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.gitattributes

@@ -33,3 +33,5 @@ saved_model/**/* filter=lfs diff=lfs merge=lfs -text
 *.zip filter=lfs diff=lfs merge=lfs -text
 *.zst filter=lfs diff=lfs merge=lfs -text
 *tfevents* filter=lfs diff=lfs merge=lfs -text
+build/conda/installer/assets/dmg_volume.icns filter=lfs diff=lfs merge=lfs -text
+build/conda/installer/assets/Installer_vertical2.bmp filter=lfs diff=lfs merge=lfs -text

assets/README.md

@@ -0,0 +1,5 @@
+# Assets
+
+This folder should hold assets read by OpenBB applications, such as OpenBB Hub or marketing website.
+
+The goal is to be more explicit about which assets are being used externally and cannot be deleted before checking where they are used.

assets/extensions/obbject.json

@@ -0,0 +1,7 @@
+[
+    {
+        "packageName": "openbb-charting",
+        "optional": true,
+        "description": "Create custom charts from OBBject data."
+    }
+]

assets/extensions/provider.json

@@ -0,0 +1,316 @@
+[
+    {
+        "packageName": "openbb-alpha-vantage",
+        "optional": true,
+        "reprName": "Alpha Vantage",
+        "description": "Alpha Vantage provides realtime and historical\nfinancial market data through a set of powerful and developer-friendly data APIs\nand spreadsheets. From traditional asset classes (e.g., stocks, ETFs, mutual funds)\nto economic indicators, from foreign exchange rates to commodities,\nfrom fundamental data to technical indicators, Alpha Vantage\nis your one-stop-shop for enterprise-grade global market data delivered through\ncloud-based APIs, Excel, and Google Sheets. ",
+        "credentials": [
+            "alpha_vantage_api_key"
+        ],
+        "deprecatedCredentials": {
+            "API_KEY_ALPHAVANTAGE": "alpha_vantage_api_key"
+        },
+        "website": "https://www.alphavantage.co",
+        "instructions": "Go to: https://www.alphavantage.co/support/#api-key\n\n![AlphaVantage](https://user-images.githubusercontent.com/46355364/207820936-46c2ba00-81ff-4cd3-98a4-4fa44412996f.png)\n\nFill out the form, pass Captcha, and click on, \"GET FREE API KEY\"."
+    },
+    {
+        "packageName": "openbb-benzinga",
+        "optional": false,
+        "reprName": "Benzinga",
+        "description": "Benzinga is a financial data provider that offers an API\nfocused on information that moves the market.",
+        "credentials": [
+            "benzinga_api_key"
+        ],
+        "website": "https://www.benzinga.com"
+    },
+    {
+        "packageName": "openbb-biztoc",
+        "optional": true,
+        "reprName": "BizToc",
+        "description": "BizToc uses Rapid API for its REST API.\nYou may sign up for your free account at https://rapidapi.com/thma/api/biztoc.\n\nThe Base URL for all requests is:\n\n    https://biztoc.p.rapidapi.com/\n\nIf you're not a developer but would still like to use Biztoc outside of the main website,\nwe've partnered with OpenBB, allowing you to pull in BizToc's news stream in their Terminal.",
+        "credentials": [
+            "biztoc_api_key"
+        ],
+        "deprecatedCredentials": {
+            "API_BIZTOC_TOKEN": "biztoc_api_key"
+        },
+        "website": "https://api.biztoc.com",
+        "instructions": "The BizToc API is hosted on RapidAPI. To set up, go to: https://rapidapi.com/thma/api/biztoc.\n\n![biztoc0](https://github.com/marban/OpenBBTerminal/assets/18151143/04cdd423-f65e-4ad8-ad5a-4a59b0f5ddda)\n\nIn the top right, select 'Sign Up'. After answering some questions, you will be prompted to select one of their plans.\n\n![biztoc1](https://github.com/marban/OpenBBTerminal/assets/18151143/9f3b72ea-ded7-48c5-aa33-bec5c0de8422)\n\nAfter signing up, navigate back to https://rapidapi.com/thma/api/biztoc. If you are logged in, you will see a header called X-RapidAPI-Key.\n\n![biztoc2](https://github.com/marban/OpenBBTerminal/assets/18151143/0f3b6c91-07e0-447a-90cd-a9e23522929f)"
+    },
+    {
+        "packageName": "openbb-bls",
+        "optional": false,
+        "reprName": "Bureau of Labor Statistics' (BLS) Public Data API",
+        "description": "The Bureau of Labor Statistics' (BLS) Public Data Application Programming Interface (API) gives the public access to economic data from all BLS programs. It is the Bureau's hope that talented developers and programmers will use the BLS Public Data API to create original, inventive applications with published BLS data.",
+        "credentials": [
+            "bls_api_key"
+        ],
+        "website": "https://www.bls.gov/developers/api_signature_v2.htm",
+        "instructions": "Sign up for a free API key here: https://data.bls.gov/registrationEngine/"
+    },
+    {
+        "packageName": "openbb-cboe",
+        "optional": true,
+        "reprName": "Chicago Board Options Exchange (CBOE)",
+        "description": "Cboe is the world's go-to derivatives and exchange network,\ndelivering cutting-edge trading, clearing and investment solutions to people\naround the world.",
+        "credentials": [],
+        "website": "https://www.cboe.com"
+    },
+    {
+        "packageName": "openbb-cftc",
+        "optional": false,
+        "reprName": "Commodity Futures Trading Commission (CFTC) Public Reporting API",
+        "description": "The mission of the Commodity Futures Trading Commission (CFTC) is to promote the integrity,\n    resilience, and vibrancy of the U.S. derivatives markets through sound regulation.",
+        "credentials": [
+            "cftc_app_token"
+        ],
+        "website": "https://cftc.gov/",
+        "instructions": "Credentials are not required, but your IP address may be subject to throttling limits.\n    API requests made using an application token are not throttled.\n    Create an account here: https://evergreen.data.socrata.com/signup\n    and then generate the app_token by signing in with the credentials\n    here: https://publicreporting.cftc.gov/profile/edit/developer_settings."
+    },
+    {
+        "packageName": "openbb-deribit",
+        "optional": true,
+        "reprName": "Deribit Public Data",
+        "description": "Unofficial Python client for public data published by Deribit.",
+        "credentials": [],
+        "website": "https://deribit.com/",
+        "instructions": "This provider does not require any credentials and is not meant for trading."
+    },
+    {
+        "packageName": "openbb-ecb",
+        "optional": true,
+        "reprName": "European Central Bank (ECB)",
+        "description": "The ECB Data Portal provides access to all official ECB statistics.\nThe portal also provides options to download data and comprehensive metadata for each dataset.\nStatistical publications and dashboards offer a compilation of key data on selected topics.",
+        "credentials": [],
+        "website": "https://data.ecb.europa.eu"
+    },
+    {
+        "packageName": "openbb-econdb",
+        "optional": false,
+        "reprName": "EconDB",
+        "description": "The mission of the company is to process information in ways that\nfacilitate understanding of the economic situation at different granularity levels.\n\nThe sources of data include official statistics agencies and so-called alternative\ndata sources where we collect direct observations of the market and generate\naggregate statistics.",
+        "credentials": [
+            "econdb_api_key"
+        ],
+        "website": "https://econdb.com"
+    },
+    {
+        "packageName": "openbb-federal-reserve",
+        "optional": false,
+        "reprName": "Federal Reserve (FED)",
+        "description": "Access data provided by the Federal Reserve System, the Central Bank of the United States.",
+        "credentials": [],
+        "website": "https://www.federalreserve.gov/data.htm"
+    },
+    {
+        "packageName": "openbb-finra",
+        "optional": true,
+        "reprName": "Financial Industry Regulatory Authority (FINRA)",
+        "description": "FINRA Data provides centralized access to the abundance of data FINRA\nmakes available to the public, media, researchers and member firms.",
+        "credentials": [],
+        "website": "https://www.finra.org/finra-data"
+    },
+    {
+        "packageName": "openbb-finviz",
+        "optional": true,
+        "reprName": "FinViz",
+        "description": "Unofficial Finviz API - https://github.com/lit26/finvizfinance/releases",
+        "credentials": [],
+        "website": "https://finviz.com"
+    },
+    {
+        "packageName": "openbb-fmp",
+        "optional": false,
+        "reprName": "Financial Modeling Prep (FMP)",
+        "description": "Financial Modeling Prep is a new concept that informs you about\nstock market information (news, currencies, and stock prices).",
+        "credentials": [
+            "fmp_api_key"
+        ],
+        "deprecatedCredentials": {
+            "API_KEY_FINANCIALMODELINGPREP": "fmp_api_key"
+        },
+        "website": "https://financialmodelingprep.com",
+        "instructions": "Go to: https://site.financialmodelingprep.com/developer/docs\n\n![FinancialModelingPrep](https://user-images.githubusercontent.com/46355364/207821920-64553d05-d461-4984-b0fe-be0368c71186.png)\n\nClick on, \"Get my API KEY here\", and sign up for a free account.\n\n![FinancialModelingPrep](https://user-images.githubusercontent.com/46355364/207822184-a723092e-ef42-4f87-8c55-db150f09741b.png)\n\nWith an account created, sign in and navigate to the Dashboard, which shows the assigned token. by pressing the \"Dashboard\" button which will show the API key.\n\n![FinancialModelingPrep](https://user-images.githubusercontent.com/46355364/207823170-dd8191db-e125-44e5-b4f3-2df0e115c91d.png)"
+    },
+    {
+        "packageName": "openbb-fred",
+        "optional": false,
+        "reprName": "Federal Reserve Economic Data | St. Louis FED (FRED)",
+        "description": "Federal Reserve Economic Data is a database maintained by the\nResearch division of the Federal Reserve Bank of St. Louis that has more than\n816,000 economic time series from various sources.",
+        "credentials": [
+            "fred_api_key"
+        ],
+        "deprecatedCredentials": {
+            "API_FRED_KEY": "fred_api_key"
+        },
+        "website": "https://fred.stlouisfed.org",
+        "instructions": "Go to: https://fred.stlouisfed.org\n\n![FRED](https://user-images.githubusercontent.com/46355364/207827137-d143ba4c-72cb-467d-a7f4-5cc27c597aec.png)\n\nClick on, \"My Account\", create a new account or sign in with Google:\n\n![FRED](https://user-images.githubusercontent.com/46355364/207827011-65cdd501-27e3-436f-bd9d-b0d8381d46a7.png)\n\nAfter completing the sign-up, go to \"My Account\", and select \"API Keys\". Then, click on, \"Request API Key\".\n\n![FRED](https://user-images.githubusercontent.com/46355364/207827577-c869f989-4ef4-4949-ab57-6f3931f2ae9d.png)\n\nFill in the box for information about the use-case for FRED, and by clicking, \"Request API key\", at the bottom of the page, the API key will be issued.\n\n![FRED](https://user-images.githubusercontent.com/46355364/207828032-0a32d3b8-1378-4db2-9064-aa1eb2111632.png)"
+    },
+    {
+        "packageName": "openbb-government-us",
+        "optional": true,
+        "reprName": "Data.gov | United States Government",
+        "description": "Data.gov is the United States government's open data website.\nIt provides access to datasets published by agencies across the federal government.\nData.gov is intended to provide access to government open data to the public, achieve\nagency missions, drive innovation, fuel economic activity, and uphold the ideals of\nan open and transparent government.",
+        "credentials": [],
+        "website": "https://data.gov"
+    },
+    {
+        "packageName": "openbb-imf",
+        "optional": false,
+        "reprName": "International Monetary Fund (IMF) Public Data API",
+        "description": "This provider allows you to access International Monetary Fund data through the IMF Public Data API.",
+        "credentials": [],
+        "website": "https://datahelp.imf.org/knowledgebase/articles/667681-using-json-restful-web-service"
+    },
+    {
+        "packageName": "openbb-intrinio",
+        "optional": false,
+        "reprName": "Intrinio",
+        "description": "Intrinio is a financial data platform that provides real-time and\nhistorical financial market data to businesses and developers through an API.",
+        "credentials": [
+            "intrinio_api_key"
+        ],
+        "deprecatedCredentials": {
+            "API_INTRINIO_KEY": "intrinio_api_key"
+        },
+        "website": "https://intrinio.com",
+        "instructions": "Go to: https://intrinio.com/starter-plan\n\n![Intrinio](https://user-images.githubusercontent.com/85772166/219207556-fcfee614-59f1-46ae-bff4-c63dd2f6991d.png)\n\nAn API key will be issued with a subscription. Find the token value within the account dashboard."
+    },
+    {
+        "packageName": "openbb-multpl",
+        "optional": true,
+        "description": "Public broad-market data published to https://multpl.com.",
+        "credentials": [],
+        "website": "https://www.multpl.com/"
+    },
+    {
+        "packageName": "openbb-nasdaq",
+        "optional": true,
+        "reprName": "NASDAQ",
+        "description": "Positioned at the nexus of technology and the capital markets, Nasdaq\nprovides premier platforms and services for global capital markets and beyond with\nunmatched technology, insights and markets expertise.",
+        "credentials": [
+            "nasdaq_api_key"
+        ],
+        "deprecatedCredentials": {
+            "API_KEY_QUANDL": "nasdaq_api_key"
+        },
+        "website": "https://data.nasdaq.com",
+        "instructions": "Go to: https://www.quandl.com\n\n![Quandl](https://user-images.githubusercontent.com/46355364/207823899-208a3952-f557-4b73-aee6-64ac00faedb7.png)\n\nClick on, \"Sign Up\", and register a new account.\n\n![Quandl](https://user-images.githubusercontent.com/46355364/207824214-4b6b2b74-e709-4ed4-adf2-14803e6f3568.png)\n\nFollow the sign-up instructions, and upon completion the API key will be assigned.\n\n![Quandl](https://user-images.githubusercontent.com/46355364/207824664-3c82befb-9c69-42df-8a82-510d85c19a97.png)"
+    },
+    {
+        "packageName": "openbb-oecd",
+        "optional": false,
+        "reprName": "Organization for Economic Co-operation and Development (OECD)",
+        "description": "OECD Data Explorer includes data and metadata for OECD countries and selected\nnon-member economies.",
+        "credentials": [],
+        "website": "https://data-explorer.oecd.org/"
+    },
+    {
+        "packageName": "openbb-polygon",
+        "optional": false,
+        "reprName": "Polygon.io",
+        "description": "The Polygon.io Stocks API provides REST endpoints that let you query\nthe latest market data from all US stock exchanges. You can also find data on\ncompany financials, stock market holidays, corporate actions, and more.",
+        "credentials": [
+            "polygon_api_key"
+        ],
+        "deprecatedCredentials": {
+            "API_POLYGON_KEY": "polygon_api_key"
+        },
+        "website": "https://polygon.io",
+        "instructions": "Go to: https://polygon.io\n\n![Polygon](https://user-images.githubusercontent.com/46355364/207825623-fcd7f0a3-131a-4294-808c-754c13e38e2a.png)\n\nClick on, \"Get your Free API Key\".\n\n![Polygon](https://user-images.githubusercontent.com/46355364/207825952-ca5540ec-6ed2-4cef-a0ed-bb50b813932c.png)\n\nAfter signing up, the API Key is found at the bottom of the account dashboard page.\n\n![Polygon](https://user-images.githubusercontent.com/46355364/207826258-b1f318fa-fd9c-41d9-bf5c-fe16722e6601.png)"
+    },
+    {
+        "packageName": "openbb-sec",
+        "optional": false,
+        "reprName": "Securities and Exchange Commission (SEC)",
+        "description": "SEC is the public listings regulatory body for the United States.",
+        "credentials": [],
+        "website": "https://www.sec.gov/data"
+    },
+    {
+        "packageName": "openbb-seeking-alpha",
+        "optional": true,
+        "reprName": "Seeking Alpha",
+        "description": "Seeking Alpha is a data provider with access to news, analysis, and\nreal-time alerts on stocks.",
+        "credentials": [],
+        "website": "https://seekingalpha.com"
+    },
+    {
+        "packageName": "openbb-stockgrid",
+        "optional": true,
+        "reprName": "Stockgrid",
+        "description": "Stockgrid gives you a detailed view of what smart money is doing.\nGet in depth data about large option blocks being traded, including\nthe sentiment score, size, volume and order type. Stop guessing and\nbuild a strategy around the number 1 factor moving the market: money.",
+        "credentials": [],
+        "website": "https://www.stockgrid.io"
+    },
+    {
+        "packageName": "openbb-tiingo",
+        "optional": false,
+        "reprName": "Tiingo",
+        "description": "A Reliable, Enterprise-Grade Financial Markets API. Tiingo's APIs\npower hedge funds, tech companies, and individuals.",
+        "credentials": [
+            "tiingo_token"
+        ],
+        "website": "https://tiingo.com"
+    },
+    {
+        "packageName": "openbb-tmx",
+        "optional": true,
+        "reprName": "TMX",
+        "description": "Unofficial TMX Data Provider Extension\n    TMX Group Companies\n        - Toronto Stock Exchange\n        - TSX Venture Exchange\n        - TSX Trust\n        - Montr\u00e9al Exchange\n        - TSX Alpha Exchange\n        - Shorcan\n        - CDCC\n        - CDS\n        - TMX Datalinx\n        - Trayport\n    ",
+        "credentials": [],
+        "website": "https://www.tmx.com"
+    },
+    {
+        "packageName": "openbb-tradier",
+        "optional": true,
+        "reprName": "Tradier",
+        "description": "Tradier provides a full range of services in a scalable, secure,\nand easy-to-use REST-based API for businesses and individual developers.\nFast, secure, simple. Start in minutes.\nGet access to trading, account management, and market-data for\nTradier Brokerage accounts through our APIs.",
+        "credentials": [
+            "tradier_api_key",
+            "tradier_account_type"
+        ],
+        "deprecatedCredentials": {
+            "API_TRADIER_TOKEN": "tradier_api_key"
+        },
+        "website": "https://tradier.com",
+        "instructions": "Go to: https://documentation.tradier.com\n\n![Tradier](https://user-images.githubusercontent.com/46355364/207829178-a8bba770-f2ea-4480-b28e-efd81cf30980.png)\n\nClick on, \"Open Account\", to start the sign-up process. After the account has been setup, navigate to [Tradier Broker Dash](https://dash.tradier.com/login?redirect=settings.api) and create the application. Request a sandbox access token."
+    },
+    {
+        "packageName": "openbb-tradingeconomics",
+        "optional": false,
+        "reprName": "Trading Economics",
+        "description": "Trading Economics provides its users with accurate information for\n196 countries including historical data and forecasts for more than 20 million economic\nindicators, exchange rates, stock market indexes, government bond yields and commodity\nprices. Our data for economic indicators is based on official sources, not third party\ndata providers, and our facts are regularly checked for inconsistencies.\nTrading Economics has received nearly 2 billion page views from all around the\nworld.",
+        "credentials": [
+            "tradingeconomics_api_key"
+        ],
+        "website": "https://tradingeconomics.com"
+    },
+    {
+        "packageName": "openbb-us-eia",
+        "optional": false,
+        "reprName": "U.S. Energy Information Administration (EIA) Open Data and API",
+        "description": "The U.S. Energy Information Administration is committed to its free and open data by making it available through an Application Programming Interface (API) and its open data tools. See https://www.eia.gov/opendata/ for more information.",
+        "credentials": [
+            "eia_api_key"
+        ],
+        "website": "https://eia.gov/",
+        "instructions": "Credentials are required for functions calling the EIA's API.\n    Register for a free key here: https://www.eia.gov/opendata/register.php"
+    },
+    {
+        "packageName": "openbb-wsj",
+        "optional": true,
+        "reprName": "Wall Street Journal (WSJ)",
+        "description": "WSJ (Wall Street Journal) is a business-focused, English-language\ninternational daily newspaper based in New York City. The Journal is published six\ndays a week by Dow Jones & Company, a division of News Corp, along with its Asian\nand European editions. The newspaper is published in the broadsheet format and\nonline. The Journal has been printed continuously since its inception on\nJuly 8, 1889, by Charles Dow, Edward Jones, and Charles Bergstresser.\nThe WSJ is the largest newspaper in the United States, by circulation.\n    ",
+        "credentials": [],
+        "website": "https://www.wsj.com"
+    },
+    {
+        "packageName": "openbb-yfinance",
+        "optional": false,
+        "reprName": "Yahoo Finance",
+        "description": "Yahoo! Finance is a web-based platform that offers financial news,\ndata, and tools for investors and individuals interested in tracking and analyzing\nfinancial markets and assets.",
+        "credentials": [],
+        "website": "https://finance.yahoo.com"
+    }
+]

