Getting Started

This demonstrates how to access the terminal using 3 different methods, if you have any trouble feel free to reach us through our Discord community or see more info on our installation page.

Check terminal documentation

Steps to install:

  1. 1.Download the installer
  2. 2.Go through the installation steps (see our installation page)
  3. 3.Run "OpenBB Terminal" file

WINDOWS INSTALLER

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MAC INTEL INSTALLER

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MAC M1 INSTALLER

Download

You might receive the notification that “Windows protected your PC” (on Windows) or “Cannot check it for malicious software” (on macOS). Because this installer is still in the beta phase, we do not have requested verification from both Windows and Apple. Therefore, your computer will warn you about this which is what the message represents. Please visit our installation page for detailed instructions.

Youtube Demo ↓

A TERMINAL BUILT BY THE COMMUNITY SHAPED BY YOUR TASTE

Try our demo terminal by typing one of the displayed commands.

Start by typing 'stocks' and press ENTER. Use '..' to go back.

  • Sep 25, 2022, 2:21:05 PM (🦋) / $help
Sep 25, 2022, 2:21:05 PM (🦋) / $

FEATURES

Python-based integrated environment for investment research that leverages state-of-the-art Data Science and Machine Learning technologies. Navigate through some of the 500+ functionalities offered by OpenBB Terminal.

Stocks

The most advanced and extensive menu containing a multitude of data sources as well as a large variety of fundamental, technical and quantitative techniques.

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Cumulative Sum is a sequential analysis technique. This shows that any custom function can easily be deployed to the terminal.

Crypto

Given our open source nature and the decentralisation associated with digital assets, we are investing a lot of resources on this industry.

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Logarithmic regression on Bitcoin. As we mentioned, anything can be added to the terminal.

ETF

To encapsulate industries, sectors or entire markets, Exchange Traded Funds (ETFs) offer a wide-variety of options next to allowing for a passively investing style. The terminal provides a variety of options to find and analyse the ETF that meets your needs.

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Learn about a variety of characteristics of an ETF, their sector holdings, top company holdings, risk statistics and more, through a customizable excel spreadsheet report.

Economy

As we saw from COVID, and multiple times in history, the overall economy has a big effect on the way we invest. This menu gives you an insight into interest and inflation rates, commodities, futures, economic impact events and even a fear-greed index.

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Apply a Long-Short Term Memory Neural Network or any other machine learning model, to any type of time-series whether that is economic, market or fundamental data.

Econometrics

Much of the Financial theory comes from Econometrics, the application of statistical methods to economic data. With this menu we provide the user the ability to use custom data to perform these advanced techniques including a variety of statistical tests and multi-linear regression models.

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Apply a time series regression using ordinary least-squares method to estimate the unknown parameters that better fit this dataset model.

Portfolio

As an investor, you must be frustrated over the affordable existing tools to help you manage your portfolio. We are too. This menu will help every investor track, assess and optimize their portfolio. Plus, we allow an unparalleled level of customization.

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The efficient frontier comprises investment portfolios that offer the highest expected return for a specific level of risk.

Forex

Fully started by an open source contributor, which shows the power of the community. This menu will help to understand better the currency fluctuations during economic events.

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Oanda broker integration allows to access the position book, order book, economic calendar events, and much more.

Mutual Funds

Get a good overview of the available mutual funds within the market. This will help you building your decision in terms of selecting a mutual fund to go with.

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Obtain an overview of the sector allocations for the fund.

Alternative

An initial start to a menu that will expand greatly over time. Alternative data is crucial to making better informed decisions.

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Obtain a general overview of the COVID situation within a country.

Reports

This menu gives you the ability to create a due diligent report template with jupyter notebook and run it with different parameters each time. It streamlines and saves you something more important than money: time.

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Build your own set of rules that allow you to either dig more through the report to make a decision or skip to the next ticker.

Dashboards

Build interactive dashboards to have a more interactive experience with the data. This will help you to understand the market faster.

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Create a real-time watchlist to analyze the price of assets in real-time.

There is a feature that you are interested in?

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