Getting Started

The forecasting menu allows quants, data scientists and AI enthusiasts to forecast asset prices utilizing state-of-the-art Machine Learning (ML) models. These can be trained by combining multiple financial time series, and allows out-of-the-box feature engineering.

Price predictionFeature EngineeringBring your own data

Select one of several of the latest state-of-the-art models (from regression to transformers and LSTM) to predict any asset price. As an input, any type of financial time series can be utilized.

The OpenBB Terminal features the tools to export data to Excel and provides scripting capabilities through .openbb scripts. This allow users to execute routines which can be any combination of commands within the OpenBB Terminal, being able to perform an instant advanced analysis of any instrument. Furthermore, the .openbb scripts can also serve as documentation for research projects on how the regression results have been achieved.

Export any data to ExcelCreate and run your own scriptCommands pipeline

By using the --export argument, export any data you wish directly to an Excel workbook or other file type.

This menu gives you the ability to create a due diligence report template with Jupyter notebook and run it with different parameters each time. Create your own investment research workflow and save something more important than money: time.

Create your rulesDefine sectionsBuild any type of reportSave and share

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.

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

Interactive PlottingReal-time watchlistComplete customizability

Delve deeper into currency futures and take advantage of the plotting functionalities of the Plotly library to build more interactive plots.

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.

Portfolio optimizationPortfolio PerformanceRolling Sharpe RatioRisk Contributions

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

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.

Time series regressionNormalityAutocorrelationCo-integration

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

Export any dataset whether that is a text file (xlsx, csv) or figure (png, jpeg). Import your own proprietary datasets within OpenBB locally without needing to compromise your alpha.

Export any textExport any imageImport any data

By using the '--export' argument, export any data with the format you desire, e.g. `--export xlsx'