OpenBB Financial Dashboard

Overview

This project is a Streamlit-based financial dashboard that leverages the OpenBB SDK to provide comprehensive stock analysis, portfolio simulation, and financial data visualization. The dashboard offers the following features:

• Stock price analysis with interactive charts
• Technical indicators including Moving Averages, Bollinger Bands, and RSI
• Fundamental analysis with financial statements and key ratios
• Portfolio simulation with cumulative returns and risk metrics
• Multiple data provider options

Prerequisites

• Python 3.11+
• pip (Python package manager)

Installation

1. Clone the repository:

   git clone https://github.com/Yash-1511/openbb-dashboard.git
   cd openbb-dashboard
   

2. Create a virtual environment (optional but recommended):

   python -m venv venv
   source venv/bin/activate  # On Windows, use `venv\Scripts\activate`
   

3. Install the required packages:

   pip install -r requirements.txt
   

Setting Up Environment Variables

1. Create a .env file in the project root directory.

2. Add your Financial Modeling Prep (FMP) API key to the .env file:

   FMP_API_KEY=your_fmp_api_key_here
   

   You can obtain an API key by signing up at Financial Modeling Prep.

Running the Application

1. Ensure you're in the project directory and your virtual environment is activated (if you're using one).

2. Run the Streamlit app:

   streamlit run app.py
   

3. Open your web browser and go to http://localhost:8501 to view the dashboard.

Using the Dashboard

1. Stock Analysis:

   • Enter a stock ticker in the sidebar.
   • Select a date range for analysis.
   • Choose a data provider from the available options.

2. Technical Analysis:

   • View the closing price chart.
   • Select moving average periods to display on the chart.
   • Analyze Bollinger Bands and RSI indicators.

3. Fundamental Analysis:

   • Select a financial statement type (Income Statement, Balance Sheet, or Cash Flow).
   • View key financial ratios for the selected stock.

4. Portfolio Simulation:

   • Enter multiple stock tickers separated by commas.
   • Specify the weight for each stock in the portfolio.
   • View cumulative returns and risk metrics for the simulated portfolio.

Ensure you have the necessary API keys for the data provider you wish to use.

Contributing

Contributions to improve the dashboard are welcome. Please follow these steps:

1. Fork the repository.
2. Create a new branch for your feature.
3. Make your changes and commit them with descriptive messages.
4. Push your changes to your fork.
5. Submit a pull request with a clear description of your changes.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgments

• OpenBB SDK for providing the financial data and analysis tools.
• Streamlit for the web application framework.
• All the open-source libraries used in this project.