📊 OpenBB Terminal - AI-Powered Investment Research

Professional-grade financial analysis powered by OpenBB Platform - Comprehensive equity research, cryptocurrency analysis, macroeconomic insights, and portfolio management, all integrated with Claude's AI capabilities.

🎯 What This Plugin Does

Transform Claude Code into a powerful investment research terminal using OpenBB's open-source financial data platform.

Features:

• 📈 Equity Analysis - Stocks, fundamentals, technicals, analyst ratings
• 💰 Crypto Analysis - On-chain metrics, DeFi, whale tracking, sentiment
• 🌍 Macro Economics - GDP, inflation, rates, employment data
• 💼 Portfolio Management - Performance tracking, optimization, rebalancing
• 📊 Options Analysis - Chains, Greeks, strategies, unusual activity
• 🤖 AI Research - Automated investment thesis generation

🚀 Quick Start

Installation

# Add marketplace
/plugin marketplace add jeremylongshore/claude-code-plugins

# Install OpenBB Terminal plugin
/plugin install openbb-terminal@claude-code-plugins-plus

Prerequisites

# Install OpenBB Platform (Python 3.9.21 - 3.12)
pip install openbb

# Optional: Install with specific data providers
pip install openbb[all]  # All providers
pip install openbb[yfinance]  # Just Yahoo Finance

Basic Usage

# Analyze a stock
/openbb-equity AAPL

# Check crypto market
/openbb-crypto BTC

# Review portfolio
/openbb-portfolio --analyze

# Macro overview
/openbb-macro --country=US

# Options analysis
/openbb-options SPY

# AI research report
/openbb-research TSLA --depth=deep

FREE Data Sources: No Paid Subscriptions Required

Use OpenBB Terminal with 100% free data providers - no Bloomberg, Refinitiv, or premium API costs.

Quick Comparison

| Data Type | Paid Providers | FREE Providers | |-----------|---------------|----------------| | Stock Data | Bloomberg ($20K+/year) | Yahoo Finance: $0 | | Crypto Data | CoinMetrics ($500+/mo) | CoinGecko API: $0 | | Options Data | Intrinio ($200+/mo) | CBOE/NASDAQ (free): $0 | | Macro Data | Refinitiv ($1K+/mo) | FRED (Federal Reserve): $0 | | Fundamentals | FactSet ($12K+/year) | Alpha Vantage (free tier): $0 |

Annual Savings: $25,000-50,000 for professional-grade data.

Why Free Data Providers?

Benefits:

• Zero Cost: No subscription fees or API charges
• Professional Quality: Same data hedge funds use
• No Rate Limits: (with Yahoo Finance and FRED)
• Real-Time Data: 15-min delay for stocks, real-time for crypto
• Global Coverage: 50K+ stocks, 10K+ cryptos, 180+ countries

Free Provider Ecosystem:

• Yahoo Finance - Stocks, ETFs, indices, historical data
• Alpha Vantage - Fundamentals, technicals, forex (500 calls/day free)
• FRED (Federal Reserve) - 817K economic time series
• CoinGecko - 10K+ cryptos, free API
• CBOE/NASDAQ - Options chains (15-min delay)
• SEC EDGAR - 10-K, 10-Q, insider trades
• Census Bureau - US economic data
• World Bank - Global development indicators

Setup Guide (Free Tier Only)

1. Install OpenBB with Free Providers

# Install OpenBB Platform
pip install openbb

# Install ONLY free provider packages
pip install openbb[yfinance]  # Yahoo Finance (FREE)

# No need for paid providers!

2. Configure Free API Keys (Optional)

from openbb import obb

# Alpha Vantage (FREE tier: 500 calls/day)
# Get free key at: https://www.alphavantage.co/support/#api-key
obb.user.credentials.alpha_vantage_api_key = "YOUR_FREE_KEY"

# FRED (FREE, unlimited)
# Get free key at: https://fred.stlouisfed.org/docs/api/api_key.html
obb.user.credentials.fred_api_key = "YOUR_FREE_KEY"

# Save configuration
obb.user.save()

No credit card required for any of these keys.

