YCharts Fundamental Data for Securities and Economic Data

What is it

Setting up

Enter username and password - YCharts paid plans only

Usage

Available fundamental items

• Free: Accounts Payable, Accounts Receivable, Assets, Cash Financing, Cash Investing, Cash On Hand, Cash Operations, Debt Equity Ratio, Dividend, Dividend Yield, Earning Yield, Enterprise Value, EPS, Free Cash Flow, Gross Profit, Gross Profit Margin, Liabilities, Market Cap, Net Income, P/E Ratio, PEG Ratio, Price To Book Value, Profit Margin, R&D Expense, Revenues, SGA Expense, Shareholders Equity, Shares Outstanding
• Pro (paid subscribers only): all of the "free" items listed above + Accruals, Asset Utilization, Book Value Of Equity, Book Value Of Tangible Equity, Book Value Per Share, Capex, Capex Annual, Cash And Equivalents, Cash Conversion Cycle, Cash Dividend Payout Ratio, Current Ratio, Days Inventory Outstanding, Days Payables Outstanding, Days Sales Outstanding, Depreciation Amortization Depletion, EBITDA, EBITDA Margin, Effective Tax Rate, EPS Growth, Estimated EPS / Estimated EBIDTA / Estimated Revenue (these 3 items are available for current quarter and 1/2/3 quarters forward), Expenses, Free Cash Flow Yield, Free Cash Flow Per Share, FFO Per Share, Gain and Loss on Sale of PPE, Gain and Loss on Investment Securities, Gross Profit Annual, Income Before Ex Items And Disc Ops, Interest Expense, Interest Income, Inventories Net, Long Term Debt, Long Term Investments, Net PPE, Net Total Long Term Debt, Operating Earning Yield, Operating Margin, Operating P/E Ratio, Other Comp Income, Payout Ratio, Quick Ratio, Receivables Turnover, Retained Earnings, Retained Earnings Growth, Return On Assets, Return On Equity, Return On Invested Capital, Revenue Growth, Revenue Per Share, Stock Buyback, Tangible Book Value Per Share, Tangible Common Equity Ratio, Times Interest Earned, Total Changes In Assets Liabilities, Total Depreciation And Amortization, Total Long Term Assets
  

• Price-To-Book Ratio = Close / "[yc] book_value_of_equity"
• P/E Ratio = Close / "[yc] eps"
• Earnings Yield = FundamentalDataSeriesAnnual("[yc] eps") / Close
• Market Capitalization = Close * "[yc] shares_outstanding"
• Dividend Yield = FundamentalDataSeriesAnnual("[yc] dividend") / Close
• Free Cash Flow Yield = "[yc] free_cash_flow_per_share" / Close
• P/EG Ratio = (Close / "[yc] eps") / "[yc] eps_growth"
  

Available economic items

• 10 Year Treasury Rate, 30 Year Mortgage Rate, 30 Year Treasury Rate, Auto Sales, Consumer Price Index, Durable Goods Orders, Effective Federal Funds Rate, Existing Home Sales, Housing Starts, Initial Claims fo Unemployment Insurance, Personal Consumption Expenditures, Producer Price Index, Purchasing Managers Index, Retail Sales, Total Nonfarm Payrolls, U.S. Inflation Rate, Unemployment Rate
  

Stock dividends

• In a popup when mousing over an [yc] dividend item on a stock chart
• In WealthScript Strategoes via the GetDetail or FormatValue methods:
  

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 how to handle YCharts's extended dividend information with GetDetail

			const char tab = '\u0009';                                      
			string item = "[yc] dividend";
			IList<FundamentalItem> fList = FundamentalDataItems(item);            
			ClearDebug();
			PrintDebug(Bars.Symbol + tab + "Item Count: " + fList.Count);
			foreach (FundamentalItem fi in fList)
			{
				PrintDebug(
					fi.Date.ToShortDateString() + tab +
					fi.Value.ToString() + tab +
					fi.GetDetail("DeclarationDate") + tab +
					fi.GetDetail("RecordDate") + tab +
					fi.GetDetail("PayableDate") + tab +
					fi.GetDetail("DividendType") + tab);
			}                                              

		}
	}
}

Notes

• The data are refreshed on each update (like other WL6 fundamental data providers do), so it should be free from adjusting problems. This consumes quota.
• If some economic items didn't appear after downloading, try repeating the data update.
  

Images

Some of the available fundamental data items	Some of the available economic data items
Economic data items

Known issues

• None