Openbb Equity

Perform comprehensive stock analysis using the OpenBB Platform.

Usage

/openbb-equity TICKER [--analysis fundamental|technical|all] [--period 1y]

What This Command Does

Retrieves and analyzes equity data for any stock ticker using OpenBB's comprehensive data sources.

Workflow

1. Check OpenBB Installation

First, verify OpenBB is installed:

try:
    from openbb import obb
    print("✅ OpenBB installed")
except ImportError:
    print("⚠️  Installing OpenBB...")
    import subprocess
    subprocess.run(["pip", "install", "openbb"], check=True)
    from openbb import obb

2. Parse Arguments

# Parse user input
import sys
ticker = sys.argv[1].upper() if len(sys.argv) > 1 else "AAPL"
analysis_type = "all"  # fundamental, technical, or all
period = "1y"  # 1d, 1w, 1m, 3m, 6m, 1y, 5y

# Parse flags
for arg in sys.argv[2:]:
    if arg.startswith("--analysis="):
        analysis_type = arg.split("=")[1]
    elif arg.startswith("--period="):
        period = arg.split("=")[1]

3. Retrieve Historical Price Data

# Get historical prices
price_data = obb.equity.price.historical(
    symbol=ticker,
    interval="1d",
    period=period
)

df = price_data.to_dataframe()
print(f"\n📈 Historical Prices for {ticker}")
print(f"Period: {period}")
print(f"Latest Close: ${df['close'].iloc[-1]:.2f}")
print(f"52-Week High: ${df['high'].max():.2f}")
print(f"52-Week Low: ${df['low'].min():.2f}")
print(f"YTD Return: {((df['close'].iloc[-1] / df['close'].iloc[0]) - 1) * 100:.2f}%")

4. Fundamental Analysis (if requested)

if analysis_type in ["fundamental", "all"]:
    print(f"\n📊 Fundamental Analysis for {ticker}")

    # Company profile
    try:
        profile = obb.equity.profile(symbol=ticker)
        print(f"\nCompany: {profile.name}")
        print(f"Sector: {profile.sector}")
        print(f"Industry: {profile.industry}")
        print(f"Market Cap: ${profile.market_cap / 1e9:.2f}B")
    except:
        print("Profile data not available")

    # Financial metrics
    try:
        metrics = obb.equity.fundamental.metrics(symbol=ticker)
        print(f"\nKey Metrics:")
        print(f"P/E Ratio: {metrics.pe_ratio:.2f}")
…

5. Technical Analysis (if requested)

if analysis_type in ["technical", "all"]:
    print(f"\n📉 Technical Analysis for {ticker}")

    # Calculate technical indicators
    import pandas as pd

    # Simple Moving Averages
    df['SMA_20'] = df['close'].rolling(window=20).mean()
    df['SMA_50'] = df['close'].rolling(window=50).mean()
    df['SMA_200'] = df['close'].rolling(window=200).mean()

    current_price = df['close'].iloc[-1]
    sma_20 = df['SMA_20'].iloc[-1]
    sma_50 = df['SMA_50'].iloc[-1]
    sma_200 = df['SMA_200'].iloc[-1]

    print(f"\nMoving Averages:")
    print(f"Current Price: ${current_price:.2f}")
…

6. AI-Powered Insights

Generate investment insights using Claude's analysis:

# Prepare summary for AI analysis
summary = {
    "ticker": ticker,
    "current_price": current_price,
    "52w_high": df['high'].max(),
    "52w_low": df['low'].min(),
    "ytd_return": ((df['close'].iloc[-1] / df['close'].iloc[0]) - 1) * 100,
    "technical": {
        "sma_position": "bullish" if current_price > sma_200 else "bearish",
        "rsi": rsi,
        "volume_trend": "high" if current_volume > avg_volume else "normal"
    }
}

print(f"\n🤖 AI Analysis for {ticker}:")
print("\nBased on the data above, here's my assessment:")
print(f"- Trend: {'Bullish' if current_price > sma_200 else 'Bearish'} (price {'above' if current_price > sma_200 else 'below'} 200-day SMA)")
print(f"- Momentum: {'Overbought' if rsi > 70 else 'Oversold' if rsi < 30 else 'Neutral'} (RSI: {rsi:.1f})")
…

7. Generate Report

Create a formatted analysis report:

print(f"\n{'='*60}")
print(f"EQUITY ANALYSIS REPORT: {ticker}")
print(f"{'='*60}")
print(f"Generated: {pd.Timestamp.now().strftime('%Y-%m-%d %H:%M:%S')}")
print(f"Data Source: OpenBB Platform")
print(f"\nAnalysis Type: {analysis_type.upper()}")
print(f"Period Analyzed: {period}")
print(f"\n{'='*60}")

Examples

Basic equity analysis

/openbb-equity AAPL

Fundamental analysis only

/openbb-equity TSLA --analysis=fundamental

Technical analysis with custom period

/openbb-equity NVDA --analysis=technical --period=6m

Complete analysis

/openbb-equity GOOGL --analysis=all --period=1y

Data Coverage

• Price Data: Historical OHLCV, real-time quotes
• Fundamentals: Income statements, balance sheets, cash flow, ratios
• Technical: SMA, EMA, RSI, MACD, Bollinger Bands, volume
• Analyst Data: Ratings, price targets, recommendations
• Insider Trading: Recent insider transactions
• News: Latest company news and sentiment

Tips

1. Compare Multiple Stocks: Run for different tickers to compare
2. Track Over Time: Save reports to monitor changes
3. Combine with AI Agents: Use with equity-analyst agent for deeper insights
4. Export Data: Save dataframes to CSV for further analysis
5. Set Alerts: Monitor key technical levels (support/resistance)

Integration with Other Commands

# Compare with crypto
/openbb-crypto BTC --compare=equity

# Portfolio context
/openbb-portfolio --add=AAPL

# Macro correlation
/openbb-macro --impact=equity

Requirements

• OpenBB Platform installed (pip install openbb)
• Python 3.9.21 - 3.12
• Optional: API keys for premium data providers (configured in OpenBB)