assets/extensions/router.json

@@ -0,0 +1,72 @@
+[
+    {
+        "packageName": "openbb-commodity",
+        "optional": false,
+        "description": "Commodity market data."
+    },
+    {
+        "packageName": "openbb-crypto",
+        "optional": false,
+        "description": "Cryptocurrency market data."
+    },
+    {
+        "packageName": "openbb-currency",
+        "optional": false,
+        "description": "Foreign exchange (FX) market data."
+    },
+    {
+        "packageName": "openbb-derivatives",
+        "optional": false,
+        "description": "Derivatives market data."
+    },
+    {
+        "packageName": "openbb-econometrics",
+        "optional": true,
+        "description": "Econometrics analysis tools."
+    },
+    {
+        "packageName": "openbb-economy",
+        "optional": false,
+        "description": "Economic data."
+    },
+    {
+        "packageName": "openbb-equity",
+        "optional": false,
+        "description": "Equity market data."
+    },
+    {
+        "packageName": "openbb-etf",
+        "optional": false,
+        "description": "Exchange Traded Funds market data."
+    },
+    {
+        "packageName": "openbb-fixedincome",
+        "optional": false,
+        "description": "Fixed Income market data."
+    },
+    {
+        "packageName": "openbb-index",
+        "optional": false,
+        "description": "Indices data."
+    },
+    {
+        "packageName": "openbb-news",
+        "optional": false,
+        "description": "Financial market news data."
+    },
+    {
+        "packageName": "openbb-quantitative",
+        "optional": true,
+        "description": "Quantitative analysis tools."
+    },
+    {
+        "packageName": "openbb-regulators",
+        "optional": false,
+        "description": "Financial market regulators data."
+    },
+    {
+        "packageName": "openbb-technical",
+        "optional": true,
+        "description": "Technical Analysis tools."
+    }
+]

assets/scripts/generate_extension_data.py

@@ -0,0 +1,126 @@
+"""Generate assets from modules."""
+
+from importlib import import_module
+from json import dump
+from pathlib import Path
+from typing import Any, Dict, List
+
+from poetry.core.pyproject.toml import PyProjectTOML
+
+THIS_DIR = Path(__file__).parent
+OPENBB_PLATFORM_PATH = Path(THIS_DIR, "..", "..", "openbb_platform")
+PROVIDERS_PATH = OPENBB_PLATFORM_PATH / "providers"
+EXTENSIONS_PATH = OPENBB_PLATFORM_PATH / "extensions"
+OBBJECT_EXTENSIONS_PATH = OPENBB_PLATFORM_PATH / "obbject_extensions"
+
+OPENBB_PLATFORM_TOML = PyProjectTOML(OPENBB_PLATFORM_PATH / "pyproject.toml")
+
+
+def to_title(string: str) -> str:
+    """Format string to title."""
+    return " ".join(string.split("_")).title()
+
+
+def get_packages(path: Path, plugin_key: str) -> Dict[str, Any]:
+    """Get packages."""
+    SKIP = ["tests", "__pycache__"]
+    folders = [f for f in path.glob("*") if f.is_dir() and f.stem not in SKIP]
+    packages: Dict[str, Any] = {}
+    for f in folders:
+        pyproject = PyProjectTOML(Path(f, "pyproject.toml"))
+
+        if not pyproject.data:
+            continue
+
+        poetry = pyproject.data["tool"]["poetry"]
+        name = poetry["name"]
+        plugin = poetry.get("plugins", {}).get(plugin_key)
+        packages[name] = {"plugin": list(plugin.values())[0] if plugin else ""}
+    return packages
+
+
+def write(filename: str, data: Any):
+    """Write to json."""
+    with open(Path(THIS_DIR, "..", "extensions", f"{filename}.json"), "w") as json_file:
+        dump(data, json_file, indent=4)
+
+
+def to_camel(string: str):
+    """Convert string to camel case."""
+    components = string.split("_")
+    return components[0] + "".join(x.title() for x in components[1:])
+
+
+def create_item(package_name: str, obj: object, obj_attrs: List[str]) -> Dict[str, Any]:
+    """Create dictionary item from object attributes."""
+    pkg_spec = OPENBB_PLATFORM_TOML.data["tool"]["poetry"]["dependencies"].get(
+        package_name
+    )
+    optional = pkg_spec.get("optional", False) if isinstance(pkg_spec, dict) else False
+    item = {"packageName": package_name, "optional": optional}
+    item.update(
+        {to_camel(a): getattr(obj, a) for a in obj_attrs if getattr(obj, a) is not None}
+    )
+    return item
+
+
+def generate_provider_extensions() -> None:
+    """Generate providers_extensions.json."""
+    packages = get_packages(PROVIDERS_PATH, "openbb_provider_extension")
+    data: List[Dict[str, Any]] = []
+    obj_attrs = [
+        "repr_name",
+        "description",
+        "credentials",
+        "deprecated_credentials",
+        "website",
+        "instructions",
+    ]
+
+    for pkg_name, details in sorted(packages.items()):
+        plugin = details.get("plugin", "")
+        file_obj = plugin.split(":")
+        if len(file_obj) == 2:
+            file, obj = file_obj[0], file_obj[1]
+            module = import_module(file)
+            provider_obj = getattr(module, obj)
+            data.append(create_item(pkg_name, provider_obj, obj_attrs))
+    write("provider", data)
+
+
+def generate_router_extensions() -> None:
+    """Generate router_extensions.json."""
+    packages = get_packages(EXTENSIONS_PATH, "openbb_core_extension")
+    data: List[Dict[str, Any]] = []
+    obj_attrs = ["description"]
+    for pkg_name, details in sorted(packages.items()):
+        plugin = details.get("plugin", "")
+        file_obj = plugin.split(":")
+        if len(file_obj) == 2:
+            file, obj = file_obj[0], file_obj[1]
+            module = import_module(file)
+            router_obj = getattr(module, obj)
+            data.append(create_item(pkg_name, router_obj, obj_attrs))
+    write("router", data)
+
+
+def generate_obbject_extensions() -> None:
+    """Generate obbject_extensions.json."""
+    packages = get_packages(OBBJECT_EXTENSIONS_PATH, "openbb_obbject_extension")
+    data: List[Dict[str, Any]] = []
+    obj_attrs = ["description"]
+    for pkg_name, details in sorted(packages.items()):
+        plugin = details.get("plugin", "")
+        file_obj = plugin.split(":")
+        if len(file_obj) == 2:
+            file, obj = file_obj[0], file_obj[1]
+            module = import_module(file)
+            ext_obj = getattr(module, obj)
+            data.append(create_item(pkg_name, ext_obj, obj_attrs))
+    write("obbject", data)
+
+
+if __name__ == "__main__":
+    generate_provider_extensions()
+    generate_router_extensions()
+    generate_obbject_extensions()

build/conda/README.md

@@ -0,0 +1,38 @@
+# OpenBB Platform Installer
+
+The code in this folder creates a packaged installer for the OpenBB Platform, using Conda Constructor.
+
+The installers can be created for Windows (.exe), macOS (.pkg).
+
+The installer is distributed with a Conda environment that contains Python and package management tools.
+
+The dependencies required to run the application are installed from PyPI by the constructor's post_install script. They are installed by poetry and are defined in the `installer/assets/openbb_platform_installer/pyproject.toml` file.
+
+The version of Python is defined in the `construct.yaml` file. It is set for 3.12.
+
+## Build Instructions
+
+**In order to build the installer, conda should be already installed and initialized your current shell profile.**
+
+Navigate into the `build/conda` folder and then begin.
+
+1. Create the Conda environment.
+   - `conda env create --file environments/constructor.yml`
+2. Activate the environment.
+   - `conda activate constructor`
+3. Build the installer.
+   - `constructor installer/.`
+
+## For when we have a full NSIS
+
+To check nsis file - run
+
+```batch
+miniconda3\envs\constructor\NSIS\makensis.exe /V2 assets\installer.nsi
+```
+
+gives better output for errors
+
+```batch
+miniconda3\envs\constructor\NSIS\makensis.exe /V4 assets\installer.nsi
+```

build/conda/environments/constructor.yml

@@ -0,0 +1,10 @@
+name: constructor
+channels:
+  - conda-forge
+  - defaults
+dependencies:
+  - conda-build
+  - constructor>=3.9.3
+  - six
+  - urllib3
+  - requests

build/conda/installer/README.md

@@ -0,0 +1,246 @@
+# OpenBB Platform
+
+Thanks for installing the OpenBB Platform. To get the most out of your experience, we recommend reviewing the contents of this document.
+
+If you have never used Python before, don't worry, your first time is just a double-click away. The sections below outline everything you need to know for getting started.
+
+## What Did I Install?
+
+This is a kitted out development container for Pythonic, open source, financial research. It has everything you need to get started immediately.
+
+Included is a complete installation of the OpenBB Platform and CLI, along with Conda and Jupyter Notebook, in an isolated Python 3.12 Conda environment.
+
+If you already have an installation of Conda or Anaconda, the version in this folder will not rely on, interfere, or share base environment paths with, existing versions.
+
+Tools for managing, updating, and building environments allow you to take full control of your installation, as well as quickly spin up new containers within this project folder.
+
+Follow the quick start steps below to get started using right away; or, open one of the shortcuts described below.
+
+If you want to build your own endpoints, connections, and features, try installing the [example extensions](#examples)
+
+## OpenBB Workspace Quick Start
+
+- Login to the [OpenBB Hub](https://my.openbb.co)
+- Optionally, add API keys for remote authorization on the page [here](https://my.openbb.dev/app/platform/credentials).
+  - If credentials have been added, from the sidebar, click on 'Personal Access Token'.
+  - Generate a token and copy the value to the clipboard.
+- Optionally, from the sidebar, click on 'Widgets' to filter out any provider extensions or endpoints you wish to exclude.
+  - Without filtering, there will be well over 300 individual widgets. This will narrow the field and focus on only what you need.
+  - After configuring, download the file ("widget_settings.json") and save it to, `~/.openbb_platform`. The "Settings" shortcut takes you there.
+- Double-click on the `openbb-api` shortcut.
+- If you generated a personal access token, paste the values that were copied to the clipboard and hit the return key.
+  - Enter y/n to persist the downloaded credentials on the local machine for future sessions.
+
+- By default, the server will be running on: [http://127.0.0.1:6900](http://127.0.0.1:6900)
+
+- Login to OpenBB Workspace [here](https://pro.openbb.co)
+- From the sidebar, click on, "Data Connectors".
+- Then click on the button, "Add Data".
+- In the pop-up menu, select "Custom Backend".
+- Enter a name for the connection - i.e, "OpenBB Platform"
+- Enter the address the server is running on - i.e, "http://127.0.0.1:6900"
+- **Ensure that "Validate Widgets" is set to "No".**
+- Click on the "Test" button.
+- Finally, click on the "Add" button.
+
+The OpenBB Platform API widgets can now be added to any dashboard. For a more detailed version of these instructions, see the documentation page [here](https://docs.openbb.co/pro/custom-backend)
+
+## Shortcuts
+
+At the root of the installation folder (where this document is) are shortcuts for launchers and to key file locations.
+
+- Bash (Windows: CMD): Opens a command line shell with the base Conda environment activated. Activate the OpenBB environment with:
+  - Mac/Linux: `source activate obb`
+  - Windows: `conda activate obb`
+- Environments: Shortcut to the root "envs" folder, where the `obb` and any created environments are stored.
+  - "widgets.json" is located in the "assets" subdirectory.
+- openbb-api: Opens a Terminal window and launches the OpenBB API, with optional prompts to login with your OpenBB Hub PAT.
+- openbb-cli: Opens a Terminal window and launches the OpenBB CLI (formerly OpenBB Terminal).
+- openbb-ipython: Opens a Terminal window and starts an IPython session with the OpenBB Platform package imported.
+- openbb-notebook: Opens a Terminal window, starts the Jupyter development server, and opens a browser window with the Notebook application.
+- OpenBBUserData: Shortcut to the OpenBBUserData folder. Files exported from CLI are saved here.
+- Settings: Shortcut to the `~/.openbb_platform` location where `.env` files and `user_settings.json` are stored.
+  - If you cannot see the ".env" file, set Finder/Explorer to display hidden/system files.
+- Update: Opens a Terminal window and updates the OpenBB Platform environment (obb) and packages.
+
+## Command Line Entry Points
+
+There are several command line entry points available when either:
+- The OpenBB Platform environment (obb) is active.
+- The "openbb_platform_installer" package has been installed in the active Python environment.
+
+### OpenBB Entry Points
+
+- openbb: Launches the OpenBB CLI.
+- openbb-api: Launches the API and accepts select arguments.
+  - All args/kwargs available to `uvicorn run` are exposed.
+  - `--login`: True/False. Defeats the login prompt when False.
+  - `--no-build`: Skips building "widgets.json"
+- openbb-build: Runs the build script that generates the static assets for the OpenBB Python interface.
+  - Run this after installing/uninstalling/updating OpenBB extensions
+  - Automatically run when `openbb-update` is run.
+- openbb-update: Updates the environment packages defined in `pyproject.toml` and `poetry.lock` and rebuilds the OpenBB Python interface.
+  - Location of Poetry files: "/extensions/openbb_platform_installer"
+  - Passes all args/kwargs to `poetry install`.
+
+### Starting The OpenBB Platform API With Optional Arguments
+
+1. Open the `Bash` (`CMD` on Windows) shortcut.
+2. Activate the `obb` environment
+  - Unix: `source activate obb`
+  - Windows: `conda activate obb`
+3. Run `openbb-api` with `--parameter value` to add any `uvicorn.run` parameter.
+
+### OpenBB Platform API Over HTTPS
+
+To run the API over the HTTPS protocol, you must first create a self-signed certificate and the associated key. After steps 1 & 2 above, you can generate the files by entering this to the command line:
+
+```sh
+openssl req -x509 -days 3650 -out localhost.crt -keyout localhost.key   -newkey rsa:4096 -nodes -sha256   -subj '/CN=localhost' -extensions EXT -config <( \
+   printf "[dn]\nCN=localhost\n[req]\ndistinguished_name = dn\n[EXT]\nsubjectAltName=DNS:localhost\nkeyUsage=digitalSignature\nextendedKeyUsage=serverAuth")
+```
+
+Two files will be created, in the current working directory, that are passed as keyword arguments to the `openbb-api` entry point.
+
+```sh
+openbb-api --ssl_keyfile localhost.key --ssl_certfile localhost.crt
+```
+
+**Note**: Adjust the command to include the full path to the file if the current working directory is not where they are located.
+
+
+The certificate - `localhost.crt` - will need to be added to system's trust store. The process for this will depend on the operating system and the user account privilege.
+
+A quick solution is to visit the server's URL, show the details of the warning, and choose to continue anyways.
+
+Contact the system administrator if you are using a work device and require additional permissions to complete the configuration.
+
+![This Connection Is Not Private](https://in.norton.com/content/dam/blogs/images/norton/am/this_connection_not_is_private.png)
+
+## Installed Folder Structure
+
+At the root of the installation (where this document is), there will be three folders:
+
+- conda (Windows: This is named after the last folder path if the default was not used)
+- extensions
+- notebooks
+
+### Conda
+
+This is the folder where Conda is installed and all environment data (site-packages, etc.) is stored. The "Environments" shortcuts takes you to the root of the "envs" folder.
+
+### Extensions
+
+This folder contains two subfolders:
+
+### Notebooks
+
+This folder contains tutorial notebooks with examples for getting started with Python and the OpenBB Platform. They can be opened by launching the `openbb-notebook` shortcut.
+
+#### examples
+
+Contains empty example extensions for the three types of OpenBB Platform extensions:
+
+- Router
+- Provider
+- OBBject
+
+To install all three examples in the OpenBB Platform environment, open the Bash/CMD shortcut and enter:
+
+```console
+source activate obb  # CMD: conda activate obb
+cd extensions/examples
+python install_examples.py
+```
+
+#### openbb_platform_installer
+
+This is a meta package for installing and managing OpenBB Platform installation within any Python environment.
+Poetry is used to update and resolve any dependencies that are defined in the `pyproject.toml` file.
+
+The `poetry.lock` file is updated every time the `Update` shortcut is run.
+
+There are several configurations available, via combinations of `--with`, `--without`, and `--only` parameters, when running `poetry install`.
+
+Choices are:
+
+- main
+- openbb-all
+- cli
+- notebook
+
+Each parameter will accept multiple items, but `--without` takes priority for solving for the environment.
+
+## Uninstallation
+
+Mac/Linux users can uninstall by deleting the folder, while Windows users can run the Uninstall shortcut.
+
+The leftover artifacts will include:
+
+- Global configuration files stored by Poetry, PIP, Conda, and Jupyter.
+- Third-party Python package caches and `.env` files.
+- Folders:
+  - ~/.openbb_platform
+  - ~/OpenBBUserData
+
+Windows users will also need to remove the parent folder where it was originally installed, after running Uninstall.
+
+Your OpenBB Hub account can be deleted, along with all associated data, from the Account page in [my.openbb.co](https://my.openbb.co)
+
+## Additional Information
+
+### Conda Install vs. PIP Install vs. Poetry Install
+
+The three ways to install packages may appear to accomplish the same objectives - installing Python packages - but each has a distinctly different purpose.
+
+An easy way to think about the difference is, both `pip` and `poetry` require an existing Python installation; `conda` installs Python so that you can run `pip install poetry`.
+
+In general, you use:
+
+- `conda`
+  - When a new environment has been created. Packages here can be included in the creation command, `conda create`.
+  - When the specific package is only distributed through Conda or the `conda-forge` channel.
+  - When changing the version of Python used within the environment.
+  - For interactions with the machine code layer of the system - e.g., compilers, and bridges to "outside of Python" land.
+- `pip`
+  - When installing/uninstalling packages to the activated Python environment.
+  - Resort to `conda install` when packages fail to install, or wheels cannot be built, from PyPI.
+- `poetry`
+  - Installing a local Python package.
+  - Syncing all package dependencies according to provided specs in `pyproject.toml` and `poetry.lock` files.
+  - Building and distributing Python packages.
+
+Conda is for container management and machine code level operations, Poetry resolves the project's dependencies and provides build/distribution tools within the current Python environment, while `pip` is for installing Python packages - typically from [PyPI](https://pypi.org).
+
+### Documentation Resources
+
+### OpenBB
+- [OpenBB Pro](https://docs.openbb.co/pro)
+- [OpenBB Pro Data Connectors](https://docs.openbb.co/pro/data-connector)
+- [widgets.json](https://docs.openbb.co/pro/custom-backend/widgets.json)
+- [OpenBB Platform](https://docs.openbb.co/platform)
+- [OpenBB Platform Quickstart](https://docs.openbb.co/platform/getting_started/quickstart)
+- [OpenBB CLI](https://docs.openbb.co/cli)
+- [OpenBB User Settings](https://docs.openbb.co/platform/user_guides/settings_and_environment_variables)
+- [API Keys and Authorization](https://docs.openbb.co/platform/getting_started/api_keys)
+- [REST API Requests](https://docs.openbb.co/platform/getting_started/api_requests)
+- [OpenBB Platform Architecture Overview](https://docs.openbb.co/platform/developer_guide/architecture_overview)
+- [Create A New Router Extension](https://docs.openbb.co/platform/getting_started/create_new_router_extension)
+- [OpenBB Charting](https://github.com/OpenBB-finance/OpenBB/tree/develop/openbb_platform/obbject_extensions/charting#readme)
+- [PyWry](https://github.com/OpenBB-finance/pywry)
+
+### External
+
+- [python](https://docs.python.org/3/)
+- [conda create](https://conda.io/projects/conda/en/latest/user-guide/tasks/manage-environments.html#managing-environments)
+- [pyproject.toml](https://python-poetry.org/docs/pyproject/)
+- [requirements.txt](https://pip.pypa.io/en/stable/reference/requirements-file-format/)
+- [pip](https://pip.pypa.io/en/stable/)
+- [poetry config](https://python-poetry.org/docs/configuration)
+- [pydantic](https://docs.pydantic.dev/latest/)
+- [uvicorn](https://www.uvicorn.org/)
+- [fastapi](https://fastapi.tiangolo.com/)
+- [jupyter](https://docs.jupyter.org/en/latest/)
+- [pandas](https://pandas.pydata.org/docs/)
+- [numpy](https://numpy.org/doc/)
+- [Plotly Graph Objects](https://plotly.com/python/graph-objects/)

