FundamentalDataSeries("all analyst ratings")
Author: hmg2020
Creation Date: 11/26/2019 3:08 AM
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hmg2020

#1
Does anyone know the significance of the values provided by FundamentalDataSeries("all analyst ratings")?
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Eugene

#2
What does the fundamental data guide says about that particular item? You can find it in either WLP Help menu > WLP Fundamental Data Guide or "More info" hyperlink in Fundamentals.

If you have trouble opening the PDF, see post #5 in this topic: Unhandled exception when clicking "More info" in Fundamentals
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LenMoz

#3
QUOTE:
What does the fundamental data guide says about that particular item?
Nothing!
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Cone

#4
It's just the combination of "analyst upgrade" and "analyst downgrade". "All" is just a shortcut to see both items.

Bonus tip:
Check out the QuickRef > FundamentalItem Object > GetDetail Method
You can get the specifics about ratings in a script: "firm name", "action code", etc.
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LenMoz

#5
QUOTE:
It's just the combination of "analyst upgrade" and "analyst downgrade"
Well, not exactly...
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hmg2020

#6
Is it this?
5-Buy 4-Outperform,3-Hold 2-Underperform, 1-Sell
or this
1-Buy 2-Outperform,3-Hold 4-Underperform, 5-Sell

The manual is not very clear as to the numbering for Investars Normalized Rating Methodology and I could not find it in https://www.investars.com
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Cone

#7
Well, if you look at it like that, it's not ;)

... but really it is. The value you get from "all analysts" is simply the last value reported in the list of items from the last upgrade or downgrade. Try looking at it this way, changing the item for the debug output:

CODE:
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Cone

#8
Probably you're looking for an average rating? Like this..

CODE:
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@hmg2020
See the Fundamental Data Guide, p.14 (Buy = 1). Also, it's clear in the debug window for the script in post #7.
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hmg2020

#9
Thank you Cone...
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