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* post-install clarification, fix links * more links * change word * toolkit cleanup * rename 'contributing' to 'development' * update extensions * some urls * Update sdk-platform and v4-develop in urls (#5730) * Update sdk-platform and v4-develop in urls * Seprate Intrinio financials data tags into a different command (#5723) * add `ebit` field in income statement standard model * only add required data tags * remove calculations data * use `name` key instead of `tag` key * set `period` as required in data * remove `period` and `cik` from provider models * add `equity/fundamental/search_financial_attributes` with tests * clean descriptions file * add `equity/fundamental/financial_attributes` with tests * set `value` as `Optional` * Fix threadpool test error (#5734) * Remove ultima from deps (#5736) * remove ultima from deps * skip ultima test * black * change skip location * try except statement to avoid error on the ci * new currency reference rates pr (#5724) * point files to linters (#5739) * remove news from equity (#5741) * Add tiingo provider (#5740) * first commit * things * Add news endpoints * CryptoHistorical * Add currency and trailing dividend yield * things working * deps * fix pre commit things * tests? * black on the tests * pratty told me to add it * integration tests * added helpers * crypto revamped * currency revamped * trailing dividend yield revamped * equity historical revamped * company news overhauled * global news overhauled * remove `tags` param from news models * crypto correct `exchanges` description * james smh * re-recorded fetcher tests * fixed integration tests * econometrics smh * james smh again --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Add `derivatives` extension for `futures` and `options` (#5742) * removed options and futures * add derivatives extension * cleanup * bug #5649 (#5722) * bug #5649 * fixing --a upmom, downmom --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Rename the fmp search -> screener (#5744) * Rename the fmp search -> screener * misses some * i cant copy paste * docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720) * update Terminal about URLs and some other broken links * ruff * intro * changing the heading levels * dependency management sections * structure * developer guides * structure * contributor guides * keywords and descriptions * broken urls * cool cards * Cool cards (#5727) * tidy up terminal/content * some more tidy up * fix styling for platform that was missing * more tidy up * improve color for dark and light mode * create new reference card for more basic cards * rename back to menus * implement all index.md for terminal, except reference * improve bot title * more refactoring * fix remaining index * header styling * more styling * heheheheheheeh * Revert "heheheheheheeh" This reverts commit7d095fcfd2. * Ccards (#5733) * links * more links * improved styling and chevron aligned to title * fix index.mdx urls for Terminal * update package.json * update index.mdx * fix generation * spelling * toolkit_extensions * update data extensions * couple of links * add tiingo to data extensions list --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Stock leftover cleanup (#5745) * change to equity in `.md` files * `HistoricalStockSplits`->`HistoricalSplits` * `StockInsiderTrading`->`InsiderTrading` * sorry fmp * `EquityHistorical` cleanup * `EquityNBBO` cleanup * .md leftover * the last of stocks * post-install clarification, fix links * more links * change word * toolkit cleanup * rename 'contributing' to 'development' * Hotfix/urllib to dev group (#5732) * use the urllib3 dependency on the dev group instead * adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name * add dev dependencies to the dev installation bc of the ci * updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/ the way we were importing it breaks if pydantic=2.5 @montezdesousa * loosing urllib3 version specification on the provider and adding it to platform dev deps * rmeoving urllib from top level deps; and removing --with dev flag * changing to ^ instead * Revert "changing to ^ instead" This reverts commit7300904e9f. * unnecessary dep --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726) * add ecb balance of payments * missing __init__.py files * Nasdaq calendar earnings and fix FMP calendar earnings (#5718) Co-authored-by: James Maslek <jmaslek11@gmail.com> * feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746) * add government_us provider and treasury auctions endpoint * black * add param for cusip * move logic for setting default start/end date * Update hub<>platform credentials map (#5749) * update hub<>platform credentials map * typo * Add API settings schema to system settings (#5743) Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Skip checking creds (#5737) * skip checking creds * fix bug * ok mypy * add comment * rename required_credentials * fix * fix top_retail bug * don't require creds in some nasdaq fetchers * black * this was not here before * fix tests * update fetcher test * update contributing guidelines * Fix Quote (#5752) * Fix Quote * fixed return type and model validation --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Wrap up renaming global news to world news on a model level (#5750) * Wrap up renaming global news to world news on a model level * cleanup --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * update extensions * some urls * Revert changes to v3 docs --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Ramazan <guvencramazan@yandex.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> * POST request example * update post example * find symbols * market calendars * codespell * codespell ftw * improve main page light mode --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Ramazan <guvencramazan@yandex.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
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title, sidebar_position, description, keywords
| title | sidebar_position | description | keywords | |||||
|---|---|---|---|---|---|---|---|---|
| Building Extensions for OpenBB Platform | 2 | This guide provides a comprehensive walkthrough on how to create custom extensions for the OpenBB Platform. It covers the process from generating the extension structure to sharing it with the community. |
|
import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
We have a Cookiecutter template that will help you get started. It serves as a jumpstart for your extension development, so you can focus on the data and not on the boilerplate.
Please refer to the Cookiecutter template and follow the instructions there.
This document will walk you through the steps of adding a new extension to the OpenBB Platform.
The high level steps are:
- Generate the extension structure
- Install your dependencies
- Install your new package
- Use your extension (either from Python or the API interface)
- QA your extension
- Share your extension with the community
Best Practices
- Review Platform Dependencies: Before adding any dependency, ensure it aligns with the Platform's existing dependencies.
- Use Loose Versioning: If possible, specify a range to maintain compatibility. E.g.,
>=1.4,<1.5. - Testing: Test your extension with the Platform's core to avoid conflicts. Both unit and integration tests are recommended.
- Document Dependencies: Use
pyproject.tomlandpoetry.lockfor clear, up-to-date records.