OpenBB Terminal
OpenBB Terminal is an AI-powered, customizable investment research platform providing advanced financial data analysis and visualization capabilities.
Visit Website
https://pro.openbb.co/
Product Information
Updated:09/11/2024
What is OpenBB Terminal
OpenBB Terminal is a modern, open-source investment research tool designed for financial analysts, quants, and investors. It offers a comprehensive suite of features including high-quality financial data access, customizable dashboards, collaborative tools, and AI-powered analytics. As the successor to the original CLI-based OpenBB Terminal, it provides a full-fledged web application interface while maintaining command-line functionality through the OpenBB Platform CLI.
Key Features of OpenBB Terminal
OpenBB Terminal is an open-source, AI-powered investment research platform that provides access to financial data from multiple providers through a unified API. It offers customizable dashboards, collaborative tools, and integration capabilities to streamline financial analysis workflows for individual investors, analysts, and teams.
Unified Data Access: Connects to over 350 financial datasets from dozens of providers through a single API
AI-Powered Research: Leverages advanced AI and LLMs to assist with data analysis and insights generation
Customizable Interface: Allows users to create personalized dashboards and reports tailored to their needs
Collaboration Tools: Enables teams to share live dashboards and collaborate on investment research
Extensibility: Open-source nature allows for custom extensions and integrations
Use Cases of OpenBB Terminal
Individual Investor Research: Retail investors can access professional-grade tools and data for personal portfolio management
Financial Analyst Workflows: Analysts can streamline their research process and generate reports more efficiently
Quantitative Trading: Quants can access historical data and build custom models using the platform's APIs
Academic Research: Researchers can leverage the open-source platform for financial market studies
Fintech Application Development: Developers can use the OpenBB Platform to build custom financial applications
Pros
Open-source and customizable
Access to a wide range of financial data sources
AI-powered research capabilities
Collaborative features for team use
Cons
Steep learning curve for non-technical users
May require additional setup for some data providers
Less comprehensive than some established commercial alternatives
How to Use OpenBB Terminal
Download and Install: Download the OpenBB Terminal installer for your operating system from the official website. Run the installer and follow the prompts to complete installation.
Launch OpenBB Terminal: Open the installed OpenBB Terminal application. You'll see a command-line interface.
Navigate Menus: Use keyboard commands to navigate through different menus and access various features. Press Enter to select options.
Set Up API Keys: Configure API keys for data providers you want to use by following the prompts or editing configuration files.
Run Commands: Execute commands to retrieve financial data, create charts, or perform analysis. For example, use 'stocks' menu and 'quote' function to get stock data.
Use Help Features: Type 'help' or '?' to see available commands. Use 'about' followed by a command name to get detailed information on how to use a specific feature.
Create Custom Workflows: Use the 'routines' feature to create and automate custom workflows and analysis processes.
Export Data: Export results to spreadsheets or other formats for further analysis or reporting.
Customize Interface: Customize the terminal's appearance and behavior by modifying settings and configuration options.
Explore Advanced Features: Experiment with advanced features like portfolio management, AI-powered insights, and integration with other tools as you become more familiar with the platform.
OpenBB Terminal FAQs
OpenBB Terminal is a collaborative and fully customizable investment research app that uses cutting-edge technology to leverage high quality financial data. It offers advanced capabilities for financial analysis and research in the 21st century.
Official Posts
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Analytics of OpenBB Terminal Website
OpenBB Terminal Traffic & Rankings
123.7K
Monthly Visits
-
Global Rank
-
Category Rank
Traffic Trends: Aug 2024-Oct 2024
OpenBB Terminal User Insights
00:03:10
Avg. Visit DTabsNavuration
4.71
Pages Per Visit
40.16%
User Bounce Rate
Top Regions of OpenBB Terminal
US: 40.68%
GB: 7.94%
IN: 7.7%
CN: 7.54%
FR: 4.51%
Others: 31.64%
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