Tutorials

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.

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.