3. Use Free Data Sources

from openbb import obb

# Stock data (Yahoo Finance - FREE)
stock_data = obb.equity.price.historical(
    symbol="AAPL",
    provider="yfinance"  # FREE
)

# Crypto data (CoinGecko - FREE)
crypto_data = obb.crypto.price.historical(
    symbol="BTC",
    provider="coingecko"  # FREE
)

# Macro data (FRED - FREE)
gdp_data = obb.economy.gdp(
    country="US",
    provider="fred"  # FREE
)

# Options data (CBOE - FREE)
options_chains = obb.derivatives.options.chains(
    symbol="SPY",
    provider="cboe"  # FREE
)

Cost Comparison

Premium Approach (Paid)

Annual Subscriptions:

• Bloomberg Terminal: $24,000/year
• Refinitiv Eikon: $12,000/year
• FactSet: $12,000/year
• Intrinio: $2,400/year
• CoinMetrics Pro: $6,000/year
• Total: $56,400/year

Free Approach (This Plugin)

Annual Subscriptions:

• Yahoo Finance: $0
• Alpha Vantage (free tier): $0
• FRED: $0
• CoinGecko: $0
• SEC EDGAR: $0
• Total: $0/year

Savings: $56,400/year with comparable data quality.

Free vs Paid: Data Quality Comparison

| Metric | Paid (Bloomberg) | FREE (Yahoo + FRED) | |--------|------------------|---------------------| | Stock Prices | Real-time | 15-min delay ⚠️ | | Historical Data | 30+ years | 20+ years ✅ | | Fundamentals | Instant updates | Daily updates ✅ | | Macro Data | Proprietary | Official (Fed, Census) ✅ | | Options Chains | Real-time | 15-min delay ⚠️ | | Crypto Data | Premium exchanges | CoinGecko aggregate ✅ | | Cost | $24K/year | $0/year ✅ |

15-min delay is acceptable for 99% of investors (day traders excluded).

Migration Examples

Before (Paid Premium)

# Using Bloomberg (requires $24K/year subscription)
import blpapi

session = blpapi.Session()
session.start()
# ... Bloomberg API calls

Annual Cost: $24,000

After (Free Providers)

# Using Yahoo Finance (FREE)
from openbb import obb

data = obb.equity.price.historical(
    symbol="AAPL",
    provider="yfinance"
)

Annual Cost: $0

Same historical data, zero cost.

Real Use Cases with Free Data

1. Stock Portfolio Analysis

from openbb import obb

# Get stock data (Yahoo Finance - FREE)
aapl = obb.equity.price.historical("AAPL", provider="yfinance")
msft = obb.equity.price.historical("MSFT", provider="yfinance")
googl = obb.equity.price.historical("GOOGL", provider="yfinance")

# Fundamentals (Alpha Vantage - FREE)
aapl_fundamentals = obb.equity.fundamental.overview(
    "AAPL",
    provider="alpha_vantage"
)

Cost: $0 (vs Bloomberg: $24K/year)

2. Crypto Market Analysis

# Crypto prices (CoinGecko - FREE)
btc = obb.crypto.price.historical("BTC", provider="coingecko")
eth = obb.crypto.price.historical("ETH", provider="coingecko")

# Market cap, volume, 24h change - all FREE

Cost: $0 (vs CoinMetrics: $6K/year)

3. Macroeconomic Research

# US GDP (FRED - FREE)
gdp = obb.economy.gdp(country="US", provider="fred")

# Inflation (FRED - FREE)
cpi = obb.economy.cpi(country="US", provider="fred")

# Unemployment (FRED - FREE)
unemployment = obb.economy.unemployment(country="US", provider="fred")

Cost: $0 (vs Refinitiv: $12K/year)

Free Tier Limitations

Alpha Vantage Free Tier:

• 500 API calls/day (enough for most users)
• 5 API calls/minute
• Solution: Cache data locally

Yahoo Finance:

• No official rate limits (generous)
• 15-minute delay on real-time data
• Solution: Perfect for investors (not day traders)

CoinGecko:

• 10-50 calls/minute (free)
• Solution: More than enough for crypto analysis

When Free Data Is NOT Enough

Use paid providers if:

• You're a day trader (need real-time data)
• You trade options actively (need instant chains)
• You need proprietary alternative data
• Your firm requires Bloomberg for compliance
• You manage $10M+ AUM professionally

For everyone else: Free data providers are sufficient.

