Docs/byod (#5996)

* add byod to reference

* fix: rename add-in name

* feat: add data conectors page

* fix: additional notes

* tiny tweaks

* update functions.json and openapi.json

* fix: fix bug in hedge controller

* fix: another bug hedgecontroller

* black

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

10 files changed, 4447 insertions, 560 deletions

diff --git a/openbb_terminal/stocks/options/hedge/hedge_controller.py b/openbb_terminal/stocks/options/hedge/hedge_controller.py
index 8969d88d845..7eb716b9024 100644
--- a/openbb_terminal/stocks/options/hedge/hedge_controller.py
+++ b/openbb_terminal/stocks/options/hedge/hedge_controller.py
@@ -49,26 +49,40 @@ class HedgeController(BaseController):
 
         self.underlying_asset_position: str = ""
         self.chain = get_option_chain(ticker, expiration)
-        self.calls = list(
-            zip(
-                self.chain.calls["strike"].tolist(),
-                self.chain.calls["impliedVolatility"].tolist(),
-                self.chain.calls["lastPrice"].tolist(),
-                self.chain.calls["currency"].tolist(),
+        self.calls = (
+            list(
+                zip(
+                    self.chain.calls["strike"].tolist(),
+                    self.chain.calls["impliedVolatility"].tolist(),
+                    self.chain.calls["lastPrice"].tolist(),
+                    self.chain.calls["currency"].tolist(),
+                )
             )
+            if "calls" in self.chain.columns
+            else []
         )
-        self.puts = list(
-            zip(
-                self.chain.puts["strike"].tolist(),
-                self.chain.puts["impliedVolatility"].tolist(),
-                self.chain.puts["lastPrice"].tolist(),
-                self.chain.calls["currency"].tolist(),
+        self.puts = (
+            list(
+                zip(
+                    self.chain.puts["strike"].tolist(),
+                    self.chain.puts["impliedVolatility"].tolist(),
+                    self.chain.puts["lastPrice"].tolist(),
+                    self.chain.calls["currency"].tolist(),
+                )
             )
+            if "puts" in self.chain.columns
+            else []
         )
 
