Cookiecutter is a command-line utility that creates projects from templates.

This repo hosts the Cookiecutter template for setting up a new OpenBB Platform extension. This template helps in standardizing the structure of extensions and makes the setup process more efficient.

The Cookiecutter template prompts the user for information and then generates a new extension project based on that information. The information includes:

• Your Name
• Your Email
• Extension Name
• Package Name (the name of the extension's Python package)

Before using the Cookiecutter, ensure that you have Python installed on your system. Then, follow these steps to set up your environment:

1. Create a new virtual environment.

   For Linux or MacOS systems:

   python3 -m venv venv
   source venv/bin/activate

   For Windows:

   python -m venv venv
   .\venv\Scripts\activate

2. Install Cookiecutter and Poetry:

   pip install cookiecutter poetry

1. Generate your new project:

   cookiecutter https://github.com/OpenBB-finance/openbb-cookiecutter --checkout develop

2. Go into the generated project directory and install the project's dependencies:

   cd <project-name>
   poetry install

3. Import obb and use your extension:

   from package_name.openbb import obb
   
   obb.<package_name>.<command>
   exit()

   On first launch, your extension will be automatically recognized and built by the OpenBB Platform v4. If you modify your extension, you can trigger the rebuild by using this command python -c "import package_name; package_name.build()"

   If your extension requires an API key you can pass it by doing the following:

   obb.user.credentials.<package_name>_<key_name> = <key_value>

4. To launch the API, run:

   uvicorn openbb_core.api.rest_api:app --host 0.0.0.0 --port 8000 --reload

   Go to http://localhost:8000/docs to view the API documentation.

   In order to use any of the endpoints available, you'll need to get a valid authorization. You can do it in one of the following ways:

   • Using your OpenBB Hub account
   • Use the default user: openbb and password: openbb

Remember to deactivate the virtual environment when you're finished by running deactivate in your terminal.

We welcome contributions to this template! Please feel free to open an issue or submit a pull request with your improvements.

If you have any questions about the cookiecutter or anything OpenBB, feel free to email us at [email protected]

If you want to say hi, or are interested in partnering with us, feel free to reach us at [email protected]

Any of our social media platforms: openbb.co/links