build/conda/installer/assets/create_shortcut.vbs

@@ -0,0 +1,70 @@
+Set objShell = CreateObject("WScript.Shell")
+sdesktopPath = objShell.SpecialFolders("Desktop")
+
+Set fso = CreateObject("Scripting.FileSystemObject")
+prefixPath = objShell.ExpandEnvironmentStrings("%PREFIX%")
+userProfilePath = objShell.ExpandEnvironmentStrings("%USERPROFILE%")
+currentPath = fso.GetAbsolutePathName(prefixPath)
+parentFolder = fso.GetParentFolderName(currentPath)
+shortcutFolder = parentFolder
+
+Set objFSO = CreateObject("Scripting.FileSystemObject")
+If Not objFSO.FolderExists(shortcutFolder) Then
+    objFSO.CreateFolder(shortcutFolder)
+End If
+
+If prefixPath = "%PREFIX%" Or userProfilePath = "%USERPROFILE%" Then
+    WScript.Echo "Environment variables %PREFIX% or %USERPROFILE% are not set correctly."
+    WScript.Quit 1
+End If
+
+Sub CreateShortcut(name, targetPath, iconPath)
+    Set objShell = CreateObject("WScript.Shell")
+    Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\" & name & ".lnk")
+    objShortcut.TargetPath = objShell.ExpandEnvironmentStrings(targetPath)
+    objShortcut.IconLocation = objShell.ExpandEnvironmentStrings(iconPath)
+    objShortcut.Description = name
+    objShortcut.Save
+End Sub
+
+CreateShortcut "openbb-cli", "C:\Windows\System32\cmd.exe", prefixPath & "\assets\openbb_icon.ico"
+CreateShortcut "openbb-api", "C:\Windows\System32\cmd.exe", prefixPath & "\assets\openbb_icon.ico"
+CreateShortcut "openbb-notebook", "C:\Windows\System32\cmd.exe", prefixPath & "\assets\openbb_icon.ico"
+CreateShortcut "openbb-ipython", "C:\Windows\System32\cmd.exe", prefixPath & "\assets\openbb_icon.ico"
+CreateShortcut "Update", "C:\Windows\System32\cmd.exe", prefixPath & "\assets\openbb_icon.ico"
+CreateShortcut "CMD", "C:\Windows\System32\cmd.exe", prefixPath & "\assets\openbb_icon.ico"
+CreateShortcut "Environments", prefixPath & "\envs", prefixPath & "\assets\openbb_icon.ico"
+CreateShortcut "Settings", userProfilePath & "\.openbb_platform", prefixPath & "\assets\openbb_icon.ico"
+CreateShortcut "OpenBBUserData", userProfilePath & "\OpenBBUserData", prefixPath & "\assets\openbb_icon.ico"
+CreateShortcut "Uninstall", prefixPath & "\Uninstall-OpenBB.exe", prefixPath & "\assets\openbb_icon.ico"
+
+Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\openbb-notebook.lnk")
+objShortcut.Arguments = "/k PATH " & prefixPath & ";" & prefixPath & "\Scripts;" & prefixPath & "\Library\bin;%PATH% && activate " & prefixPath & "\envs\obb && cd " & shortcutFolder & " && jupyter-notebook && exit"
+objShortcut.WorkingDirectory = shortcutFolder
+objShortcut.Save
+
+Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\openbb-ipython.lnk")
+objShortcut.Arguments = "/k PATH " & prefixPath & ";" & prefixPath & "\Scripts;" & prefixPath & "\Library\bin;%PATH% && activate " & prefixPath & "\envs\obb && ipython -c ""from openbb import obb;obb"" -i"
+objShortcut.WorkingDirectory = prefixPath
+objShortcut.Save
+
+Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\openbb-api.lnk")
+objShortcut.Arguments = "/k PATH " & prefixPath & ";" & prefixPath & "\Scripts;" & prefixPath & "\Library\bin;%PATH% && activate " & prefixPath & "\envs\obb && call openbb-api --login  && exit"
+objShortcut.WorkingDirectory = prefixPath
+objShortcut.Save
+
+
+Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\Update.lnk")
+objShortcut.Arguments = "/k PATH " & prefixPath & ";" & prefixPath & "\Scripts;" & prefixPath & "\Library\bin;%PATH% && activate " & prefixPath & "\envs\obb && call openbb-update && exit"
+objShortcut.WorkingDirectory = prefixPath
+objShortcut.Save
+
+Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\CMD.lnk")
+objShortcut.Arguments = "/k PATH " & prefixPath & ";" & prefixPath & "\Scripts;" & prefixPath & "\Library\bin;%PATH% && activate base && echo Conda base environment is active. Use this shell to create new environments. && echo To activate the OpenBB environment, run 'conda activate obb'."
+objShortcut.WorkingDirectory = shortcutFolder
+objShortcut.Save
+
+Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\openbb-cli.lnk")
+objShortcut.Arguments = "/k PATH " & prefixPath & ";" & prefixPath & "\Scripts;" & prefixPath & "\Library\bin;%PATH% && activate " & prefixPath & "\envs\obb && call openbb && exit"
+objShortcut.WorkingDirectory = prefixPath
+objShortcut.Save

build/conda/installer/assets/custom_conclusion.nsi

@@ -0,0 +1,86 @@
+
+
+Page Custom muiExtraPages_Create
+
+!include "FileFunc.nsh"
+
+var IntroText
+var InstallationLink
+var ExampleImg
+var ExampleImgCtl
+var PARENTDIR
+
+Function muiExtraPages_Create
+    Push $0
+
+    !insertmacro MUI_HEADER_TEXT_PAGE \
+        "${PRODUCT_NAME}" \
+        "Installation Successfully Complete"
+
+    ${GetParent} "$INSTDIR" $PARENTDIR
+
+    nsDialogs::Create /NOUNLOAD 1018
+    ${NSD_CreateLabel} 10u 10u 280u 40u "Click the link below to open the installation folder:"
+    Pop $IntroText
+
+    ${NSD_CreateLink} 10u 55u 200u 10u $PARENTDIR
+    Pop $InstallationLink
+    ${NSD_OnClick} $InstallationLink LaunchLinkOne
+
+    nsDialogs::CreateControl STATIC ${WS_VISIBLE}|${WS_CHILD}|${WS_CLIPSIBLINGS}|${SS_BITMAP}|${SS_REALSIZECONTROL} 0 10u 90u 280u 40u ""
+    Pop $ExampleImgCtl
+    StrCpy $0 $PLUGINSDIR\openbb_win.png
+    System::Call 'user32::LoadImage(i 0, t r0, i ${IMAGE_BITMAP}, i 0, i 0, i ${LR_LOADFROMFILE}|${LR_LOADTRANSPARENT}|${LR_LOADMAP3DCOLORS}) i.s'
+    Pop $ExampleImg
+    SendMessage $ExampleImgCtl ${STM_SETIMAGE} ${IMAGE_BITMAP} $ExampleImg
+
+    nsDialogs::Show
+
+    System::Call 'gdi32:DeleteObject(i $ExampleImg)'
+
+    Pop $0
+FunctionEnd
+
+!define MUI_FINISHPAGE_TEXT "Select a resource to open.$\r$\n$\r$\n"
+!define MUI_FINISHPAGE_RUN
+!define MUI_FINISHPAGE_RUN_TEXT "OpenBB Platform Documentation"
+!define MUI_FINISHPAGE_RUN_FUNCTION "LaunchLinkTwo"
+!define MUI_PAGE_CUSTOMFUNCTION_SHOW MyFinishShow
+!define MUI_PAGE_CUSTOMFUNCTION_LEAVE MyFinishLeave
+
+var CheckboxLinkThree
+var CheckboxLinkFour
+
+Function LaunchLinkOne
+    ExecShell "open" "$PARENTDIR"
+FunctionEnd
+
+Function LaunchLinkTwo
+    ExecShell "open" "https://docs.openbb.co/platform"
+FunctionEnd
+
+Function MyFinishShow
+    ${NSD_CreateCheckbox} 120u 110u 100% 10u "OpenBB CLI Documentation"
+    Pop $CheckboxLinkThree
+    ${NSD_Check} $CheckboxLinkThree
+    SetCtlColors $CheckboxLinkThree "" "ffffff"
+
+    ${NSD_CreateCheckbox} 120u 130u 100% 10u "OpenBB Pro Documentation"
+    Pop $CheckboxLinkFour
+    ${NSD_Check} $CheckboxLinkFour
+    SetCtlColors $CheckboxLinkFour "" "ffffff"
+FunctionEnd
+
+Function MyFinishLeave
+    ${NSD_GetState} $CheckboxLinkThree $0
+    ${If} $0 <> 0
+        ExecShell "open" "https://docs.openbb.co/cli"
+    ${EndIf}
+
+    ${NSD_GetState} $CheckboxLinkFour $0
+    ${If} $0 <> 0
+        ExecShell "open" "https://docs.openbb.co/pro"
+    ${EndIf}
+FunctionEnd
+
+!insertmacro MUI_PAGE_FINISH

build/conda/installer/assets/custom_welcome.nsi

@@ -0,0 +1,41 @@
+# Below is an example of creating multiple pages after the welcome page of the installer.
+#
+# This file contains code that is inserted where the @CUSTOM_WELCOME_FILE@ is located
+# in the main.nsi.tmpl. The main mechanism for extra pages occurs with the
+# "Page Custom muiExtraPagesAfterWelcome_Create" line, which
+# references the function "muiExtraPagesAfterWelcome_Create" for page creation.
+
+!define MUI_PAGE_CUSTOMFUNCTION_PRE SkipPageIfUACInnerInstance
+!insertmacro MUI_PAGE_WELCOME
+
+Page Custom muiExtraPagesAfterWelcome_Create
+
+var IntroAfterWelcomeText
+var InstallationAfterWelcomeLink
+var ExampleAfterWelcomeImg
+var ExampleImgAfterWelcomeCtl
+
+Function muiExtraPagesAfterWelcome_Create
+    Push $0
+
+    !insertmacro MUI_HEADER_TEXT_PAGE \
+        "${PRODUCT_NAME}" \
+        "Welcome to OpenBB Platform Installer"
+
+    nsDialogs::Create /NOUNLOAD 1018
+    ${NSD_CreateLabel} 10u 10u 280u 120u "Welcome to the OpenBB Platform Installer.$\r$\n$\r$\nThis application will install the latest version of the OpenBB Platform on your computer as a self-contained, Python 3.12, Conda environment.$\r$\n$\r$\nIn order to install you need access to the Internet.$\r$\n$\r$\nInstallation requires between 1-2 GB of storage space, with a minimum of 4GB RAM.$\r$\n$\r$\nWhen a non-default installation path is chosen, it requires a depth of two - i.e, User/MyUserAccount/OpenBB/conda, where OpenBB is the target folder, and conda is the name of the folder where Conda and the installed environments live. The path, including username, should not contain any spaces."
+    Pop $IntroAfterWelcomeText
+
+    nsDialogs::CreateControl STATIC ${WS_VISIBLE}|${WS_CHILD}|${WS_CLIPSIBLINGS}|${SS_BITMAP}|${SS_REALSIZECONTROL} 0 10u 90u 280u 40u ""
+    Pop $ExampleImgAfterWelcomeCtl
+    StrCpy $0 $PLUGINSDIR\openbb_win.png
+    System::Call 'user32::LoadImage(i 0, t r0, i ${IMAGE_BITMAP}, i 0, i 0, i ${LR_LOADFROMFILE}|${LR_LOADTRANSPARENT}|${LR_LOADMAP3DCOLORS}) i.s'
+    Pop $ExampleAfterWelcomeImg
+    SendMessage $ExampleImgAfterWelcomeCtl ${STM_SETIMAGE} ${IMAGE_BITMAP} $ExampleAfterWelcomeImg
+
+    nsDialogs::Show
+
+    System::Call 'gdi32:DeleteObject(i $ExampleAfterWelcomeImg)'
+
+    Pop $0
+FunctionEnd

build/conda/installer/assets/dmg_volume.icns

@@ -0,0 +1,3 @@
+version https://git-lfs.github.com/spec/v1
+oid sha256:0e103259cce429d278e0dc98359e215d4cabfc7911fa8feffa42e5c16dbbb0d6
+size 674218

build/conda/installer/assets/examples/README.md

@@ -0,0 +1,40 @@
+# Example Extension Templates
+
+The extensions in this folder represent starting points for creating your own OpenBB extensions. The types of extensions that can be created are:
+
+- Router
+  - Create a new router path and define the functions for the app.
+- Provider
+  - Add a new data provider source.
+- OBBject
+  - Extend the response object returned by every command.
+
+## Installation
+
+### All Examples
+
+To install all example extensions, activate the environment, then run:
+
+```sh
+python install_examples.py
+```
+
+### Individual Example
+
+To install an individual extension to the existing OpenBB environment, activate it, then navigate into the folder of the desired extension and enter:
+
+```sh
+poetry install --only-root
+```
+
+Then, rebuild the OpenBB Python interface with:
+
+```sh
+openbb-build
+```
+
+The new extension(s) will be available by importing the OpenBB package.
+
+```python
+from openbb import obb
+```

build/conda/installer/assets/examples/empty_obbject/README.md

@@ -0,0 +1,9 @@
+# Empty OBBject Extension
+
+This is an empty OpenBB Platform OBBJECT (Response Object) Extension.
+
+Install this extension locally with:
+
+```console
+poetry install --only-root
+```

build/conda/installer/assets/examples/empty_obbject/empty_obbject/__init__.py

@@ -0,0 +1,30 @@
+"""Empty OBBject extension."""
+
+import warnings
+
+from openbb_core.app.model.extension import Extension
+from openbb_core.app.model.obbject import OBBject
+
+warnings.filterwarnings(
+    "ignore", lineno=0
+)  # This suppresses a warning you might see with IPython and OBBject Extensions on import and initialize.
+
+ext = Extension(name="empty")
+
+# OBBject Accessors are used to extend the functionality of the OBBject class.
+# The name given to the Extension creates a new namespace in every output object of the Router.
+# This is useful for formatting/processing the output of the function calls, where universal application is desired.
+
+
+@ext.obbject_accessor
+class Empty:
+    """An Empty OBBject extension."""
+
+    def __init__(self, obbject):
+        """Creates an instance of the Empty OBBject extension."""
+        self._obbject: OBBject = obbject
+
+    @staticmethod
+    def hello():
+        """Print a greeting message."""
+        print("Hello from the Empty OBBject extension!")  # noqa: T201

build/conda/installer/assets/examples/empty_obbject/pyproject.toml

@@ -0,0 +1,18 @@
+[tool.poetry]
+name = "empty-obbject"
+version = "0.0.1"
+description = "An empty OBBject extension"
+authors = ["OpenBB Team <hello@openbb.co>"]
+readme = "README.md"
+packages = [{ include = "empty_obbject" }]
+
+[tool.poetry.dependencies]
+python = "^3.9.21,<3.13"
+openbb-core = "^1.4.6"
+
+[build-system]
+requires = ["poetry-core"]
+build-backend = "poetry.core.masonry.api"
+
+[tool.poetry.plugins."openbb_obbject_extension"]
+empty = "empty_obbject:ext"

build/conda/installer/assets/examples/empty_provider/README.md

@@ -0,0 +1,9 @@
+# Empty Provider Extension
+
+This is an empty OpenBB Platform Provider Extension.
+
+Install this extension locally with:
+
+```console
+poetry install --only-root
+```

build/conda/installer/assets/examples/empty_provider/empty_provider/__init__.py

@@ -0,0 +1,21 @@
+"""Empty Provider Module."""
+
+# Import the fetchers from each model.
+from openbb_core.provider.abstract.provider import Provider
+
+from empty_provider.models.empty_model import EmptyFetcher
+
+empty_provider = Provider(
+    name="empty",
+    website="http://empty.io",
+    description="""The empty provider is a supplier of promises.""",
+    # credentials=["api_key"],  # Credentials added here are mapped to `user_settings.json` in the `credentials` key.
+    fetcher_dict={
+        "Empty": EmptyFetcher  # The key is the name of the model defined in the @router decorator.
+    },
+)
+
+# Every provider follows this same pattern, so it is possible to import the fetchers from other providers
+# and map them to the fetcher_dict above.
+# from openbb_yfinance import yfinance_provider
+# yfinance_fetchers = yfinance_provider.fetcher_dict.copy()

build/conda/installer/assets/examples/empty_provider/empty_provider/models/__init__.py

@@ -0,0 +1 @@
+"""Empty Provider Models."""

build/conda/installer/assets/examples/empty_provider/empty_provider/models/empty_model.py

