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Interactive Charts

Short introduction on interactive charts

A common type of output in OpenBB are interactive charts which open in a separated window (due to our open source PyWry technology). The OpenBB charting library provides interactive and highly customizable charts.

Charting cheat sheet

Group 653

Toolbar​

Chart Tools

The toolbar is located at the bottom of the window, and provides methods for:

  • Panning and zooming.
  • Modifying the title and axis labels.
  • Adjusting the hover read out.
  • Toggling light/dark mode.
  • Annotating and drawing.
  • Exporting raw data.
  • Saving the chart as an image.
  • Adding supplementary external data as an overlay.

The label for each tool is displayed by holding the mouse over it.

The toolbar's visibility can be toggled utilizing the ctrl + h shortcut.

Text Tools​

Annotate a chart by clicking on the Add Text button, or with the keyboard, ctrl + t.

Annotate Charts

Enter some text, make any adjustments to the options, then submit. Place the crosshairs over the desired data point and click to place the text.

Place Text

After placement, the text can be updated or deleted by clicking on it again.

Delete Annotation

Change Titles​

The title of the chart is edited by clicking the button, Change Titles, near the middle center of the toolbar, immediately to the right of the Add Text button.

Draw Tools​

Edit Colors

The fourth group of icons on the toolbar are for drawing lines and shapes.

  • Edit the colors.
  • Draw a straight line.
  • Draw a freeform line.
  • Draw a circle.
  • Draw a rectangle.
  • Erase a shape.

To draw on the chart, select one of the four drawing buttons and drag the mouse over the desired area. Click on any existing shape to modify it by dragging with the mouse and editing the color, or remove it by clicking the toolbar button, Erase Active Shape. The edit colors button will pop up as a floating icon, and clicking on that will display the color palette.

Export Tools​

The two buttons at the far-right of the toolbar are for saving the raw data or, to save an image file of the chart at the current panned and zoomed view.

Export Tools

Overlay​

The button, Overlay chart from CSV, provides an easy import method for supplementing a chart with additional data. Clicking on the button opens a pop-up dialogue to select the file, column, and whether the overlay should be a bar, candlestick, or line chart. As a candlestick, the CSV file must contain OHLC data. The import window can also be opened with the keyboard, ctrl-o.

Overlay CSV

After choosing the file to overlay, select what to show and then click on Submit.

Overlay Options

Overlay Chart

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