{"id":18988,"date":"2022-11-22T21:22:40","date_gmt":"2022-11-22T21:22:40","guid":{"rendered":"https:\/\/algotrading101.com\/learn\/?p=18988"},"modified":"2023-11-25T20:49:31","modified_gmt":"2023-11-25T20:49:31","slug":"openbb-guide","status":"publish","type":"post","link":"https:\/\/algotrading101.com\/learn\/openbb-guide\/","title":{"rendered":"OpenBB &#8211; An Introductory Guide to Investment Research"},"content":{"rendered":"<div class=\"pvc_clear\"><\/div><p id=\"pvc_stats_18988\" class=\"pvc_stats total_only  \" data-element-id=\"18988\" style=\"\"><i class=\"pvc-stats-icon medium\" aria-hidden=\"true\"><svg aria-hidden=\"true\" focusable=\"false\" data-prefix=\"far\" data-icon=\"chart-bar\" role=\"img\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\" class=\"svg-inline--fa fa-chart-bar fa-w-16 fa-2x\"><path fill=\"currentColor\" d=\"M396.8 352h22.4c6.4 0 12.8-6.4 12.8-12.8V108.8c0-6.4-6.4-12.8-12.8-12.8h-22.4c-6.4 0-12.8 6.4-12.8 12.8v230.4c0 6.4 6.4 12.8 12.8 12.8zm-192 0h22.4c6.4 0 12.8-6.4 12.8-12.8V140.8c0-6.4-6.4-12.8-12.8-12.8h-22.4c-6.4 0-12.8 6.4-12.8 12.8v198.4c0 6.4 6.4 12.8 12.8 12.8zm96 0h22.4c6.4 0 12.8-6.4 12.8-12.8V204.8c0-6.4-6.4-12.8-12.8-12.8h-22.4c-6.4 0-12.8 6.4-12.8 12.8v134.4c0 6.4 6.4 12.8 12.8 12.8zM496 400H48V80c0-8.84-7.16-16-16-16H16C7.16 64 0 71.16 0 80v336c0 17.67 14.33 32 32 32h464c8.84 0 16-7.16 16-16v-16c0-8.84-7.16-16-16-16zm-387.2-48h22.4c6.4 0 12.8-6.4 12.8-12.8v-70.4c0-6.4-6.4-12.8-12.8-12.8h-22.4c-6.4 0-12.8 6.4-12.8 12.8v70.4c0 6.4 6.4 12.8 12.8 12.8z\" class=\"\"><\/path><\/svg><\/i> <img decoding=\"async\" width=\"16\" height=\"16\" alt=\"Loading\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/plugins\/page-views-count\/ajax-loader-2x.gif\" border=0 \/><\/p><div class=\"pvc_clear\"><\/div>\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"500\" height=\"281\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/openbb_logo-edited-1.webp\" alt=\"\" class=\"wp-image-19004\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/openbb_logo-edited-1.webp 500w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/openbb_logo-edited-1-300x169.webp 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Table of contents:<\/h3>\n\n\n\n<ol>\n<li><a href=\"#what-is-openbb\">What is OpenBB?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-use\">What is OpenBB used for?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-pros\">Why should I use OpenBB?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-cons\">Why shouldn\u2019t I use OpenBB?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-free\">Is OpenBB free?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-alternatives\">What are some OpenBB alternatives?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-start\">How to get started with OpenBB?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-terminal\">What is the OpenBB Terminal?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-terminal-use\">How to use the OpenBB Terminal?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-terminal-stock-data\">How to get stock data with OpenBB Terminal?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-terminal-plot-data\">How to plot data with OpenBB Terminal?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-terminal-crypto-data\">How to get Crypto data with OpenBB Terminal?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-terminal-futures-data\">How to get Futures data with OpenBB Terminal?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-terminal-options-data\">How to get Options data with OpenBB Terminal?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-import-export\">How to import and export data with OpenBB?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-api-keys\">How to add external API Keys to OpenBB?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-terminal-reports\">What are OpenBB Terminal Reports?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-reports-use\">How to use Reports in OpenBB?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-portfolios\">What are OpenBB Portfolios?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-portfolios-create\">How to create Portfolios in OpenBB?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-econometrics\">What is OpenBB Econometrics?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-econometrics-use\">How to use Econometrics in OpenBB?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-jupyter-features\">What are OpenBB Jupyter features?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-sentiment-analysis\">How to do behavioral sentiment analysis with OpenBB?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-quantitative-analysis\">How to do quantitative analysis with OpenBB?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-technical-analysis\">How to do technical analysis with OpenBB?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-write-automated-script\">What is OpenBB Automation and Scripting?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-write-automated-script\">How to write your automated script in OpenBB?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-bot\">What is the OpenBB Bot?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-bot-telegram\">How to use OpenBB Bot with Telegram?<\/a><\/li>\n\n\n\n<li><a href=\"#openbb-learn-more\">Where can I learn more about OpenBB?<\/a><\/li>\n<\/ol>\n\n\n\n<a name=\"what-is-openbb\">\n\n\n\n<h2 class=\"wp-block-heading\">What is OpenBB?<\/h2>\n\n\n\n<p>OpenBB is an open-sourced investment research platform.<\/p>\n\n\n\n<p>Link: <a href=\"https:\/\/openbb.co\">https:\/\/openbb.co<\/a><\/p>\n\n\n\n<a name=\"openbb-use\">\n\n\n\n<h2 class=\"wp-block-heading\">What is OpenBB used for?<\/h2>\n\n\n\n<p>OpenBB is primarily used by investors, quants, and traders to create reports, perform investment research, create custom charts and analyses, optimize portfolios, run sentiment and machine learning analyses, and more.