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OpenBB/website/content/excel/templates.mdx
2024-03-31 15:41:33 +00:00

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---
title: Templates
sidebar_position: 4
description: OpenBB Add-In for Excel offered by OpenBB. These templates are designed to help you perform a variety of tasks, from equity analysis to economic analysis. They can be used as-is or customized to suit your needs.
keywords:
- Microsoft Excel
- Add-in
- Basics
- Examples
- Template
---
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<HeadTitle title="Templates | OpenBB Add-in for Excel Docs" />
OpenBB Add-In for Excel offered by OpenBB. These templates are designed to help you perform a variety of tasks, from equity analysis to economic analysis. They can be used as-is or customized to suit your needs.
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## Excel templates
### Equity analysis
This workbook offers access to data from the Equity dashboard in OpenBB Terminal Pro, presenting key equity information across tabs, including company details, financial metrics, comparative analysis, ownership insights, event calendars, and analyst estimates.
![Equity analysis](https://openbb-assets.s3.amazonaws.com/docs/excel/EquityAnalysis.png)
<div className="flex-grow flex items-center justify-center my-5">
<a href="https://openbb-assets.s3.amazonaws.com/docs/excel/EquityAnalysis.xlsx">
<button
className="bg-grey-200 hover:bg-grey-400 dark:bg-[#303038] dark:hover:bg-grey-600 text-grey-900 dark:text-grey-200 text-sm font-medium py-2 px-4 rounded"
>
Download Equity Analysis Template
</button>
</a>
</div>
### Equity snapshot
This workbook compares different stock peers based on their stock performance and fundamental data.
![Equity snapshot](https://openbb-assets.s3.amazonaws.com/docs/excel/EquitySnapshot.png)
<div className="flex-grow flex items-center justify-center my-5">
<a href="https://openbb-assets.s3.amazonaws.com/docs/excel/EquitySnapshot.xlsx">
<button
className="bg-grey-200 hover:bg-grey-400 dark:bg-[#303038] dark:hover:bg-grey-600 text-grey-900 dark:text-grey-200 text-sm font-medium py-2 px-4 rounded"
>
Download Equity Snapshot Template
</button>
</a>
</div>