Files
OpenBB/openbb_terminal/stocks/options/presets
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..
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2022-03-29 09:46:26 -04:00
2022-03-29 09:46:26 -04:00
2022-03-30 13:14:00 +02:00
2022-03-29 09:46:26 -04:00
2022-03-29 09:46:26 -04:00
2022-03-29 09:46:26 -04:00
2022-03-29 09:46:26 -04:00

PRESETS


How to add Presets

  1. Go to the folder OpenBBTerminal/openbb_terminal/options/presets.

  2. There should be a README.md file and multiple .ini files. One of these .ini files should be named template.ini.

    Image1
  3. Copy the template.ini file and paste it in the same directory.

  4. Rename that file to something you find meaningful, e.g. my_own_filter.ini.

    Image2
  5. Open the file you just renamed (e.g. my_own_filter.ini), and set the parameters you want to filter.

    Image3
  6. It may be useful to play with the main source https://ops.syncretism.io since you can tweak these and understand how they influence the outcome of the filtered stocks.

    Image4
  7. Update the Author and Description name. E.g.

    Image5
  8. Start the terminal, and go to the > op menu. In there, you can play with it on the terminal as shown:

    • disp: Allows to see the screeners available. I.e. all .ini files in presets folder.
    • disp <selected_preset>: Allows to see the specific parameters set for the preset selected.
    • scr <selected_preset>: Allows to show stocks that are filtered using the selected preset.
      • Note: As default, if the user does scr this will use the template.ini file. So, the user can do some tests with tweaking of parameters on the template.ini file.
    Image6
  9. Share with other Apes. You can do so by either creating yourself a Pull Request with this change, or asking a dev (e.g. @Sexy_Year) on our discord server to add it for you.


template