Wealth-Lab Wiki

API ChartStyles Community Components Community Indicators IndexDefinitions Knowledge Base Misc Optimizers Pending Deletion PosSizers Providers Standard Indicators TASC Traders Tips TASCIndicators Tutorial Videos Visualizers


Quick Search
Advanced Search »

MarketBeat analyst ratings provider

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 ); }

} } }

Important Disclaimer: The information provided by Wealth-Lab is strictly for informational purposes and is not to be construed as advice or solicitation to buy or sell any security.  The owner of Wealth-Lab.com assumes no liability resulting from the use of the material contained herein for investment purposes. By using this web site, you agree to the terms of this disclaimer and our Terms of Use.

ScrewTurn Wiki. Some of the icons created by FamFamFam.