<\/p>\n\n\n\n<a name=\"openbb-pros\">\n\n\n\n<h2 class=\"wp-block-heading\">Why should I use OpenBB?<\/h2>\n\n\n\n<ul>\n<li>OpenBB is open source<\/li>\n\n\n\n<li>OpenBB is easy to use and intuitive<\/li>\n\n\n\n<li>Has a decent layout<\/li>\n\n\n\n<li>The OpenBB Terminal is completely free<\/li>\n\n\n\n<li>The OpenBB Bot has a free option<\/li>\n\n\n\n<li>Abstracts technicality while providing depth and customizability<\/li>\n\n\n\n<li>Has a solid amount of features<\/li>\n\n\n\n<li>Has good investor support<\/li>\n\n\n\n<li>Is very customizable<\/li>\n\n\n\n<li>Has solid documentation<\/li>\n\n\n\n<li>Has a great company culture and ethics<\/li>\n<\/ul>\n\n\n\n<a name=\"openbb-cons\">\n\n\n\n<h2 class=\"wp-block-heading\">Why shouldn&#8217;t I use OpenBB?<\/h2>\n\n\n\n<ul>\n<li>OpenBB is quite new<\/li>\n\n\n\n<li>OpenBB could use more features<\/li>\n\n\n\n<li>The software could be a bit faster at certain times<\/li>\n\n\n\n<li>Is based inside a terminal and not an &#8220;App&#8221; that some users might be more comfortable with<\/li>\n\n\n\n<li>Needs polishing<\/li>\n\n\n\n<li>Some parts of the documentation are outdated at the time of writing this article<\/li>\n<\/ul>\n\n\n\n<a name=\"openbb-free\">\n\n\n\n<h2 class=\"wp-block-heading\">Is OpenBB free?<\/h2>\n\n\n\n<p>The OpenBB Terminal is entirely free, although there might be some premium packages coming out soon. The OpenBB bot features a free version with constrained features and two premium ones with more features. You can see the difference in the picture below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"683\" height=\"663\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/Capture.png\" alt=\"\" class=\"wp-image-18636\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/Capture.png 683w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/Capture-300x291.png 300w\" sizes=\"(max-width: 683px) 100vw, 683px\" \/><\/figure>\n\n\n\n<a name=\"openbb-alternatives\">\n\n\n\n<h2 class=\"wp-block-heading\">What are some OpenBB alternatives?<\/h2>\n\n\n\n<p>OpenBB can be replaced with other products that can be more suitable for your needs. Here is the list:<\/p>\n\n\n\n<ol>\n<li>QuantRocket<\/li>\n\n\n\n<li>Finviz<\/li>\n\n\n\n<li>Bloomberg Terminal<\/li>\n\n\n\n<li>AlphaSense<\/li>\n\n\n\n<li>EquityRT<\/li>\n\n\n\n<li>Verity, and more<\/li>\n<\/ol>\n\n\n\n<a name=\"openbb-start\">\n\n\n\n<h2 class=\"wp-block-heading\">How to get started with OpenBB?<\/h2>\n\n\n\n<p>To get started with OpenBB, you will have several options that depend on your preferences and operating system. In this article, I&#8217;ll follow the Windows version of OpenBB and show you how to set it up. If you don&#8217;t use Windows, check out the steps <a href=\"https:\/\/openbb.co\/products\/terminal#get-started\">here<\/a>.<\/p>\n\n\n\n<p>The Windows version features an installer that can be downloaded from the following <a href=\"https:\/\/www.openbb.co\/products\/terminal#get-started\">page<\/a>. To do so we can simply click the &#8220;Download&#8221; button for the Windows installer. When the download is complete, you might get a warning from your antivirus software.<\/p>\n\n\n\n<p>Don&#8217;t worry, it&#8217;s not a virus. The warning is the reason that OpenBB is still in Beta. The next step is to open up the installer <code>exe<\/code> file and start the installation process. It should take a minute or so. After it&#8217;s installed, you will see the OpenBB Terminal icon on your screen.<\/p>\n\n\n\n<p>Click the icon to get started with OpenBB.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"489\" height=\"117\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/1-1.webp\" alt=\"\" class=\"wp-image-18637\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/1-1.webp 489w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/1-1-300x72.webp 300w\" sizes=\"(max-width: 489px) 100vw, 489px\" \/><\/figure>\n\n\n\n<p>If you press a key (e.g., ENTER) you&#8217;ll be presented with some of the features that the OpenBB Terminal has to offer. In the following headers, we&#8217;ll explore some of those features so that you can get an idea of the product and its current state.<\/p>\n\n\n\n<a name=\"openbb-terminal\">\n\n\n\n<h2 class=\"wp-block-heading\">What is the OpenBB Terminal?<\/h2>\n\n\n\n<p>The OpenBB Terminal can be seen as your OpenBB workstation which is designed as a CLI (Command Line Interface). From the OpenBB Terminal, you can issue commands with your keyboard to interact with the Software and navigate through it.<\/p>\n\n\n\n<a name=\"openbb-terminal-use\">\n\n\n\n<h2 class=\"wp-block-heading\">How to use the OpenBB Terminal?<\/h2>\n\n\n\n<p>To use the OpenBB Terminal, all you need to do is to open it and navigate to any menu by typing its name. To go directly to the sub-menus you can write menu\/sub-menu. If you ever need help with what a function does and what parameters it uses, you can add the <code>-h<\/code> flag at the end to get more details.<\/p>\n\n\n\n<p>Here are some useful flags that can be used inside the OpenBB Terminal:<\/p>\n\n\n\n<ul>\n<li><code>cls<\/code>: clears the screen, by executing this command you are left with an empty screen.<\/li>\n\n\n\n<li><code>help<\/code>,&nbsp;<code>h<\/code>&nbsp;or&nbsp;<code>?<\/code>: displays the menu that you are currently on.<\/li>\n\n\n\n<li><code>quit<\/code>,&nbsp;<code>q<\/code>&nbsp;or&nbsp;<code>..<\/code>: allows for navigation through the menu. E.g. if you type&nbsp;<code>stocks<\/code>&nbsp;press&nbsp;<code>ENTER<\/code>&nbsp;(\u23ce) and then use&nbsp;<code>q<\/code>&nbsp;and press&nbsp;ENTER&nbsp;(\u23ce) you return to where you started. Validate this by typing&nbsp;?&nbsp;and pressing&nbsp;ENTER&nbsp;(\u23ce).<\/li>\n\n\n\n<li>support: allows you to submit bugs, questions, and suggestions.<\/li>\n\n\n\n<li><code>about<\/code>: this opens the related guide, linking to this website. It also has the ability to open a guide to a specific command. For example, within the&nbsp;<code>stocks<\/code>&nbsp;menu,&nbsp;<code>about candle<\/code>&nbsp;opens&nbsp;<a href=\"https:\/\/openbb-finance.github.io\/OpenBBTerminal\/terminal\/stocks\/candle\/\" target=\"_blank\" rel=\"noreferrer noopener\">this guide<\/a>.