summaryrefslogtreecommitdiffstats
path: root/excel.html
blob: e4aaf066668bf684bc7f3f6732b7b854b263938f (plain)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
<!doctype html>
<html lang="en" dir="ltr" class="docs-wrapper docs-doc-page docs-version-current plugin-docs plugin-id-default docs-doc-id-excel/index" data-has-hydrated="false">
<head>
<meta charset="UTF-8">
<meta name="generator" content="Docusaurus v2.4.3">
<title data-rh="true">OpenBB Terminal Excel Add-in Docs</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.openbb.co/img/banner.png"><meta data-rh="true" name="twitter:image" content="https://docs.openbb.co/img/banner.png"><meta data-rh="true" property="og:url" content="https://docs.openbb.co/excel"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Overview | OpenBB Docs"><meta data-rh="true" name="description" content="OpenBB Excel Add-in is a powerful tool that allows you to access financial data directly from Excel. With the OpenBB Excel Add-in, you can easily create financial models and perform financial analysis without leaving your spreadsheet."><meta data-rh="true" property="og:description" content="OpenBB Excel Add-in is a powerful tool that allows you to access financial data directly from Excel. With the OpenBB Excel Add-in, you can easily create financial models and perform financial analysis without leaving your spreadsheet."><meta data-rh="true" name="keywords" content="investment research platform,microsoft excel,high-quality financial data,investment decisions,financial data analysis,investment research reports,user efficiency,investment analysis,financial dashboard,visual insights,data visualization"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.openbb.co/excel"><link data-rh="true" rel="alternate" href="https://docs.openbb.co/excel" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.openbb.co/excel" hreflang="x-default"><link data-rh="true" rel="preconnect" href="https://7D1HQ0IXAS-dsn.algolia.net" crossorigin="anonymous"><link rel="search" type="application/opensearchdescription+xml" title="OpenBB Docs" href="/opensearch.xml">


<link rel="stylesheet" href="/katex/katex.min.css"><link rel="stylesheet" href="/assets/css/styles.3198405c.css">
<link rel="preload" href="/assets/js/runtime~main.0c984878.js" as="script">
<link rel="preload" href="/assets/js/main.3a768e71.js" as="script">
</head>
<body class="navigation-with-keyboard">
<script>!function(){function t(t){document.documentElement.setAttribute("data-theme",t)}var e=function(){var t=null;try{t=new URLSearchParams(window.location.search).get("docusaurus-theme")}catch(t){}return t}()||function(){var t=null;try{t=localStorage.getItem("theme")}catch(t){}return t}();t(null!==e?e:"dark")}()</script><div id="__docusaurus">
<div role="region" aria-label="Skip to main content"><a class="skipToContent_fXgn" href="#__docusaurus_skipToContent_fallback">Skip to main content</a></div><nav class="border-b border-grey-600 lg:px-12 header_docs_pro navbar navbar--fixed-top"><div class="navbar__inner items-center"><div class="navbar__items"><div class="items-center ml-2 flex"><a href="/"><svg viewBox="0 0 271 19" width="271" height="19" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill="#fff" d="M126.316.99V14.33l-1.144-1.11-1.142-1.113-1.144-1.11-1.142-1.114-1.144-1.11-1.145-1.113-1.141-1.11-1.145-1.114-1.142-1.113-1.144-1.11-1.142-1.11-1.144-1.114H110.311v17.788H112.597V4.323l1.144 1.113 1.142 1.113 1.144 1.11 1.142 1.114 1.145 1.11 1.141 1.113 1.145 1.11 1.144 1.114 1.142 1.11 1.144 1.113 1.142 1.113 1.144 1.11 1.142 1.111h1.145V.989h-2.287ZM163.123 7.66h-2.286V.99H147.12v17.79h18.294V7.65h-2.286l-.005.01ZM149.406 6.54V3.213h9.144V7.66h-9.144V6.54Zm13.717 4.447v5.566h-13.717V9.886h13.717v1.102ZM201.057 