Basics

The OpenBB Add-in for Excel provides direct access to the OpenBB platform, where each function implements the following pattern:

• OBB.[MENU].[SUB_MENU].[COMMAND]

tip

Use the <TAB> key to autocomplete the function name after typing =OBB.

Examples:

1. Getting balance sheet data for a stock:

   =OBB.EQUITY.FUNDAMENTAL.BALANCE("AAPL")

2. Getting the latest news for a stock:

   =OBB.NEWS.COMPANY("AAPL")

3. Getting the earnings calendar:

   =OBB.EQUITY.CALENDAR.IPO(,"2023-11-20")

tip

If you want to skip a parameter use comma (or semi-colon depending on your number separator) without any value. In example iii. we are skipping the first parameter (symbol).

Advanced