Hybrid Approach: Mostly Free

Best of both worlds: Use free data 95% of the time, paid for critical needs.

from openbb import obb

# Default to FREE providers
obb.user.preferences.data_source = "yfinance"  # FREE

# Only use paid when specifically needed
critical_data = obb.equity.price.historical(
    symbol="AAPL",
    provider="polygon"  # Paid (only when required)
)

Cost Reduction: 95% savings ($1,200/year vs $24K/year)

Resources

• Yahoo Finance: finance.yahoo.com (FREE forever)
• Alpha Vantage: alphavantage.co (FREE tier)
• FRED API: fred.stlouisfed.org/docs/api (FREE)
• CoinGecko: coingecko.com/api (FREE tier)
• OpenBB Docs: docs.openbb.co

Bottom Line: For 99% of investors, free data providers offer Bloomberg-quality data at $0/year.

⚠️ Rate Limits & API Requirements

IMPORTANT: Tom (@TomLucidor) asked us to document the REAL constraints. Here they are - no marketing, just facts.

Free API Comparison Table

| Provider | Daily Limit | Per-Minute | Registration | API Key | IP Tracking | Best For | |----------|-------------|------------|--------------|---------|-------------|----------| | Yahoo Finance | ~2,000/hour | ~100/min | ❌ No | ❌ No | ⚠️ Soft bans | Stock quotes, historical data | | Alpha Vantage | 25/day | 5/min | ✅ Email | ✅ Required | ✅ Yes | Fundamentals, technicals | | FRED | Unlimited | 120/min | ✅ Email | ✅ Required | ❌ No | Economic data | | SEC EDGAR | Unlimited | 10/sec | ❌ No | ❌ No | ⚠️ User-Agent | Company filings | | CoinGecko | Unlimited | 50/min | ❌ Optional | ❌ Optional | ⚠️ Soft limits | Crypto data | | IEX Cloud | 50K/month | 100/sec | ✅ Email | ✅ Required | ❌ No | Stock data (free tier) |

Detailed Limits by Provider

1. Alpha Vantage (Fundamentals & Technicals)

FREE TIER REALITY:

• ❌ NOT 500/day (that's outdated info from 2018)
• ✅ Actually 25 API calls/day (since 2022)
• ✅ 5 calls/minute max
• ✅ Email signup required (no credit card)
• ✅ Single IP per API key

Registration Steps:

1. Go to: https://www.alphavantage.co/support/#api-key
2. Enter email (no verification link, instant key)
3. Copy API key (starts with uppercase letters)
4. Add to OpenBB: obb.user.credentials.alpha_vantage_api_key = "KEY"

Agent Strategy for 25/day Limit:

# Strategy 1: Cache aggressively (24-hour TTL)
from functools import lru_cache
import time

@lru_cache(maxsize=100)
def get_fundamentals(symbol):
    # Cached for full day
    return obb.equity.fundamental.overview(
        symbol=symbol,
        provider="alpha_vantage"
    )

# Strategy 2: Batch symbols intelligently
symbols_to_analyze = ["AAPL", "GOOGL", "MSFT", "TSLA", "NVDA"]

# Don't use all 25 calls on 25 stocks!
# Use 1 call for overview, then cache
for symbol in symbols_to_analyze[:25]:  # Max 25
    data = get_fundamentals(symbol)  # Only fetches once per symbol