@@ -0,0 +1,93 @@
+"""Empty Fetcher Model. This model is used in conjunction with the 'empty_router' extension."""
+
+# pylint: disable=unused-import
+# flake8: noqa: F401
+
+from datetime import (
+    date as dateType,
+    datetime,
+)
+from typing import Any, Dict, Optional
+
+from openbb_core.provider.abstract.data import Data
+from openbb_core.provider.abstract.fetcher import Fetcher
+from openbb_core.provider.abstract.query_params import QueryParams
+from pydantic import Field
+
+
+class EmptyQueryParams(QueryParams):
+    """Empty Query Params"""
+
+    some_param: Optional[str] = Field(
+        default=None,
+        description="Some param",
+    )
+
+
+class EmptyData(Data):
+    """Empty Data"""
+
+    date: Optional[dateType] = Field(
+        default=None,
+        description="Date of the data.",
+    )
+    title: Optional[str] = Field(
+        default=None,
+        description="Title of the data.",
+    )
+
+
+class EmptyFetcher(
+    Fetcher[
+        EmptyQueryParams,
+        EmptyData,  # Change the Typing when returning a list of models - i.e, records.
+    ]
+):
+    """Empty Fetcher."""
+
+    @staticmethod
+    def transform_query(params: Dict[str, Any]) -> EmptyQueryParams:
+        """Transform query params."""
+        transformed_params = params.copy()
+        # if transformed_params.get("some_param"):
+        #     do something
+        #
+        # This is where you can set default values for query parameters.
+        # Essentially, `@model_validate(mode='before')`.
+        return EmptyQueryParams(**transformed_params)
+
+    @staticmethod
+    async def aextract_data(
+        query: EmptyQueryParams,
+        credentials: Optional[Dict[str, str]],
+        **kwargs: Any,
+    ) -> Dict:  # Typing here should match the 'data' input of 'transform_data'.
+        """Extract data."""
+        # pylint: disable=import-outside-toplevel
+        # from openbb_core.provider.utils.helpers import (
+        #    make_request,
+        #    amake_request,
+        #    amake_requests,
+        #    get_querystring,
+        # )   Use these to make HTTP requests.
+
+        # We import here so that items are imported on execution, not on initialization.
+        # Critical for modules that introduce a heavy load on the system.
+        # Generally, any module required for data retrieval and parsing should be 'lazy' imported.
+        # This is to ensure that the module is only imported when needed.
+
+        print(query.some_param)  # noqa: T201
+        results = {
+            "date": datetime.now().date(),
+            "title": "Hello from the Empty Provider extension!",
+        }
+        return results
+
+    @staticmethod
+    def transform_data(
+        query: EmptyQueryParams,
+        data: Dict,  # Typing here matches the output of '(a)extract_data'.
+        **kwargs: Any,
+    ) -> EmptyData:  # Typing here matches the Fetcher's definition.
+        """Transform data."""
+        return EmptyData.model_validate(data)

build/conda/installer/assets/examples/empty_provider/empty_provider/utils/__init__.py

@@ -0,0 +1 @@
+"""Utilities and Helpers."""

build/conda/installer/assets/examples/empty_provider/pyproject.toml

@@ -0,0 +1,18 @@
+[tool.poetry]
+name = "empty-provider"
+version = "0.0.1"
+description = "Empty provider extension for OpenBB"
+authors = ["OpenBB Team <hello@openbb.co>"]
+readme = "README.md"
+packages = [{ include = "empty_provider" }]
+
+[tool.poetry.dependencies]
+python = "^3.9.21,<3.13"
+openbb-core = "^1.4.6"
+
+[build-system]
+requires = ["poetry-core"]
+build-backend = "poetry.core.masonry.api"
+
+[tool.poetry.plugins."openbb_provider_extension"]
+empty = "empty_provider:empty_provider"

build/conda/installer/assets/examples/empty_router/README.md

@@ -0,0 +1,9 @@
+# Empty Router Extension
+
+This is an empty OpenBB Platform Router Extension.
+
+Install this extension locally with:
+
+```console
+poetry install --only-root
+```

build/conda/installer/assets/examples/empty_router/empty_router/__init__.py

@@ -0,0 +1 @@
+"""An Empty OpenBB Router extension."""

build/conda/installer/assets/examples/empty_router/empty_router/empty_router.py

@@ -0,0 +1,69 @@
+"""Empty Router Extenision for OpenBB Platform."""
+
+from datetime import datetime
+
+from openbb_core.app.model.command_context import CommandContext
+from openbb_core.app.model.example import APIEx, PythonEx
+from openbb_core.app.model.obbject import OBBject
+from openbb_core.app.provider_interface import (
+    ExtraParams,
+    ProviderChoices,
+    StandardParams,
+)
+from openbb_core.app.query import Query
+from openbb_core.app.router import Router
+from openbb_core.provider.abstract.data import Data
+
+router = Router(prefix="", description="An Empty OpenBB Router Extension.")
+
+# The first function call will take longer than the rest, as modules are loaded on the first call.
+
+# Note that all routers must return an instance of `OBBject`, where the output is the `results` attribute.
+
+
+# This is a standard router "get" command.
+@router.command(
+    methods=["GET"],
+    examples=[
+        PythonEx(
+            description="Say Hello.",
+            code=[
+                "result = obb.empty.hello()",
+            ],
+        ),
+    ],
+)
+async def hello() -> (
+    OBBject[dict]
+):  # The output of every router command must be an instance of `OBBject`.
+    """OpenBB Hello World."""
+    return OBBject(
+        results={
+            datetime.now().strftime(
+                "%Y-%m-%d"
+            ): "Hello from the Empty Router extension!"
+        }
+    )
+
+
+# This uses the Provider Interface to call the empty provider fetcher.
+@router.command(
+    model="Empty",
+    examples=[
+        APIEx(parameters={"provider": "empty"}),
+        PythonEx(
+            description="Say Hello.",
+            code=[
+                "result = obb.empty.empty_function()",
+            ],
+        ),
+    ],
+)
+async def empty_function(
+    cc: CommandContext,
+    provider_choices: ProviderChoices,
+    standard_params: StandardParams,
+    extra_params: ExtraParams,
+) -> OBBject[Data]:
+    """An empty function using the Provider Interface."""
+    return await OBBject.from_query(Query(**locals()))

build/conda/installer/assets/examples/empty_router/empty_router/empty_views.py

@@ -0,0 +1,29 @@
+"""Views for the Empty Extension."""
+
+# pylint: disable=unused-import
+# flake8: noqa: F401
+
+from typing import TYPE_CHECKING, Any, Dict, Tuple
+
+if TYPE_CHECKING:
+    from openbb_charting.core.openbb_figure import OpenBBFigure
+
+# If `openbb-charting` was installed, this will be used to create a chart.
+# Process the data by accessing, "kwargs["obbject_item"]", the function results.
+# The return is a Tuple of the OpenBBFigure and a Dict of the data, so it can be
+# returned to the Fast API endpoint. Use `fig.to_plotly_json()` to convert the
+# OpenBBFigure to a JSON serializable object.
+
+
+class EmptyViews:
+    """Empty Views."""
+
+    # @staticmethod
+    # def empty_hello(  # noqa: PLR0912
+    #    **kwargs,
+    # ) -> Tuple["OpenBBFigure", Dict[str, Any]]:
+    #    """Get Derivatives Price Historical Chart."""
+    # pylint: disable=import-outside-toplevel
+    # from openbb_charting.charts.price_historical import price_historical
+
+    # return price_historical(**kwargs)

build/conda/installer/assets/examples/empty_router/pyproject.toml

@@ -0,0 +1,18 @@
+[tool.poetry]
+name = "empty-router"
+version = "0.0.1"
+description = "An empty OpenBB Router extension"
+authors = ["OpenBB Team <hello@openbb.co>"]
+readme = "README.md"
+packages = [{ include = "empty_router" }]
+
+[tool.poetry.dependencies]
+python = "^3.9.21,<3.13"
+openbb-core = "^1.4.6"
+
+[build-system]
+requires = ["poetry-core"]
+build-backend = "poetry.core.masonry.api"
+
+[tool.poetry.plugins."openbb_core_extension"]
+empty = "empty_router.empty_router:router"

build/conda/installer/assets/examples/install_examples.py

@@ -0,0 +1,48 @@
+"""Script to install the example extensions in develop mode to the current Python environment."""
+
+
+def main():
+    """Run the setup script."""
+    # pylint: disable=import-outside-toplevel
+    import glob
+    import os
+    import subprocess
+    from pathlib import Path
+
+    try:
+        import openbb  # noqa: F401  # pylint: disable=unused-import
+    except ImportError:
+        subprocess.check_call("openbb-build", shell=True)  # noqa: S602, S607
+
+    base_dir = Path(__file__).parent
+
+    directories = [
+        os.path.join(base_dir, d)
+        for d in os.listdir(base_dir)
+        if os.path.isdir(os.path.join(base_dir, d))
+        and glob.glob(os.path.join(base_dir, d, "*.toml"))
+    ]
+
+    for directory in directories:
+        subprocess.check_call(
+            [  # noqa: S603
+                os.sys.executable,
+                "-m",
+                "poetry",
+                "install",
+                "-C",
+                directory,
+                "--only-root",
+            ]
+        )
+
+    subprocess.check_call("openbb-build", shell=True)  # noqa: S602, S607
+
+    print(  # noqa: T201
+        "\nExample extensions have been installed and are ready-to-use."
+        "\nTo connect the examples to OpenBB Pro and edit the code live, run: openbb-api --reload\n"
+    )
+
+
+if __name__ == "__main__":
+    main()

