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OpenBB/website/content/pro/advanced-search.md
DidierRLopes 504a4f442c Improve Pro documentation further (#5641)
* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

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Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
2023-11-03 16:46:20 +00:00

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Advanced Search 6 Learn about the functionality of the advanced search in OpenBB Terminal Pro. Discover the six main categories including Securities, Templates, Widgets, Actions, News, and the All option that enhances research and productivity.
Advanced Search
Securities
Widgets
Templates
Actions
News
Financial Data
Dashboards
Data Connectors

import HeadTitle from '@site/src/components/General/HeadTitle.tsx';

275681118-b5ed496a-5822-49c9-bc56-958dab886f59

OpenBB Terminal Pro's advanced search is a powerful tool that enables you to perform a wide range of tasks swiftly and efficiently.

The search is divided into six main categories:

  • Securities: This category displays securities that match your search criteria. It's not limited to symbol matches; it also includes company names. For instance, a search for 'Sales' will return 'Salesforce', which has the ticker symbol 'CRM'.

  • Templates: These are pre-designed layouts developed by OpenBB, but you can also create your own. Templates save the location of widgets in a dashboard, allowing you to quickly set up a dashboard with your chosen ticker.

  • Widgets: These are the primary components of the dashboards. Each widget contains financial data that can enhance your research. This category is your go-to place for such data.

  • Actions: If you're unable to locate a specific action like 'settings', 'data connectors', 'change theme', etc., you can find it directly in the actions category.

  • News: This category allows you to search through the latest news for topics that best match your search.

  • All: This category combines results from all of the above categories.