# Strategy 3: Fallback chain
def get_stock_data(symbol):
    try:
        # Try Alpha Vantage first (most detailed)
        return obb.equity.price.historical(symbol, provider="alpha_vantage")
    except RateLimitError:
        # Fallback to Yahoo Finance (unlimited)
        return obb.equity.price.historical(symbol, provider="yfinance")

When You Hit the Limit:

• Error: "Thank you for using Alpha Vantage! Our standard API call frequency is 5 calls per minute and 25 calls per day."
• Wait time: 24 hours until reset (resets at midnight UTC)
• Workaround: Use Yahoo Finance for price data, only use Alpha Vantage for fundamentals

Upgrade Path:

• $49.99/month: 75 calls/minute, 100K calls/month
• Probably not worth it - use Yahoo Finance instead

2. Yahoo Finance (Stock Quotes & Historical Data)

FREE TIER REALITY:

• ✅ ~2,000 requests/hour (undocumented soft limit)
• ✅ ~100 requests/minute
• ✅ No registration (truly anonymous)
• ✅ No API key (uses Python library yfinance)
• ⚠️ IP tracking (can get soft-banned for aggressive scraping)

How It Actually Works:

# Yahoo Finance doesn't have "official" API
# Uses yfinance library which scrapes website

import yfinance as yf

# This doesn't count against Alpha Vantage limit
ticker = yf.Ticker("AAPL")
hist = ticker.history(period="1y")  # FREE, unlimited (sort of)

Agent Strategy for IP-Based Limits:

# Strategy 1: Respect rate limits (self-impose)
import time

class YFinanceCoordinator:
    def __init__(self):
        self.last_request = 0
        self.min_interval = 0.1  # 100ms between requests

    def get_data(self, symbol):
        # Wait if needed
        elapsed = time.time() - self.last_request
        if elapsed < self.min_interval:
            time.sleep(self.min_interval - elapsed)

        # Make request
        data = yf.Ticker(symbol).history(period="1d")
        self.last_request = time.time()
        return data

# Strategy 2: Batch downloads (yfinance supports this!)
symbols = ["AAPL", "GOOGL", "MSFT", "TSLA", "NVDA"]
data = yf.download(
    tickers=symbols,
    period="1mo",
    group_by='ticker',
    threads=True  # Parallel downloads (faster but more aggressive)
)

# Strategy 3: Cache locally
import pandas as pd
from datetime import datetime, timedelta

def get_cached_data(symbol, cache_hours=6):
    cache_file = f"/tmp/yf_{symbol}.csv"

    # Check cache age
    if os.path.exists(cache_file):
        age = time.time() - os.path.getmtime(cache_file)
        if age < cache_hours * 3600:
            return pd.read_csv(cache_file)

    # Fetch fresh data
    data = yf.Ticker(symbol).history(period="1y")
    data.to_csv(cache_file)
    return data

When You Get Soft-Banned:

• Symptom: Empty DataFrames or 404 errors
• Duration: Usually 1 hour
• Workaround: Use residential proxy or wait
• Prevention: Add 100ms delay between requests

3. SEC EDGAR (Company Filings)

FREE TIER REALITY:

• ✅ Unlimited requests (government data, public domain)
• ⚠️ 10 requests/second limit (hard limit since 2021)
• ⚠️ User-Agent header REQUIRED (must include email or get 403)
• ✅ No registration
• ✅ No API key

Registration Requirements: None! But you MUST set a User-Agent header with your email:

import requests

headers = {
    'User-Agent': 'YourCompany [email protected]'  # REQUIRED
}

# This works
response = requests.get(
    'https://www.sec.gov/cgi-bin/browse-edgar',
    headers=headers
)

# This gets 403 Forbidden
response = requests.get(
    'https://www.sec.gov/cgi-bin/browse-edgar'  # Missing User-Agent
)

Agent Strategy for 10/sec Limit:

import time
from collections import deque

class EDGARRateLimiter:
    def __init__(self):
        self.requests = deque(maxlen=10)  # Track last 10 requests

    def make_request(self, url):
        # Wait if we've made 10 requests in last second
        if len(self.requests) == 10:
            elapsed = time.time() - self.requests[0]
            if elapsed < 1.0:
                time.sleep(1.0 - elapsed)

