Tutorials

Bring your own data
This guide provides detailed instructions on how to import your own data into Terminal Pro using various methods. This allows for greater flexibility and customization in data analysis.
Customizability
Learn how to customize your Terminal Pro experience to suit your specific needs and preferences.
AI Insights
Discover how to leverage AI-powered insights to enhance your analysis and decision-making process in Terminal Pro.
Earnings Update
Learn how to efficiently track and analyze earnings updates for your selected companies using Terminal Pro.
Layouts and Watchlist
In this workflow you will create a new dashboard from the analyst template, add a new ticker to the Watchlist and then change the selection to the newly added ticker.
Create a custom report
In this guide, learn how to create a custom report using OpenBB Terminal Pro, including creating a new dashboard, adding widgets, creating a group, and exporting to PDF.
Leverage AI
This workflow is about leveraging AI to enhance your workflow. You will chat with a News article and ask it to summarize the main points, use OpenBB copilot to change the theme from light to dark or vice versa, and chat with the Earning Transcript to compare a company's performance with the last quarter.
Charts from raw data
In this guide, learn how to build your own charts from raw data using OpenBB Terminal Pro. You will create a chart to visualize the EBITDA ratio trends over the past 5 years using the Income Statement widget, update the Chart title, and download the Chart to PNG.
Overlay time series
This workflow involves overlaying time series from multiple asset classes. You will plot the price performance of the S&P 500 together with your favorite stock, overlay the Financials (Revenue / EBITDA / Net Income) of your favorite stock with its price, and overlay the GDP growth rate with the Unemployment rate of the US.