Templates

    This page provides a list of ready-made Excel templates that you can download to get started with your financial analysis. 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.

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    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 analysis

    Equity snapshot

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

    Equity snapshot