        # Make request
        self.requests.append(time.time())
        return requests.get(url, headers={
            'User-Agent': 'OpenBB Terminal [email protected]'
        })

# Use with OpenBB
edgar = EDGARRateLimiter()
filings = edgar.make_request(
    f'https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=AAPL'
)

4. CoinGecko (Cryptocurrency Data)

FREE TIER REALITY:

• ✅ Unlimited requests/day (generous free tier)
• ⚠️ 50 calls/minute (soft limit)
• ✅ No registration (optional for higher limits)
• ✅ No API key (optional)

With Free API Key (Optional):

• 30-50 calls/minute (still free)
• More stable rate limits
• Get key at: https://www.coingecko.com/en/api

Agent Strategy:

# CoinGecko is actually generous - just add small delay
import time

def get_crypto_data(coin_id):
    time.sleep(1.2)  # 50/min = 1.2s per request
    return obb.crypto.price.historical(
        symbol=coin_id,
        provider="coingecko"
    )

Multi-Agent Resource Management (Single IP)

Scenario: 5 AI Agents Analyzing 100 Stocks

# DON'T: Each agent hammers APIs independently
# BAD - Will hit all rate limits in minutes!
for agent in agents:
    for stock in stocks:
        data = agent.fetch_data(stock)  # 500 API calls!

# DO: Centralized quota coordinator
class FinancialDataCoordinator:
    def __init__(self):
        self.alpha_vantage_calls_today = 0
        self.alpha_vantage_max = 25
        self.yfinance_last_request = 0
        self.cache = {}

    def get_data(self, symbol, agent_id):
        # Check cache first
        if symbol in self.cache:
            return self.cache[symbol]

        # Try Yahoo Finance (unlimited-ish)
        try:
            data = self.fetch_yfinance(symbol)
            self.cache[symbol] = data
            return data
        except RateLimitError:
            pass

        # Fallback to Alpha Vantage (use quota wisely)
        if self.alpha_vantage_calls_today < self.alpha_vantage_max:
            data = self.fetch_alpha_vantage(symbol)
            self.alpha_vantage_calls_today += 1
            self.cache[symbol] = data
            return data

        # Out of quota - return cached or error
        raise QuotaExceededError(f"Out of API calls. Used {self.alpha_vantage_calls_today}/25 Alpha Vantage calls today")

# All 5 agents share the same coordinator
coordinator = FinancialDataCoordinator()
for agent in agents:
    agent.data_source = coordinator

Upgrade Paths (When Free Tier Isn't Enough)

| Your Problem | Solution | Cost | |--------------|----------|------| | Alpha Vantage 25/day too low | Upgrade to $49.99/mo | $600/year (still way cheaper than Bloomberg) | | Yahoo Finance soft bans | Use IEX Cloud 50K/month free | $0 | | Need real-time data | Upgrade to IEX Cloud $9/mo | $108/year | | Need 100% uptime | Use Polygon.io $29/mo | $348/year | | Bloomberg-level features | Still 10x cheaper | $600-3,000/year vs $24K+ |

Summary: Can You Run 10 Agents on One IP?

✅ YES - if you're smart about it:

| Provider | Single IP Strategy | Max Agents Supported | |----------|-------------------|---------------------| | Yahoo Finance | Shared cache, 100ms delays | 10-20 agents | | Alpha Vantage | Centralized quota (25/day total) | Unlimited agents (shared quota) | | FRED | No limits! | Unlimited | | SEC EDGAR | 10/sec shared limit | 5-10 agents | | CoinGecko | 50/min shared | 10+ agents |

Key: Agents must coordinate, not compete for quota.

💡 Core Commands (6)

1. /openbb-equity - Stock Analysis

Complete equity analysis with fundamentals, technicals, and AI insights.

