Advanced Search
Short introduction to advanced search
OpenBB Terminal Pro's advanced search is a powerful tool that enables you to perform a wide range of tasks swiftly and efficiently.
The search is divided into the five main categories:
Securities: This category displays securities that match your search criteria. It's not limited to symbol matches; it also includes company names. For instance, a search for 'Sales' will return 'Salesforce', which has the ticker symbol 'CRM'.
Templates: These are pre-designed layouts developed by OpenBB, but you can also create your own. Templates save the location of widgets in a dashboard, allowing you to quickly set up a dashboard with your chosen ticker.
Widgets: These are the primary components of the dashboards. Each widget contains financial data that can enhance your research. This category is your go-to place for such data.
Actions: If you're unable to locate a specific action like 'settings', 'data connectors', 'change theme', etc., you can find it directly in the actions category.
All: This category combines results from all of the above categories.