Fundamental Extensions
A collection of fundamental data providers
$49.95 / Lifetime
OR included in Premium subscription
Try before you Buy! Download the Extension for a 14-day free trial before purchasing.
(all Extensions require a Wealth-Lab Subscription)
Fundamental
Fundamental Extensions is for you if you're after making trading decisions based on research in company financials and non-price events. Get a competitive edge with another dimension of data which includes but is not limited to quarterly and yearly fundamentals for U.S. stocks:
- Fundamentals
- free quarterly historical fundamentals for U.S. stocks by YCharts (limited).
- get access to thousands of quarterly historical fundamental items for U.S. companies using YCharts official API (subscription based).
- "Next Earnings Date" - auxiliary event provider that returns the date of the stock's next scheduled earnings report.
- Indicators
- AnalystScore - Returns an average of individual firms' Analyst Ratings, with an optional N-year roll off period. Values range from 3 (strong buy) to -3 (strong sell). You must have an Event Provider such as Yahoo or MarketBeat enabled that delivers Analyst Rating Events.
- NextDividend - Returns the number trading days (or calendar days) to next Dividend ex-Date. You must enable at least one Event Provider that can return Dividends.
- NextEarnings - Returns the number of days (trading days or calendar days) until the next Earnings report is released. You must have at least one Event Provider that can return Earnings.
- Earnings - free historical adjusted earnings data for U.S. stocks by Zacks.
- Insider transactions - free and extensive history of insider transactions for U.S. stocks such as: OpenInsider, InsiderCow.
- Analyst ratings - free historical analyst ratings data for U.S. stocks by MarketBeat.
- News - free historical news with good relevance by SeekingAlpha.
Helper classes
- Obtain upcoming earnings date for a stock programmatically.
Screenshots
Adjusted EPS
Historical adjusted EPS data by Zacks in a chart popup

Analyst Ratings
Historical analyst ratings data in a chart popup

Insider Transactions
Historical insider transactions data in a chart popup

News
Historical news data by SeekingAlpha in a chart popup

Analyst Score
A historical average of Analyst Ratings for a security, ranges from -3 (strong sell) to 3 (strong buy).

Change Log
Wealth-Lab 8
Build 18 - 9/17/2025
- Added AnalystScore indicator that provides an average of Analyst Ratings, unique per Firm, over the past year.
Wealth-Lab 8
Build 17 - 6/22/2025
- Remove MorningStar reference.
Wealth-Lab 8
Build 16 - 10/14/2024
- Include help files.
Wealth-Lab 8
Build 15 - 5/23/2024
- Fix: Morningstar dividends are plotted with 1 day delay.
- Fix: MarketBeat analyst ratings failed to update.
Wealth-Lab 8
Build 14 - 4/23/2024
- New! The NextDividend indicator counts down the days to the next ex-dividend Date. For dividends in the future, you must enable the Nasdaq Provider Dividend event (Data Extensions Build 23 required).
Wealth-Lab 8
Build 13 - 2/23/2024
- Fix: NextEarningsDate event provider (stopped returning dates due to backend changes).
- Fix: EPS Surprises v2 and Rising EPS Trend sample strategies (required a using clause and null protection).
Wealth-Lab 8
Build 12 - 2/9/2024
- Target .NET8.
Wealth-Lab 8
Build 11 - 11/12/2023
- Rebuild to adapt to changes in the base WL8 framework.
Wealth-Lab 8
Build 10 - 7/7/2023
- Change: added certain ETFs (SPXL, TQQQ, NUGT) to an exclusion list for earnings requests - should speed up the Next Earnings Date provider.
Wealth-Lab 8
Build 9 - 6/14/2023
- Fix: Event providers don't update some event items intermittently (Morningstar, YChars, Zacks)
Wealth-Lab 8
Build 8 - 2/10/2023
- Upgrade to latest version of Newtonsoft Json support library.
Wealth-Lab 8
Build 7 - 1/31/2023
- Build to adapt to some namespace changes in WL8 framework.
Wealth-Lab 8
Build 6 - 1/6/2023
- Added rate limiting to YCharts.
Wealth-Lab 8
Build 5 - 7/8/2022
- Restored MorningStar Event Provider after work done to adapt to changes at Morningstar.com.
Wealth-Lab 8
Build 4 - 6/27/2022
- Data Providers are now more careful about checking Offline Mode before making web requests (requires WL8 Build 10+).
Wealth-Lab 8
Build 3 - 5/26/2022
- Fix for dividends in YCharts (broken by B2).
- Workaround for website returning only 1 year of free data (now up to 5).
Wealth-Lab 8
Build 2 - 5/2/2022
- Fixed some data issues for customers with non-USD regional settings.
Wealth-Lab 8
Build 1 - 4/10/2022
- Initial WL8 release.
Wealth-Lab 7
Build 12 - 2/17/2022
- Internal changes to adapt to changes in WL7 Build 49.
Wealth-Lab 7
Build 11 - 2/7/2022
- Added NextEarnings Indicator to return the number of days until the next earnings report.
- Added a "News (brief)" event to SeekingAlpha for icon reduction.
Wealth-Lab 7
Build 10 - 1/19/2022
- YCharts Event Provider (free data) now supports dividends for mutual funds.
- YCharts: speed up by skipping requests for unsupported symbols.
Wealth-Lab 7
Build 9 - 1/10/2022
- Fixed MarketBeat Provider which had been broken by a provider web site update.
Wealth-Lab 7
Build 8 - 12/21/2021
- Changes to adapt to WL7 framework changes in Build 42.
Wealth-Lab 7
Build 7 - 11/30/2021
- Minor changes to take advantage of better data loading mechanisms in WL7 Build 37.
Wealth-Lab 7
Build 6 - 10/5/2021
- Added logic to speed up backtests if an Event Provider is checked by avoiding excessive data requests.
Wealth-Lab 7
Build 5 - 9/29/2021
- Event Providers will not make requests if symbol is a Wealth-Data delisted stock.
Wealth-Lab 7
Build 4 - 8/8/2021
- Fixed Zacks earnings provider broken by URL change.
Wealth-Lab 7
Build 3 - 6/22/2021
- Morningstar to download a longer dividend history.
- Morningstar: added choice for classic/new dividend sources.
Wealth-Lab 7
Build 2 - 5/4/2021
- Fixed Morningstar's broken Dividend item.
- Requires WL Build 8 to work.
Wealth-Lab 7
Build 1 - 3/9/2021
- Baseline release.