openbb-terminal

Cryptocurrency market analysis using OpenBB - price data, on-chain metrics,...

Comprehensive equity analysis using OpenBB - historical prices,...

Macroeconomic analysis using OpenBB - GDP, inflation, interest rates,...

Options analysis using OpenBB - chain data, Greeks, implied volatility,...

Portfolio analysis and optimization using OpenBB - performance tracking,...

Delivers on-chain metrics, tokenomics evaluation, and DeFi protocol analysis to produce ACCUMULATE/HOLD/REDUCE ratings with position sizing guidance. Use when researching a crypto asset or DeFi protocol. Trigger with "analyze this token", "crypto thesis for X".

Produces institutional-quality equity research using fundamental analysis, DCF valuation, and technical analysis to issue Buy/Hold/Sell ratings with price targets. Use when analyzing a stock or building an investment thesis. Trigger with "analyze this stock", "equity research on X".

Translates macroeconomic data (GDP, CPI, Fed policy, yield curve) into asset-class positioning and sector rotation recommendations across business cycle phases. Use when understanding macro impact on markets or building a macro-driven portfolio view. Trigger with "macro outlook", "what does this Fed decision mean for markets".

Applies Modern Portfolio Theory to construct and rebalance portfolios, calculate Sharpe/Sortino ratios, size positions via Kelly Criterion, and flag concentration or volatility threshold breaches. Use when reviewing a portfolio or planning an asset allocation. Trigger with "review my portfolio", "optimize asset allocation".