<\/li>\n\n\n\n<li><code>wiki<\/code>: search for a given expression on the Wikipedia without leaving the terminal.<\/li>\n<\/ul>\n\n\n\n<a name=\"openbb-terminal-stock-data\">\n\n\n\n<h2 class=\"wp-block-heading\">How to get stock data with OpenBB Terminal?<\/h2>\n\n\n\n<p>To get stock data with OpenBB Terminal, all you need to do is to use use the stocks menu and execute the quote function with the stock symbol of your interest provided. For example, let us obtain the price data of Microsoft:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>quote -t MSFT<\/code><\/pre><\/div>\n\n\n\n<pre class=\"wp-block-code\"><code>              Ticker Quote\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\n\u2502                \u2502 MSFT                  \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Name           \u2502 Microsoft Corporation \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Price          \u2502 232.70                \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Open           \u2502 233.76                \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 High           \u2502 234.92                \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Low            \u2502 231.15                \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Previous Close \u2502 235.87                \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Volume         \u2502 12,347,163            \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 52 Week High   \u2502 349.67                \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 52 Week Low    \u2502 219.13                \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Change         \u2502 -3.17                 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Change %       \u2502 -1.34%                \u2502\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518<\/code><\/pre>\n\n\n\n<a name=\"openbb-terminal-plot-data\">\n\n\n\n<h2 class=\"wp-block-heading\">How to plot data with OpenBB Terminal?<\/h2>\n\n\n\n<p>To plot data with OpenBB Terminal, you can use the <code>candle<\/code> function. Prior to that, you will need to load the data for the symbol of your interest. For example, let&#8217;s load the data for Dropbox and plot it:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>load -t DBX<\/code><\/pre><\/div>\n\n\n\n<pre class=\"wp-block-code\"><code>Loading Daily DBX stock with starting period 2019-10-28 for analysis.\n\nCompany:  Dropbox, Inc.\nExchange: NASDAQ\/NMS (GLOBAL MARKET)\nCurrency: USD\n\n                                           DBX Performance\n\n\u2502 1 Day \u2502 1 Week \u2502 1 Month \u2502 1 Year \u2502 YTD \u2502 Volatility (1Y) \u2502 Volume (10D avg) \u2502 Last Price \u2502\n\n\u2502 2.04 % \u2502 2.8 %  \u2502 7.26 %  \u2502 -27.16 % \u2502 -11.78 % \u2502 38.45 % \u2502 2.35 M           \u2502 22.02 \u2502<\/code><\/pre>\n\n\n\n<p>And now we plot the price chart:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>candle<\/code><\/pre><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"785\" height=\"539\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/2.webp\" alt=\"\" class=\"wp-image-18638\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/2.webp 785w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/2-300x206.webp 300w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/2-768x527.webp 768w\" sizes=\"(max-width: 785px) 100vw, 785px\" \/><\/figure>\n\n\n\n<a name=\"openbb-terminal-crypto-data\">\n\n\n\n<h2 class=\"wp-block-heading\">How to get Crypto data with OpenBB Terminal?<\/h2>\n\n\n\n<p>To get Crypto data with OpenBB Terminal, you will need to access the crypto menu and utilize a function you might be interested in. For example, let us obtain the current trending Cryptocurrencies by using the <code>disc<\/code> function.<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>crypto\/disc<\/code><\/pre><\/div>\n\n\n\n<p>This will open a few options that we can choose from. Each option shows the data pool it is utilizing.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"238\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/3-1024x238.webp\" alt=\"\" class=\"wp-image-18639\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/3-1024x238.webp 1024w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/3-300x70.webp 300w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/3-768x179.webp 768w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/3.webp 1053w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Let&#8217;s see the top trending ones by writing <code>cgtreding<\/code>. The result is as follows:<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>            Trending coins on CoinGecko\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\n\u2502 Symbol      \u2502 Name         \u2502 market_cap Cap Rank \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 dogecoin    \u2502 Dogecoin     \u2502 8                   \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 aptos       \u2502 Aptos        \u2502 55                  \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 enq-enecuum \u2502 Enecuum      \u2502 965                 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 monkeyball  \u2502 MonkeyLeague \u2502 813                 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 dogechain   \u2502 Dogechain    \u2502 327                 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 binancecoin \u2502 BNB          \u2502 4                   \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 husd        \u2502 HUSD         \u2502 351                 \u2502\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518<\/code><\/pre>\n\n\n\n<a name=\"openbb-terminal-futures-data\">\n\n\n\n<h2 class=\"wp-block-heading\">How to get Futures data with OpenBB Terminal?