Files
OpenBB/openbb_terminal/API_README.md
Chavithra 72b0a9f1ee Next release : reports on steroids (#2349)
* fix gov tests

* refactor insider

* new virtual path extraction

* removed some symbol default params as they're considered critical

* little adjustments

* portfolio refactor

* merge API factory

* add helpers, stocks, crypto, forex

* minor forex changes

* include forex api paths

* add 2 missing forex funcs

* portfolio brokers refactor

* display help on api func call

* add econometrics virtual paths to api

* add api unit test

* fixed report for the new api

* minor portfolio refactorings

* added gdapps

* anchor_yield path

* some more crypto path fixes

* small change

* fixed wrong param

* minor fixes

* wip - inital commit for forex report

* add bw as a model, we'll get better solution afterwards

* added ema with dummy model as it adds great functionality to the report

* minor fixes

* wip - added functions to forex report

* add feedparser news path

* add new virtual paths to api

* adding commands to equity report

* revert to old paths, new ones were breaking

* Add in very basic ETF report

* Add candle chart to ETF report

* add etf load

* allow use of candle without data

* add raw to candle

* added forex report

* ongoing equity report

* equity report change

* fix some portfolio bugs and add docstrings

* include portfolio paths and coin class

* add crypto paths

* change event dates to str

* starting economy report

* window for limit

* equity report and refactor newsapi

* add helper to api

* update on economy report

* equity report

* update economy report

* refactor some docstrings

* change maturities helper

* refactor newsapi

* refactor futures command

* add some sauce to ycrv plot

* black

* update report

* refactor alphavantage

* refactor wsj

* update economy report

* ycrv tenor

* map avaiable_indices

* map economy helpers

* fix econdb docstring

* add plots on economy report

* minor fixes

* wip - crypto report

* update economy report

* added same default args as view

* added view to explicity use chart=True when suing the api

* adjustments - removed rich tables to use only df

* final version economy report

* change report name

* equity report for review

* linting

* add etf symbols endpoint

* incorporate feedback economy report

* fix reports launch by adding tag to economy report

* fix equity bug

* remove analyst name

* fix

* fix news

* make links hyperlinks for equity

* click links

* fixed arg name

* improved news

* small improves

* Fix light terminal stylesheet that would prevent using it in notebooks (#2473)

* improved report

* run reports in installer

* fix #2209

* minor ycrv refactoring

* refactor portfolio/holdv virtual path

* refactor benchmark trades

* fix events args

* adapt economy report to changes

* fix portfolio controller bug

* holdv refactor

* refactor perf command

* start portfolio report

* remove perf view

* refactor holp

* add textwrap3 to poetry (doesn't solve the error)

* fix equity after merge

* add some rolling commands

* fix equity after save button

* improved crypto report, plus minor fixes

* minor fixes on the reports

* add maxdd and distr

* refactor qa

* var command

* refactor qa expected shortfall

* add es command

* add es command

* fix qa percentile bug

* fix economy rendering

* refactor qa omega

* add om command

* add summary command

* add dret command

* add mret command

* add yret command

* add metrics

* add allocs to report

* remove bro and po commands, add later

* fixed some tests

* adjustments to crypto report

* Fix docstring for VSCode

Added a note about installing Jupyter PowerToys extension for optimal API usage in Jupyter VSCode, in the API_README.md.

* minor adjustment

* remove nft calendar model virtual paths

* Add in Portfolio report

* fix external axes portfolio view

* Update portfolio report with rolling plots

* Details for ETF and Portfolio

* fix economy report

* change analyst to openbb

* floppy

* fixed unmatched axis in reports

* Speed up tests

* fix file and load on po

* get_news output

* add some po paths

* Add integration tests for Reports menu

* refactor maxsharpe

* open maxsharpe

* open minrisk

* open maxutil

* open maxret

* Added fixes

* black

* remove useless views

* Fixed small issue

* refactor ef

* open ef api

* portfolio optimization report

* Added fixes

* unblock api loading

* add more endpoints

* update po report

* unblock api loading

* update po report

* expose herc

* expose property endpoint

* Added fixes

* More api fixes

* flake8

* Fixed some mypy

* news api model

* flake8

* mypy fix

* mypy

* black

* pylint

* fix tests

* markdown

* markdown

* Added fixes

* fix economy report

* merge

* fix economy report

* remove empty notebook

* expose nco

* remove jupyter notebook

* expose plot endpoint

* remove po report, just used for tests

* api v paths plot

* remove api_old

* change loading msg

Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Om Gupta <guptagom@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: JerBouma <jer.bouma@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Om Gupta <85685255+soggyomelette@users.noreply.github.com>
Co-authored-by: Diogo Sousa <diogosousa@Diogos-MBP.lan>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
2022-09-20 15:07:58 +01:00