build/conda/installer/assets/examples/python_basics.ipynb

@@ -0,0 +1,3848 @@
+{
+ "cells": [
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "# Getting The Python Basics Right\n",
+    "\n",
+    "Special thanks to PyQuantNews for donating this content. Subscribe [here](https://www.pyquantnews.com/) for free Python resources that will help you get started with Python for Quant Finance.\n",
+    "\n",
+    "## Code Comments\n",
+    "\n",
+    "A comment is a note made by a programmer in the source code of a program. Its purpose is to clarify the source code and make it easier for people to follow along with what is happening. Anything in a comment is generally ignored when the code is actually run, making comments useful for including explanations and reasoning as well as removing specific lines of code that you may be unsure about. Comments in Python are created by using the pound symbol (`# Insert Text Here`). Including a `#` in a line of code will comment out anything that follows it."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 1,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "# This is a comment\n",
+    "# These lines of code will not change any values\n",
+    "# Anything following the first # is not run as code"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "You may hear text enclosed in triple quotes (`\"\"\" Insert Text Here \"\"\"`) referred to as multi-line comments, but this is not entirely accurate. This is a special type of `string` (a data type we will cover), called a `docstring`, used to explain the purpose of a function."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 2,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "' This is a special string '"
+      ]
+     },
+     "execution_count": 2,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "\"\"\" This is a special string \"\"\""
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 3,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "\u001b[0;31mInit signature:\u001b[0m \u001b[0mstr\u001b[0m\u001b[0;34m(\u001b[0m\u001b[0mself\u001b[0m\u001b[0;34m,\u001b[0m \u001b[0;34m/\u001b[0m\u001b[0;34m,\u001b[0m \u001b[0;34m*\u001b[0m\u001b[0margs\u001b[0m\u001b[0;34m,\u001b[0m \u001b[0;34m**\u001b[0m\u001b[0mkwargs\u001b[0m\u001b[0;34m)\u001b[0m\u001b[0;34m\u001b[0m\u001b[0;34m\u001b[0m\u001b[0m\n",
+       "\u001b[0;31mDocstring:\u001b[0m     \n",
+       "str(object='') -> str\n",
+       "str(bytes_or_buffer[, encoding[, errors]]) -> str\n",
+       "\n",
+       "Create a new string object from the given object. If encoding or\n",
+       "errors is specified, then the object must expose a data buffer\n",
+       "that will be decoded using the given encoding and error handler.\n",
+       "Otherwise, returns the result of object.__str__() (if defined)\n",
+       "or repr(object).\n",
+       "encoding defaults to sys.getdefaultencoding().\n",
+       "errors defaults to 'strict'.\n",
+       "\u001b[0;31mType:\u001b[0m           type\n",
+       "\u001b[0;31mSubclasses:\u001b[0m     StrEnum, DeferredConfigString, FoldedCase, _rstr, _ScriptTarget, _ModuleTarget, LSString, include, Keys, InputMode, ..."
+      ]
+     },
+     "metadata": {},
+     "output_type": "display_data"
+    }
+   ],
+   "source": [
+    "str??"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "Make sure you read the comments within each code cell (if they are there). They will provide more real-time explanations of what is going on as you look at each line of code."
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Python Objects - Basic Types & Variables\n",
+    "\n",
+    "Everything in Python is an **object** and every object in Python has a **type**. Some of the basic types include:\n",
+    "\n",
+    "- **`int`** (integer; a whole number with no decimal place)\n",
+    "  - `10`\n",
+    "  - `-3`\n",
+    "- **`float`** (float; a number that has a decimal place)\n",
+    "  - `7.41`\n",
+    "  - `-0.006`\n",
+    "- **`str`** (string; a sequence of characters enclosed in single quotes, double quotes, or triple quotes)\n",
+    "  - `'this is a string using single quotes'`\n",
+    "  - `\"this is a string using double quotes\"`\n",
+    "  - `'''this is a triple quoted string using single quotes'''`\n",
+    "  - `\"\"\"this is a triple quoted string using double quotes\"\"\"`\n",
+    "- **`bool`** (boolean; a binary value that is either true or false)\n",
+    "  - `True`\n",
+    "  - `False`\n",
+    "- **`NoneType`** (a special type representing the absence of a value)\n",
+    "  - `None`\n",
+    "\n",
+    "In Python, a **variable** is a name you specify in your code that maps to a particular **object**, object **instance**, or value.\n",
+    "\n",
+    "By defining variables, we can refer to things by names that make sense to us. Names for variables can only contain letters, underscores (`_`), or numbers (no spaces, dashes, or other characters). Variable names must start with a letter or underscore.\n",
+    "\n",
+    "<hr>"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Basic Operators\n",
+    "\n",
+    "In Python, there are different types of **operators** (special symbols) that operate on different values. Some of the basic operators include:\n",
+    "\n",
+    "- arithmetic operators\n",
+    "  - **`+`** (addition)\n",
+    "  - **`-`** (subtraction)\n",
+    "  - **`*`** (multiplication)\n",
+    "  - **`/`** (division)\n",
+    "  - __`**`__ (exponent)\n",
+    "- assignment operators\n",
+    "  - **`=`** (assign a value)\n",
+    "  - **`+=`** (add and re-assign; increment)\n",
+    "  - **`-=`** (subtract and re-assign; decrement)\n",
+    "  - **`*=`** (multiply and re-assign)\n",
+    "- comparison operators (return either `True` or `False`)\n",
+    "  - **`==`** (equal to)\n",
+    "  - **`!=`** (not equal to)\n",
+    "  - **`<`** (less than)\n",
+    "  - **`<=`** (less than or equal to)\n",
+    "  - **`>`** (greater than)\n",
+    "  - **`>=`** (greater than or equal to)\n",
+    "\n",
+    "When multiple operators are used in a single expression, **operator precedence** determines which parts of the expression are evaluated in which order. Operators with higher precedence are evaluated first (like PEMDAS in math). Operators with the same precedence are evaluated from left to right.\n",
+    "\n",
+    "- `()` parentheses, for grouping\n",
+    "- `**` exponent\n",
+    "- `*`, `/` multiplication and division\n",
+    "- `+`, `-` addition and subtraction\n",
+    "- `==`, `!=`, `<`, `<=`, `>`, `>=` comparisons\n",
+    "\n",
+    "> See https://docs.python.org/3/reference/expressions.html#operator-precedence"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 4,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "# Assigning some numbers to different variables\n",
+    "num_1 = 10\n",
+    "num_2 = -3\n",
+    "num_3 = 7.41\n",
+    "num_4 = -0.6\n",
+    "num_5 = 7\n",
+    "num_6 = 3\n",
+    "num_7 = 11.11"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 5,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "10"
+      ]
+     },
+     "execution_count": 5,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "num_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 6,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "7"
+      ]
+     },
+     "execution_count": 6,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Addition\n",
+    "num_1 + num_2"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 7,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "-10.41"
+      ]
+     },
+     "execution_count": 7,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Subtraction\n",
+    "num_2 - num_3"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 8,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "-4.446"
+      ]
+     },
+     "execution_count": 8,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Multiplication\n",
+    "num_3 * num_4"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 9,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "-0.08571428571428572"
+      ]
+     },
+     "execution_count": 9,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Division\n",
+    "num_4 / num_5"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 10,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "343"
+      ]
+     },
+     "execution_count": 10,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Exponent\n",
+    "num_5**num_6"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 11,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "15.11"
+      ]
+     },
+     "execution_count": 11,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Increment existing variable\n",
+    "num_7 += 4  # num_7 = num_7 + 4\n",
+    "num_7"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 12,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "1"
+      ]
+     },
+     "execution_count": 12,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Decrement existing variable\n",
+    "num_6 -= 2\n",
+    "num_6"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 13,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "37.05"
+      ]
+     },
+     "execution_count": 13,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Multiply & re-assign\n",
+    "num_3 *= 5\n",
+    "num_3"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 14,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "-101.14999999999999"
+      ]
+     },
+     "execution_count": 14,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Assign the value of an expression to a variable\n",
+    "num_8 = num_1 + num_2 * num_3\n",
+    "num_8"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 15,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "True"
+      ]
+     },
+     "execution_count": 15,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Are these two expressions equal to each other?\n",
+    "num_1 + num_2 == num_5"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 16,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "True"
+      ]
+     },
+     "execution_count": 16,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Are these two expressions not equal to each other?\n",
+    "num_3 != num_4"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 17,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "False"
+      ]
+     },
+     "execution_count": 17,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Is the first expression less than the second expression?\n",
+    "num_5 < num_6"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 18,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "True"
+      ]
+     },
+     "execution_count": 18,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Is this expression True?\n",
+    "5 > 3 > 1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 19,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "True"
+      ]
+     },
+     "execution_count": 19,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Is this expression True?\n",
+    "5 > 3 < 4 == 3 + 1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 20,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "# Assign some strings to different variables\n",
+    "simple_string_1 = \"an example\"\n",
+    "simple_string_2 = \"oranges \""
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 21,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'an example of using the + operator'"
+      ]
+     },
+     "execution_count": 21,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Addition\n",
+    "simple_string_1 + \" of using the + operator\""
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 22,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'an example'"
+      ]
+     },
+     "execution_count": 22,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Notice that the string was not modified\n",
+    "simple_string_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 23,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'oranges oranges oranges oranges '"
+      ]
+     },
+     "execution_count": 23,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Multiplication\n",
+    "simple_string_2 * 4"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 24,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'oranges '"
+      ]
+     },
+     "execution_count": 24,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# This string wasn't modified either\n",
+    "simple_string_2"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 25,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "False"
+      ]
+     },
+     "execution_count": 25,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Are these two expressions equal to each other?\n",
+    "simple_string_1 == simple_string_2"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 26,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "True"
+      ]
+     },
+     "execution_count": 26,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Are these two expressions equal to each other?\n",
+    "simple_string_1 == \"an example\""
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 27,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'an example that re-assigned the original string'"
+      ]
+     },
+     "execution_count": 27,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Add and re-assign\n",
+    "simple_string_1 += \" that re-assigned the original string\"\n",
+    "simple_string_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 28,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'oranges oranges oranges '"
+      ]
+     },
+     "execution_count": 28,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Multiply and re-assign\n",
+    "simple_string_2 *= 3\n",
+    "simple_string_2"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 29,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "# Note: Subtraction, division, and decrement operators do not apply to strings."
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Basic Data Structures\n",
+    "\n",
+    "> Note: **mutable** objects can be modified after creation and **immutable** objects cannot.\n",
+    "\n",
+    "Containers are objects that can be used to group other objects together. The basic container types include:\n",
+    "\n",
+    "- **`str`** (string: immutable; indexed by integers; items are stored in the order they were added)\n",
+    "- **`list`** (list: mutable; indexed by integers; items are stored in the order they were added)\n",
+    "  - `[3, 5, 6, 3, 'dog', 'cat', False]`\n",
+    "- **`tuple`** (tuple: immutable; indexed by integers; items are stored in the order they were added)\n",
+    "  - `(3, 5, 6, 3, 'dog', 'cat', False)`\n",
+    "- **`set`** (set: mutable; not indexed at all; items are NOT stored in the order they were added; can only contain immutable objects; does NOT contain duplicate objects)\n",
+    "  - `{3, 5, 6, 3, 'dog', 'cat', False}`\n",
+    "- **`dict`** (dictionary: mutable; key-value pairs are indexed by immutable keys; items are NOT stored in the order they were added)\n",
+    "  - `{'name': 'Jane', 'age': 23, 'fav_foods': ['pizza', 'fruit', 'fish']}`\n",
+    "\n",
+    "When defining lists, tuples, or sets, use commas (,) to separate the individual items. When defining dicts, use a colon (:) to separate keys from values and commas (,) to separate the key-value pairs.\n",
+    "\n",
+    "Strings, lists, and tuples are all **sequence types** that can use the `+`, `*`, `+=`, and `*=` operators."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 30,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "# Assign some containers to different variables\n",
+    "list_1 = [3, 5, 6, 3, \"dog\", \"cat\", False]\n",
+    "tuple_1 = (3, 5, 6, 3, \"dog\", \"cat\", False)\n",
+    "set_1 = {3, 5, 6, 3, \"dog\", \"cat\", False}\n",
+    "set_2 = set((\"jane\", \"jaya\", \"jukes\", \"jason\", \"john\"))\n",
+    "dict_1 = {\"name\": \"Jane\", \"age\": 23, \"fav_foods\": [\"pizza\", \"fruit\", \"fish\"]}\n",
+    "dict_2 = {\"name\": \"Javier\", \"age\": 45, \"fav_foods\": [\"chicken\", \"veg\", \"candy\"]}"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 31,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[3, 5, 6, 3, 'dog', 'cat', False]"
+      ]
+     },
+     "execution_count": 31,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Items in the list object are stored in the order they were added\n",
+    "list_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 32,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "(3, 5, 6, 3, 'dog', 'cat', False)"
+      ]
+     },
+     "execution_count": 32,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Items in the tuple object are stored in the order they were added\n",
+    "tuple_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 33,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{3, 5, 6, False, 'cat', 'dog'}"
+      ]
+     },
+     "execution_count": 33,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Items in the set object are not stored in the order they were added\n",
+    "# Also, notice that the value 3 only appears once in this set object\n",
+    "set_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 34,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{'name': 'Jane', 'age': 23, 'fav_foods': ['pizza', 'fruit', 'fish']}"
+      ]
+     },
+     "execution_count": 34,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Items in the dict object are not stored in the order they were added\n",
+    "dict_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 35,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes']"
+      ]
+     },
+     "execution_count": 35,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Add and re-assign\n",
+    "list_1 += [5, \"grapes\"]\n",
+    "list_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 36,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "(3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes')"
+      ]
+     },
+     "execution_count": 36,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Add and re-assign\n",
+    "tuple_1 += (5, \"grapes\")\n",
+    "tuple_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 37,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[1, 2, 3, 4, 1, 2, 3, 4]"
+      ]
+     },
+     "execution_count": 37,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Multiply\n",
+    "[1, 2, 3, 4] * 2"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 38,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "(1, 2, 3, 4, 1, 2, 3, 4, 1, 2, 3, 4)"
+      ]
+     },
+     "execution_count": 38,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Multiply\n",
+    "(1, 2, 3, 4) * 3"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Accessing Data In Containers\n",
+    "\n",
+    "For strings, lists, tuples, and dicts, we can use **subscript notation** (square brackets) to access data at an index.\n",
+    "\n",
+    "- strings, lists, and tuples are indexed by integers, **starting at 0** for first item\n",
+    "  - these sequence types also support accesing a range of items, known as **slicing**\n",
+    "  - use **negative indexing** to start at the back of the sequence\n",
+    "- dicts are indexed by their keys\n",
+    "\n",
+    "> Note: sets are not indexed, so we cannot use subscript notation to access data elements."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 39,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes']"
+      ]
+     },
+     "execution_count": 39,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Remember what's in list_1\n",
+    "list_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 40,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "3"
+      ]
+     },
+     "execution_count": 40,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Access the first item in a sequence\n",
+    "list_1[0]"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 41,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "(3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes')"
+      ]
+     },
+     "execution_count": 41,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Remember what's in tuple_1\n",
+    "tuple_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 42,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'grapes'"
+      ]
+     },
+     "execution_count": 42,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Access the last item in a sequence\n",
+    "tuple_1[-1]"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 43,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'an example that re-assigned the original string'"
+      ]
+     },
+     "execution_count": 43,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Access a range of items in a sequence\n",
+    "simple_string_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 44,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'n'"
+      ]
+     },
+     "execution_count": 44,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "simple_string_1[1]"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 45,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'an ex'"
+      ]
+     },
+     "execution_count": 45,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "simple_string_1[0:5]"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 46,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "(5, 'grapes')"
+      ]
+     },
+     "execution_count": 46,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Access a range of items in a sequence\n",
+    "tuple_1[-2:]"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 47,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "['dog', 'cat', False, 5, 'grapes']"
+      ]
+     },
+     "execution_count": 47,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Access a range of items in a sequence\n",
+    "list_1[4:]"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 48,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{'name': 'Jane', 'age': 23, 'fav_foods': ['pizza', 'fruit', 'fish']}"
+      ]
+     },
+     "execution_count": 48,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Rembember what's in dict_1\n",
+    "dict_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 49,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'Jane'"
+      ]
+     },
+     "execution_count": 49,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Access an item in a dictionary\n",
+    "# {'name': 'Jane', 'age': 23, 'fav_foods': ['pizza', 'fruit', 'fish']}\n",
+    "dict_1[\"name\"]"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Python Built-In Functions & Callables\n",
+    "\n",
+    "A **function** is a Python object that you can \"call\" to **perform an action** or compute and **return another object**. You call a function by placing parentheses to the right of the function name. Some functions allow you to pass **arguments** inside the parentheses (separating multiple arguments with a comma). Internal to the function, these arguments are treated like variables.\n",
+    "\n",
+    "Python has several useful built-in functions to help you work with different objects and/or your environment. Here is a small sample of them:\n",
+    "\n",
+    "- **`type(obj)`** to determine the type of an object\n",
+    "- **`isinstance(val, obj)`** to determine if `val` is an `obj`\n",
+    "- **`len(container)`** to determine how many items are in a container\n",
+    "- **`callable(obj)`** to determine if an object is callable\n",
+    "- **`sorted(container)`** to return a new list from a container, with the items sorted\n",
+    "- **`sum(container)`** to compute the sum of a container of numbers\n",
+    "- **`min(container)`** to determine the smallest item in a container\n",
+    "- **`max(container)`** to determine the largest item in a container\n",
+    "- **`abs(number)`** to determine the absolute value of a number\n",
+    "- **`repr(obj)`** to return a string representation of an object\n",
+    "\n",
+    "> Complete list of built-in functions: https://docs.python.org/3/library/functions.html\n",
+    "\n",
+    "There are also different ways of defining your own functions and callable objects that we will explore later."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 50,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "float"
+      ]
+     },
+     "execution_count": 50,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the type() function to determine the type of an object\n",
+    "type(1.0)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 51,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "False"
+      ]
+     },
+     "execution_count": 51,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "price = \"1.11\"\n",
+    "isinstance(price, float)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 52,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "3"
+      ]
+     },
+     "execution_count": 52,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the len() function to determine how many items are in a container\n",
+    "len([1, 2, 3])"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 53,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "24"
+      ]
+     },
+     "execution_count": 53,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the len() function to determine how many items are in a container\n",
+    "len(simple_string_2)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 54,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "False"
+      ]
+     },
+     "execution_count": 54,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the callable() function to determine if an object is callable\n",
+    "callable(\"a\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 55,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "False"
+      ]
+     },
+     "execution_count": 55,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the callable() function to determine if an object is callable\n",
+    "callable(dict_1)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 56,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[-3, 1, 2, 3.6, 5, 7, 10]"
+      ]
+     },
+     "execution_count": 56,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the sorted() function to return a new list from a container, with the items sorted\n",
+    "sorted([10, 1, 3.6, 7, 5, 2, -3])"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 57,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "['a', 'j', 'n', 'o', 's']"
+      ]
+     },
+     "execution_count": 57,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "sorted(\"jason\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 58,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "['California', 'Chicago', 'ants', 'cats', 'dogs', 'mice', 'zebras']"
+      ]
+     },
+     "execution_count": 58,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the sorted() function to return a new list from a container, with the items sorted\n",
+    "# - notice that capitalized strings come first\n",
+    "sorted([\"dogs\", \"cats\", \"zebras\", \"Chicago\", \"California\", \"ants\", \"mice\"])"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 59,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "25.6"
+      ]
+     },
+     "execution_count": 59,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the sum() function to compute the sum of a container of numbers\n",
+    "sum([10, 1, 3.6, 7, 5, 2, -3])"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 60,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "-3"
+      ]
+     },
+     "execution_count": 60,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the min() function to determine the smallest item in a container\n",
+    "min([10, 1, 3.6, 7, 5, 2, -3])"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 61,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'a'"
+      ]
+     },
+     "execution_count": 61,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the min() function to determine the smallest item in a container\n",
+    "min([\"g\", \"z\", \"a\", \"y\"])"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 62,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "10"
+      ]
+     },
+     "execution_count": 62,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the max() function to determine the largest item in a container\n",
+    "max([10, 1, 3.6, 7, 5, 2, -3])"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 63,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'s'"
+      ]
+     },
+     "execution_count": 63,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the max() function to determine the largest item in a container\n",
+    "max(\"gibberish\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 64,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "10"
+      ]
+     },
+     "execution_count": 64,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the abs() function to determine the absolute value of a number\n",
+    "abs(10)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 65,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "12"
+      ]
+     },
+     "execution_count": 65,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the abs() function to determine the absolute value of a number\n",
+    "abs(-12)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 66,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "True"
+      ]
+     },
+     "execution_count": 66,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use the repr() function to return a string representation of an object\n",
+    "isinstance(repr(list_1), str)"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Python Object Attributes (Methods & Properties)\n",
+    "\n",
+    "Different types of objects in Python have different **attributes** that can be referred to by name (similar to a variable). To access an attribute of an object, use a dot (`.`) after the object, then specify the attribute (i.e. `obj.attribute`)\n",
+    "\n",
+    "When an attribute of an object is a callable, that attribute is called a **method**. It is the same as a function, only this function is bound to a particular object.\n",
+    "\n",
+    "When an attribute of an object is not a callable, that attribute is called a **property**. It is just a piece of data about the object, that is itself another object.\n",
+    "\n",
+    "The built-in `dir()` function can be used to return a list of an object's attributes.\n",
+    "\n",
+    "<hr>"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Some Methods On `string` Objects\n",
+    "\n",
+    "- **`.capitalize()`** to return a capitalized version of the string (only first char uppercase)\n",
+    "- **`.upper()`** to return an uppercase version of the string (all chars uppercase)\n",
+    "- **`.lower()`** to return an lowercase version of the string (all chars lowercase)\n",
+    "- **`.count(substring)`** to return the number of occurences of the substring in the string\n",
+    "- **`.startswith(substring)`** to determine if the string starts with the substring\n",
+    "- **`.endswith(substring)`** to determine if the string ends with the substring\n",
+    "- **`.replace(old, new)`** to return a copy of the string with occurences of the \"old\" replaced by \"new\""
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 67,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "# Assign a string to a variable\n",
+    "a_string = \"tHis is a sTriNg\""
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 68,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'This is a string'"
+      ]
+     },
+     "execution_count": 68,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Return a capitalized version of the string\n",
+    "a_string.capitalize()"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 69,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'THIS IS A STRING'"
+      ]
+     },
+     "execution_count": 69,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Return an uppercase version of the string\n",
+    "a_string.upper()"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 70,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'this is a string'"
+      ]
+     },
+     "execution_count": 70,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Return a lowercase version of the string\n",
+    "a_string.lower()"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 71,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'tHis is a sTriNg'"
+      ]
+     },
+     "execution_count": 71,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Notice that the methods called have not actually modified the string\n",
+    "a_string"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 72,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "3"
+      ]
+     },
+     "execution_count": 72,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Count number of occurences of a substring in the string\n",
+    "a_string.count(\"i\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 73,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "1"
+      ]
+     },
+     "execution_count": 73,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Count number of occurences of a substring in the string after a certain position\n",
+    "a_string.count(\"i\", 7)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 74,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "2"
+      ]
+     },
+     "execution_count": 74,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Count number of occurences of a substring in the string\n",
+    "a_string.count(\"is\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 75,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "False"
+      ]
+     },
+     "execution_count": 75,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Does the string start with 'this'?\n",
+    "a_string.startswith(\"this\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 76,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "True"
+      ]
+     },
+     "execution_count": 76,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Does the lowercase string start with 'this'?\n",
+    "a_string.lower().startswith(\"this\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 77,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "True"
+      ]
+     },
+     "execution_count": 77,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Does the string end with 'Ng'?\n",
+    "a_string.endswith(\"Ng\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 78,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'tHXYZ XYZ a sTriNg'"
+      ]
+     },
+     "execution_count": 78,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Return a version of the string with a substring replaced with something else\n",
+    "a_string.replace(\"is\", \"XYZ\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 79,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'tH!s !s a sTr!Ng'"
+      ]
+     },
+     "execution_count": 79,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Return a version of the string with a substring replaced with something else\n",
+    "a_string.replace(\"i\", \"!\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 80,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'tH!s !s a sTriNg'"
+      ]
+     },
+     "execution_count": 80,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Return a version of the string with the first 2 occurences a substring replaced with something else\n",
+    "a_string.replace(\"i\", \"!\", 2)"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {
+    "collapsed": true,
+    "jupyter": {
+     "outputs_hidden": true
+    }
+   },
+   "source": [
+    "## Some Methods On `list` Objects\n",
+    "\n",
+    "- **`.append(item)`** to add a single item to the list\n",
+    "- **`.extend([item1, item2, ...])`** to add multiple items to the list\n",
+    "- **`.remove(item)`** to remove a single item from the list\n",
+    "- **`.pop()`** to remove and return the item at the end of the list\n",
+    "- **`.pop(index)`** to remove and return an item at an index"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 81,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes']"
+      ]
+     },
+     "execution_count": 81,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Remember what's in list_1\n",
+    "list_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 82,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes', 'basketball']"
+      ]
+     },
+     "execution_count": 82,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# append a string to a list\n",
+    "list_1.append(\"basketball\")\n",
+    "list_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 83,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes', 'basketball', 'baseball', 1]"
+      ]
+     },
+     "execution_count": 83,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Add multiple items to a list\n",
+    "list_1.extend([\"baseball\", 1])  # equiv. list + list\n",
+    "list_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 84,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[3, 5, 6, 3, 'dog', False, 5, 'grapes', 'basketball', 'baseball', 1]"
+      ]
+     },
+     "execution_count": 84,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Remove a sinle item from a list\n",
+    "list_1.remove(\"cat\")\n",
+    "list_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 85,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "1"
+      ]
+     },
+     "execution_count": 85,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Remove the last item and return it\n",
+    "list_1.pop()"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 86,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[3, 5, 6, 3, 'dog', False, 5, 'grapes', 'basketball', 'baseball']"
+      ]
+     },
+     "execution_count": 86,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "list_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 87,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "3"