7.66h-3.427V.99h-13.72v17.79h18.289V7.65l-1.142.01ZM186.196 6.54V3.213h9.148V7.66h-9.148V6.54Zm13.72 4.447v5.566h-13.72V9.886h13.72v1.102ZM89.662.99H73.656v17.787H91.942v-2.22H75.945V12.106H89.656V9.883H75.945V3.213H91.942V.99H89.661ZM16.02.99H.018v17.79h18.291V.99H16.02Zm0 3.336v12.23H2.301V3.213h13.72v1.113ZM52.862.99H36.86v17.79h2.286v-6.673h16.003V.977h-2.287V.99Zm0 3.336v5.565H39.146V3.213h13.716v1.113ZM226.316 10.14h-6.117v8.64h6.141l.992-1v-7l-1.016-.64Zm-.002 1.62v5.94h-5.1v-6.48h5.1v.54ZM240.447 10.14h-7.115v8.64h8.133v-8.64h-1.018Zm0 1.62v5.94h-6.1v-6.48h6.1v.54ZM254.9 10.14H247.465v8.64H255.959V17.7H248.528V11.22H255.959v-1.08H254.9ZM269.404 10.14h-7.444V15h7.448v2.701h-5.853l-1.596.005.001.535v.539h8.505V17.7h-1.061.004H263.555l6.913.066.002-.607-.002-.41-.003-.67.005-1.08h-6.248 6.248l-.002-1.08H263.024v-2.7h7.441v-1.08h-1.061Z"></path></svg></a></div></div><div class="navbar__items navbar__items--right hidden sm:block"><div class="flex items-center"><div class="flex gap-4 mr-12 md:mr-0 ml-4"><button type="button" aria-haspopup="dialog" aria-expanded="false" aria-controls="" data-state="closed" class="bg-grey-900 radix-state-open:text-white hover:border-grey-200 hover:text-grey-200 radix-state-open:border-white border -mt-[0.6px] h-[34px] w-[34px] text-grey-400 border-grey-400 rounded flex items-center justify-center"><svg viewBox="0 0 24 24" width="24" height="24" fill="none" xmlns="http://www.w3.org/2000/svg" class="w-4 h-4"><path d="M21 12.79A9 9 0 1 1 11.21 3 7 7 0 0 0 21 12.79Z" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path></svg></button></div><div class="searchBox_ZlJk"><div class="flex gap-2"><button type="button" class="DocSearch DocSearch-Button" aria-label="Search"><span class="DocSearch-Button-Container"><svg width="20" height="20" class="DocSearch-Search-Icon" viewBox="0 0 20 20"><path d="M14.386 14.386l4.0877 4.0877-4.0877-4.0877c-2.9418 2.9419-7.7115 2.9419-10.6533 0-2.9419-2.9418-2.9419-7.7115 0-10.6533 2.9418-2.9419 7.7115-2.9419 10.6533 0 2.9419 2.9418 2.9419 7.7115 0 10.6533z" stroke="currentColor" fill="none" fill-rule="evenodd" stroke-linecap="round" stroke-linejoin="round"></path></svg><span class="DocSearch-Button-Placeholder">Search</span></span><span class="DocSearch-Button-Keys"></span></button><a href="https://my.openbb.co/" class="_btn-dark text-xs hover:text-black"><span class="md:hidden">Hub</span><span class="hidden md:inline">OpenBB Hub</span></a></div></div></div></div></div><div role="presentation" class="navbar-sidebar__backdrop"></div></nav><div id="__docusaurus_skipToContent_fallback" class="main-wrapper mainWrapper_z2l0 docsWrapper_BCFX"><button aria-label="Scroll back to top" class="clean-btn theme-back-to-top-button backToTopButton_sjWU" type="button"></button><div class="docPage__5DB"><aside class="theme-doc-sidebar-container docSidebarContainer_b6E3"><div class="sidebarViewport_Xe31"><div class="sidebar_njMd"><nav class="menu thin-scrollbar !px-10 text-sm !pb-10 mt-[40px] menu_Y1UP"><ul class="theme-doc-sidebar-menu menu__list"><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-1 menu__list-item menu__list-item--collapsed"><div class="menu__list-item-collapsible"><a class="menu__link menu__link--sublist" aria-expanded="false" href="/pro">OpenBB Terminal Pro</a><button aria-label="Toggle the collapsible sidebar category &#x27;OpenBB Terminal Pro&#x27;" type="button" class="clean-btn menu__caret"></button></div></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-1 menu__list-item"><div class="menu__list-item-collapsible menu__list-item-collapsible--active"><a class="menu__link menu__link--sublist menu__link--active" aria-current="page" aria-expanded="true" href="/excel">OpenBB Excel Add-in</a><button