<\/h2>\n\n\n\n<p>To get Futures data with OpenBB Terminal, you can access the future menu (under the economy menu) and use the search, historical, or curve functions that will return data on the symbol of your interest. For example, let&#8217;s obtain some general future data by writing:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>economy\/futures<\/code><\/pre><\/div>\n\n\n\n<pre class=\"wp-block-code\"><code>     Futures\/Commodities &#91;Source: Wall St. Journal]\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\n\u2502                           \u2502 Price   \u2502 Chg     \u2502 %Chg  \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Crude Oil                 \u2502 85.49   \u2502 -2.41   \u2502 -2.74 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Brent Crude               \u2502 91.61   \u2502 -2.16   \u2502 -2.30 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Gold                      \u2502 1639.80 \u2502 -5.00   \u2502 -0.30 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Silver                    \u2502 19.120  \u2502 -0.027  \u2502 -0.14 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Natural Gas               \u2502 6.504   \u2502 0.551   \u2502 9.26  \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Unleaded Gasoline         \u2502 2.4858  \u2502 -0.0771 \u2502 -3.01 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Copper                    \u2502 3.3785  \u2502 -0.0505 \u2502 -1.47 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Corn                      \u2502 687.75  \u2502 7.00    \u2502 1.03  \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Wheat                     \u2502 873.50  \u2502 44.25   \u2502 5.34  \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Bloomberg Commodity Index \u2502 112.75  \u2502 0.99    \u2502 0.89  \u2502\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518<\/code><\/pre>\n\n\n\n<a name=\"openbb-terminal-options-data\">\n\n\n\n<h2 class=\"wp-block-heading\">How to get Options data with OpenBB Terminal?<\/h2>\n\n\n\n<p>To get Options data with OpenBB Terminal, you can access the options submenu from the stocks menu and use one of the many functions such as info, chains, parity, greeks, pricing, hedge, and more. For example, let&#8217;s load PG data and obtain the put\/call ratio by providing the interval for the option:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>load -t PG\nstocks\/options\/pcr 10<\/code><\/pre><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"795\" height=\"481\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/4.webp\" alt=\"\" class=\"wp-image-18640\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/4.webp 795w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/4-300x182.webp 300w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/4-768x465.webp 768w\" sizes=\"(max-width: 795px) 100vw, 795px\" \/><\/figure>\n\n\n\n<a name=\"openbb-import-export\">\n\n\n\n<h2 class=\"wp-block-heading\">How to import and export data with OpenBB?<\/h2>\n\n\n\n<p>To import and export data with OpenBB, you can navigate to the <code>OpenBBUserData<\/code> folder which is found in the home of the system user account. The location of this folder can be set by the user from the&nbsp;<code>\/settings<\/code>&nbsp;menu. <\/p>\n\n\n\n<p>This folder is where exported files are saved, it is also where files being imported to the Terminal functions are kept. These include the following:<\/p>\n\n\n\n<ul>\n<li>Screener presets<\/li>\n\n\n\n<li>Portfolio files<\/li>\n\n\n\n<li>Exported files<\/li>\n\n\n\n<li>Files to be imported by various functions<\/li>\n\n\n\n<li>Styles and themes<\/li>\n\n\n\n<li>Preferred data sources<\/li>\n\n\n\n<li>Anonymized usage logs<\/li>\n<\/ul>\n\n\n\n<a name=\"openbb-api-keys\">\n\n\n\n<h2 class=\"wp-block-heading\">How to add external API Keys to OpenBB?<\/h2>\n\n\n\n<p>To add external API Keys to OpenBB, you can access the keys menu where you will find a list of all possible APIs that OpenBB Terminal Supports. To add a key, write the provider&#8217;s name and then the key (e.g., iex apiKey123). Press ENTER to save the key.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"597\" height=\"485\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/5.webp\" alt=\"\" class=\"wp-image-18641\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/5.webp 597w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/5-300x244.webp 300w\" sizes=\"(max-width: 597px) 100vw, 597px\" \/><\/figure>\n\n\n\n<p>Once you add a key, OpenBB will perform an API request test to validate that the key is correct. If it is, it will be colored green. If it isn&#8217;t correct, the key will be in red.<\/p>\n\n\n\n<a name=\"openbb-terminal-reports\">\n\n\n\n<h2 class=\"wp-block-heading\">What are OpenBB Terminal Reports?<\/h2>\n\n\n\n<p>OpenBB Terminal Reports are a feature that allows the user to create investment research workflow templates through Jupyter and easily automate them with different parameters. This feature is a good time saver.<\/p>\n\n\n\n<a name=\"openbb-reports-use\">\n\n\n\n<h2 class=\"wp-block-heading\">How to use Reports in OpenBB?