BearBull

pending

by BearBull

Embed BearBull financial charts (stock prices, income statements, balance sheets, etc.) inline in your notes.

2 starsUpdated 1mo agoMITDiscovered via Obsidian Unofficial Plugins
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BearBull Finance for Obsidian

Introduction

The BearBull Obsidian plugin embeds interactive financial data directly in your notes. Write a short code block and the plugin renders a chart inline — stock price charts, income statements, balance sheets, cashflow statements, revenue breakdowns, and more. All data stays up to date without leaving Obsidian.

For full documentation and examples, see the BearBull Obsidian Guide.


Installation

Option 1 — Community Plugins:

  1. Open Obsidian Settings and go to Community Plugins.
  2. Click Browse and search for BearBull.
  3. Click Install, then Enable.

Option 2 — Manual Install from GitHub:

  1. Download the latest release from github.com/bearbull-io/bearbull-finance.
  2. Extract the files into your vault's .obsidian/plugins/bearbull-finance/ folder.
  3. Restart Obsidian and enable the plugin in Settings > Community Plugins.

Setup

After enabling the plugin, open its settings panel (Settings > BearBull). The following options are available:

SettingDefaultDescription
API KeyRequired. Get yours at bearbull.io
Themeautodark, light, reading, or auto (matches your Obsidian theme)
Default PeriodAA (Annual) or Q (Quarterly)
Show Time Frame BartrueShow or hide the annual/quarterly selector on embeds
Default CurrencyCurrency code for conversion (e.g. EUR). Leave blank for no conversion
Date Formatmm/dd/yyyyAlso: dd.mm.yyyy, dd/mm/yyyy, yyyy-mm-dd
Default Fromtoday()-10YStart date expression
Default Totoday()End date expression
Height400Embed height in pixels
Thousand Separator'Thousands grouping character

Every setting acts as a default and can be overridden per embed.


Embeds Reference

Create a fenced code block with the language tag bb. Inside, use type: to specify the embed and ticker: for the stock symbol. All other fields are optional and fall back to your plugin settings.

Type Aliases

Every embed type has a short alias you can use instead of the full name:

AliasEmbed Type
SCCHART
CCCHART_COMPLEX
PRFPROFILE
ISINCOME_STATEMENT
BSBALANCE_SHEET
CS, CFCASHFLOW_STATEMENT
RBREVENUE_BREAKDOWN
CONCONSTITUENTS
FTEFULLTIME_EMPLOYEES
IH, INSTINSTITUTIONAL_OWNERSHIP
EPSEPS
VR, RATIOVALUATION_RATIOS
DIVDIVIDENDS
ES, ESURPEARNINGS_SURPRISE
AEFINANCIAL_ESTIMATES
MC, MCAPMARKET_CAP
ESGESG_SCORE
ISTINCOME_STATEMENT_TABLE
BSTBALANCE_SHEET_TABLE
CST, CFTCASHFLOW_STATEMENT_TABLE
RBT, REVTREVENUE_BREAKDOWN_TABLE

Stock Price Charts

Simple Chart

An interactive line chart showing historical stock prices. Supports multiple tickers for comparison.

```bb
type: CHART
ticker: AAPL
from: today()-1Y
```

Advanced Chart with Indicators

A candlestick chart with optional technical overlays. Only one ticker is allowed — indicators do not support multi-ticker mode.

Use the indicators option with a comma-separated list of overlays:

IndicatorDescription
SMASimple Moving Average
EPSEarnings Per Share (quarterly)
REVENUERevenue (quarterly)
EARNINGS_SURPRISEActual vs estimated earnings
INSIDERInsider trading activity
SENATESenate trading activity

For INSIDER and SENATE, you can optionally filter by name using the insider or senate option.

```bb
type: CHART_COMPLEX
ticker: AAPL
from: today()-1Y
indicators: SMA, EPS, REVENUE
```

With insider name filter:

```bb
type: CHART_COMPLEX
ticker: AAPL
indicators: INSIDER
insider: Tim Cook
```

Company

Profile

Displays key company information such as sector, industry, market cap, CEO, and more.

```bb
type: PROFILE
ticker: AAPL
```

Financial Statements

Income Statement

Revenue, expenses, and profitability over time. Use tags to select specific metrics.

```bb
type: INCOME_STATEMENT
ticker: AAPL
period: Q
tags: revenue, grossProfit, netIncome
```

