Improve Openbb Skill

🌐Community
by openbb-finance · vlatest · Repository

Enhances OpenBB’s data retrieval and analysis by streamlining queries & improving performance for faster insights.

Install on your platform

We auto-selected Claude Code based on this skill’s supported platforms.

1

Run in terminal (recommended)

terminal
claude mcp add improve-openbb-skill npx -- -y @trustedskills/improve-openbb-skill
2

Or manually add to ~/.claude/settings.json

~/.claude/settings.json
{
  "mcpServers": {
    "improve-openbb-skill": {
      "command": "npx",
      "args": [
        "-y",
        "@trustedskills/improve-openbb-skill"
      ]
    }
  }
}

Requires Claude Code (claude CLI). Run claude --version to verify your install.

About This Skill

What it does

This skill enhances the functionality of OpenBB, a free and open-source financial analysis platform. It allows AI agents to interact with and improve upon OpenBB's data retrieval, calculations, and visualizations. Specifically, it aims to streamline workflows and provide more accurate or insightful results within the OpenBB ecosystem.

When to use it

  • Automated Financial Reporting: Generate regular reports on specific financial metrics using OpenBB data, automatically updated by an AI agent.
  • Investment Strategy Backtesting: Have an AI agent refine backtesting parameters and analyze investment strategy performance through OpenBB's tools.
  • Data Validation & Correction: Use an AI agent to identify and correct inconsistencies or errors in financial datasets processed by OpenBB.
  • Custom Financial Analysis: Request the AI agent to perform specific, non-standard financial calculations leveraging OpenBB’s capabilities.

Key capabilities

  • Integration with OpenBB platform
  • Data retrieval from OpenBB sources
  • Calculation and analysis of financial data
  • Visualization enhancements within OpenBB

Example prompts

  • "Can you run the 'equity_screener' in OpenBB and filter for companies with a P/E ratio under 15?"
  • "Improve the visualization of the 'portfolio_performance' report generated by OpenBB, highlighting the top 3 performing assets."
  • "Using OpenBB data, backtest my investment strategy adjusting the risk tolerance parameter to 0.7."

Tips & gotchas

  • Requires familiarity with OpenBB commands and functionalities for optimal results.
  • The AI agent's effectiveness depends on the quality of the underlying OpenBB data and configurations.

Tags

🛡️

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Details

Version
vlatest
License
Author
openbb-finance
Installs
7

🌐 Community

Passed automated security scans.