<\/h2>\n\n\n\n<p>To use Reports in OpenBB, navigate to the <code>reports<\/code> menu and choose the report type that you want to use. Currently, you can choose between stocks, crypto, economy, equity, portfolio, forex, and more. Let&#8217;s observe what the equity report looks like for Microsoft:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>reports\/equity MSFT<\/code><\/pre><\/div>\n\n\n\n<p>This will open an HTML page with a generated comprehensive equity report that you can inspect. I&#8217;ll just show a few snippets of it in the pictures below:<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"434\" data-id=\"18643\"  src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/6-1-1024x434.webp\" alt=\"\" class=\"wp-image-18643\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/6-1-1024x434.webp 1024w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/6-1-300x127.webp 300w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/6-1-768x325.webp 768w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/6-1.webp 1117w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1013\" height=\"873\" data-id=\"18644\"  src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/7.webp\" alt=\"\" class=\"wp-image-18644\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/7.webp 1013w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/7-300x259.webp 300w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/7-768x662.webp 768w\" sizes=\"(max-width: 1013px) 100vw, 1013px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"934\" data-id=\"18645\"  src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/8-1024x934.webp\" alt=\"\" class=\"wp-image-18645\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/8-1024x934.webp 1024w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/8-300x274.webp 300w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/8-768x700.webp 768w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/8.webp 1045w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/figure>\n\n\n\n<a name=\"openbb-portfolios\">\n\n\n\n<h2 class=\"wp-block-heading\">What are OpenBB Portfolios?<\/h2>\n\n\n\n<p>OpenBB Portfolios are a feature that allows the user to easily import, track, visualize and optimize Portfolios for performance in and across different markets.<\/p>\n\n\n\n<a name=\"openbb-portfolios-create\">\n\n\n\n<h2 class=\"wp-block-heading\">How to create Portfolios in OpenBB?<\/h2>\n\n\n\n<p>To create Portfolios in OpenBB, you will need to access the <code>portfolio<\/code> menu and adding your assets to it by using the <code>load<\/code> function that intakes the excel file with your portfolio details. OpenBB comes prepared with an example portfolio that we can load the following way:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>load -f Public_Equity_Orderbook.xlsx<\/code><\/pre><\/div>\n\n\n\n<p>Here are the mandatory variables that the portfolio sheet needs to have:<\/p>\n\n\n\n<ul>\n<li><strong>Date<\/strong>&nbsp;&#8211; The date the trade occurred<\/li>\n\n\n\n<li><strong>Name<\/strong>&nbsp;&#8211; The name of the security<\/li>\n\n\n\n<li><strong>Type<\/strong>&nbsp;&#8211; The type of security. Use Cash\/Stock\/Crypto\/ETF as appropriate<\/li>\n\n\n\n<li><strong>Price&nbsp;<\/strong>&#8211; The price the security was added or removed, on a per-unit basis<\/li>\n\n\n\n<li><strong>Quantity&nbsp;<\/strong>&#8211; How much of the security in question was added or removed<\/li>\n\n\n\n<li><strong>Side&nbsp;<\/strong>&#8211; Whether you bought or sold. Use Buy\/Deposit\/1 to add to the portfolio or Sell\/Withdrawal\/0 to remove from the portfolio a search criterion, country, sector, or industry.<\/li>\n<\/ul>\n\n\n\n<p>Now that we loaded the portfolio, we can define what our benchmark is. To add the benchmark we do the following:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>bench SPDR S&P 500 ETF Trust (SPY)<\/code><\/pre><\/div>\n\n\n\n<p>Now we can use all the portfolio menu functions to obtain data about our portfolio. For example, let&#8217;s obtain the summary and performance of the portfolio.<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>summary<\/code><\/pre><\/div>\n\n\n\n<pre class=\"wp-block-code\"><code>Summary of Portfolio vs Benchmark for all period\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\n\u2502                   \u2502 Portfolio \u2502 Benchmark \u2502 Difference \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Volatility        \u2502 0.02      \u2502 0.01      \u2502 0.00       \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Skew              \u2502 -1.84     \u2502 -0.56     \u2502 -1.28      \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Kurtosis          \u2502 32.52     \u2502 11.08     \u2502 21.44      \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Maximum Drawdowwn \u2502 -0.48     \u2502 -0.34     \u2502 -0.14      \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Sharpe ratio      \u2502 0.04      \u2502 0.05      \u2502 -0.01      \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Sortino ratio     \u2502 0.05      \u2502 0.06      \u2502 -0.01      \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 R2 Score          \u2502 0.55      \u2502 0.55      \u2502 0.00       \u2502\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518<\/code><\/pre>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>perf<\/code><\/pre><\/div>\n\n\n\n<pre class=\"wp-block-code\"><code>Portfolio vs. Benchmark - Totals in period: all\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\n\u2502                  \u2502 Portfolio \u2502 Benchmark \u2502 Difference \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Total Investment \u2502 48693.95  \u2502 48693.95  \u2502 -          \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Total Value      \u2502 53096.91  \u2502 61769.33  \u2502 -8672.42   \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Total % Return   \u2502 9.04%     \u2502 26.85%    \u2502 -17.81%    \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 Total Abs Return \u2502 4402.96   \u2502 13075.38  \u2502 -8672.42   \u2502\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518<\/code><\/pre>\n\n\n\n<a name=\"openbb-econometrics\">\n\n\n\n<h2 class=\"wp-block-heading\">What is OpenBB Econometrics?<\/h2>\n\n\n\n<p>OpenBB  Econometrics is a feature that allows the user to apply advanced statistical methods and techniques to financial data. OpenBB features many tests and models such as the multi-linear regression models, normality, autocorrelation, and cointegration tests.<\/p>\n\n\n\n<a name=\"openbb-econometrics-use\">\n\n\n\n<h2 class=\"wp-block-heading\">How to use Econometrics in OpenBB?<\/h2>\n\n\n\n<p>To use Econometrics in OpenBB, you will need to access the <code>econometrics<\/code> menu and load a dataset on which you want to perform the analysis on. Then, select functions that are categorized into the exploration, tests, regression, and regression tests groups.