Templates

OpenBB Add-In for Excel offered by OpenBB. These templates are designed to help you perform a variety of tasks, from equity analysis to economic analysis. They can be used as-is or customized to suit your needs.

Excel templates

Equity analysis

This workbook offers access to data from the Equity dashboard in OpenBB Terminal Pro, presenting key equity information across tabs, including company details, financial metrics, comparative analysis, ownership insights, event calendars, and analyst estimates.

Equity snapshot

This workbook compares different stock peers based on their stock performance and fundamental data.