This guide covers the full lifecycle of building, running, and serving a custom OpenBB Workspace application from an extension project scaffolded by openbb-cookiecutter. It assumes the project shell already exists (see the developextension skill for scaffolding instructions).
This is a complete guide for creating a new OpenBB Platform extension from scratch. Follow every phase in order. When the user says "build me an application that does X", use this guide to scaffold, implement, install, and verify the extension.
Bulk PR reviewer for awesome-quant. Use when the user asks to review all open PRs, review unreviewed PRs, bulk review, or mentions "bprr". Reviews open PRs lacking the reviewed label and presents a summary before any merge/comment/label action.
Single PR reviewer for awesome-quant. Use when the user asks to review, validate, comment on, label, close, or merge one specific pull request that adds README.md entries. Triggers include "sprr", "review PR", "check PR", and "validate contribution".
Refresh tracked PyPI last-updated dates in awesome-quant README.md. Use when the user asks to update PyPI dates, refresh PyPI metadata, or run update-pypi-dates.
Turn a natural-language financial question into a polished, self-contained HTML report. Covers the full pipeline: requirement analysis → scope negotiation → data fetching → data cleaning → quantitative analysis → visualization → beautiful HTML output. Use when the user asks for any financial data comparison, fund…
Use before researching, selecting, opening, modifying, or closing any option position, including single-leg options, vertical spreads, iron condors, butterflies, straddles, strangles, calendars, and other multi-leg structures. Also use when a broad trading mandate leads you to consider options even if the user did not…
Use before researching, selecting, opening, modifying, or closing a stock or ETF position, including discretionary investing, rotation, breakout, momentum, mean-reversion, opening-range breakout, and VWAP trading. Also use when a broad mandate leads you to consider stocks or ETFs even if the user did not name an asset…
Answer prediction questions using market trading data, not opinions. Use when the user asks probability questions about geopolitics, economics, markets, industries, or any topic where real money is being traded on the outcome. Examples: 'What's the probability of WW3?', 'Will there be a recession?', 'Is AI in a…
Survey any codebase as a senior advisor and produce prioritized, self-contained implementation plans for OTHER models/agents to execute. Strictly read-only on source code — never implements, fixes, or refactors anything itself. Use when asked to audit a codebase, find improvement opportunities (bugs, security…
Use when building with the yahoo-finance2 TypeScript/Deno/npm library, using its Yahoo Finance data modules, CLI, or MCP server, or contributing to the yahoo-finance2 repository including modules, validation schemas, cached fixtures, and npm/JSR build output.
Trading Terminal Assistant for MetaTrader 5. Use when the user wants to check trading account, view market prices, get candles, place buy/sell orders, manage positions, handle pending orders, view history, close positions, or any MT5 trading operation. Trigger on mentions of trading, forex, stocks, MT5, positions…
Activates Warren Buffett's complete investment thinking system. The following scenarios must trigger it: analyzing any stock or company, evaluating investment opportunities, interpreting financial reports/annual reports/shareholder letters, assessing business moats or competitive advantages, evaluating management…
An automated stock-screening skill for shares listed in mainland China’s A-share market. It filters, scores, and ranks candidates using strategies such as dual-low, volume breakout, balanced multi-factor, and capital heat.
A single-company research interface for South Korean DART filings and United States EDGAR filings. It provides one object through which users can request company records, analysis, credit, prices, quantitative data, market context, industry information, and reports.
A credit-risk analysis engine for one non-financial company. It assesses repayment, capital structure, liquidity, cash flow, business stability, financial reliability, and disclosure risk, then produces a dCR rating from dCR-AA+ to dCR-D.
A central catalogue and query layer for source data, cleaned data, cross-company data, and analysis products. It lets other programs discover and request these assets through a shared contract.
Build and manage advisory fee billing operations from fee schedule design through calculation, collection, revenue recognition, and compliance disclosure. Use when the user asks about tiered or breakpoint fee schedules, billing cycle configuration, AUM valuation for billing, direct-debit vs invoice collection, GAAP…
Measure and raise straight-through processing (STP) rates in securities operations through zero-touch, exception-based processing. Use when measuring STP rates and analyzing manual touchpoints in an existing process, replacing review-all workflows with exception-based processing, evaluating RPA vs API-based vs hybrid…