3.8 KiB
Vendored

OpenBB API

Usage

The OpenBB API can simply be imported with:

from openbb_terminal.api import openbb

This imports all the commands at once. Now you can directly begin to use it. The api function is structured in the way that it always retrieves the underlying data. For charts add the chart=True parameter.

For example see:

# Returns data:
openbb.stocks.ba.snews("aapl")
# Returns charts:
openbb.stocks.ba.snews("aapl", chart=True)

This allows easy integration to the jupyter notebook and allows you to build new applications on top of the terminal. The api also has new functionalities that are used in the backend of the Terminal (CLI). With these backend functions you can develop new functionalities and avoid copy-pasting the code from the repository.

Note:
API keys for data fetching still have to be entered

Jupyter Notebook Tricks

Get matplotlib charts in the output cells
If you copy-paste the code below and use it as your initialization then you're matplotlib graphs will be inside the result cell.

import matplotlib.pyplot as plt
import matplotlib_inline.backend_inline
from openbb_terminal.api import openbb
%matplotlib inline
matplotlib_inline.backend_inline.set_matplotlib_formats("svg")

Get function signature and docstring
When you press shift + tab in jupyter notebook while having the mouse parser in an API function, you get the signature and docstring of the function.

Visual Studio Code Tricks

Get function docstring and signature
In order to get the docstrings and function signatures for the API when opening a Jupyter Notebook in VSCode, you have to install the Jupyter PowerToys extension.

Code Examples

Just copy-paste the code examples below into a python script or jupyter notebook, and you're ready to go.

Basic Stock Information
Prints general information about the selected stock (in this case Gamsetop)

from openbb_terminal.api import openbb
gme_info = openbb.stocks.fa.info("gme").transpose()
print("-- Gamstop Stock --\n\n- Basic Info -")
print(f"Sector: {gme_info['Sector'].iloc[0]}")
print(f"Country: {gme_info['Country'].iloc[0]}")
print(f"Description: {gme_info['Long business summary'].iloc[0]}")
print("\n- Financial Info -")
print(f"Ebitda Margins: {gme_info['Ebitda margins'].iloc[0]}")
print(f"Profit Margins: {gme_info['Profit margins'].iloc[0]}")
print(f"Revenue growth: {gme_info['Revenue growth'].iloc[0]}")
print("\n- Target Price -")
print(f"Current price: {gme_info['Current price'].iloc[0]}")
print(f"Target mean price: {gme_info['Target mean price'].iloc[0]}")
print(f"Target high price: {gme_info['Target high price'].iloc[0]}")
print(f"Target low price: {gme_info['Target low price'].iloc[0]}")

Use external axis
The code below utilises the external_axes parameter to get two axis in one chart

import matplotlib.pyplot as plt
from openbb_terminal.api import openbb
fig, (ax1, ax2) = plt.subplots(nrows=2, ncols=1, figsize=(11, 5), dpi=150)
openbb.stocks.dps.dpotc(
    "aapl",
    external_axes=[ax1, ax2],
    chart=True,
)
fig.tight_layout()

Stocks Return Distribution
Fetches data from the OpenBB API and then plots the return distribution. This is a good example, where the data from the API is leveraged to build a new feature on top of the API.

import numpy as np
import matplotlib.pyplot as plt
from openbb_terminal.api import openbb
# Fetches data from the api
gme = openbb.stocks.load("gme")
# Calculates logarithmic returns
gme["Log Returns"] = np.log(gme["Adj Close"]/gme["Adjusted Close"].shift(1))
# Plots the return distributions
gme["Log Returns"].hist(bins=1000)
plt.thight_layout()
plt.show()

For more examples see the OpenBB jupyter notebook reports. They all use the API to its fullest extent!