aria-label="Toggle the collapsible sidebar category &#x27;OpenBB Excel Add-in&#x27;" type="button" class="clean-btn menu__caret"></button></div><ul style="display:block;overflow:visible;height:auto" class="menu__list"><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-2 menu__list-item"><a class="menu__link menu__link--active" aria-current="page" tabindex="0" href="/excel">Overview</a></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-2 menu__list-item menu__list-item--collapsed"><div class="menu__list-item-collapsible"><a class="menu__link menu__link--sublist menu__link--sublist-caret" aria-expanded="false" tabindex="0" href="/excel/getting-started/installation">Getting started</a></div></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-2 menu__list-item menu__list-item--collapsed"><div class="menu__list-item-collapsible"><a class="menu__link menu__link--sublist menu__link--sublist-caret" aria-expanded="false" tabindex="0" href="/excel/usage/basics">Usage</a></div></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-2 menu__list-item menu__list-item--collapsed"><div class="menu__list-item-collapsible"><a class="menu__link menu__link--sublist" aria-expanded="false" tabindex="0" href="/excel/reference">Reference</a><button aria-label="Toggle the collapsible sidebar category &#x27;Reference&#x27;" type="button" class="clean-btn menu__caret"></button></div></li></ul></li></ul></nav></div></div></aside><main class="docMainContainer_gTbr"><div class="container padding-top--md padding-bottom--lg"><div class="row"><div class="col docItemCol_VOVn"><div class="docItemContainer_Djhp"><article><nav class="theme-doc-breadcrumbs breadcrumbsContainer_Z_bl" aria-label="Breadcrumbs"><ul class="breadcrumbs" itemscope="" itemtype="https://schema.org/BreadcrumbList"><li class="breadcrumbs__item"><a aria-label="Home page" class="breadcrumbs__link" href="/"><svg viewBox="0 0 24 24" class="breadcrumbHomeIcon_YNFT"><path d="M10 19v-5h4v5c0 .55.45 1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li class="breadcrumbs__item"><span class="breadcrumbs__link">OpenBB Excel Add-in</span><meta itemprop="position" content="1"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">Overview</span><meta itemprop="position" content="2"></li></ul></nav><div class="theme-doc-markdown markdown"><header><h1>Overview</h1></header><p>OpenBB for Excel opens the gateway to a wealth of standardized financial data sourced from top-tier industry providers such as Polygon.io, Financial Modeling Prep, Benzinga, Intrinio, the Federal Reserve Bank of St. Louis, Trading Economics, and Ultima Insights, among others.</p><p>Data standardization is at the core of OpenBB for Excel, offering you a consistent and reliable dataset from a diverse range of asset classes, from equity, fixed income, and cryptocurrency to macroeconomics. This seamless fetch of data means you can readily compare across providers and update it instantly, ensuring accuracy and saving you valuable time.</p><div style="position:relative;padding-bottom:56.25%;height:0;overflow:hidden;max-width:100%"><iframe style="position:absolute;top:0;left:0;width:100%;height:100%;display:block;margin:0 auto" src="https://www.youtube.com/embed/9EEI4uce5Bs?si=us54nvFmBtfqe4Tz" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen=""></iframe></div><hr><ul><li><p><strong>Features</strong></p><ul><li>Access to the same datasets available in Terminal Pro</li><li>Standardization across financial data providers</li><li>Bring in your own Data via the OpenBB Platform</li><li>Auto-refresh data within your spreadsheets</li><li>Ready-made Excel Templates</li></ul></li></ul></div><footer class="theme-doc-footer docusaurus-mt-lg"><div class="theme-doc-footer-edit-meta-row row"><