<\/p>\n\n\n\n<p>For example, let&#8217;s load an example dataset called danish_data (Danish money demand data) that OpenBB has provided us with:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>load -f danish_data\nshow\n<\/code><\/pre><\/div>\n\n\n\n<pre class=\"wp-block-code\"><code>Dataset danish_data | Showing 10 of 55 rows\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2510\n\u2502                     \u2502 lrm   \u2502 lry  \u2502 lpy   \u2502 ibo  \u2502 ide  \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 1974-01-01 00:00:00 \u2502 11.63 \u2502 5.90 \u2502 -0.62 \u2502 0.15 \u2502 0.09 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 1974-04-01 00:00:00 \u2502 11.60 \u2502 5.87 \u2502 -0.58 \u2502 0.18 \u2502 0.10 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 1974-07-01 00:00:00 \u2502 11.58 \u2502 5.84 \u2502 -0.54 \u2502 0.17 \u2502 0.10 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 1974-10-01 00:00:00 \u2502 11.60 \u2502 5.81 \u2502 -0.50 \u2502 0.15 \u2502 0.10 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 1975-01-01 00:00:00 \u2502 11.59 \u2502 5.80 \u2502 -0.49 \u2502 0.13 \u2502 0.09 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 1975-04-01 00:00:00 \u2502 11.60 \u2502 5.79 \u2502 -0.45 \u2502 0.13 \u2502 0.08 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 1975-07-01 00:00:00 \u2502 11.65 \u2502 5.83 \u2502 -0.44 \u2502 0.13 \u2502 0.08 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 1975-10-01 00:00:00 \u2502 11.76 \u2502 5.93 \u2502 -0.44 \u2502 0.13 \u2502 0.07 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 1976-01-01 00:00:00 \u2502 11.75 \u2502 5.94 \u2502 -0.40 \u2502 0.14 \u2502 0.07 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 1976-04-01 00:00:00 \u2502 11.77 \u2502 5.94 \u2502 -0.37 \u2502 0.15 \u2502 0.08 \u2502\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2518<\/code><\/pre>\n\n\n\n<p>Now, let&#8217;s perform an OLS regression between the <code>lrm<\/code> and <code>ide<\/code> variables as an example:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>ols -d danish_data.ide -i danish_data.lrm<\/code><\/pre><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"753\" height=\"425\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/9.webp\" alt=\"\" class=\"wp-image-18646\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/9.webp 753w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/9-300x169.webp 300w\" sizes=\"(max-width: 753px) 100vw, 753px\" \/><\/figure>\n\n\n\n<p>You can also test the residuals for autocorrelation and heteroscedasticity by using commands such as <code>bgod<\/code> and <code>bpag<\/code>.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\n\u2502          \u2502 Breusch-Godfrey \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 LM-stat  \u2502 46.35           \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 p-value  \u2502 0.00            \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 f-stat   \u2502 37.02           \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 fp-value \u2502 0.00            \u2502\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518<\/code><\/pre>\n\n\n\n<pre class=\"wp-block-code\"><code>\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\n\u2502          \u2502 Breusch-Pagan \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 lm-stat  \u2502 26.48         \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 p-value  \u2502 nan           \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 f-stat   \u2502 50.15         \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502 fp-value \u2502 0.00          \u2502\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518<\/code><\/pre>\n\n\n\n<a name=\"openbb-jupyter-features\">\n\n\n\n<h2 class=\"wp-block-heading\">What are OpenBB Jupyter features?<\/h2>\n\n\n\n<p>The OpenBB Jupyter features allow the user to create notebook templates that can be run on different tickers. This level of automation speeds up your investment thesis investigation. OpenBB comes with some pre-built Jupyter templates.<\/p>\n\n\n\n<a name=\"openbb-sentiment-analysis\">\n\n\n\n<h2 class=\"wp-block-heading\">How to do behavioral sentiment analysis with OpenBB?<\/h2>\n\n\n\n<p>To do behavioral sentiment analysis with OpenBB, you can access the <code>ba<\/code> submenu that has useful functions that can obtain sentiment scores from Twitter, news outlets, capture trends, and more. For example, let&#8217;s gauge the headlines sentiment of AMZN:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>stocks\/ba\/load AMZN\nheadlines<\/code><\/pre><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"797\" height=\"475\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/10.webp\" alt=\"\" class=\"wp-image-18647\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/10.webp 797w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/10-300x179.webp 300w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/10-768x458.webp 768w\" sizes=\"(max-width: 797px) 100vw, 797px\" \/><\/figure>\n\n\n\n<p>Some of the additional features that you can explore in the Behavioral Analysis section are the following:<\/p>\n\n\n\n<ul>\n<li>snews &#8211; stock price displayed over the sentiment of news headlines<\/li>\n\n\n\n<li>wsb &#8211; shows what the Reddit WallStreetBets are up to<\/li>\n\n\n\n<li>reddit_sent &#8211; searches ticker through Reddit to find its sentiment<\/li>\n\n\n\n<li>stalker &#8211; stalks Stocktwits user&#8217;s last messages<\/li>\n\n\n\n<li>infer &#8211; infers stocks sentiment from the latest tweets<\/li>\n\n\n\n<li>queries &#8211; returns top-related queries with the stock<\/li>\n\n\n\n<li>rise &#8211; shows top rising queries related to the stock<\/li>\n\n\n\n<li>jcdr &#8211; shows Jim Cramer&#8217;s daily recommendations<\/li>\n\n\n\n<li>mentions &#8211; interest over time-based on stock mentions<\/li>\n\n\n\n<li>and much more<\/li>\n<\/ul>\n\n\n\n<a name=\"openbb-quantitative-analysis\">\n\n\n\n<h2 class=\"wp-block-heading\">How to do quantitative analysis with OpenBB?