored
56 lines
2.4 KiB
Markdown
Vendored
---
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title: Workflows
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sidebar_position: 0
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description: Learn about common workflows that you can do with the OpenBB Terminal Pro.
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keywords:
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- workflows
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- AI
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- Chart
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---
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import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
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<HeadTitle title="Workflows | OpenBB Terminal Pro Docs" />
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import NewReferenceCard from "@site/src/components/General/NewReferenceCard";
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<ul className="grid grid-cols-1 gap-4 -ml-6">
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<NewReferenceCard
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title="Layouts and Watchlist"
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description="In this workflow you will create a new dashboard from the analyst template, add a new ticker to the Watchlist and then change the selection to the newly added ticker."
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url="/pro/workflows/layouts-watchlist"
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/>
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<NewReferenceCard
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title="Create a custom report"
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description="In this guide, learn how to create a custom report using OpenBB Terminal Pro, including creating a new dashboard, adding widgets, creating a group, and exporting to PDF."
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url="/pro/workflows/report"
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/>
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<NewReferenceCard
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title="Leverage AI"
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description="This workflow is about leveraging AI to enhance your workflow. You will chat with a News article and ask it to summarize the main points, use OpenBB copilot to change the theme from light to dark or vice versa, and chat with the Earning Transcript to compare a company’s performance with the last quarter."
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url="/pro/workflows/ai"
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/>
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<NewReferenceCard
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title="Charts from raw data"
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description="In this guide, learn how to build your own charts from raw data using OpenBB Terminal Pro. You will create a chart to visualize the EBITDA ratio trends over the past 5 years using the Income Statement widget, update the Chart title, and download the Chart to PNG."
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url="/pro/workflows/data-to-charts"
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/>
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<NewReferenceCard
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title="Overlay time series"
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description="This workflow involves overlaying time series from multiple asset classes. You will plot the price performance of the S&P 500 together with your favorite stock, overlay the Financials (Revenue / EBITDA / Net Income) of your favorite stock with its price, and overlay the GDP growth rate with the Unemployment rate of the US."
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url="/pro/workflows/overlay"
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/>
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<NewReferenceCard
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title="Bring your own data"
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description="This guide provides detailed instructions on how to import your own data into Terminal Pro using various methods. This allows for greater flexibility and customization in data analysis."
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url="/pro/workflows/bring-data"
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/>
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</ul>
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