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Getting Started

Requirements​

  • The OpenBB Add-in for Excel is available on the following platforms: Windows (Microsoft 365), Mac (Microsoft 365), Excel on the web.
  • Access to OpenBB Workspace. If you don't have access you can sign up here.

Installation​

The OpenBB Add-in for Excel is available on the Microsoft AppSource. It can be installed by an administrator or by individual users.

Individual user​

  1. Open Microsoft Excel.
  2. Go to Home tab.
  3. Click in the Add-ins button and then More add-ins.
  4. In the Office Add-ins dialog box STORE tab, search for OpenBB and select the add-in.
  5. Click Add.

Administrator​

  1. Go to Microsoft 365 admin center.
  2. Click Settings > Integrated apps.
  3. Click Get apps.
  4. Search for OpenBB and select the add-in.
  5. Click Get in now.
  6. Go through the deployment wizard to complete the installation.

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