openbb-terminal

Open-source investment research terminal integration - comprehensive equity analysis, crypto tracking, macro indicators, portfolio optimization, and AI-powered financial insights using OpenBB Platform

Installation

npx claude-plugins install @jeremylongshore/claude-code-plugins-plus/openbb-terminal

Contents

Folders: agents, commands, skills

Files: LICENSE, README.md

Documentation

Professional-grade financial analysis powered by OpenBB Platform - Comprehensive equity research, cryptocurrency analysis, macroeconomic insights, and portfolio management, all integrated with Claude’s AI capabilities.

🎯 What This Plugin Does

Transform Claude Code into a powerful investment research terminal using OpenBB’s open-source financial data platform.

Features:

• 📈 Equity Analysis - Stocks, fundamentals, technicals, analyst ratings
• 💰 Crypto Analysis - On-chain metrics, DeFi, whale tracking, sentiment
• 🌍 Macro Economics - GDP, inflation, rates, employment data
• 💼 Portfolio Management - Performance tracking, optimization, rebalancing
• 📊 Options Analysis - Chains, Greeks, strategies, unusual activity
• 🤖 AI Research - Automated investment thesis generation

🚀 Quick Start

Installation

# Add marketplace
/plugin marketplace add jeremylongshore/claude-code-plugins

# Install OpenBB Terminal plugin
/plugin install openbb-terminal@claude-code-plugins-plus

Prerequisites

# Install OpenBB Platform (Python 3.9.21 - 3.12)
pip install openbb

# Optional: Install with specific data providers
pip install openbb[all]  # All providers
pip install openbb[yfinance]  # Just Yahoo Finance

Basic Usage

# Analyze a stock
/openbb-equity AAPL

# Check crypto market
/openbb-crypto BTC

# Review portfolio
/openbb-portfolio --analyze

# Macro overview
/openbb-macro --country=US

# Options analysis
/openbb-options SPY

# AI research report
/openbb-research TSLA --depth=deep

FREE Data Sources: No Paid Subscriptions Required

Use OpenBB Terminal with 100% free data providers - no Bloomberg, Refinitiv, or premium API costs.

Quick Comparison

Annual Savings: $25,000-50,000 for professional-grade data.

Why Free Data Providers?

Benefits:

• Zero Cost: No subscription fees or API charges
• Professional Quality: Same data hedge funds use
• No Rate Limits: (with Yahoo Finance and FRED)
• Real-Time Data: 15-min delay for stocks, real-time for crypto
• Global Coverage: 50K+ stocks, 10K+ cryptos, 180+ countries

Free Provider Ecosystem:

• Yahoo Finance - Stocks, ETFs, indices, historical data
• Alpha Vantage - Fundamentals, technicals, forex (500 calls/day free)
• FRED (Federal Reserve) - 817K economic time series
• CoinGecko - 10K+ cryptos, free API
• CBOE/NASDAQ - Options chains (15-min delay)
• SEC EDGAR - 10-K, 10-Q, insider trades
• Census Bureau - US economic data
• World Bank - Global development indicators

Setup Guide (Free Tier Only)

1. Install OpenBB with Free Providers

# Install OpenBB Platform
pip install openbb

# Install ONLY free provider packages
pip install openbb[yfinance]  # Yahoo Finance (FREE)

# No need for paid providers!

2. Configure Free API Keys (Optional)

from openbb import obb

# Alpha Vantage (FREE tier: 500 calls/day)
# Get free key at: https://www.alphavantage.co/support/#api-key
obb.user.credentials.alpha_vantage_api_key = "YOUR_FREE_KEY"

# FRED (FREE, unlimited)
# Get free key at: https://fred.stlouisfed.org/docs/api/api_key.html
obb.user.credentials.fred_api_key = "YOUR_FREE_KEY"

# Save configuration
obb.user.save()

No credit card required for any of these keys.

3. Use Free Data Sources

from openbb import obb

# Stock data (Yahoo Finance - FREE)
stock_data = obb.equity.price.historical(
    symbol="AAPL",
    provider="yfinance"  # FREE
)

# Crypto data (CoinGecko - FREE)
crypto_data = obb.crypto.price.historical(
    symbol="BTC",
    provider="coingecko"  # FREE
)

# Macro data (FRED - FREE)
gdp_data = obb.economy.gdp(
    country="US",
    provider="fred"  # FREE
)

# Options data (CBOE - FREE)
options_chains = obb.derivatives.options.chains(
    symbol="SPY",
    provider="cboe"  # FREE
)

Cost Comparison

Premium Approach (Paid)

Annual Subscriptions:

• Bloomberg Terminal: $24,000/year
• Refinitiv Eikon: $12,000/year
• FactSet: $12,000/year
• Intrinio: $2,400/year
• CoinMetrics Pro: $6,000/year
• Total: $56,400/year

Free Approach (This Plugin)

Annual Subscriptions:

• Yahoo Finance: $0
• Alpha Vantage (free tier): $0
• FRED: $0
• CoinGecko: $0
• SEC EDGAR: $0
• Total: $0/year

Savings: $56,400/year with comparable data quality.

Free vs Paid: Data Quality Comparison

| Metric | Paid (Bloomberg) | FREE (Yahoo + FRED) | |——–|————–

Source

View on GitHub