Balance Sheet

Assets, liabilities, and shareholders' equity.

```bb
type: BALANCE_SHEET
ticker: AAPL
```

Cashflow Statement

Operating, investing, and financing cash flows.

```bb
type: CASHFLOW_STATEMENT
ticker: AAPL
period: Q
```

Revenue Breakdown

By Product

Revenue split by product segment.

```bb
type: REVENUE_BREAKDOWN
subtype: PRODUCT
ticker: AAPL
```

By Geography

Revenue split by geographic region.

```bb
type: REVENUE_BREAKDOWN
subtype: GEOGRAPHY
ticker: AAPL
```

Valuation & Metrics

Earnings Per Share (EPS)

Earnings per share over time with annual or quarterly granularity.

```bb
type: EPS
ticker: AAPL
period: Q
```

Valuation Ratios

Price-to-earnings, price-to-sales, and other key valuation multiples.

```bb
type: VALUATION_RATIOS
ticker: AAPL
```

Market Cap

Market capitalization and enterprise value over time.

```bb
type: MARKET_CAP
ticker: AAPL
```

ESG Score

Environmental, Social, and Governance ratings.

```bb
type: ESG_SCORE
ticker: AAPL
```

Events

Dividends

Historical dividend payments.

```bb
type: DIVIDENDS
ticker: AAPL
```

Earnings Surprise

Actual vs estimated earnings per quarter.

```bb
type: EARNINGS_SURPRISE
ticker: AAPL
```

Financial Estimates

Analyst revenue and earnings estimates vs actuals.

```bb
type: FINANCIAL_ESTIMATES
ticker: AAPL
```

Other

Full-Time Employees

Historical headcount over time.

```bb
type: FULLTIME_EMPLOYEES
ticker: AAPL
```

Institutional Ownership

Top institutional holders, their positions, and portfolio weight.

```bb
type: INSTITUTIONAL_OWNERSHIP
ticker: AAPL
```

Constituents

Index constituents for major indexes.

```bb
type: CONSTITUENTS
tickers: SP500
```

Tables

Table embeds render the raw financial data in a sortable table format.

Income Statement Table

```bb
type: INCOME_STATEMENT_TABLE
ticker: AAPL
```

Balance Sheet Table

```bb
type: BALANCE_SHEET_TABLE
ticker: AAPL
```

Cashflow Statement Table

```bb
type: CASHFLOW_STATEMENT_TABLE
ticker: AAPL
```

Revenue Breakdown Table

```bb
type: REVENUE_BREAKDOWN_TABLE
subtype: PRODUCT
ticker: AAPL
```

Embed Options Reference

Every embed accepts the following options. Only specify options that differ from your plugin defaults.

OptionValuesDefaultDescription
typeSee embed types aboveRequired. The embed type
ticker / tickersComma or pipe separatedRequired. Stock symbol(s)
subtypePRODUCT (or PRO), GEOGRAPHY (or GEO)For revenue breakdown embeds only
periodA, QAAnnual or Quarterly
fromDate or expressiontoday()-10YStart date
toDate or expressiontoday()End date
themeauto, dark, light, readingautoColor theme
currencyISO code (e.g. EUR, CHF)Convert values to this currency
heightNumber400Chart height in pixels
timeframebar (or tf)true, falsetrueShow period selector
dateformatmm/dd/yyyy, dd.mm.yyyy, dd/mm/yyyy, yyyy-mm-ddmm/dd/yyyyDate display format
thousandseparator', ,, .'Thousands grouping character
tagsComma-separated metric keysPre-select specific data series
indicatorsComma-separatedCHART_COMPLEX only: SMA, EPS, REVENUE, EARNINGS_SURPRISE, INSIDER, SENATE
insiderName stringFilter insider trading by name (requires INSIDER indicator)
senateName stringFilter senate trading by name (requires SENATE indicator)
tabletrue, falseCHART_COMPLEX only: show data table below chart
rangeRange stringCONSTITUENTS only: performance time range
viewView stringINSTITUTIONAL_OWNERSHIP only: display view mode

Date expressions: Use today() for the current date, or subtract time with today()-5Y, today()-6M, today()-30D.

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