openbb 4.0.0b1

OpenBB

OpenBB is committed to build the future of investment research by focusing on an open source infrastructure accessible to everyone, everywhere.
Check our website at openbb.co

OpenBB Platform Overview

The OpenBB Platform provides a convenient way to access raw financial data from multiple data providers. The package comes with a ready to use REST API - this allows developers from any language to easily create applications on top of OpenBB Platform.

Installation

The command below provides access to the core functionalities behind the OpenBB Platform.

pip install openbb --pre

To install extensions that expand the core functionalities specify the extension name or use all to install all.

# Install single extension, e.g. openbb-charting
pip install openbb[charting] --pre

# Install all available extensions
pip install openbb[all] --pre

The --pre flag is required to install the latest alpha version.

Note: These instruction are specific to v4. For installation instructions and documentation for v3 go to our website.

Python

>>> from openbb import obb
>>> output = obb.equity.price.historical("AAPL")
>>> df = output.to_dataframe()
>>> df.head()
              open    high     low  ...  change_percent             label  change_over_time
date                                ...
2022-09-19  149.31  154.56  149.10  ...         3.46000  September 19, 22          0.034600
2022-09-20  153.40  158.08  153.08  ...         2.28000  September 20, 22          0.022800
2022-09-21  157.34  158.74  153.60  ...        -2.30000  September 21, 22         -0.023000
2022-09-22  152.38  154.47  150.91  ...         0.23625  September 22, 22          0.002363
2022-09-23  151.19  151.47  148.56  ...        -0.50268  September 23, 22         -0.005027

[5 rows x 12 columns]

API keys

To fully leverage the OpenBB Platform you need to get some API keys to connect with data providers. Here are the 3 options on where to set them:

1. OpenBB Hub
2. Runtime
3. Local file

1. OpenBB Hub

Set your keys at OpenBB Hub and get your personal access token from https://my.openbb.co/app/sdk/pat to connect with your account.

>>> from openbb import obb
>>> openbb.account.login(pat="OPENBB_PAT")

2. Runtime

>>> from openbb import obb
>>> obb.user.credentials.fmp_api_key = "REPLACE_ME"
>>> obb.user.credentials.polygon_api_key = "REPLACE_ME"

>>> # Persist changes in ~/.openbb_platform/user_settings.json
>>> obb.account.save()

3. Local file

You can specify the keys directly in the ~/.openbb_platform/user_settings.json file.

Populate this file with the following template and replace the values with your keys:

{
  "credentials": {
    "fmp_api_key": "REPLACE_ME",
    "polygon_api_key": "REPLACE_ME",
    "benzinga_api_key": "REPLACE_ME",
    "fred_api_key": "REPLACE_ME"
  }
}

REST API

The OpenBB Platform comes with a ready to use REST API built with FastAPI. Start the application using this command:

uvicorn openbb_platform.platform.core.openbb_core.api.rest_api:app --host 0.0.0.0 --port 8000 --reload

Check openbb-core README for additional info.

Install for development

To develop the OpenBB Platform you need to have the following:

• Git
• Python 3.8 or higher
• Virtual Environment with poetry and toml packages installed
  • To install these packages activate your virtual environment and run pip install poetry toml

How to install the platform in editable mode?

1. Activate your virtual environment
2. Navigate into the openbb_platform folder
3. Run python dev_install.py to install the packages in editable mode