+      ]
+     },
+     "execution_count": 87,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# remove an item at index 0 and return it\n",
+    "list_1.pop(0)"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Some Methods On `set` Objects\n",
+    "\n",
+    "- **`.add(item)`** to add a single item to the set\n",
+    "- **`.update([item1, item2, ...])`** to add multiple items to the set\n",
+    "- **`.update(set_2, set3, ...)`** to add items from all provided sets to the set\n",
+    "- **`.remove(item)`** to remove a single item from the set\n",
+    "- **`.difference(set_2)`** to return items in the set that are not in another set\n",
+    "- **`.intersection(set_2)`** to return items in both sets\n",
+    "- **`.union(set_2)`** to return items that are in either set\n",
+    "- **`.symmetric_difference(set_2)`** to return items that are only in one set (not both)\n",
+    "- **`.issuperset(set_2)`** does the set contain everything in the other set?\n",
+    "- **`.issubset(set_2)`** is the set contained in the other set?"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 88,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{'Jason', 'jason'}"
+      ]
+     },
+     "execution_count": 88,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "set([\"Jason\", \"jason\", \"jason\"])"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 89,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{3, 5, 6, False, 'cat', 'dog', 'fuzz'}"
+      ]
+     },
+     "execution_count": 89,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "set_1.add(\"fuzz\")\n",
+    "set_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 90,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{3, 5, 6, False, 'cat', 'coke', 'dog', 'fuzz', 'pepsi'}"
+      ]
+     },
+     "execution_count": 90,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "set_1.update([\"coke\", \"pepsi\"])\n",
+    "set_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 91,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{3,\n",
+       " 5,\n",
+       " 6,\n",
+       " False,\n",
+       " 'cat',\n",
+       " 'coke',\n",
+       " 'dog',\n",
+       " 'fuzz',\n",
+       " 'jane',\n",
+       " 'jason',\n",
+       " 'jaya',\n",
+       " 'john',\n",
+       " 'jukes',\n",
+       " 'pepsi'}"
+      ]
+     },
+     "execution_count": 91,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "set_1.update(set_2)\n",
+    "set_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 92,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{3,\n",
+       " 5,\n",
+       " 6,\n",
+       " False,\n",
+       " 'coke',\n",
+       " 'dog',\n",
+       " 'fuzz',\n",
+       " 'jane',\n",
+       " 'jason',\n",
+       " 'jaya',\n",
+       " 'john',\n",
+       " 'jukes',\n",
+       " 'pepsi'}"
+      ]
+     },
+     "execution_count": 92,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "set_1.remove(\"cat\")\n",
+    "set_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 93,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{3, 5, 6, False, 'coke', 'dog', 'fuzz', 'pepsi'}"
+      ]
+     },
+     "execution_count": 93,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "set_1.difference(set_2)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 94,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{'jane', 'jason', 'jaya', 'john', 'jukes'}"
+      ]
+     },
+     "execution_count": 94,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "set_1.intersection(set_2)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 95,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{3,\n",
+       " 5,\n",
+       " 6,\n",
+       " False,\n",
+       " 'coke',\n",
+       " 'dog',\n",
+       " 'fuzz',\n",
+       " 'jane',\n",
+       " 'jason',\n",
+       " 'jaya',\n",
+       " 'john',\n",
+       " 'jukes',\n",
+       " 'pepsi'}"
+      ]
+     },
+     "execution_count": 95,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "set_1.union(set_2)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 96,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "True"
+      ]
+     },
+     "execution_count": 96,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "set_1.issuperset(set_2)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 97,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "False"
+      ]
+     },
+     "execution_count": 97,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "set_1.issubset(set_2)"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Some Methods On `dict` Objects\n",
+    "\n",
+    "- **`.update([(key1, val1), (key2, val2), ...])`** to add multiple key-value pairs to the dict\n",
+    "- **`.update(dict_2)`** to add all keys and values from another dict to the dict\n",
+    "- **`.pop(key)`** to remove key and return its value from the dict (error if key not found)\n",
+    "- **`.pop(key, default_val)`** to remove key and return its value from the dict (or return default_val if key not found)\n",
+    "- **`.get(key)`** to return the value at a specified key in the dict (or None if key not found)\n",
+    "- **`.get(key, default_val)`** to return the value at a specified key in the dict (or default_val if key not found)\n",
+    "- **`.keys()`** to return a list of keys in the dict\n",
+    "- **`.values()`** to return a list of values in the dict\n",
+    "- **`.items()`** to return a list of key-value pairs (tuples) in the dict"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 98,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{'name': 'Jane', 'age': 23, 'fav_foods': ['pizza', 'fruit', 'fish']}"
+      ]
+     },
+     "execution_count": 98,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Remember what's in dict_1\n",
+    "dict_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 99,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{'name': 'Jane',\n",
+       " 'age': 23,\n",
+       " 'fav_foods': ['pizza', 'fruit', 'fish'],\n",
+       " 'rain': True,\n",
+       " 'cars': 'a lot'}"
+      ]
+     },
+     "execution_count": 99,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Update dict_1 with an iterable\n",
+    "dict_1.update([(\"rain\", True), (\"cars\", \"a lot\")])\n",
+    "dict_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 100,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{'name': 'Javier',\n",
+       " 'age': 45,\n",
+       " 'fav_foods': ['chicken', 'veg', 'candy'],\n",
+       " 'rain': True,\n",
+       " 'cars': 'a lot'}"
+      ]
+     },
+     "execution_count": 100,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Update dict_1 with another dict\n",
+    "dict_1.update(dict_2)\n",
+    "dict_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 101,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "45"
+      ]
+     },
+     "execution_count": 101,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Remove the key and value at age\n",
+    "dict_1.pop(\"age\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 102,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{'name': 'Javier',\n",
+       " 'fav_foods': ['chicken', 'veg', 'candy'],\n",
+       " 'rain': True,\n",
+       " 'cars': 'a lot'}"
+      ]
+     },
+     "execution_count": 102,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Key and value are removed\n",
+    "dict_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 103,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "50"
+      ]
+     },
+     "execution_count": 103,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use a default value\n",
+    "dict_1.pop(\"age\", 50)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 104,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'No car found'"
+      ]
+     },
+     "execution_count": 104,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Use get to set a default\n",
+    "dict_1.get(\"car\", \"No car found\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 105,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "dict_keys(['name', 'fav_foods', 'rain', 'cars'])"
+      ]
+     },
+     "execution_count": 105,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Get the keys of a dict as an iterable\n",
+    "dict_1.keys()"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 106,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "dict_values(['Javier', ['chicken', 'veg', 'candy'], True, 'a lot'])"
+      ]
+     },
+     "execution_count": 106,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Get the values of a dict as an iterable\n",
+    "dict_1.values()"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 107,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "dict_items([('name', 'Javier'), ('fav_foods', ['chicken', 'veg', 'candy']), ('rain', True), ('cars', 'a lot')])"
+      ]
+     },
+     "execution_count": 107,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Get the key-value pairs of a dict as an iterable\n",
+    "dict_1.items()"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Positional Arguments & Keyword Arguments To Callables\n",
+    "\n",
+    "You can call a function/method in a number of different ways:\n",
+    "\n",
+    "- `func()`: Call `func` with no arguments\n",
+    "- `func(arg)`: Call `func` with one positional argument\n",
+    "- `func(arg1, arg2)`: Call `func` with two positional arguments\n",
+    "- `func(arg1, arg2, ..., argn)`: Call `func` with many positional arguments\n",
+    "- `func(kwarg=value)`: Call `func` with one keyword argument \n",
+    "- `func(kwarg1=value1, kwarg2=value2)`: Call `func` with two keyword arguments\n",
+    "- `func(kwarg1=value1, kwarg2=value2, ..., kwargn=valuen)`: Call `func` with many keyword arguments\n",
+    "- `func(arg1, arg2, kwarg1=value1, kwarg2=value2)`: Call `func` with positonal arguments and keyword arguments\n",
+    "- `obj.method()`: Same for `func`.. and every other `func` example\n",
+    "\n",
+    "When using **positional arguments**, you must provide them in the order that the function defined them (the function's **signature**).\n",
+    "\n",
+    "When using **keyword arguments**, you can provide the arguments you want, in any order you want, as long as you specify each argument's name.\n",
+    "\n",
+    "When using positional and keyword arguments, positional arguments must come first."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 108,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "def func_1():\n",
+    "    return 1 + 1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 109,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "2"
+      ]
+     },
+     "execution_count": 109,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "func_1()"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 110,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "25"
+      ]
+     },
+     "execution_count": 110,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "def func_2(x):\n",
+    "    return x**2  # equiv. x^2\n",
+    "\n",
+    "\n",
+    "func_2(5)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 111,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "4.0"
+      ]
+     },
+     "execution_count": 111,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "def func_3(x, y):\n",
+    "    return x / y\n",
+    "\n",
+    "\n",
+    "func_3(8, 2)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 112,
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "{'one': 1, 'two': 2, 'jason': 'banana'}\n"
+     ]
+    }
+   ],
+   "source": [
+    "def func_4(**kwargs):\n",
+    "    print(kwargs)\n",
+    "\n",
+    "\n",
+    "func_4(one=1, two=2, jason=\"banana\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 113,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "def func_5(a, b, c, **kwargs):\n",
+    "    pass\n",
+    "\n",
+    "\n",
+    "func_5(2, 3, c=5)"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Python \"for loops\"\n",
+    "\n",
+    "It is easy to **iterate** over a collection of items using a **for loop**. The strings, lists, tuples, sets, and dictionaries we defined are all **iterable** containers.\n",
+    "\n",
+    "The for loop will go through the specified container, one item at a time, and provide a temporary variable for the current item. You can use this temporary variable like a normal variable."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 114,
+   "metadata": {
+    "scrolled": true
+   },
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "5\n",
+      "6\n",
+      "3\n",
+      "dog\n",
+      "False\n",
+      "5\n",
+      "grapes\n",
+      "basketball\n",
+      "baseball\n"
+     ]
+    }
+   ],
+   "source": [
+    "list_1\n",
+    "\n",
+    "for item in list_1:\n",
+    "    print(item)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 115,
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "3\n",
+      "5\n",
+      "6\n",
+      "3\n",
+      "dog\n",
+      "cat\n",
+      "False\n",
+      "5\n",
+      "grapes\n"
+     ]
+    }
+   ],
+   "source": [
+    "for item in tuple_1:\n",
+    "    print(item)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 116,
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "False\n",
+      "3\n",
+      "5\n",
+      "6\n",
+      "john\n",
+      "jane\n",
+      "coke\n",
+      "jukes\n",
+      "jaya\n",
+      "jason\n",
+      "fuzz\n",
+      "pepsi\n",
+      "dog\n"
+     ]
+    }
+   ],
+   "source": [
+    "for item in set_1:\n",
+    "    print(item)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 117,
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "Key:name -> Value:Javier\n",
+      "Key:fav_foods -> Value:['chicken', 'veg', 'candy']\n",
+      "Key:rain -> Value:True\n",
+      "Key:cars -> Value:a lot\n"
+     ]
+    }
+   ],
+   "source": [
+    "for key, value in dict_1.items():\n",
+    "    print(f\"Key:{key} -> Value:{value}\")"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Python \"if statements\" & \"while loops\"\n",
+    "\n",
+    "Conditional expressions can be used with these two **conditional statements**.\n",
+    "\n",
+    "The **if statement** allows you to test a condition and perform some actions if the condition evaluates to `True`. You can also provide `elif` and/or `else` clauses to an if statement to take alternative actions if the condition evaluates to `False`.\n",
+    "\n",
+    "The **while loop** will keep looping until its conditional expression evaluates to `False`.\n",
+    "\n",
+    "> Note: It is possible to \"loop forever\" when using a while loop with a conditional expression that never evaluates to `False`.\n",
+    ">\n",
+    "> Note: Since the **for loop** will iterate over a container of items until there are no more, there is no need to specify a \"stop looping\" condition."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 118,
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "Correct\n"
+     ]
+    }
+   ],
+   "source": [
+    "if 1 < 2:\n",
+    "    print(\"Correct\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 119,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "True"
+      ]
+     },
+     "execution_count": 119,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "1 < 2"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 120,
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "Correct\n"
+     ]
+    }
+   ],
+   "source": [
+    "if (1 < 2) and isinstance(\"jason\", str) and 1 and 12 < 20:\n",
+    "    print(\"Correct\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 121,
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "Default\n"
+     ]
+    }
+   ],
+   "source": [
+    "if 1 > 2:\n",
+    "    print(\"Incorrect\")\n",
+    "elif 1 > 3:\n",
+    "    print(\"Still incorrect\")\n",
+    "else:\n",
+    "    print(\"Default\")"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## List Comprehensions"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 122,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[1, 2, 3, 4, 5]"
+      ]
+     },
+     "execution_count": 122,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Create a simple list\n",
+    "l = [1, 2, 3, 4, 5]\n",
+    "l"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 123,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[1, 2, 3, 4, 5, 1, 2, 3, 4, 5]"
+      ]
+     },
+     "execution_count": 123,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# This does not multiply each value by 2\n",
+    "l * 2"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 124,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "# The long way to do it...\n",
+    "new_list = []\n",
+    "for item in l:\n",
+    "    v = item * 2\n",
+    "    new_list.append(v)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 125,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[2, 4, 6, 8, 10]"
+      ]
+     },
+     "execution_count": 125,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "new_list"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 126,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[2, 4, 6, 8, 10]"
+      ]
+     },
+     "execution_count": 126,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Same result using a list comprehension\n",
+    "[item * 2 for item in l]"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 127,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[0.5, 1.0, 1.5, 2.0, 2.5]"
+      ]
+     },
+     "execution_count": 127,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Another example\n",
+    "x = []\n",
+    "for i in [1, 2, 3, 4, 5]:\n",
+    "    x.append(i / 2)\n",
+    "x"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 128,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[0.5, 1.0, 1.5, 2.0, 2.5]"
+      ]
+     },
+     "execution_count": 128,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "[i / 2 for i in [1, 2, 3, 4, 5]]"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 129,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "[int, int, int, str, bool, int, str, str, str]"
+      ]
+     },
+     "execution_count": 129,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "[type(i) for i in list_1]"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Importing Modules"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 130,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "import math\n",
+    "import numpy"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 131,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "3.0"
+      ]
+     },
+     "execution_count": 131,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "math.sqrt(9)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 132,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "3.0"
+      ]
+     },
+     "execution_count": 132,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "numpy.sqrt(9)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 133,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "import math as m"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 134,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "3.0"
+      ]
+     },
+     "execution_count": 134,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "m.sqrt(9)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 135,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "from math import sqrt\n",
+    "from numpy import sqrt"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 136,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "3.0"
+      ]
+     },
+     "execution_count": 136,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "sqrt(9)"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Exceptions"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 137,
+   "metadata": {},
+   "outputs": [
+    {
+     "ename": "KeyError",
+     "evalue": "'food'",
+     "output_type": "error",
+     "traceback": [
+      "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m",
+      "\u001b[0;31mKeyError\u001b[0m                                  Traceback (most recent call last)",
+      "Cell \u001b[0;32mIn[137], line 2\u001b[0m\n\u001b[1;32m      1\u001b[0m dict3 \u001b[38;5;241m=\u001b[39m {\u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mname\u001b[39m\u001b[38;5;124m\"\u001b[39m: \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mjason\u001b[39m\u001b[38;5;124m\"\u001b[39m, \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mcar\u001b[39m\u001b[38;5;124m\"\u001b[39m: \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mnope\u001b[39m\u001b[38;5;124m\"\u001b[39m}\n\u001b[0;32m----> 2\u001b[0m \u001b[43mdict3\u001b[49m\u001b[43m[\u001b[49m\u001b[38;5;124;43m\"\u001b[39;49m\u001b[38;5;124;43mfood\u001b[39;49m\u001b[38;5;124;43m\"\u001b[39;49m\u001b[43m]\u001b[49m\n",
+      "\u001b[0;31mKeyError\u001b[0m: 'food'"
+     ]
+    }
+   ],
+   "source": [
+    "dict3 = {\"name\": \"jason\", \"car\": \"nope\"}\n",
+    "dict3[\"food\"]"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 138,
+   "metadata": {},
+   "outputs": [
+    {
+     "ename": "ZeroDivisionError",
+     "evalue": "division by zero",
+     "output_type": "error",
+     "traceback": [
+      "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m",
+      "\u001b[0;31mZeroDivisionError\u001b[0m                         Traceback (most recent call last)",
+      "Cell \u001b[0;32mIn[138], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[38;5;241;43m2\u001b[39;49m\u001b[43m \u001b[49m\u001b[38;5;241;43m/\u001b[39;49m\u001b[43m \u001b[49m\u001b[38;5;241;43m0\u001b[39;49m\n",
+      "\u001b[0;31mZeroDivisionError\u001b[0m: division by zero"
+     ]
+    }
+   ],
+   "source": [
+    "2 / 0"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 139,
+   "metadata": {},
+   "outputs": [
+    {
+     "ename": "TypeError",
+     "evalue": "set expected at most 1 argument, got 3",
+     "output_type": "error",
+     "traceback": [
+      "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m",
+      "\u001b[0;31mTypeError\u001b[0m                                 Traceback (most recent call last)",
+      "Cell \u001b[0;32mIn[139], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[38;5;28;43mset\u001b[39;49m\u001b[43m(\u001b[49m\u001b[38;5;241;43m1\u001b[39;49m\u001b[43m,\u001b[49m\u001b[43m \u001b[49m\u001b[38;5;241;43m2\u001b[39;49m\u001b[43m,\u001b[49m\u001b[43m \u001b[49m\u001b[38;5;241;43m3\u001b[39;49m\u001b[43m)\u001b[49m\n",
+      "\u001b[0;31mTypeError\u001b[0m: set expected at most 1 argument, got 3"
+     ]
+    }
+   ],
+   "source": [
+    "set(1, 2, 3)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 140,
+   "metadata": {},
+   "outputs": [
+    {
+     "ename": "NameError",
+     "evalue": "name 'jason' is not defined",
+     "output_type": "error",
+     "traceback": [
+      "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m",
+      "\u001b[0;31mNameError\u001b[0m                                 Traceback (most recent call last)",
+      "Cell \u001b[0;32mIn[140], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[43mjason\u001b[49m\n",
+      "\u001b[0;31mNameError\u001b[0m: name 'jason' is not defined"
+     ]
+    }
+   ],
+   "source": [
+    "jason"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 141,
+   "metadata": {},
+   "outputs": [
+    {
+     "ename": "SyntaxError",
+     "evalue": "invalid syntax (1125386000.py, line 1)",
+     "output_type": "error",
+     "traceback": [
+      "\u001b[0;36m  Cell \u001b[0;32mIn[141], line 1\u001b[0;36m\u001b[0m\n\u001b[0;31m    1 + 2:\u001b[0m\n\u001b[0m         ^\u001b[0m\n\u001b[0;31mSyntaxError\u001b[0m\u001b[0;31m:\u001b[0m invalid syntax\n"
+     ]
+    }
+   ],
+   "source": [
+    "1 + 2:"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 150,
+   "metadata": {},
+   "outputs": [
+    {
+     "ename": "Exception",
+     "evalue": "My own exception",
+     "output_type": "error",
+     "traceback": [
+      "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m",
+      "\u001b[0;31mException\u001b[0m                                 Traceback (most recent call last)",
+      "Cell \u001b[0;32mIn[150], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[38;5;28;01mraise\u001b[39;00m \u001b[38;5;167;01mException\u001b[39;00m(\u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mMy own exception\u001b[39m\u001b[38;5;124m\"\u001b[39m)\n",
+      "\u001b[0;31mException\u001b[0m: My own exception"
+     ]
+    }
+   ],
+   "source": [
+    "raise Exception(\"My own exception\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 151,
+   "metadata": {},
+   "outputs": [
+    {
+     "ename": "AssertionError",
+     "evalue": "Pass a number >=0",
+     "output_type": "error",
+     "traceback": [
+      "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m",
+      "\u001b[0;31mAssertionError\u001b[0m                            Traceback (most recent call last)",
+      "Cell \u001b[0;32mIn[151], line 6\u001b[0m\n\u001b[1;32m      2\u001b[0m     \u001b[38;5;28;01massert\u001b[39;00m x \u001b[38;5;241m>\u001b[39m\u001b[38;5;241m=\u001b[39m \u001b[38;5;241m0\u001b[39m, \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mPass a number >=0\u001b[39m\u001b[38;5;124m\"\u001b[39m\n\u001b[1;32m      3\u001b[0m     \u001b[38;5;28;01mreturn\u001b[39;00m math\u001b[38;5;241m.\u001b[39msqrt(x)\n\u001b[0;32m----> 6\u001b[0m \u001b[43mfcn\u001b[49m\u001b[43m(\u001b[49m\u001b[38;5;241;43m-\u001b[39;49m\u001b[38;5;241;43m1\u001b[39;49m\u001b[43m)\u001b[49m\n",
+      "Cell \u001b[0;32mIn[151], line 2\u001b[0m, in \u001b[0;36mfcn\u001b[0;34m(x)\u001b[0m\n\u001b[1;32m      1\u001b[0m \u001b[38;5;28;01mdef\u001b[39;00m \u001b[38;5;21mfcn\u001b[39m(x):\n\u001b[0;32m----> 2\u001b[0m     \u001b[38;5;28;01massert\u001b[39;00m x \u001b[38;5;241m>\u001b[39m\u001b[38;5;241m=\u001b[39m \u001b[38;5;241m0\u001b[39m, \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mPass a number >=0\u001b[39m\u001b[38;5;124m\"\u001b[39m\n\u001b[1;32m      3\u001b[0m     \u001b[38;5;28;01mreturn\u001b[39;00m math\u001b[38;5;241m.\u001b[39msqrt(x)\n",
+      "\u001b[0;31mAssertionError\u001b[0m: Pass a number >=0"
+     ]
+    }
+   ],
+   "source": [
+    "def fcn(x):\n",
+    "    assert x >= 0, \"Pass a number >=0\"\n",
+    "    return math.sqrt(x)\n",
+    "\n",
+    "\n",
+    "fcn(-1)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 152,
+   "metadata": {},
+   "outputs": [
+    {
+     "ename": "ModuleNotFoundError",
+     "evalue": "No module named 'my_module'",
+     "output_type": "error",
+     "traceback": [
+      "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m",
+      "\u001b[0;31mModuleNotFoundError\u001b[0m                       Traceback (most recent call last)",
+      "Cell \u001b[0;32mIn[152], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[38;5;28;01mimport\u001b[39;00m \u001b[38;5;21;01mmy_module\u001b[39;00m\n",
+      "\u001b[0;31mModuleNotFoundError\u001b[0m: No module named 'my_module'"
+     ]
+    }
+   ],
+   "source": [
+    "import my_module"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 153,
+   "metadata": {},
+   "outputs": [
+    {
+     "ename": "NameError",
+     "evalue": "name 'calculate' is not defined",
+     "output_type": "error",
+     "traceback": [
+      "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m",
+      "\u001b[0;31mNameError\u001b[0m                                 Traceback (most recent call last)",
+      "Cell \u001b[0;32mIn[153], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[43mcalculate\u001b[49m(\u001b[38;5;241m5\u001b[39m, \u001b[38;5;241m5\u001b[39m)\n",
+      "\u001b[0;31mNameError\u001b[0m: name 'calculate' is not defined"
+     ]
+    }
+   ],
+   "source": [
+    "calculate(5, 5)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 154,
+   "metadata": {},
+   "outputs": [
+    {
+     "ename": "ValueError",
+     "evalue": "math domain error",
+     "output_type": "error",
+     "traceback": [
+      "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m",
+      "\u001b[0;31mValueError\u001b[0m                                Traceback (most recent call last)",
+      "Cell \u001b[0;32mIn[154], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[43mmath\u001b[49m\u001b[38;5;241;43m.\u001b[39;49m\u001b[43msqrt\u001b[49m\u001b[43m(\u001b[49m\u001b[38;5;241;43m-\u001b[39;49m\u001b[38;5;241;43m1\u001b[39;49m\u001b[43m)\u001b[49m\n",
+      "\u001b[0;31mValueError\u001b[0m: math domain error"
+     ]
+    }
+   ],
+   "source": [
+    "math.sqrt(-1)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 155,
+   "metadata": {},
+   "outputs": [
+    {
+     "ename": "AttributeError",
+     "evalue": "module 'math' has no attribute 'my_func'",
+     "output_type": "error",
+     "traceback": [
+      "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m",
+      "\u001b[0;31mAttributeError\u001b[0m                            Traceback (most recent call last)",
+      "Cell \u001b[0;32mIn[155], line 3\u001b[0m\n\u001b[1;32m      1\u001b[0m \u001b[38;5;28;01mimport\u001b[39;00m \u001b[38;5;21;01mmath\u001b[39;00m\n\u001b[0;32m----> 3\u001b[0m \u001b[43mmath\u001b[49m\u001b[38;5;241;43m.\u001b[39;49m\u001b[43mmy_func\u001b[49m(\u001b[38;5;241m2\u001b[39m)\n",
+      "\u001b[0;31mAttributeError\u001b[0m: module 'math' has no attribute 'my_func'"
+     ]
+    }
+   ],
+   "source": [
+    "import math\n",
+    "\n",
+    "math.my_func(2)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 156,
+   "metadata": {},
+   "outputs": [
+    {
+     "ename": "AttributeError",
+     "evalue": "'str' object has no attribute 'my_func'",
+     "output_type": "error",
+     "traceback": [
+      "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m",
+      "\u001b[0;31mAttributeError\u001b[0m                            Traceback (most recent call last)",
+      "Cell \u001b[0;32mIn[156], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[38;5;124;43m\"\u001b[39;49m\u001b[38;5;124;43mjason\u001b[39;49m\u001b[38;5;124;43m\"\u001b[39;49m\u001b[38;5;241;43m.\u001b[39;49m\u001b[43mmy_func\u001b[49m()\n",
+      "\u001b[0;31mAttributeError\u001b[0m: 'str' object has no attribute 'my_func'"
+     ]
+    }
+   ],
+   "source": [
+    "\"jason\".my_func()"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Classes: Creating Your Own Objects"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 157,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "class JasonStrimpel:\n",
+    "    pass\n",
+    "\n",
+    "\n",
+    "class ThisIsMyClass:\n",
+    "    pass"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "metadata": {},
+   "outputs": [],
+   "source": []
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 158,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "# Define a new class called `Thing` that is derived from the base Python object\n",
+    "class Car(object):\n",
+    "    color = \"red\""
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 159,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "__main__.Car"
+      ]
+     },
+     "execution_count": 159,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "# Create \"instances\" of our new classes\n",
+    "a = Car()\n",
+    "b = Car()\n",
+    "c = Car()\n",
+    "\n",
+    "type(c)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 160,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'red'"
+      ]
+     },
+     "execution_count": 160,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "c.color"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 161,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "# Interact with a DictThing instance just as you would a normal dictionary\n",
+    "# Define a new class called `DictThing` that is derived from the `dict` type\n",
+    "class DictThing(dict):\n",
+    "    my_property = 'I am a \"DictThing\"'"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 162,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "d = DictThing()"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 163,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "{'name': 'Javier',\n",
+       " 'fav_foods': ['chicken', 'veg', 'candy'],\n",
+       " 'rain': True,\n",
+       " 'cars': 'a lot'}"
+      ]
+     },
+     "execution_count": 163,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "dict_1"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 164,
+   "metadata": {},
+   "outputs": [
+    {
+     "ename": "AttributeError",
+     "evalue": "'dict' object has no attribute 'my_property'",
+     "output_type": "error",
+     "traceback": [
+      "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m",
+      "\u001b[0;31mAttributeError\u001b[0m                            Traceback (most recent call last)",
+      "Cell \u001b[0;32mIn[164], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[43mdict_1\u001b[49m\u001b[38;5;241;43m.\u001b[39;49m\u001b[43mmy_property\u001b[49m\n",
+      "\u001b[0;31mAttributeError\u001b[0m: 'dict' object has no attribute 'my_property'"
+     ]
+    }
+   ],
+   "source": [
+    "dict_1.my_property"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 165,
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "{'age': 13, 'fav_foods': ['pizza', 'sushi', 'pad thai', 'waffles'], 'fav_color': 'green'}\n"
+     ]
+    }
+   ],
+   "source": [
+    "d.update(\n",
+    "    {\n",
+    "        \"age\": 13,\n",
+    "        \"fav_foods\": [\"pizza\", \"sushi\", \"pad thai\", \"waffles\"],\n",
+    "        \"fav_color\": \"green\",\n",
+    "    }\n",
+    ")\n",
+    "print(d)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 166,
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "I am a \"DictThing\"\n"
+     ]
+    }
+   ],
+   "source": [
+    "print(d.my_property)"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Creating An Initializer Method For Classes"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 167,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "class Car:\n",
+    "\n",
+    "    color = \"red\"\n",
+    "\n",
+    "    def __init__(self):\n",
+    "        print(f\"The car is going fast.\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 168,
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "The car is going fast.\n"
+     ]
+    }
+   ],
+   "source": [
+    "a = Car()"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "## Defining Attributes & Methods"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 169,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "class Car:\n",
+    "\n",
+    "    color = \"red\"\n",
+    "\n",
+    "    def __init__(self):\n",
+    "        print(f\"The car is going fast.\")\n",
+    "\n",
+    "    def drive(self, how_fast):\n",
+    "        return f\"The {self.color} car drives {how_fast} mph.\""
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 170,
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "The car is going fast.\n",
+      "The car is going fast.\n"
+     ]
+    }
+   ],
+   "source": [
+    "car_a = Car()\n",
+    "car_b = Car()"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 171,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'red'"
+      ]
+     },
+     "execution_count": 171,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "car_a.color"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 172,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'red'"
+      ]
+     },
+     "execution_count": 172,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "car_b.color"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 173,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'The red car drives 55 mph.'"
+      ]
+     },
+     "execution_count": 173,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "car_b.drive(55)"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "# `self` - Setting Attributes & Methods"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 174,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "class Car:\n",
+    "\n",
+    "    def __init__(self, color, make):\n",
+    "        self.color = color\n",
+    "        self.color_cap = color.upper()\n",
+    "        self.make = make\n",
+    "\n",
+    "    def mph_to_kph(self, mph):\n",
+    "        return mph * 1.60934\n",
+    "\n",
+    "    def drive(self, how_fast):\n",
+    "        return f\"The {self.color} {self.make} drives {how_fast} mph.\"\n",
+    "\n",
+    "    def drive_in_kph(self, how_fast):\n",
+    "        kph = self.mph_to_kph(how_fast)\n",
+    "        return f\"The {self.color} {self.make} drives {kph} kph.\""
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 175,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "car_a = Car(\"Black\", \"Tahoe\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 176,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'The Black Tahoe drives 88.5137 kph.'"
+      ]
+     },
+     "execution_count": 176,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "car_a.drive_in_kph(55)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 177,
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/plain": [
+       "'The Black Audi drives 160.934 kph.'"
+      ]
+     },
+     "execution_count": 177,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "car_b = Car(\"Black\", \"Audi\")\n",
+    "car_b.drive_in_kph(100)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "metadata": {},
+   "outputs": [],
+   "source": []
+  }
+ ],
+ "metadata": {
+  "kernelspec": {
+   "display_name": "Python 3 (ipykernel)",
+   "language": "python",
+   "name": "python3"
+  },
+  "language_info": {
+   "codemirror_mode": {
+    "name": "ipython",
+    "version": 3
+   },
+   "file_extension": ".py",
+   "mimetype": "text/x-python",
+   "name": "python",
+   "nbconvert_exporter": "python",
+   "pygments_lexer": "ipython3",
+   "version": "3.12.5"
+  }
+ },
+ "nbformat": 4,
+ "nbformat_minor": 4
+}

