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+---
+title: Create Helm Chart
+description: Packaging OpenBB into a Helm Chart and deploying it.
+---
+
+import { Steps, Aside, Tabs, TabItem } from '@astrojs/starlight/components';
+
+## About OpenBB
+
+The [**OpenBB Platform**](https://openbb.co/products/odp) is a unified financial data interface that simplifies API management for developers and analysts.
+
+**Key Benefits:**
+
+- **Single API Access** — Connect to multiple data providers without managing separate integrations
+- **High-Quality Data** — Access reliable market data across stocks, crypto, forex, and more
+- **Easy Integration** — Deploy as a containerized service for consistent environments
+
+## Overview
+
+This guide demonstrates how to containerize the OpenBB API Server using Helm charts, enabling you to deploy it consistently across Kubernetes clusters with standard deployment tools.
+
+
+
+## Prerequisites
+
+Before proceeding, ensure you have the following tools installed:
+
+- **Helm** 3.x or later — [Installation Guide](https://helm.sh/docs/intro/install)
+- **Docker** — For building custom OpenBB images
+
+## Build Custom Docker Image
+
+Since the official image might be outdated, we recommend building your own Docker image from the latest source code.
+
+
+
+1. **Clone the OpenBB repository**
+
+ Start by cloning the repository and checking out a stable version:
+
+ ```bash
+ git clone https://github.com/OpenBB-finance/OpenBB.git
+ cd OpenBB
+
+ # Switch to a specific version (e.g., v4.6.0)
+ git checkout v4.6.0
+ ```
+
+2. **Build and push the Docker image**
+
+ The OpenBB repository includes a pre-configured Dockerfile at `build/docker/platform.dockerfile`. Use this directly:
+
+ ```bash
+ # Build the image with the version tag
+ docker build -f build/docker/platform.dockerfile -t /openbb:v4.6.0 .
+ ```
+
+ After building, push the image to your registry:
+
+ ```bash
+ docker push /openbb:v4.6.0
+ ```
+
+
+
+
+
+## Create and Package Helm Chart
+
+
+
+1. **Create a new Helm chart**
+
+ ```bash
+ helm create openbb
+ ```
+
+ This generates a directory named `openbb` with the standard Helm chart structure, including templates for Deployment, Service, and ConfigMaps.
+
+2. **Configure the Helm**
+
+ Edit `openbb/Chart.yaml` to match your release metadata. You can add additional details like `icon`, `home`, and `maintainers` for better discoverability:
+
+ ```yaml title="openbb/Chart.yaml"
+ apiVersion: v2
+ name: openbb
+ description: A Helm chart for deploying the OpenBB Platform API
+ type: application
+ version: 0.1.0
+ appVersion: "v4.6.0"
+ icon: https://raw.githubusercontent.com/OpenBB-finance/OpenBBTerminal/main/images/openbb_logo.png
+ home: https://openbb.co
+ sources:
+ - https://github.com/OpenBB-finance/OpenBB
+ maintainers:
+ - name: Your Name
+ email: your.email@example.com
+ ```
+
+ Edit `openbb/values.yaml` to configure the image and health check settings. Point the image to your custom registry image and configure probes to use `/docs` (since the root path `/` might return 404):
+
+ ```yaml title="openbb/values.yaml"
+ image:
+ repository: /openbb
+ pullPolicy: IfNotPresent
+ tag: "v4.6.0"
+
+ service:
+ type: NodePort
+ port: 8000
+ targetPort: 8000
+ nodePort: 30080 # Optional: Fixed NodePort for easier testing
+
+ livenessProbe:
+ httpGet:
+ path: /docs # Use /docs instead of root path
+ port: http
+
+ readinessProbe:
+ httpGet:
+ path: /docs # Use /docs instead of root path
+ port: http
+ ```
+
+
+
+3. **Package the Helm chart**
+
+ ```bash
+ helm package openbb
+ ```
+
+ This creates a compressed archive: `openbb-0.1.0.tgz`.
+
+4. **Push the chart to your registry**
+
+ ```bash
+ helm push openbb-0.1.0.tgz oci:///charts --plain-http
+ ```
+
+ Replace `` with your actual registry address.
+
+ Once uploaded, navigate to the [Applications Store](/service/applications/04-store/) to deploy the chart with your custom image.
+
+
+
+## Test with Python
+
+Once your OpenBB API Server is deployed and running, you can interact with it programmatically using Python.
+
+### Setup
+
+
+
+### API Interaction
+
+Use the following Python script to fetch data from your OpenBB API:
+
+
+
+
+```python title="test_openbb_api.py"
+import requests
+
+# Configuration
+# Replace with your actual Node IP and the NodePort from values.yaml
+BASE_URL = "http://:30080"
+
+def check_health():
+ """Check if the OpenBB API server is reachable."""
+ try:
+ response = requests.get(f"{BASE_URL}/docs")
+ if response.status_code == 200:
+ print("✓ API is online!")
+ return True
+ else:
+ print(f"✗ API returned status: {response.status_code}")
+ return False
+ except requests.exceptions.RequestException as e:
+ print(f"✗ Failed to connect: {e}")
+ return False
+
+def get_market_data(ticker="AAPL", provider="yfinance"):
+ """Fetch market data for a given ticker."""
+ endpoint = f"{BASE_URL}/api/v1/equity/price/quote"
+ params = {"symbol": ticker, "provider": provider}
+
+ try:
+ print(f"\nFetching {ticker} data from {provider}...")
+ response = requests.get(endpoint, params=params)
+
+ if response.status_code == 200:
+ data = response.json()
+ print("✓ Data received:")
+ print(data)
+ else:
+ print(f"✗ Error {response.status_code}: {response.text}")
+ except Exception as e:
+ print(f"✗ Error: {e}")
+
+if __name__ == "__main__":
+ if check_health():
+ get_market_data("AAPL")
+ # get_market_data("MSFT")
+```
+
+
+
+
+
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