+        start = self.calls[0] if self.calls else 0
+        end = self.calls[-1] if self.calls else 0
+
+        start = int(start[0]) if isinstance(start, list) and start else 0
+        end = int(end[0]) if isinstance(end, list) and end else 0
+
         self.PICK_CHOICES = [
             f"{strike} {position} {side}"
-            for strike in range(int(self.calls[0][0]), int(self.calls[-1][0]), 5)
+            for strike in range(start, end, 5)
             for position in ["Long", "Short"]
             for side in ["Call", "Put"]
         ]
@@ -76,7 +90,11 @@ class HedgeController(BaseController):
         self.ticker = ticker
         self.current_price: float = get_price(ticker)
         self.expiration = expiration
-        self.implied_volatility = self.chain.calls["impliedVolatility"]
+        self.implied_volatility = (
+            self.chain.calls.get("impliedVolatility", 0.0)
+            if "calls" in self.chain.columns
+            else 0.0
+        )
         self.options: Dict = {"Portfolio": {}, "Option A": {}, "Option B": {}}
         self.underlying = 0.0
         self.side: str = ""
diff --git a/website/content/excel/data-conectors.md b/website/content/excel/data-conectors.md
new file mode 100644
index 00000000000..14df7fe3ab8
--- /dev/null
+++ b/website/content/excel/data-conectors.md
@@ -0,0 +1,36 @@
+---
+title: Data connectors
+sidebar_position: 4
+description: Access your data connectors from OpenBB Terminal Pro inside OpenBB Add-in for Excel.
+keywords:
+- Microsoft Excel
+- Add-in
+- Advanced
+- Data connectors
+- BYOD
+- Bring your own data
+---
+
+<!-- markdownlint-disable MD033 -->
+import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
+
+<HeadTitle title="Data connectors | OpenBB Add-in for Excel Docs" />
+
+OpenBB Add-In for Excel allows you to access your [data connectors](https://docs.openbb.co/pro/main-menu/data-connectors) from OpenBB Terminal Pro inside Microsoft Excel.
+
+To access data from a [single widget](https://docs.openbb.co/pro/main-menu/data-connectors/single-widget) use:
+
+```excel
+=OBB.BYOD("widget_name")
+```
+
+To access data from your own [backend](https://docs.openbb.co/pro/main-menu/data-connectors/integrate-your-own-backend) use:
+
+```excel
+=OBB.BYOD("widget_name", "backend_name")
+```
+
+#### Additional notes
+
+- Make sure your backend's CORS settings allow requests coming from <https://excel.openbb.co>.
+- Requests via HTTP will be blocked by Excel. So if you are using the Add-in for Excel on Mac or Office on the web with Safari browser you need to run your backend via HTTPS.
diff --git a/website/content/excel/functions.json b/website/content/excel/functions.json
index 54a2329f3b1..1ee4434785c 100644
--- a/website/content/excel/functions.json
+++ b/website/content/excel/functions.json
@@ -1,6 +1,28 @@
 {
   "functions": [
     {
+      "description": "Bring Your Own Data features from OpenBB Terminal Pro.",
+      "helpUrl": "https://docs.openbb.co/excel/data-conectors",
+      "id": "BYOD",
+      "name": "BYOD",
+      "parameters": [
+        {
+          "description": "Name of the widget to get data for.",
+          "name": "widget",
+          "type": "string"
+        },
+        {
+          "description": "Name of the backend to use, required for widgets in custom backends.",
+          "name": "backend",
+          "optional": true,
+          "type": "string"
+        }
+      ],
+      "result": {
+        "dimensionality": "matrix"
+      }
+    },
+    {
       "description": "Cryptocurrency Historical Price. Cryptocurrency historical price data.",
       "helpUrl": "https://docs.openbb.co/excel/reference/crypto/price/historical",
       "id": "CRYPTO.PRICE.HISTORICAL",
@@ -1317,6 +1339,18 @@
           "type": "string"
         },
         {
+          "description": "Start date of the data, in YYYY-MM-DD format.",
+          "name": "start_date",
+          "optional": true,
+          "type": "string"
+        },
+        {
+          "description": "End date of the data, in YYYY-MM-DD format.",
+          "name": "end_date",
+          "optional": true,
+          "type": "string"
+        },
+        {
           "description": "Options: fmp, intrinio, defaults to fmp.",
           "name": "provider",
           "optional": true,
@@ -1324,7 +1358,7 @@
         },
         {
           "description": "The number of data entries to return. (provider: intrinio)",
-          "name": "page_size",
+          "name": "limit",
           "optional": true,
           "type": "number"
         }
@@ -1386,6 +1420,12 @@
           "type": "number"
         },
         {
+          "description": "Sort the data in ascending or descending order. (provider: fmp)",
+          "name": "sort",
+          "optional": true,
+          "type": "string"
+        },
+        {
           "description": "Start date of the data, in YYYY-MM-DD format. (provider: intrinio)",
           "name": "start_date",
           "optional": true,
@@ -1746,6 +1786,18 @@
           "type": "string"
         },
         {
+          "description": "Start date of the data, in YYYY-MM-DD format.",
+          "name": "start_date",
+          "optional": true,
+          "type": "string"
+        },
+        {
+          "description": "End date of the data, in YYYY-MM-DD format.",
+          "name": "end_date",
+          "optional": true,
+          "type": "string"
+        },
+        {
           "description": "Options: fmp, defaults to fmp.",
           "name": "provider",
           "optional": true,
@@ -2041,6 +2093,12 @@
           "type": "string"
         },
         {
+          "description": "The number of data entries to return. Default is 252, the number of trading days in a year.",
+          "name": "limit",
+          "optional": true,
+          "type": "number"
+        },
+        {
           "description": "Options: tiingo, defaults to tiingo.",
           "name": "provider",
           "optional": true,
@@ -2227,6 +2285,12 @@
           "name": "provider",
           "optional": true,
           "type": "string"
+        },
+        {
+          "description": "Include current quarter data. (provider: fmp)",
+          "name": "include_current_quarter",
+          "optional": true,
+          "type": "boolean"
         }
       ],
       "result": {
@@ -2430,7 +2494,7 @@
       "name": "EQUITY.PRICE.QUOTE",
       "parameters": [
         {
-          "description": "Symbol to get data for. In this case, the comma separated list of symbols.",
+          "description": "Symbol to get data for. This endpoint will accept multiple symbols separated by commas.",
           "name": "symbol",
           "type": "string"
         },
@@ -3723,7 +3787,7 @@
           "type": "number"
         },
         {
-          "description": "Options: benzinga, fmp, intrinio, polygon, tiingo, defaults to benzinga.",
+          "description": "Options: benzinga, fmp, intrinio, polygon, tiingo, ultima, defaults to benzinga.",
           "name": "provider",
           "optional": true,
           "type": "string"
@@ -3836,6 +3900,34 @@
       }
     },
     {
+      "description": "Sector News. Get news for one or more sectors.",
+      "helpUrl": "https://docs.openbb.co/excel/reference/news/sector",
+      "id": "NEWS.SECTOR",
+      "name": "NEWS.SECTOR",
+      "parameters": [
+        {
+          "description": "A coma separated list of sectors.",
+          "name": "sectors",
+          "type": "string"
+        },
+        {
+          "description": "The number of data entries to return. Here it is the no. of articles to return.",
+          "name": "limit",
+          "optional": true,
+          "type": "number"
+        },
+        {
+          "description": "Options: ultima, defaults to ultima.",
+          "name": "provider",
+          "optional": true,
+          "type": "string"
+        }
+      ],
+      "result": {
+        "dimensionality": "matrix"
+      }
+    },
+    {
       "description": "World News. Global news data.",
       "helpUrl": "https://docs.openbb.co/excel/reference/news/world",
       "id": "NEWS.WORLD",
diff --git a/website/content/excel/getting-started/basics.md b/website/content/excel/getting-started/basics.md
index 08f8d0ab2d7..c38fd0ed39f 100644
--- a/website/content/excel/getting-started/basics.md
+++ b/website/content/excel/getting-started/basics.md
@@ -14,7 +14,7 @@ import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
 