# Basic analysis
/openbb-equity AAPL

# Fundamental focus
/openbb-equity MSFT --analysis=fundamental

# Technical with custom period
/openbb-equity NVDA --analysis=technical --period=6m

# Complete deep-dive
/openbb-equity GOOGL --analysis=all --period=1y

Provides:

• Historical price data (OHLCV)
• Company fundamentals (P/E, EPS, ROE, margins)
• Analyst ratings and price targets
• Technical indicators (SMA, RSI, volume)
• AI-powered investment insights

2. /openbb-crypto - Cryptocurrency Analysis

Comprehensive crypto market analysis with on-chain data.

# Bitcoin analysis
/openbb-crypto BTC

# Ethereum DeFi metrics
/openbb-crypto ETH --metrics=defi

# Altcoin vs Bitcoin
/openbb-crypto LINK --vs=BTC --period=90d

# Social sentiment check
/openbb-crypto DOGE --metrics=social

Provides:

• Real-time price and volume data
• On-chain metrics (active addresses, hash rate, holders)
• DeFi analytics (TVL, staking, protocols)
• Social sentiment (Twitter, Reddit, news)
• Whale activity tracking
• AI market analysis

3. /openbb-macro - Macroeconomic Analysis

Global economic indicators and market implications.

# US macro overview
/openbb-macro --country=US --indicators=all

# UK inflation focus
/openbb-macro --country=UK --indicators=inflation

# China GDP analysis
/openbb-macro --country=CN --indicators=gdp

Provides:

• GDP growth rates and forecasts
• Inflation metrics (CPI, PPI, PCE)
• Interest rates and central bank policy
• Employment data (unemployment, NFP)
• Market impact analysis

4. /openbb-portfolio - Portfolio Management

Performance tracking, risk analysis, and optimization.

# Analyze current portfolio
/openbb-portfolio --analyze

# Optimize allocation
/openbb-portfolio --optimize

# Compare to benchmark
/openbb-portfolio --benchmark=SPY

Provides:

• Total return and performance metrics
• Risk analysis (volatility, Sharpe, max drawdown)
• Asset allocation breakdown
• Rebalancing recommendations
• Position-level P/L tracking

5. /openbb-options - Options Analysis

Options chains, Greeks, and strategy analysis.

# Options chain analysis
/openbb-options AAPL

# Covered call strategy
/openbb-options SPY --strategy=covered-call

# Custom expiry
/openbb-options TSLA --expiry=30d

# Unusual activity scanner
/openbb-options NVDA --unusual-activity

Provides:

• Call/put options chains
• Greeks (Delta, Gamma, Theta, Vega)
• Implied volatility analysis
• Strategy recommendations
• Unusual options activity alerts

6. /openbb-research - AI Investment Research

Comprehensive AI-powered research reports.

# Deep research report
/openbb-research AAPL --depth=deep

# Quick thesis
/openbb-research MSFT --depth=quick --focus=thesis

# Risk analysis
/openbb-research TSLA --focus=risks

# Opportunity scanner
/openbb-research AMD --focus=opportunities

Generates:

• Executive summary
• Investment thesis
• Financial analysis
• Valuation assessment
• Risk factors
• Catalysts and price targets
• Actionable recommendations

🤖 AI Agents (4)

1. equity-analyst

Expert stock analyst specializing in fundamental and technical analysis.

Expertise:

• Financial statement analysis
• DCF and relative valuation models
• Technical indicators and chart patterns
• Investment thesis generation
• Risk assessment

Use with: /openbb-equity, /openbb-research

2. crypto-analyst

Cryptocurrency and digital asset specialist.

Expertise:

• On-chain analysis (network metrics, whale tracking)
• Tokenomics evaluation
• DeFi protocol assessment
• Market cycle analysis
• Crypto-specific technical analysis

Use with: /openbb-crypto, /openbb-research

3. portfolio-manager

Portfolio construction and risk management expert.

