Plugin

Openbb Terminal

Open-source investment research terminal integration - equity analysis, crypto tracking, macro indicators, portfolio optimization, and AI-powered financial insights using OpenBB Platform

Type: Plugin
Repository: jeremylongshore/tons-of-skills-marketplace
GitHub stars: 2.8k
License: MIT
Repo last updated: Sep 27, 2026
Source file: plugins/business-tools/openbb-terminal/.claude-plugin/plugin.json
Version: 1.6.0
Author: Jeremy Longshore

What Openbb Terminal is

Openbb Terminal is a plugin published in the jeremylongshore/tons-of-skills-marketplace repository on GitHub, which has about 2.8k stars. The repository describes itself as: “Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com.”

A plugin is a package that bundles skills, slash commands, subagents, hooks, and MCP connectors so they install together. Plugins are plain files with a manifest at .claude-plugin/plugin.json, and they work in both Claude Code and Claude Cowork.

Installing Openbb Terminal adds everything it ships in one step. Connectors inside a plugin still need to be connected separately, and hooks and subagents only run in Cowork and Claude Code, not in regular chat.

How to install Openbb Terminal

Claude Code

Add the repository as a plugin marketplace: claude plugin marketplace add jeremylongshore/tons-of-skills-marketplace
Install the plugin: claude plugin install openbb-terminal@<marketplace-name>, using the marketplace name from the repository's .claude-plugin/marketplace.json.
Restart the session if the new skills or commands don't appear straight away.

Claude Cowork

Open Customize → Plugins and choose Add marketplace.
Enter jeremylongshore/tons-of-skills-marketplace (the owner/repo shorthand works for GitHub).
Find Openbb Terminal in the list, click Install, then connect any connectors it needs from its Connectors tab.

New to extending Cowork? Our plugins guide and Customize guide explain how skills, plugins, and connectors fit together.

Inside the source file

An excerpt from plugins/business-tools/openbb-terminal/.claude-plugin/plugin.json, shared under the repository's MIT license. Read the full file on GitHub.

Professional-grade financial analysis powered by OpenBB Platform - Comprehensive equity research, cryptocurrency analysis, macroeconomic insights, and portfolio management, all integrated with Claude's AI capabilities.

🎯 What This Plugin Does

Transform Claude Code into a powerful investment research terminal using OpenBB's open-source financial data platform.

Features:

📈 Equity Analysis - Stocks, fundamentals, technicals, analyst ratings
💰 Crypto Analysis - On-chain metrics, DeFi, whale tracking, sentiment
🌍 Macro Economics - GDP, inflation, rates, employment data
💼 Portfolio Management - Performance tracking, optimization, rebalancing
📊 Options Analysis - Chains, Greeks, strategies, unusual activity
🤖 AI Research - Automated investment thesis generation

🚀 Quick Start

Installation

# Add marketplace
/plugin marketplace add jeremylongshore/claude-code-plugins

# Install OpenBB Terminal plugin
/plugin install openbb-terminal@claude-code-plugins-plus

Prerequisites

# Install OpenBB Platform (Python 3.9.21 - 3.12)
pip install openbb

# Optional: Install with specific data providers
pip install openbb[all]  # All providers
pip install openbb[yfinance]  # Just Yahoo Finance

Basic Usage

# Analyze a stock
/openbb-equity AAPL

# Check crypto market
/openbb-crypto BTC

# Review portfolio
/openbb-portfolio --analyze

# Macro overview
/openbb-macro --country=US

# Options analysis
/openbb-options SPY

# AI research report
/openbb-research TSLA --depth=deep

FREE Data Sources: No Paid Subscriptions Required

Use OpenBB Terminal with 100% free data providers - no Bloomberg, Refinitiv, or premium API costs.

Quick Comparison

Annual Savings: $25,000-50,000 for professional-grade data.

Why Free Data Providers?