 <HeadTitle title="Basics | OpenBB Add-in for Excel Docs" />
 
-The OpenBB Excel Add-in provides direct access to the OpenBB platform, where each function implements the following pattern:
+The OpenBB Add-in for Excel provides direct access to the OpenBB platform, where each function implements the following pattern:
 
 - `OBB.[MENU].[SUB_MENU].[COMMAND]`
 
diff --git a/website/content/excel/getting-started/installation.md b/website/content/excel/getting-started/installation.md
index 0b3114385bb..5a076585643 100644
--- a/website/content/excel/getting-started/installation.md
+++ b/website/content/excel/getting-started/installation.md
@@ -12,7 +12,7 @@ import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
 <HeadTitle title="Installation | OpenBB Add-in for Excel Docs" />
 
 ## Requirements
-- The OpenBB Excel Add-in is available on the following platforms: Windows (Microsoft 365), Mac (Microsoft 365), Excel on the web.
+- The OpenBB Add-in for Excel is available on the following platforms: Windows (Microsoft 365), Mac (Microsoft 365), Excel on the web.
 - Access to the OpenBB Terminal Pro. If you don't have access you can sign up for the waitlist [here](https://my.openbb.co/app/pro).
 
 ## Installation
@@ -27,7 +27,7 @@ import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
     />
 </div>
 
-The OpenBB Excel Add-in is available on the [Microsoft AppSource](https://appsource.microsoft.com/pt-pt/product/office/wa200006381?tab=overview). It can be installed by an administrator or by individual users.
+The OpenBB Add-in for Excel is available on the [Microsoft AppSource](https://appsource.microsoft.com/pt-pt/product/office/wa200006381?tab=overview). It can be installed by an administrator or by individual users.
 