Expertise:

• Asset allocation optimization
• Risk-adjusted return maximization
• Rebalancing strategies
• Position sizing
• Performance attribution

Use with: /openbb-portfolio, all analysis commands

4. macro-economist

Macroeconomic analysis and policy expert.

Expertise:

• Business cycle analysis
• Central bank policy interpretation
• Inflation and growth dynamics
• Asset class implications
• Geopolitical risk assessment

Use with: /openbb-macro, /openbb-research

📚 Real-World Examples

Example 1: Stock Deep-Dive

# Step 1: Fundamental + technical analysis
/openbb-equity AAPL --analysis=all --period=1y

# Step 2: Get AI agent insights
Ask equity-analyst: "Analyze AAPL based on the data above. What's your investment recommendation?"

# Step 3: Check macro context
/openbb-macro --country=US --indicators=all

# Step 4: Generate comprehensive report
/openbb-research AAPL --depth=deep

Output: Complete investment case with buy/hold/sell recommendation and price targets.

Example 2: Crypto Portfolio Optimization

# Analyze holdings
/openbb-crypto BTC
/openbb-crypto ETH --metrics=defi
/openbb-crypto SOL --metrics=on-chain

# Get agent recommendations
Ask crypto-analyst: "I hold BTC (50%), ETH (30%), SOL (20%). Should I rebalance?"

# Check macro impact
/openbb-macro --indicators=inflation  # Crypto as inflation hedge?

# Portfolio integration
/openbb-portfolio --analyze  # See crypto in broader context

Example 3: Options Income Strategy

# Find covered call opportunity
/openbb-equity SPY --analysis=technical

# Check options chain
/openbb-options SPY --strategy=covered-call

# Analyze risk/reward
Ask equity-analyst: "SPY at $450. Is selling $470 calls for $2 premium a good covered call?"

# Monitor position
/openbb-portfolio --analyze

Example 4: Macro-Driven Portfolio Positioning

# Assess economic regime
/openbb-macro --country=US --indicators=all

# Get macro interpretation
Ask macro-economist: "Based on this data, are we early/mid/late cycle? What's the recession risk?"

# Adjust portfolio
Ask portfolio-manager: "Given this macro outlook, how should I position? What sectors to overweight?"

# Execute changes
/openbb-equity XLK  # Tech sector
/openbb-equity XLE  # Energy sector
/openbb-portfolio --optimize

🔧 Configuration

OpenBB API Keys (Optional)

For premium data, configure API keys:

from openbb import obb

# Set credentials
obb.user.credentials.fmp_api_key = "YOUR_KEY"  # Financial Modeling Prep
obb.user.credentials.polygon_api_key = "YOUR_KEY"  # Polygon.io
obb.user.credentials.alpha_vantage_api_key = "YOUR_KEY"  # Alpha Vantage

# Save configuration
obb.user.save()

Data Providers

OpenBB supports 100+ data providers:

• Free: Yahoo Finance, Alpha Vantage (limited)
• Freemium: Polygon, FMP, Intrinio
• Premium: Bloomberg, Refinitiv, FactSet

See OpenBB docs for full list.

📊 Data Coverage

Equity Data

• Stocks: 50,000+ global equities
• Indices: S&P 500, Nasdaq, Dow, international indices
• ETFs: 3,000+ ETFs and sector funds
• Historical: Up to 20+ years of data

Cryptocurrency

• Assets: 10,000+ cryptocurrencies
• Exchanges: Binance, Coinbase, Kraken, 20+ more
• DeFi: 1,000+ protocols on Ethereum, BSC, Polygon
• On-Chain: BTC, ETH, and major L1s

Macroeconomic

• Countries: 180+ countries
• Indicators: 200+ economic data series
• Central Banks: Fed, ECB, BOJ, BOE, PBOC
• Frequency: Daily, monthly, quarterly

Options

• Equities: All optionable US stocks
• Indices: SPX, NDX, RUT
• ETFs: SPY, QQQ, IWM, sector ETFs
• Expirations: All available dates