build/conda/installer/assets/installer.nsi

@@ -0,0 +1,264 @@
+;--------------------------------
+; Includes
+
+  !include "MUI2.nsh"
+  !include "logiclib.nsh"
+
+
+#if enable_debugging is True
+# Special logging build needed for ENABLE_LOGGING
+# See https://nsis.sourceforge.io/Special_Builds
+!define ENABLE_LOGGING=True
+#endif
+
+# Comes from https://nsis.sourceforge.io/Logging:Enable_Logs_Quickly
+!define LogSet "!insertmacro LogSetMacro"
+!macro LogSetMacro SETTING
+  !ifdef ENABLE_LOGGING
+    LogSet ${SETTING}
+  !endif
+!macroend
+
+!define LogText "!insertmacro LogTextMacro"
+!macro LogTextMacro INPUT_TEXT
+  !ifdef ENABLE_LOGGING
+    LogText ${INPUT_TEXT}
+  !endif
+!macroend
+
+;--------------------------------
+; Custom defines
+  !define NAME "OpenBB Platform"
+  !define COMPANY "OpenBB"
+  !define VERSION "1.0.0"
+  !define SLUG "${NAME} v${VERSION}"
+
+;--------------------------------
+; General
+  Name "${NAME}"
+  InstallDir "${PROFILE}\OpenBB"
+  RequestExecutionLevel user
+
+;--------------------------------
+; UI
+
+  !define MUI_ICON "assets\openbb_icon.ico"
+  !define MUI_UNICON "assets\openbb_icon.ico"
+  !define MUI_HEADERIMAGE
+  !define MUI_WELCOMEFINISHPAGE_BITMAP "assets\installer_vertical2.bmp"
+  !define MUI_HEADERIMAGE_BITMAP "assets\installer_horizontal.bmp"
+  !define MUI_ABORTWARNING
+  !define MUI_WELCOMEPAGE_TITLE "${SLUG} Setup"
+  !define UninstId "OpenBBPlatform" ; You might want to use a GUID here
+
+;--------------------------------
+; Pages
+
+  ; Installer pages
+  !insertmacro MUI_PAGE_WELCOME
+  !insertmacro MUI_PAGE_LICENSE "assets\installer_license.txt"
+;  !insertmacro MUI_PAGE_COMPONENTS
+  !insertmacro MUI_PAGE_DIRECTORY
+  !insertmacro MUI_PAGE_INSTFILES
+  !insertmacro MUI_PAGE_FINISH
+
+  ; Uninstaller pages
+  !insertmacro MUI_UNPAGE_CONFIRM
+  !insertmacro MUI_UNPAGE_INSTFILES
+
+  ; Set UI language
+  !insertmacro MUI_LANGUAGE "English"
+
+
+ ; Var /GLOBAL installerPath
+
+
+
+
+
+; StrContains
+; This function does a case sensitive searches for an occurrence of a substring in a string.
+; It returns the substring if it is found.
+; Otherwise it returns null("").
+; Written by kenglish_hi
+; Adapted from StrReplace written by dandaman32
+
+
+Var STR_HAYSTACK
+Var STR_NEEDLE
+Var STR_CONTAINS_VAR_1
+Var STR_CONTAINS_VAR_2
+Var STR_CONTAINS_VAR_3
+Var STR_CONTAINS_VAR_4
+Var STR_RETURN_VAR
+
+Function StrContains
+  Exch $STR_NEEDLE
+  Exch 1
+  Exch $STR_HAYSTACK
+  ; Uncomment to debug
+  ;MessageBox MB_OK 'STR_NEEDLE = $STR_NEEDLE STR_HAYSTACK = $STR_HAYSTACK '
+    StrCpy $STR_RETURN_VAR ""
+    StrCpy $STR_CONTAINS_VAR_1 -1
+    StrLen $STR_CONTAINS_VAR_2 $STR_NEEDLE
+    StrLen $STR_CONTAINS_VAR_4 $STR_HAYSTACK
+    loop:
+      IntOp $STR_CONTAINS_VAR_1 $STR_CONTAINS_VAR_1 + 1
+      StrCpy $STR_CONTAINS_VAR_3 $STR_HAYSTACK $STR_CONTAINS_VAR_2 $STR_CONTAINS_VAR_1
+      StrCmp $STR_CONTAINS_VAR_3 $STR_NEEDLE found
+      StrCmp $STR_CONTAINS_VAR_1 $STR_CONTAINS_VAR_4 done
+      Goto loop
+    found:
+      StrCpy $STR_RETURN_VAR $STR_NEEDLE
+      Goto done
+    done:
+   Pop $STR_NEEDLE ;Prevent "invalid opcode" errors and keep the
+   Exch $STR_RETURN_VAR
+FunctionEnd
+
+!macro _StrContainsConstructor OUT NEEDLE HAYSTACK
+  Push `${HAYSTACK}`
+  Push `${NEEDLE}`
+  Call StrContains
+  Pop `${OUT}`
+!macroend
+
+!define StrContains '!insertmacro "_StrContainsConstructor"'
+
+
+;-------------------------------
+; Uninstall Previous Version if exists
+
+!macro UninstallExisting exitcode uninstcommand
+Push `${uninstcommand}`
+Call UninstallExisting
+Pop ${exitcode}
+!macroend
+Function UninstallExisting
+Exch $1 ; uninstcommand
+Push $2 ; Uninstaller
+Push $3 ; Len
+StrCpy $3 ""
+StrCpy $2 $1 1
+StrCmp $2 '"' qloop sloop
+sloop:
+	StrCpy $2 $1 1 $3
+	IntOp $3 $3 + 1
+	StrCmp $2 "" +2
+	StrCmp $2 ' ' 0 sloop
+	IntOp $3 $3 - 1
+	Goto run
+qloop:
+	StrCmp $3 "" 0 +2
+	StrCpy $1 $1 "" 1 ; Remove initial quote
+	IntOp $3 $3 + 1
+	StrCpy $2 $1 1 $3
+	StrCmp $2 "" +2
+	StrCmp $2 '"' 0 qloop
+run:
+	StrCpy $2 $1 $3 ; Path to uninstaller
+	StrCpy $1 161 ; ERROR_BAD_PATHNAME
+	GetFullPathName $3 "$2\.." ; $InstDir
+	IfFileExists "$2" 0 +4
+	ExecWait '"$2" /S _?=$3' $1 ; This assumes the existing uninstaller is a NSIS uninstaller, other uninstallers don't support /S nor _?=
+	IntCmp $1 0 "" +2 +2 ; Don't delete the installer if it was aborted
+	Delete "$2" ; Delete the uninstaller
+	RMDir "$3" ; Try to delete $InstDir
+	RMDir "$3\.." ; (Optional) Try to delete the parent of $InstDir
+Pop $3
+Pop $2
+Exch $1 ; exitcode
+FunctionEnd
+
+
+Function .onInit
+ReadRegStr $0 HKCU "Software\Software\Microsoft\Windows\CurrentVersion\Uninstall\${UninstId}" "UninstallString"
+${If} $0 != ""
+${AndIf} ${Cmd} `MessageBox MB_YESNO|MB_ICONQUESTION "It is highly recommended to uninstall the previous version of OpenBB Terminal - Please click Yes to proceed (Note - You will not lose your custom settings) - Or you can uninstall manually. " /SD IDYES IDYES`
+	!insertmacro UninstallExisting $0 $0
+	${If} $0 <> 0
+		MessageBox MB_YESNO|MB_ICONSTOP "Failed to uninstall, continue anyway?" /SD IDYES IDYES +2
+			Abort
+	${EndIf}
+${EndIf}
+FunctionEnd
+
+;--------------------------------
+; Section - Install App
+
+  Section "-hidden app"
+    SectionIn RO
+	${StrContains} $0 "\OpenBB" "$INSTDIR"
+  ; Making sure here if user manually removes \openbb from their path that it still installs there
+  ; so we dont have issues with uninstaller later.
+	StrCmp $0 "" notfound
+	  ; MessageBox MB_OK 'Found string $0  $INSTDIR'
+	  SetOutPath "$INSTDIR"
+	  Goto done
+	notfound:
+		; MessageBox MB_OK "$INSTDIR is 'bla'"
+		SetOutPath "$INSTDIR\OpenBB"
+		StrCpy $InstDir "$INSTDIR\OpenBB"
+		; MessageBox MB_OK 'Did not find string   "$INSTDIR\OpenBB"  "$installerPath"'
+	done:
+
+    ; File /r "app\*.*"
+    WriteRegStr HKCU "Software\${NAME}" "" $INSTDIR
+    WriteUninstaller "$INSTDIR\Uninstall.exe"
+	WriteRegStr HKCU "Software\Software\Microsoft\Windows\CurrentVersion\Uninstall\${UninstId}" "OpenBBPlatform" "OpenBB"
+	WriteRegStr HKCU "Software\Software\Microsoft\Windows\CurrentVersion\Uninstall\${UninstId}" "UninstallString" '"$InstDir\Uninstall.exe"'
+	WriteRegStr HKCU "Software\Software\Microsoft\Windows\CurrentVersion\Uninstall\${UninstId}" "QuietUninstallString" '"$InstDir\Uninstall.exe" /S'
+  SectionEnd
+
+
+;--------------------------------
+; Remove empty parent directories
+
+  Function un.RMDirUP
+    !define RMDirUP '!insertmacro RMDirUPCall'
+
+    !macro RMDirUPCall _PATH
+          push '${_PATH}'
+          Call un.RMDirUP
+    !macroend
+
+    ; $0 - current folder
+    ClearErrors
+
+    Exch $0
+    ;DetailPrint "ASDF - $0\.."
+    RMDir "$0\.."
+
+    IfErrors Skip
+    ${RMDirUP} "$0\.."
+    Skip:
+
+    Pop $0
+
+  FunctionEnd
+
+;--------------------------------
+; Section - Uninstaller
+
+Section "Uninstall"
+
+  ;Delete Shortcut
+  Delete "$DESKTOP\${NAME}.lnk"
+
+  ;Delete Directory
+  Delete '$SMPROGRAMS\${Company}\${NAME}'
+
+  ;Delete Reg Key
+  DeleteRegKey HKCU "Software\Software\Microsoft\Windows\CurrentVersion\Uninstall\${UninstId}"
+
+  ;Delete Uninstall
+  Delete "$INSTDIR\Uninstall.exe"
+
+
+  ;Delete Folder
+  RMDir /r "$INSTDIR"
+  ${RMDirUP} "$INSTDIR"
+
+  DeleteRegKey /ifempty HKCU "Software\${NAME}"
+
+SectionEnd

build/conda/installer/assets/installer_conclusion.txt

@@ -0,0 +1,12 @@
+Thank you for installing OpenBB Platform!
+
+To get started, open the installed OpenBB folder, in the home folder of your user, and review the README.md file. Or, open one of the launchers using the provided shortcuts.
+
+The OpenBB Platform Documentation is found here:
+https://docs.openbb.co
+
+Bugs/Issues/Requests can be posted here:
+https://github.com/OpenBB-finance/OpenBB/issues
+
+Security vulnerabilities can be reported here:
+https://github.com/OpenBB-finance/OpenBB/security/advisories

