Templates

OpenBB Add-In for Excel offered by OpenBB. These templates are designed to help you perform a variety of tasks, from equity analysis to economic analysis. They can be used as-is or customized to suit your needs.

Excel templates

You can find these templates available within the Terminal Pro on the "Templates" section on the sidebar.

Once clicking on "Download Template" (e.g. for "Equity Analysis"), users will be able to access an Excel spreadsheet like the one shown below.

If you have your OpenBB Add-in for Excel installed (instructions here) you will be able to change a ticker on the spreadsheet and all the values are automatically updated.

Below you can find what templates are available.

Equity analysis

This workbook offers access to data from the Equity dashboard in OpenBB Terminal Pro, presenting key equity information across tabs, including company details, financial metrics, comparative analysis, ownership insights, event calendars, and analyst estimates.

Equity snapshot

This workbook compares different stock peers based on their stock performance and fundamental data.