openbb 2.1.0

Investment Research for Everyone, Anywhere.

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title: Installation sidebar_position: 2

Installation

We provide a simple installation method in order to utilize the OpenBB SDK. You must first create an environment, which allows you to isolate the SDK from the rest of your system. It is our recommendation that you utilize a conda environment because there are optional features, such as forecast, that utilize libraries that are specifically sourced from conda-forge. Due to this, if you do not use a conda environment, you will not be able to use some of these features. As such, the installation steps will be written under the assumption that you are using conda.

Steps

:::note NOTE Make sure you meet all requirements before proceeding. :::

1. Install Miniconda

Download the x86_64 Miniconda for your respective system and follow along with it's installation instructions. The Miniconda architecture MUST be x86_64 in order to use certain features.

2. Create the virtual environment

conda create -n obb python=3.9.6 -y

3. Activate the virtual environment

conda activate obb

4. Install OpenBB SDK Core package

pip install openbb

5. (Optional) Install the Toolkits

5.1 If you would like to use the Portfolio Optimization features

:::note NOTE If on Apple Silicon Macs (M1/M2) you will need to install dependency from conda-forge first

conda install -c conda-forge cvxpy=1.2.2 -y

:::

Install the Portfolio Optimization Toolkit

pip install "openbb[optimization]"

5.2 If you would like ML Forecasting features

:::note NOTE If on Apple Silicon Macs (M1/M2) you will need to install the dependency from conda-forge first

conda install -c conda-forge lightgbm=3.3.3 -y

:::

Install the Forecasting Toolkit

pip install "openbb[prediction]"

5.3 If you would like to use both Portfolio Optimization and ML forecast features

:::note NOTE If on Apple Silicon Macs (M1/M2) you will need to install the dependencies from conda-forge first

conda install -c conda-forge lightgbm=3.3.3 cvxpy=1.2.2 -y

:::

Install all Toolkits

pip install "openbb[all]"

Congratulations! You have successfully installed openbb on an environment and are now able to begin using it. However, it is important to note that if you close out of your CLI you must re-activate your environment in order begin using it again. This can be done with the following:

conda activate obb

The OpenBB SDK can be imported to a Jupyter Notebook or any code editor with, from openbb_terminal.sdk import openbb as explained in the How to use the SDK guides. By following the above process, the OpenBB Terminal is automatically included as well which can be ran by typing openbb.