 ### Individual user
 
diff --git a/website/content/excel/openapi.json b/website/content/excel/openapi.json
index 3ca189e42c3..3cdf2a3b929 100644
--- a/website/content/excel/openapi.json
+++ b/website/content/excel/openapi.json
@@ -650,7 +650,7 @@
               ],
               "title": "polygon",
               "description": "A specific date to get data for. (provider: polygon)",
-              "default": "2024-01-06"
+              "default": "2024-02-02"
             },
             "description": "A specific date to get data for. (provider: polygon)"
           },
@@ -815,6 +815,79 @@
         "model": "CurrencyPairs"
       }
     },
+    "/api/v1/currency/reference_rates": {
+      "get": {
+        "tags": [
+          "currency"
+        ],
+        "summary": "Reference Rates",
+        "description": "Current, official, currency reference rates.",
+        "operationId": "currency_reference_rates",
+        "security": [
+          {
+            "OAuth2PasswordBearer": []
+          }
+        ],
+        "parameters": [
+          {
+            "name": "provider",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "const": "ecb",
+              "default": "ecb",
+              "title": "Provider"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "description": "Successful Response",
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/OBBject_CurrencyReferenceRates_"
+                }
+              }
+            }
+          },
+          "404": {
+            "description": "Not found"
+          },
+          "400": {
+            "description": "No Results Found",
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/OpenBBErrorResponse"
+                }
+              }
+            }
+          },
+          "500": {
+            "description": "Internal Error",
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/OpenBBErrorResponse"
+                }
+              }
+            }
+          },
+          "422": {
+            "description": "Validation Error",
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/HTTPValidationError"
+                }
+              }
+            }
+          }
+        },
+        "model": "CurrencyReferenceRates"
+      }
+    },
     "/api/v1/derivatives/options/chains": {
       "get": {
         "tags": [
@@ -865,9 +938,9 @@
                 }
               ],
               "title": "intrinio",
-              "description": "Date for which the options chains are returned. (provider: intrinio)"
+              "description": "The end-of-day date for options chains data. (provider: intrinio)"
             },
-            "description": "Date for which the options chains are returned. (provider: intrinio)"
+            "description": "The end-of-day date for options chains data. (provider: intrinio)"
           }
         ],
         "responses": {
@@ -2107,6 +2180,141 @@
         "model": "RiskPremium"
       }
     },
+    "/api/v1/economy/balance_of_payments": {
+      "get": {
+        "tags": [
+          "economy"
+        ],
+        "summary": "Balance Of Payments",
+        "description": "Balance of Payments Reports.",
+        "operationId": "economy_balance_of_payments",
+        "security": [
+          {
+            "OAuth2PasswordBearer": []
+          }
+        ],
+        "parameters": [
+          {
+            "name": "provider",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "const": "ecb",
+              "default": "ecb",
+              "title": "Provider"
+            }
+          },
+          {
+            "name": "report_type",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "enum": [
+                "main",
+                "summary",
+                "services",
+                "investment_income",
+                "direct_investment",
+                "portfolio_investment",
+                "other_investment"
+              ],
+              "type": "string",
+              "title": "ecb",
+              "description": "The report type, the level of detail in the data. (provider: ecb)",
+              "default": "main"
+            },
+            "description": "The report type, the level of detail in the data. (provider: ecb)"
+          },
+          {
+            "name": "frequency",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "enum": [
+                "monthly",
+                "quarterly"
+              ],
+              "type": "string",
+              "title": "ecb",
+              "description": "The frequency of the data.  Monthly is valid only for ['main', 'summary']. (provider: ecb)",
+              "default": "monthly"
+            },
+            "description": "The frequency of the data.  Monthly is valid only for ['main', 'summary']. (provider: ecb)"
+          },
+          {
+            "name": "country",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "enum": [
+                "brazil",
+                "canada",
+                "china",
+                "eu_ex_euro_area",
+                "eu_institutions",
+                "india",
+                "japan",
+                "russia",
+                "switzerland",
+                "united_kingdom",
+                "united_states",
+                "total",
+                null
+              ],
+              "title": "ecb",
+              "description": "The country/region of the data.  This parameter will override the 'report_type' parameter. (provider: ecb)"
+            },
+            "description": "The country/region of the data.  This parameter will override the 'report_type' parameter. (provider: ecb)"
+          }
+        ],
+        "responses": {
+          "200": {
+            "description": "Successful Response",
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/OBBject_List_BalanceOfPayments__"
+                }
+              }
+            }
+          },
+          "404": {
+            "description": "Not found"
+          },
+          "400": {
+            "description": "No Results Found",
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/OpenBBErrorResponse"
+                }
