Automate Your Financial Research with the OpenBB Terminal

Introduction to OpenVB Terminal and Routines

In this section, Adelia Lobch, the CEO of OpenVB, introduces the OpenVB terminal and discusses the concept of routines that allow for faster investment research.

The OpenVB Terminal

• Adelia Lobch introduces herself as the CEO of OpenVB and talks about the OpenVB terminal.

• The tools available in the market do not allow for automation of investment research.

• A brief introduction to the OpenVB terminal is given.

• The latest stable version of the terminal is shown.

Using Commands and Data Sources

• Menus are introduced in the terminal which provide access to commands, data sources, and more menus.

• Loading Apple's price using integration mark is demonstrated.

• Exporting data in CSV format or giving it a file name is shown.

Introduction to Routines

• The need for faster investment research led to creating pipelines of commands called routines.

• Technical analysis menu is used as an example where multiple commands can be combined into a pipeline.

• Creating pipelines allows users to save time by not having to write repetitive commands for each ticker they analyze.

Introduction to Routines

In this section, the speaker introduces the concept of routines and explains how they can be used to create a better user experience when using the platform.

What is a Routine?

• A routine is a text file that recognizes commands and puts them in a specific format.

• Routines allow for the creation of much better pipelines of commands.

• Routines can be shared with others, making it easier to collaborate on projects.

How to Create a Routine

• To create a routine, simply write out the desired commands in a text file with the extension ".openbb".

• The routine will recognize the commands and put them in the correct format automatically.

• Routines can include notes and explanations for each command.

Using Routines

• To run a routine, simply type its name into the command line.

• Routines can be customized by changing input parameters such as ticker symbols or time periods.

• The platform allows for easy sharing of routines between users.

Recording Commands with Record

In this section, the speaker introduces the concept of recording commands with "record" and explains how it can be used to create new routines quickly.

What is Record?

• Record is a feature that logs all commands entered into the terminal.

• It allows users to easily create new routines based on their previous actions.

How to Use Record

• To use record, simply type "record" into the command line before entering any other commands.

• Once finished, type "stop" to end recording and save your new routine.

• The resulting routine will contain all previously entered commands in order.

Customizing Hotkeys with Mechanical Keyboard

In this section, the speaker talks about how he bought a mechanical keyboard that allows him to customize hotkeys. He explains how he created his own macros to be faster in doing investment reserve and how he associated macros to odd keys.

Creating Macros

• The speaker explains that there are several layers on the terminal, and you can select what you want it to do as a macro.

• He associates macros to odd keys by clicking on F1 when needed.

• The speaker demonstrates running a pipeline of commands that should be all automated.

Using Macros

• The speaker demonstrates how he can run the same command for Tesla instead of Apple.

• He mentions that you can use open source to add colors to the income statement.

Reports Functionality

In this section, the speaker talks about reports functionality and how it will allow users not just to run data points but also put them in a reports format where they can scroll through them and add their own notes on top of it.

Reports Functionality

• The speaker mentions that reports functionality will streamline the workflow of an analyst.

Leveraging Routines in the OpenVB Terminal

In this section, the speaker explains how to use routines in the OpenVB Terminal and how to customize keyboard shortcuts for executing them.

Using Macros for Routines

• The speaker demonstrates using a macro on a customized key (X key) to execute a routine.

• The speaker shows an example of a routine that looks into a ticker.

• The speaker explains how to customize the macro key to run the routine and press enter automatically.

Accessing Data Sources and Building Products

• The speaker emphasizes that the OpenVB Terminal provides access to over 1990 data sources across various asset classes, including ETF economy Forex Futures.

• The code is open source, allowing others to add any data source they are interested in.

• The SDK was released a few months ago, enabling users to build their own products on top of it.

• Toolkits are available for portfolio optimization, performance checking, time series forecasting with nyxla and darts, and econometrics.

Conclusion

• The OpenVB Terminal is not just about accessing data but also streamlining investment research and building products on top of it.

• Users can leverage routines and customize keyboard shortcuts for efficient use of the platform.