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OpenBB Tutorial |
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Democratize investment research with OpenBB's comprehensive financial data and analysis platform.
OpenBB is an open-source investment research platform that provides access to financial data, analytics, and research tools. Originally forked from Gamma Technologies' Gamestonk Terminal, OpenBB has evolved into a comprehensive platform for investment research, data analysis, and portfolio management.
- 📊 Financial Data Access - 100+ data sources and APIs
- 📈 Technical Analysis - Advanced charting and indicators
- 🤖 Quantitative Analysis - Statistical modeling and backtesting
- 📰 News & Research - Real-time news and research aggregation
- 💼 Portfolio Management - Position tracking and risk analysis
- 🔧 Extensible Architecture - Custom extensions and integrations
- 🌐 Web Interface - User-friendly web-based platform
- repository:
OpenBB-finance/OpenBB - stars: about 63.2k
- latest release:
ODP(published 2026-02-09)
graph TB
subgraph "Data Layer"
A[Financial APIs]
B[Market Data]
C[Economic Indicators]
D[Alternative Data]
end
subgraph "Core Layer"
E[Data Processing]
F[Analysis Engine]
G[Portfolio Manager]
H[Risk Engine]
end
subgraph "Interface Layer"
I[Terminal Interface]
J[Web Platform]
K[API Endpoints]
L[Python SDK]
end
subgraph "Extension Layer"
M[Custom Providers]
N[Analysis Modules]
O[Integration Hooks]
end
A --> E
B --> E
C --> E
D --> E
E --> F
F --> I
F --> J
F --> K
F --> L
M --> F
N --> F
O --> F
| Chapter | Topic | Time | Difficulty |
|---|---|---|---|
| 01-getting-started | Installation & Setup | 20 min | 🟢 Beginner |
| 02-data-access | Financial Data Sources | 35 min | 🟢 Beginner |
| 03-technical-analysis | Charts & Technical Indicators | 45 min | 🟡 Intermediate |
| 04-quantitative-analysis | Statistical Analysis & Modeling | 50 min | 🟡 Intermediate |
| 05-portfolio-management | Portfolio Tracking & Optimization | 40 min | 🟡 Intermediate |
| 06-research-automation | Automated Research Workflows | 55 min | 🔴 Expert |
| 07-custom-extensions | Building Custom Extensions | 45 min | 🔴 Expert |
| 08-enterprise-deployment | Enterprise Setup & Scaling | 50 min | 🔴 Expert |
By the end of this tutorial, you'll be able to:
- ✅ Install and configure OpenBB Platform
- ✅ Access financial data from multiple sources
- ✅ Perform technical analysis and charting
- ✅ Build quantitative models and backtests
- ✅ Manage investment portfolios
- ✅ Create automated research workflows
- ✅ Develop custom extensions and integrations
- ✅ Deploy OpenBB in enterprise environments
- CPU: 2+ cores recommended
- RAM: 4GB+ recommended
- Storage: 10GB+ for data and models
- OS: Linux, macOS, or Windows
- Python 3.8+
- pip package manager
- Git
- Optional: Docker for containerized deployment
- Basic Python programming
- Understanding of financial markets
- Familiarity with data analysis concepts
# Install OpenBB Platform
pip install openbb
# Launch the platform
openbb
# Access web interface
openbb --web# Pull and run OpenBB container
docker run -p 8501:8501 ghcr.io/openbb-finance/openbb:latest
# Or use Docker Compose
curl https://raw.githubusercontent.com/OpenBB-finance/OpenBB/main/docker-compose.yml -o docker-compose.yml
docker-compose up- From basic installation to enterprise deployment
- Real-world investment research workflows
- Production-ready configurations
- Hands-on financial data analysis
- Portfolio management techniques
- Custom extension development
- Scalable deployment patterns
- Security and compliance considerations
- Integration with existing systems
- Technical analysis techniques
- Quantitative modeling approaches
- Risk management strategies
- Stock analysis and screening
- Market trend identification
- Economic indicator monitoring
- Competitor analysis
- Position tracking and monitoring
- Risk assessment and management
- Performance attribution analysis
- Rebalancing optimization
- Strategy development and backtesting
- Risk modeling and stress testing
- Performance analytics
- Automated trading signals
- Custom report generation
- Data visualization and dashboards
- Client presentation materials
- Regulatory compliance reporting
Found an issue or want to improve this tutorial? Contributions are welcome!
- Fork this repository
- Create a feature branch
- Make your changes
- Submit a pull request
Special thanks to the OpenBB development team and the open-source community for creating this powerful investment research platform!
Ready to democratize investment research? Let's dive into Chapter 1: Getting Started! 🚀
- Start Here: Chapter 1: Getting Started with OpenBB
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