<\/h2>\n\n\n\n<p>To do quantitative analysis with OpenBB, you will need to access the <code>qa<\/code> submenu and utilize functions that are categorized into statistics, plots, rolling metrics, risk, and others. For example, let&#8217;s load the Dropbox stock and compare its Beta to Box:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>stocks\/qa\/load DBX\nbeta -r BOX<\/code><\/pre><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"629\" height=\"467\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/11.webp\" alt=\"\" class=\"wp-image-18648\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/11.webp 629w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/11-300x223.webp 300w\" sizes=\"(max-width: 629px) 100vw, 629px\" \/><\/figure>\n\n\n\n<p>As another example, let&#8217;s check the trend and seasonality of DBX:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>decompose<\/code><\/pre><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"666\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/12-1024x666.webp\" alt=\"\" class=\"wp-image-18649\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/12-1024x666.webp 1024w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/12-300x195.webp 300w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/12-768x500.webp 768w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/12.webp 1099w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Some of the additional features that you can explore in the Quantitative Analysis section are the following:<\/p>\n\n\n\n<ul>\n<li>Statistics\n<ul>\n<li>summary &#8211; brief summary of the stock<\/li>\n\n\n\n<li>normality &#8211; normality stats and tests<\/li>\n\n\n\n<li>unitroot &#8211; unit root test for stationarity (ADF, KPSS)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Plots\n<ul>\n<li>line &#8211; line plots<\/li>\n\n\n\n<li>hist &#8211; histograms with density plots<\/li>\n\n\n\n<li>cdf &#8211; cumulative distribution function<\/li>\n\n\n\n<li>bw &#8211; box and whisker plots<\/li>\n\n\n\n<li>and more<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Rolling Metrics\n<ul>\n<li>rolling &#8211; rolling mean and standard deviation (SD)<\/li>\n\n\n\n<li>spread &#8211; rolling variance and SD<\/li>\n\n\n\n<li>quantile &#8211; rolling median and quantile of prices<\/li>\n\n\n\n<li>skew &#8211; rolling skewness of distribution of prices<\/li>\n\n\n\n<li>kurtosis &#8211; rolling kurtosis of the distribution of prices<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Risk\n<ul>\n<li>var &#8211; display value at risk<\/li>\n\n\n\n<li>es &#8211; display expected shortfall<\/li>\n\n\n\n<li>sh &#8211; display sharpe ratio<\/li>\n\n\n\n<li>so &#8211; display sortino ratio<\/li>\n\n\n\n<li>om &#8211; display omega ratio<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Other\n<ul>\n<li>raw &#8211; print raw data<\/li>\n\n\n\n<li>decompose &#8211; decomposition in cyclic-trend, season, and residuals of prices<\/li>\n\n\n\n<li>cusum &#8211; detects abrupt changes using cumulative sum algorithm of prices<\/li>\n\n\n\n<li>capm &#8211; capital asset pricing model<\/li>\n\n\n\n<li>beta &#8211; display beta w.r.t to any reference ticker<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<a name=\"openbb-technical-analysis\">\n\n\n\n<h2 class=\"wp-block-heading\">How to do technical analysis with OpenBB?<\/h2>\n\n\n\n<p>To do technical analysis with OpenBB, you will need to access the <code>ta<\/code> submenu and utilize its functions which are categorized into overlap, momentum, trend, volatility, volume, and custom. For example, let us load BTC data and plot the Bollinger Bands for it:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>crypto\/ta\/load BTC\nbbands<\/code><\/pre><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"765\" height=\"471\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/13.webp\" alt=\"\" class=\"wp-image-18650\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/13.webp 765w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/13-300x185.webp 300w\" sizes=\"(max-width: 765px) 100vw, 765px\" \/><\/figure>\n\n\n\n<p>For another example, let&#8217;s show the stochastic oscillator:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code>stoch<\/code><\/pre><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"646\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/14-1024x646.webp\" alt=\"\" class=\"wp-image-18651\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/14-1024x646.webp 1024w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/14-300x189.webp 300w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/14-768x484.webp 768w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/14.webp 1083w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Some of the additional features that you can explore in the Technical Analysis section are the following:<\/p>\n\n\n\n<ul>\n<li>Overlap\n<ul>\n<li>ema<\/li>\n\n\n\n<li>sma<\/li>\n\n\n\n<li>wma<\/li>\n\n\n\n<li>hma<\/li>\n\n\n\n<li>zlma<\/li>\n\n\n\n<li>vwap<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Momentum\n<ul>\n<li>cci &#8211; commodity channel index<\/li>\n\n\n\n<li>macd<\/li>\n\n\n\n<li>rsi<\/li>\n\n\n\n<li>rsp &#8211; relative strength percentile<\/li>\n\n\n\n<li>stoch<\/li>\n\n\n\n<li>fisher<\/li>\n\n\n\n<li>cg &#8211; centre of gravity<\/li>\n\n\n\n<li>clenow &#8211; clenow volatility adjusted momentum<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Trend\n<ul>\n<li>adx<\/li>\n\n\n\n<li>aroon<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Volatility\n<ul>\n<li>bbands<\/li>\n\n\n\n<li>donchian<\/li>\n\n\n\n<li>kc<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Volume\n<ul>\n<li>ad &#8211; accumulation\/distribution line<\/li>\n\n\n\n<li>adosc &#8211; chaikin oscillator<\/li>\n\n\n\n<li>obv &#8211; on balance volume<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Custom\n<ul>\n<li>fib<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<a name=\"openbb-automation-and-scripting\">\n\n\n\n<h2 class=\"wp-block-heading\">What is OpenBB Automation and Scripting?