feat: Integrate OpenBB Into Camel

[anjieyang]

Description

Integrate OpenBB Platform with CAMEL by adding OpenBBToolkit class for financial data access and analysis. This includes stock quotes, market screening, economic indicators functionality, and ChatAgent integration for interactive analysis.

Motivation and Context

CAMEL needs financial data analysis capabilities to enable AI agents to process and analyze market data. The OpenBB Platform provides comprehensive financial data APIs that can be leveraged through a toolkit interface.

• I have raised an issue to propose this change (required for new features and bug fixes)

Types of changes

• New feature (non-breaking change which adds core functionality)
• Example (update in the folder of example)

Implemented Tasks

• Create OpenBBToolkit class with financial data functions in camel/toolkits/openbb_toolkit.py
• Add example code demonstrating usage in examples/toolkits/openbb_toolkit.py
• Implement test suite in test/toolkits/test_openbb_functions.py
• Add documentation and docstrings

Checklist

• I have read the CONTRIBUTION guide.
• My change requires a change to the documentation.
• I have updated the tests accordingly.
• I have updated the documentation accordingly.

[willshang76]

The openBB supports so many functionalities(https://docs.openbb.co/platform/reference). Only for the fundamentals, it supports lots of options(https://docs.openbb.co/platform/reference/equity/fundamental). Couple general questions:

1. How did we decide which functionalities to integrate first?
2. Could we do something like func = self.client.equity.fundamentals.get(statement) func(symbol=symbol, provider=provider)? So that we don't need to list all the options which are too many. We only need to check if it exists.

[anjieyang]

Wow thanks @willshang76 for your comment, I will think about how to integrate these ideas into the code

[Wendong-Fan]

Thanks @anjieyang , left some comments below

[Wendong-Fan]

why we need to add this?

[anjieyang]

I added this last time because I cannot pass the pre-commit check😢

[Wendong-Fan]

hey @anjieyang , some test failed, could you help checking and fixing this, thanks!

[Wendong-Fan]

Thanks, @anjieyang. I've made some updates to the code:

First, we need to prioritize ensuring the code works as intended. Regarding the implementation of DataFrame conversion, I noticed that different data providers may return varying types of information. The DataFrame schema you defined doesn't cover all possible cases. Since the DataFrame is intended for human users, developers can handle the conversion themselves. Maintaining a comprehensive schema for all providers would be challenging, so I removed the DataFrame output part.

The code quality could be improved in a few areas. There are instances where duplicate methods from the OpenBB client are used, which can be optimized to reduce redundancy. Additionally, some methods include a provider argument that isn't valid. It's important to verify all code thoroughly

Since the docstrings will be passed to the agent, I streamlined the content to avoid exceeding token limits. In the initial implementation, it was easy to hit token limits when running the agent with this tool for multiple rounds.

Make sure only necessary dependencies added and the added dependencies are in the right place, there were some unnecessary dependencies added and not categoried correctly.

Please review the changes and let me know if there's anything you'd like to discuss. Thanks again for your contribution, and Happy New Year!