Zacks Adjusted Earnings (EPS) provider

RSS

This fundamental provider downloads free historical earnings data for U.S. stocks available from Zacks website.

Part of MS123 Extra Fundamental/News Providers.

Sample chart annotations

Zacks provides earnings data going several years back: Date, Period Ending, Reported EPS, EPS estimate, EPS surprise, Surprise %, Release Time (of day). Each item comes with these extra details attached: periodEnding, estimate, surprise, surprisePct, time.

They are available in two forms:

In a popup when mousing over an [z] Zacks Adjusted Earnings item on a stock chart
In WealthScript Strategoes via the GetDetail or FormatValue methods:

Make sure you've collected the fundamental data before running this Strategy (Data Manager > "Update Data" tab > check "Zacks Adjusted Earnings" > go to "DataSets" tab > click "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()
		{
			const char tab = '\u0009';                                      
			string item = "z Zacks Adjusted Earnings";
			
			IList fList = FundamentalDataItems(item);            
			ClearDebug();
			PrintDebug(Bars.Symbol + tab + "Item Count: " + fList.Count);
			PrintDebug("FY" + tab + "FQ" + tab + "Bar" + tab + "Date      " + tab + "Value" + tab + "FormatValue");
			foreach (FundamentalItem fi in fList)
			{
				PrintDebug(fi.GetDetail("fiscal year") + tab
					+ fi.GetDetail("current quarter") + tab
					+ fi.Bar.ToString() + tab 
					+ fi.Date.ToShortDateString() + tab 
					+ fi.Value.ToString("$#,0.00")
					+ tab + fi.FormatValue().Replace("\n", " ") );
			}                         

			ChartPane p = CreatePane(30,true,true);
			PlotFundamentalItems(p,item,Color.FromArgb(255,255,0,0),LineStyle.Solid,1);
		}
	}
}

This example shows how to get the earnings release time field (before/after market):

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()
		{
			const char tab = '\u0009';
			string item = "z Zacks Adjusted Earnings";

			IList fList = FundamentalDataItems(item);
			ClearDebug();
			PrintDebug(Bars.Symbol + tab + "Item Count: " + fList.Count);
			PrintDebug("Date      " + tab + "Value" + tab + "Release Time");
			foreach (FundamentalItem fi in fList)
			{
				PrintDebug(fi.Date.ToShortDateString() + tab + fi.Value.ToString("$#,0.00") + tab + fi.GetDetail("time"));
			}

			ChartPane p = CreatePane(30, true, true);
			PlotFundamentalItems(p, item, Color.FromArgb(255, 255, 0, 0), LineStyle.Solid, 1);
		}
	}
}