🎯 Use Cases

For Individual Investors

• Stock Screening: Find undervalued stocks with /openbb-equity
• Crypto Trading: Track market sentiment with /openbb-crypto
• Portfolio Tracking: Monitor performance with /openbb-portfolio
• Options Income: Generate income with /openbb-options

For Financial Analysts

• Research Reports: Auto-generate with /openbb-research
• Earnings Analysis: Deep-dive fundamentals
• Macro Forecasting: Economic scenario planning
• Comp Analysis: Compare valuation multiples

For Quants

• Factor Analysis: Extract data for backtests
• Risk Modeling: Calculate portfolio VaR
• Algo Development: API integration for strategies
• Performance Attribution: Decompose returns

For Portfolio Managers

• Asset Allocation: Optimize with /openbb-portfolio
• Rebalancing: Systematic rebalance triggers
• Risk Management: Monitor drawdowns
• Client Reporting: Automated performance reports

🔗 Integration

With Other Plugins

# With ai-commit-gen (track research as commits)
/openbb-research AAPL --depth=deep
/commit  # Commit research notes

# With overnight-dev (run backtests overnight)
/overnight-dev "Backtest AAPL trading strategy using OpenBB data"

# With git-commit-smart (version research)
/gc  # Smart commit research findings

With External Tools

• Excel/Sheets: Export data via pandas .to_csv()
• Jupyter Notebooks: Run OpenBB commands in notebooks
• Trading Platforms: Use data for order execution
• Portfolio Trackers: Import holdings and performance

⚙️ Advanced Features

Custom Analysis Workflows

Create custom research pipelines:

# Multi-stock comparison
for ticker in ["AAPL", "MSFT", "GOOGL"]:
    /openbb-equity {ticker} --analysis=all
    Ask equity-analyst: "Quick assessment of {ticker}"

# Sector rotation analysis
sectors = ["XLK", "XLE", "XLF", "XLV", "XLI"]
for sector in sectors:
    /openbb-equity {sector}
    /openbb-macro --impact=sector

# Crypto basket strategy
cryptos = ["BTC", "ETH", "SOL", "AVAX"]
for crypto in cryptos:
    /openbb-crypto {crypto} --metrics=all

Automated Alerts

Set up monitoring:

# Price alerts
if current_price < sma_200:
    print(f"🚨 {ticker} below 200-day SMA - potential buy")

# Volatility alerts
if portfolio_vol > target_vol * 1.5:
    print("⚠️  Portfolio risk elevated - rebalance needed")

# Macro alerts
if inflation_yoy > 4.0:
    print("🔥 High inflation - consider inflation hedges")

📖 Documentation

• OpenBB Platform Docs: https://docs.openbb.co/platform
• API Reference: https://docs.openbb.co/platform/reference
• Data Providers: https://docs.openbb.co/platform/data_providers
• GitHub: https://github.com/OpenBB-finance/OpenBB

🚨 Important Notes

Disclaimers

• Not Financial Advice: All analysis is for informational purposes only
• Do Your Own Research: Always verify data and consult professionals
• Risk Disclosure: Past performance doesn't guarantee future results
• Data Accuracy: Verify critical data from multiple sources

Data Limitations

• Free Tier: 15-20 minute delays on some data
• API Limits: Rate limits apply (varies by provider)
• Coverage: Not all assets have complete data
• Historical: Survivorship bias in long-term data

🤝 Contributing

Help improve this plugin:

1. Report issues with specific commands
2. Suggest new analysis workflows
3. Share custom agent configurations
4. Contribute example use cases

📜 License

MIT License - See LICENSE file for details.

OpenBB Platform: Apache 2.0 License

🙋 Support

• Plugin Issues: https://github.com/jeremylongshore/claude-code-plugins/issues
• OpenBB Issues: https://github.com/OpenBB-finance/OpenBB/issues
• Discord: https://discord.gg/openbb (OpenBB community)
• Discussions: https://github.com/jeremylongshore/claude-code-plugins/discussions

Transform Claude Code into a professional investment research terminal. Install now and start analyzing! 📊🚀