Benefits:

Zero Cost: No subscription fees or API charges
Professional Quality: Same data hedge funds use
No Rate Limits: (with Yahoo Finance and FRED)
Real-Time Data: 15-min delay for stocks, real-time for crypto
Global Coverage: 50K+ stocks, 10K+ cryptos, 180+ countries

Free Provider Ecosystem:

Yahoo Finance - Stocks, ETFs, indices, historical data
Alpha Vantage - Fundamentals, technicals, forex (500 calls/day free)
FRED (Federal Reserve) - 817K economic time series
CoinGecko - 10K+ cryptos, free API
CBOE/NASDAQ - Options chains (15-min delay)
SEC EDGAR - 10-K, 10-Q, insider trades
Census Bureau - US economic data
World Bank - Global development indicators

Setup Guide (Free Tier Only)

1. Install OpenBB with Free Providers

# Install OpenBB Platform
pip install openbb

# Install ONLY free provider packages
pip install openbb[yfinance]  # Yahoo Finance (FREE)

# No need for paid providers!

2. Configure Free API Keys (Optional)

from openbb import obb

# Alpha Vantage (FREE tier: 500 calls/day)
# Get free key at: https://www.alphavantage.co/support/#api-key
obb.user.credentials.alpha_vantage_api_key = "YOUR_FREE_KEY"

# FRED (FREE, unlimited)
# Get free key at: /api_key.html
obb.user.credentials.fred_api_key = "YOUR_FREE_KEY"

# Save configuration
obb.user.save()

No credit card required for any of these keys.

3. Use Free Data Sources

from openbb import obb

# Stock data (Yahoo Finance - FREE)
stock_data = obb.equity.price.historical(
    symbol="AAPL",
    provider="yfinance"  # FREE
)

# Crypto data (CoinGecko - FREE)
crypto_data = obb.crypto.price.historical(
    symbol="BTC",
    provider="coingecko"  # FREE
)

# Macro data (FRED - FREE)
gdp_data = obb.economy.gdp(
    country="US",
    provider="fred"  # FREE
…

Cost Comparison

Premium Approach (Paid)

Annual Subscriptions:

Bloomberg Terminal: $24,000/year
Refinitiv Eikon: $12,000/year
FactSet: $12,000/year
Intrinio: $2,400/year
CoinMetrics Pro: $6,000/year
Total: $56,400/year

Free Approach (This Plugin)

Annual Subscriptions:

Yahoo Finance: $0
Alpha Vantage (free tier): $0
FRED: $0
CoinGecko: $0
SEC EDGAR: $0
Total: $0/year

Savings: $56,400/year with comparable data quality.

Free vs Paid: Data Quality Comparison

15-min delay is acceptable for 99% of investors (day traders excluded).

Before you install

Read the whole file first. Skills, commands, and subagents are instructions Claude will follow, so make sure they match what you want.
Check which tools, scripts, or MCP servers it uses. Local servers and scripts run with your permissions.
Try it in a test project or a copy of your files before pointing it at real work.
Pin the version you tested, and review changes before updating.
Watch for instructions that fetch web content or run shell commands; those are where prompt injection risks start. See our prompt injection guide.

FAQ

What is Openbb Terminal?

Openbb Terminal is a plugin for Claude Code and Claude Cowork from the jeremylongshore/tons-of-skills-marketplace repository on GitHub. Open-source investment research terminal integration - equity analysis, crypto tracking, macro indicators, portfolio optimization, and AI-powered financial insights using OpenBB Platform

How do I install Openbb Terminal in Claude Code?

Add the repository as a plugin marketplace: claude plugin marketplace add jeremylongshore/tons-of-skills-marketplace Install the plugin: claude plugin install openbb-terminal@<marketplace-name>, using the marketplace name from the repository's .claude-plugin/marketplace.json. Restart the session if the new skills or commands don't appear straight away.

Can I use Openbb Terminal in Claude Cowork?

Open Customize → Plugins and choose Add marketplace. Enter jeremylongshore/tons-of-skills-marketplace (the owner/repo shorthand works for GitHub). Find Openbb Terminal in the list, click Install, then connect any connectors it needs from its Connectors tab.

Is Openbb Terminal safe to install?

It is a third-party community resource, not reviewed by Anthropic or this site. Read the source file first, check which tools and connectors it uses, and install only from sources you trust.

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Listing data comes from the public GitHub repository and was last checked in September 2026. Excerpts are © their authors and shared under MIT. This directory is independent and not affiliated with Anthropic or the resource's authors.