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MarketBeat analyst ratings provider

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This is a fundamental provider that downloads historical analyst buy and sell recommendations for U.S. stocks available at MarketBeat.

Part of MS123 Extra Fundamental/News Providers.

Sample chart annotations

Sample chart annotations


The provider only considers Upgrades (a green "+" on charts) and Downgrades (a red "-") while Initiated's, Reitereated's etc. are ignored. Each rating comes with extra details attached: firm (analyst), action (upgrade/downgrade), rating (the change from and to e.g. "Outperform -> Market Perform") and priceTarget (previous and current price targets, if available e.g. "$120.00 -> $120.00"). These are available in two forms:

  • In a popup when mousing over an Analyst Rating on a stock chart
  • In WealthScript Strategies via the GetDetail or FormatValue methods:

Make sure you've collected the fundamental data before running this Strategy (Data Manager > Update Data tab > check "Marketbeat analyst ratings" > DataSets tab > "Update DataSet").

using System;
using System.Collections.Generic;
using System.Text;
using System.Drawing;
using WealthLab;
using WealthLab.Indicators;

namespace WealthLab.Strategies { public class MyStrategy : WealthScript { protected override void Execute() { // Illustrates the usage of GetDetail using the fundamental data item "analyst rating"

const char tab = '\u0009'; string item = "[mb] analyst rating"; IList<FundamentalItem> fList = FundamentalDataItems(item); ClearDebug(); PrintDebug(Bars.Symbol + tab + "Item Count: " + fList.Count); PrintDebug("Date " + tab + "Analyst"); foreach (FundamentalItem fi in fList) { PrintDebug( fi.Date.ToShortDateString() + tab + fi.GetDetail("firm") + tab + fi.GetDetail("action") + tab + fi.GetDetail("rating") + tab + fi.GetDetail("priceTarget") + tab ); }

} } }

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Used under license from FMR Corp. Copyright 2008 FMR Corp. All rights reserved.


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