<\/h2>\n\n\n\n<p>OpenBB Automation and Scripting provides commands and pipeline capabilities to speed up investment research using <code>.openbb<\/code> files. It can also serve as documentation. Scripts can be executed with the <code>exe<\/code> function followed by the script&#8217;s name.<\/p>\n\n\n\n<a name=\"openbb-write-automated-script\">\n\n\n\n<h2 class=\"wp-block-heading\">How to write your automated script in OpenBB?<\/h2>\n\n\n\n<p>To write your automated script in OpenBB, you will need to add a script to the routines folder. They are written the same way that you would use the terminal and end in the <code>.openbb<\/code> file extension. You can copy and edit existing scripts or create new ones.<\/p>\n\n\n\n<p>It is important that any of your scripts remain inside of the routines folder in order to be executable by the OpenBB Terminal. Below is a simple script that takes an asset symbol as an argument and shows insider trading stats:<\/p>\n\n\n\n<div class=\"hcb_wrap\"><pre class=\"prism line-numbers lang-bash\" data-lang=\"Bash\"><code># exe example_with_inputs.openbb -i TSLA,AAPL,MSFT\n\n# Go to the stocks menu\nstocks\n\n# Load a ticker, given the argument used. E.g. -i TSLA\nload $ARGV[0]\n\n# Go to insider trading\nins\n\n# Show insider stats\nstats<\/code><\/pre><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"392\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/15-1024x392.webp\" alt=\"\" class=\"wp-image-18652\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/15-1024x392.webp 1024w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/15-300x115.webp 300w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/15-768x294.webp 768w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/15.webp 1161w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>These scripts can be as simple or complicated as for your needs.<\/p>\n\n\n\n<a name=\"openbb-bot\">\n\n\n\n<h2 class=\"wp-block-heading\">What is the OpenBB Bot?<\/h2>\n\n\n\n<p>OpenBB Bot is a chatting bot for investment research that provides access to financial data for investors and online communities. It can be added to your Telegram or Discord for ease of use and has over 100 commands to interact with.<\/p>\n\n\n\n<a name=\"openbb-bot-telegram\">\n\n\n\n<h2 class=\"wp-block-heading\">How to use OpenBB Bot with Telegram?<\/h2>\n\n\n\n<p>To use OpenBB Bot with Telegram, you can start chatting with it by accessing the following <a href=\"https:\/\/t.me\/OpenBBBot\">URL<\/a>. Click on the Menu to see all the available options and parameters they require. For example, let&#8217;s ask for some information about ETH.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"509\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/16.webp\" alt=\"\" class=\"wp-image-18653\" srcset=\"https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/16.webp 497w, https:\/\/algotrading101.com\/learn\/wp-content\/uploads\/2022\/11\/16-293x300.webp 293w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<a name=\"openbb-learn-more\">\n\n\n\n<h2 class=\"wp-block-heading\">Where can I learn more about OpenBB?<\/h2>\n\n\n\n<p>To learn more about OpenBB, I advise visiting their <a href=\"https:\/\/openbb.co\/\">website<\/a>, reading the <a href=\"https:\/\/openbb-finance.github.io\/OpenBBTerminal\/\">documentation<\/a>, and checking out their <a href=\"https:\/\/github.com\/OpenBB-finance\/OpenBBTerminal\">GitHub<\/a> repo.<\/p>\n","protected":false},"excerpt":{"rendered":"<div class=\"pvc_clear\"><\/div>\n<p id=\"pvc_stats_18988\" class=\"pvc_stats total_only  \" data-element-id=\"18988\" style=\"\"><i class=\"pvc-stats-icon medium\" aria-hidden=\"true\"><svg aria-hidden=\"true\" focusable=\"false\" data-prefix=\"far\" data-icon=\"chart-bar\" role=\"img\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\" class=\"svg-inline--fa fa-chart-bar fa-w-16 fa-2x\"><path fill=\"currentColor\" d=\"M396.8 352h22.4c6.4 0 12.8-6.4 12.8-12.8V108.8c0-6.4-6.4-12.8-12.8-12.8h-22.4c-6.4 0-12.8 6.4-12.8 12.8v230.4c0 6.4 6.4 12.8 12.8 12.8zm-192 0h22.4c6.4 0 12.8-6.4 12.8-12.8V140.8c0-6.4-6.4-12.8-12.8-12.8h-22.4c-6.4 0-12.8 6.4-12.8 12.8v198.4c0 6.4 6.4 12.8 12.8 12.8zm96 0h22.4c6.4 0 12.8-6.4 12.8-12.8V204.8c0-6.4-6.4-12.8-12.8-12.8h-22.4c-6.4 0-12.8 6.4-12.8 12.8v134.4c0 6.4 6.4 12.8 12.8 12.8zM496 400H48V80c0-8.84-7.16-16-16-16H16C7.16 64 0 71.16 0 80v336c0 17.67 14.33 32 32 32h464c8.84 0 16-7.16 16-16v-16c0-8.84-7.16-16-16-16zm-387.2-48h22.4c6.4 0 12.8-6.4 12.8-12.8v-70.4c0-6.4-6.4-12.8-12.8-12.8h-22.4c-6.4 0-12.8 6.4-12.8 12.8v70.4c0 6.4 6.4 12.8 12.8 12.8z\" class=\"\"><\/path><\/svg><\/i> <img decoding=\"async\" width=\"16\" height=\"16\" alt=\"Loading\" src=\"https:\/\/algotrading101.com\/learn\/wp-content\/plugins\/page-views-count\/ajax-loader-2x.gif\" border=0 \/><\/p>\n<div class=\"pvc_clear\"><\/div>\n<p>Table of contents: What is OpenBB? OpenBB is an open-sourced investment research platform. Link: https:\/\/openbb.co What is OpenBB used for? OpenBB is primarily used by investors, quants, and traders to create reports, perform investment research, create custom charts and analyses, optimize portfolios, run sentiment and machine learning analyses, and more. Why should I use OpenBB? [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":19002,"comment_status":"closed","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"_lmt_disableupdate":"no","_lmt_disable":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[3,2],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>OpenBB - An Introductory Guide to Investment Research - AlgoTrading101 Blog<\/title>\n<meta name=\"description\" content=\"OpenBB is an open-sourced investment research platform. 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