+              }
+            }
+          },
+          "500": {
+            "description": "Internal Error",
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/OpenBBErrorResponse"
+                }
+              }
+            }
+          },
+          "422": {
+            "description": "Validation Error",
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/HTTPValidationError"
+                }
+              }
+            }
+          }
+        },
+        "model": "BalanceOfPayments"
+      }
+    },
     "/api/v1/economy/fred_search": {
       "get": {
         "tags": [
@@ -2175,10 +2383,10 @@
             "schema": {
               "anyOf": [
                 {
-                  "type": "string"
+                  "type": "integer"
                 },
                 {
-                  "type": "integer"
+                  "type": "string"
                 },
                 {
                   "type": "null"
@@ -3364,10 +3572,13 @@
           {
             "name": "provider",
             "in": "query",
-            "required": false,
+            "required": true,
             "schema": {
-              "const": "fmp",
-              "default": "fmp",
+              "enum": [
+                "benzinga",
+                "fmp"
+              ],
+              "type": "string",
               "title": "Provider"
             }
           },
@@ -3383,6 +3594,199 @@
             "description": "Symbol to get data for."
           },
           {
+            "name": "limit",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "type": "integer",
+              "description": "The number of data entries to return.",
+              "default": 100,
+              "title": "Limit"
+            },
+            "description": "The number of data entries to return."
+          },
+          {
+            "name": "fields",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "anyOf": [
+                {
+                  "type": "string"
+                },
+                {
+                  "type": "null"
+                }
+              ],
+              "title": "benzinga",
+              "description": "Comma-separated list of fields to include in the response. See https://docs.benzinga.io/benzinga-apis/calendar/get-ratings to learn about the available fields. (provider: benzinga)"
+            },
+            "description": "Comma-separated list of fields to include in the response. See https://docs.benzinga.io/benzinga-apis/calendar/get-ratings to learn about the available fields. (provider: benzinga)"
+          },
+          {
+            "name": "date",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "anyOf": [
+                {
+                  "type": "string"
+                },
+                {
+                  "type": "null"
+                }
+              ],
+              "title": "benzinga",
+              "description": "Date for calendar data, shorthand for date_from and date_to. (provider: benzinga)",
+              "is_parameters": true
+            },
+            "description": "Date for calendar data, shorthand for date_from and date_to. (provider: benzinga)"
+          },
+          {
+            "name": "date_from",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "anyOf": [
+                {
+                  "type": "string"
+                },
+                {
+                  "type": "null"
+                }
+              ],
+              "title": "benzinga",
+              "description": "Date to query from point in time. (provider: benzinga)",
+              "is_parameters": true
+            },
+            "description": "Date to query from point in time. (provider: benzinga)"
+          },
+          {
+            "name": "date_to",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "anyOf": [
+                {
+                  "type": "string"
+                },
+                {
+                  "type": "null"
+                }
+              ],
+              "title": "benzinga",
+              "description": "Date to query to point in time. (provider: benzinga)",
+              "is_parameters": true
+            },
+            "description": "Date to query to point in time. (provider: benzinga)"
+          },
+          {
+            "name": "importance",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "anyOf": [
+                {
+                  "type": "integer"
+                },
+                {
+                  "type": "null"
+                }
+              ],
+              "title": "benzinga",
+              "description": "Importance level to filter by. (provider: benzinga)",
+              "is_parameters": true
+            },
+            "description": "Importance level to filter by. (provider: benzinga)"
+          },
+          {
+            "name": "updated",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "anyOf": [
+                {
+                  "type": "integer"
+                },
+                {
+                  "type": "null"
+                }
+              ],
+              "title": "benzinga",
+              "description": "Records last updated Unix timestamp (UTC). (provider: benzinga)",
+              "is_parameters": true
+            },
+            "description": "Records last updated Unix timestamp (UTC). (provider: benzinga)"
+          },
+          {
+            "name": "action",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "anyOf": [
+                {
+                  "enum": [
+                    "Downgrades",
+                    "Maintains",
+                    "Reinstates",
+                    "Reiterates",
+                    "Upgrades",
+                    "Assumes",
+                    "Initiates Coverage On",
+                    "Terminates Coverage On",
+                    "Removes",
+                    "Suspends",
+                    "Firm Dissolved"
+                  ],
+                  "type": "string"
+                },
+                {
+                  "type": "null"
+                }
+              ],<