build/conda/installer/assets/installer_license.txt

@@ -0,0 +1,661 @@
+GNU AFFERO GENERAL PUBLIC LICENSE
+Version 3, 19 November 2007
+
+Copyright (C) 2007 Free Software Foundation, Inc. <https://fsf.org/>
+Everyone is permitted to copy and distribute verbatim copies
+of this license document, but changing it is not allowed.
+
+Preamble
+
+The GNU Affero General Public License is a free, copyleft license for
+software and other kinds of works, specifically designed to ensure
+cooperation with the community in the case of network server software.
+
+The licenses for most software and other practical works are designed
+to take away your freedom to share and change the works. By contrast,
+our General Public Licenses are intended to guarantee your freedom to
+share and change all versions of a program--to make sure it remains free
+software for all its users.
+
+When we speak of free software, we are referring to freedom, not
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+them if you wish), that you receive source code or can get it if you
+want it, that you can change the software or use pieces of it in new
+free programs, and that you know you can do these things.
+
+Developers that use our General Public Licenses protect your rights
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+
+A secondary benefit of defending all users' freedom is that
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+
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+combined work, and to convey the resulting work. The terms of this
+License will continue to apply to the part which is the covered work,
+but the work with which it is combined will remain governed by version
+3 of the GNU General Public License.
+
+14. Revised Versions of this License.
+
+The Free Software Foundation may publish revised and/or new versions of
+the GNU Affero General Public License from time to time. Such new versions
+will be similar in spirit to the present version, but may differ in detail to
+address new problems or concerns.
+
+Each version is given a distinguishing version number. If the
+Program specifies that a certain numbered version of the GNU Affero General
+Public License "or any later version" applies to it, you have the
+option of following the terms and conditions either of that numbered
+version or of any later version published by the Free Software
+Foundation. If the Program does not specify a version number of the
+GNU Affero General Public License, you may choose any version ever published
+by the Free Software Foundation.
+
+If the Program specifies that a proxy can decide which future
+versions of the GNU Affero General Public License can be used, that proxy's
+public statement of acceptance of a version permanently authorizes you
+to choose that version for the Program.
+
+Later license versions may give you additional or different
+permissions. However, no additional obligations are imposed on any
+author or copyright holder as a result of your choosing to follow a
+later version.
+
+15. Disclaimer of Warranty.
+
+THERE IS NO WARRANTY FOR THE PROGRAM, TO THE EXTENT PERMITTED BY
+APPLICABLE LAW. EXCEPT WHEN OTHERWISE STATED IN WRITING THE COPYRIGHT
+HOLDERS AND/OR OTHER PARTIES PROVIDE THE PROGRAM "AS IS" WITHOUT WARRANTY
+OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO,
+THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR
+PURPOSE. THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE PROGRAM
+IS WITH YOU. SHOULD THE PROGRAM PROVE DEFECTIVE, YOU ASSUME THE COST OF
+ALL NECESSARY SERVICING, REPAIR OR CORRECTION.
+
+16. Limitation of Liability.
+
+IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN WRITING
+WILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MODIFIES AND/OR CONVEYS
+THE PROGRAM AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES, INCLUDING ANY
+GENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE
+USE OR INABILITY TO USE THE PROGRAM (INCLUDING BUT NOT LIMITED TO LOSS OF
+DATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY YOU OR THIRD
+PARTIES OR A FAILURE OF THE PROGRAM TO OPERATE WITH ANY OTHER PROGRAMS),
+EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF
+SUCH DAMAGES.
+
+17. Interpretation of Sections 15 and 16.
+
+If the disclaimer of warranty and limitation of liability provided
+above cannot be given local legal effect according to their terms,
+reviewing courts shall apply local law that most closely approximates
+an absolute waiver of all civil liability in connection with the
+Program, unless a warranty or assumption of liability accompanies a
+copy of the Program in return for a fee.
+
+END OF TERMS AND CONDITIONS
+
+How to Apply These Terms to Your New Programs
+
+If you develop a new program, and you want it to be of the greatest
+possible use to the public, the best way to achieve this is to make it
+free software which everyone can redistribute and change under these terms.
+
+To do so, attach the following notices to the program. It is safest
+to attach them to the start of each source file to most effectively
+state the exclusion of warranty; and each file should have at least
+the "copyright" line and a pointer to where the full notice is found.
+
+    <one line to give the program's name and a brief idea of what it does.>
+    Copyright (C) <year>  <name of author>
+
+    This program is free software: you can redistribute it and/or modify
+    it under the terms of the GNU Affero General Public License as published
+    by the Free Software Foundation, either version 3 of the License, or
+    (at your option) any later version.
+
+    This program is distributed in the hope that it will be useful,
+    but WITHOUT ANY WARRANTY; without even the implied warranty of
+    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+    GNU Affero General Public License for more details.
+
+    You should have received a copy of the GNU Affero General Public License
+    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+
+Also add information on how to contact you by electronic and paper mail.
+
+If your software can interact with users remotely through a computer
+network, you should also make sure that it provides a way for users to
+get its source. For example, if your program is a web application, its
+interface could display a "Source" link that leads users to an archive
+of the code. There are many ways you could offer source, and different
+solutions will be better for different programs; see section 13 for the
+specific requirements.
+
+You should also get your employer (if you work as a programmer) or school,
+if any, to sign a "copyright disclaimer" for the program, if necessary.
+For more information on this, and how to apply and follow the GNU AGPL, see
+<https://www.gnu.org/licenses/>.

build/conda/installer/assets/installer_readme.txt

@@ -0,0 +1,19 @@
+OpenBB Platform provides a convenient way to access raw financial data from multiple data providers.
+
+Important Notes:
+
+In order to install you need access to the Internet.
+
+The installation will take approximately 1-2 GB of storage and is for the current user only, system-wide installations are not allowed.
+
+If a folder named "OpenBB" already exists at the user home directory, please remove it before installing.
+
+The installed packages can be reconfigured, post-installation, for custom configurations.
+
+If the OpenBB folder is moved, post-installation, the shortcuts will not be updated to reflect the change.
+
+
+
+This application is intended strictly for research and educational purposes.
+
+By proceeding with the installation, you agree not to use this application for any purpose that is unlawful or prohibited by international and national laws, regulations, or governmental and industry requirements.

build/conda/installer/assets/installer_welcome.txt

@@ -0,0 +1,8 @@
+Welcome to the OpenBB Platform Installer.
+
+
+This application will install the latest version of the OpenBB Platform on your computer in a self-contained, Python 3.12, Conda environment. It contains everything required to get started immediately, both as a user and a developer.
+
+Several launch scripts are included; OpenBB CLI, OpenBB API, Jupyter Notebook, IPython, Update, and shortcuts to key folders.
+
+Find them at the base of the installation folder, along with the README.md file for getting started.

build/conda/installer/assets/openbb_platform_installer/README.md

@@ -0,0 +1,48 @@
+# OpenBB Platform Installer Package
+
+This package is for installing the OpenBB Platform packages into any Python environment. Versions between 3.9 and 3.12, inclusively, are supported.
+
+The `obb` virtual environment that came with the installation is pre-loaded, and this configuration can be duplicated by creating a new environment and running, `poetry install`, from this location.
+
+## Installation
+
+Assuming the current working directory is the location of this document, the code block below will create a new environment, activate it, update the dependencies, and then install the OpenBB Platform.
+
+Open the Terminal command line with the Bash/CMD shortcut.
+
+```sh
+conda create -n my_env python=3.10 -y
+conda activate my_env
+pip install poetry
+poetry lock
+poetry install
+openbb-build
+```
+
+## Updating Packages
+
+Update the environment dependencies with:
+
+```sh
+poetry lock
+poetry install
+```
+
+## Installation Groups
+
+The package can be installed in different configurations, using Poetry groups as `--with`, `--without`, or `--only` keyword arguments.
+
+- main
+- openbb-all
+- cli
+- notebook
+
+To install, in a fresh environment, only the `openbb-core` package and the base dependencies:
+
+```sh
+poetry install --only main --sync
+```
+
+The `--sync` flag with sync the environment to the `poetry.lock` file for the flagged group(s). All items are installed when no arguments are supplied. Use this as a way to restore corrupted environments.
+
+Do not use the `--sync` flag if you wish to keep installed packages that are not defined in the `pyproject.toml` and `poetry.lock` files.

build/conda/installer/assets/openbb_platform_installer/obb-env.yml

@@ -0,0 +1,5 @@
+name: obb
+channels:
+  - conda-forge
+dependencies:
+  - python=3.12

build/conda/installer/assets/openbb_platform_installer/openbb_platform_installer/__init__.py

@@ -0,0 +1,3 @@
+"""Placeholder for the OpenBB Platform Installer package."""
+
+__version__ = "1.0.2"

build/conda/installer/assets/openbb_platform_installer/openbb_platform_installer/update.py

@@ -0,0 +1,30 @@
+"""Entry point for the OpenBB Updater script."""
+
+# pylint: disable=import-outside-toplevel,unused-import
+# flake8: noqa
+
+def main():
+    """Update the OpenBB Platform and rebuild the Python interface."""
+
+    import os
+    import sys
+    import subprocess
+    from pathlib import Path
+
+    args = os.sys.argv[1:].copy() if os.sys.argv[1:] else []
+
+    cwd = Path(os.path.dirname(os.path.realpath(__file__))).parent.resolve()
+
+    command = (
+        f"{sys.executable} -m pip install -U pip && "
+        f"{sys.executable} -m poetry lock && "
+        f"{sys.executable} -m poetry install {' '.join(args)} && "
+        "openbb-build"
+    )
+
+    subprocess.run(command, shell=True, cwd=cwd)
+
+    input("\nUpdate complete. Press Enter to exit...")
+
+if __name__ == "__main__":
+    main()

build/conda/installer/assets/openbb_platform_installer/pyproject.toml

@@ -0,0 +1,40 @@
+# If you will be using this as a template for your own package, please change the values accordingly.
+[tool.poetry]
+name = "openbb_platform_installer"  # Change this to your package name
+version = "1.0.3"  # Change this to your package version
+description = "A meta package for installing the OpenBB Platform: Investment research for everyone, anywhere."  # Change this to your description
+authors = ["OpenBB <hello@openbb.co>"]  # Change this to your name and email
+license = "AGPL-3.0-only"  # This license must be compatible with the OpenBB license
+readme = "README.md"  # Change this to your README file
+homepage = "https://openbb.co"  # Change this to your website
+repository = "https://github.com/openbb-finance/openbb"  # Change this to your repository
+documentation = "https://docs.openbb.co" # Change this to your documentation
+packages = [{ include = "openbb_platform_installer" }]  # Update accordingly - these are build scripts and entry points.
+
+[tool.poetry.scripts]
+openbb-update = "openbb_platform_installer.update:main"
+
+[tool.poetry.dependencies]
+python = ">=3.9.21,<3.13"
+openbb-platform-api = "^1.1.8"
+
+[tool.poetry.group.openbb-all]
+
+[tool.poetry.group.openbb-all.dependencies]
+openbb = { version = "^4.4.4", extras = ["all"] }
+
+[tool.poetry.group.cli]
+
+[tool.poetry.group.cli.dependencies]
+openbb-cli = "^1"
+
+[tool.poetry.group.notebook]
+
+[tool.poetry.group.notebook.dependencies]
+notebook = "^7"
+nbclassic = "^1"
+jedi-language-server = "^0.41"
+
+[build-system]
+requires = ["poetry-core>=1.0.0"]
+build-backend = "poetry.core.masonry.api"

build/conda/installer/construct.yaml

@@ -0,0 +1,95 @@
+name: "OpenBB"
+version: "Platform"
+company: OpenBB, Inc.
+license_file: ./assets/installer_license.txt
+
+installer_type: all
+
+register_python: false # [win]
+register_python_default: false # [win]
+register_envs: false
+initialize_by_default: false
+initialize_conda: false
+write_condarc: true
+
+default_location_pkg: OpenBB  # [osx]
+default_prefix_domain_user: "%USERPROFILE%\\OpenBB\\conda" # [win]
+default_prefix: "${HOME}/OpenBB"  # [linux]
+default_prefix: "%USERPROFILE%\\OpenBB\\conda" # [win]
+pkg_name: conda
+
+specs:
+  - conda
+  - bash  # [unix]
+  - python=3.12
+
+extra_envs:
+  obb:
+    environment_file: ./assets/openbb_platform_installer/obb-env.yml
+
+channels:
+  - conda-forge
+
+condarc:
+  {channels: [conda-forge],
+  allow_softlinks: false,
+  auto_activate_base: false,
+  always_copy: true,
+  register_envs: false,
+  pip_interop_enabled: true}
+
+pkg_domains:
+  enable_anywhere: false
+  enable_currentUserHome: true
+
+post_install: post_install.sh  # [unix]
+post_install: post_install.bat  # [win]
+
+extra_files:
+  # Bundle launcher assets
+  - ./README.md: ../README.md
+  - ./assets/openbb_platform_installer/obb-env.yml: ../extensions/openbb_platform_installer/obb-env.yml
+  - ./assets/openbb_platform_installer/pyproject.toml: ../extensions/openbb_platform_installer/pyproject.toml
+  - ./assets/openbb_platform_installer/README.md: ../extensions/openbb_platform_installer/README.md
+  - ./assets/openbb_platform_installer/openbb_platform_installer/__init__.py: ../extensions/openbb_platform_installer/openbb_platform_installer/__init__.py
+  - ./assets/openbb_platform_installer/openbb_platform_installer/update.py: ../extensions/openbb_platform_installer/openbb_platform_installer/update.py
+  - ./assets/openbb_icon.ico: assets/openbb_icon.ico  # [win]
+  - ./assets/openbb.icns: ../openbb_icon.icns  # [osx]
+  - ./assets/create_shortcut.vbs: assets/create_shortcut.vbs  # [win]
+  - ./assets/installer_license.txt: assets/installer_license.txt # [win]
+  - ./assets/installer_vertical2.bmp: assets/installer_vertical2.bmp # [win]
+  - ./assets/installer_horizontal.bmp: assets/installer_horizontal.bmp # [win]
+  - ./assets/examples/README.md: ../extensions/examples/README.md
+  - ./assets/examples/install_examples.py: ../extensions/examples/install_examples.py
+  - ./assets/examples/empty_provider/pyproject.toml: ../extensions/examples/empty_provider/pyproject.toml
+  - ./assets/examples/empty_provider/README.md: ../extensions/examples/empty_provider/README.md
+  - ./assets/examples/empty_provider/empty_provider/__init__.py: ../extensions/examples/empty_provider/empty_provider/__init__.py
+  - ./assets/examples/empty_provider/empty_provider/models/__init__.py: ../extensions/examples/empty_provider/empty_provider/models/__init__.py
+  - ./assets/examples/empty_provider/empty_provider/models/empty_model.py: ../extensions/examples/empty_provider/empty_provider/models/empty_model.py
+  - ./assets/examples/empty_provider/empty_provider/utils/__init__.py: ../extensions/examples/empty_provider/empty_provider/utils/__init__.py
+  - ./assets/examples/empty_router/pyproject.toml: ../extensions/examples/empty_router/pyproject.toml
+  - ./assets/examples/empty_router/README.md: ../extensions/examples/empty_router/README.md
+  - ./assets/examples/empty_router/empty_router/__init__.py: ../extensions/examples/empty_router/empty_router/__init__.py
+  - ./assets/examples/empty_router/empty_router/empty_router.py: ../extensions/examples/empty_router/empty_router/empty_router.py
+  - ./assets/examples/empty_router/empty_router/empty_views.py: ../extensions/examples/empty_router/empty_router/empty_views.py
+  - ./assets/examples/empty_obbject/pyproject.toml: ../extensions/examples/empty_obbject/pyproject.toml
+  - ./assets/examples/empty_obbject/README.md: ../extensions/examples/empty_obbject/README.md
+  - ./assets/examples/empty_obbject/empty_obbject/__init__.py: ../extensions/examples/empty_obbject/empty_obbject/__init__.py
+  - ./assets/examples/python_basics.ipynb: ../notebooks/python_basics.ipynb
+  - ../../../examples/platform_standardization.ipynb: ../notebooks/how_platform_works.ipynb
+
+icon_image: ../openbb_icon.icns  # [osx]
+icon_image: ./assets/openbb_icon.ico  # [win]
+welcome_image: ./assets/openbb_osx.png  # [unix]
+welcome_image: ./assets/Installer_vertical2.bmp  # [win]
+header_image: ./assets/Installer_horizontal2.png  # [win]
+welcome_image_text: "OpenBB Platform"
+readme_file: ./assets/installer_readme.txt  # [unix]
+conclusion_file: ./assets/installer_conclusion.txt  # [unix]
+welcome_file: ./assets/installer_welcome.txt  # [unix]
+welcome_file: ./assets/custom_welcome.nsi  # [win]
+conclusion_file: ./assets/custom_conclusion.nsi  # [win]
+
+# Add extra files to the installer - this is another way - was playing with this
+temp_extra_files:
+  - ./assets/Installer_vertical2.bmp: Installer_vertical2.bmp  # [win]

build/conda/installer/post_install.bat

@@ -0,0 +1,61 @@
+@echo off
+echo Installing environment, this may take a few minutes... Watch for changes in post_install_log.txt file at the root of the installation directory.
+
+cd "%PREFIX%\..\extensions\openbb_platform_installer"
+
+PATH %PREFIX%;%PREFIX%\Scripts;%PREFIX%\Library\bin;%PATH%
+SET LOG_FILE="%PREFIX%\..\post_install_log.txt"
+
+call "%PREFIX%\Scripts\activate.bat"
+
+call conda activate "%PREFIX%\envs\obb" >> "%LOG_FILE%" 2>&1
+
+python -m pip install -U pip >> "%LOG_FILE%" 2>&1
+
+pip install -U setuptools >> "%LOG_FILE%" 2>&1
+
+pip install poetry >> "%LOG_FILE%" 2>&1
+
+poetry config virtualenvs.path "%PREFIX%\envs" --local >> "%LOG_FILE%" 2>&1
+
+poetry config virtualenvs.create false --local >> "%LOG_FILE%" 2>&1
+
+poetry lock >> "%LOG_FILE%" 2>&1
+
+poetry install >> "%LOG_FILE%" 2>&1
+
+IF ERRORLEVEL 1 (
+    echo %date% %time% "Error during post-installation: poetry install failed." >> %LOG_FILE%
+    exit /b 1
+) ELSE (
+    echo %date% %time% "Python environment successfully installed... Building the OpenBB Python interface..." >> %LOG_FILE%
+)
+
+echo Python environment successfully installed... Building the OpenBB Python interface...
+
+call openbb-build >> "%LOG_FILE%" 2>&1
+IF ERRORLEVEL 1 (
+    call :log_with_timestamp "Error during post-installation: building OpenBB's Python interface failed."
+    exit /b 1
+) ELSE (
+    call :log_with_timestamp "OpenBB's Python interface built successfully."
+)
+
+cscript "%PREFIX%\assets\create_shortcut.vbs" >> "%LOG_FILE%" 2>&1
+IF ERRORLEVEL 1 (
+    echo %date% %time% "Error during post-installation: creating shortcuts failed."  >> %LOG_FILE%
+    exit /b 1
+) ELSE (
+    echo %date% %time% "Shortcuts created successfully."  >> %LOG_FILE%
+)
+
+echo Post-installation steps completed successfully.
+
+exit /b 0
+
+goto :eof
+
+REM Function to add timestamp
+:log_with_timestamp
+    echo %date%_%time% %1 >> %LOG_FILE%
+    goto :eof