Can Fidelity.com stock research/recomendation (Starmine) become available for backtesting?
Author: mikesblack
Creation Date: 5/22/2012 2:22 PM
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mikesblack

#1
Is it possible to include "Starmine" historic stock analysis rankings as a fundamental item in testing? If so, what can I do to access this data for testing within WLPro? Thanks.
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Eugene

#2
Anything is possible, as Cone is used to say. The devil is in building a particular action plan. If the answer does not help, maybe your question did not contain enough pointers, details and prerequisites.
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mikesblack

#3
Sorry, but I do not understand? How might I better relate what I am asking for?
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Eugene

#4
The exact URLs to the pages of interest seem to be missing in your question. Next, which exist rankings? Is there a Fidelity account requirement to access the resource?.. The more details the better.
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mikesblack

#5
Thanks
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Eugene

#6
Not sure if I understood your last reply. We (MS123 LLC) re a 3rd party, so I'm not familiar with Fidelity's website, fundamental rankings, ActiveTrader and other services. If you guide me through, you know I can be helpful.
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mikesblack

#7
Sure thing, just need some time to send you what I am referring to. Sorry for the ambiguous response. I'll update you when my time allows. Cheers
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Cone

#8
Michael, see Help > WLP Fundamental Data Guide > Analyst Upgrades Downgrades Data, p.16. It's not Starmine; the data are from Thompson Financial and Investars. The best way to get a handle on how to use analyst up/downgrades and ratings in a script is with the Strategy Builder's Analsyt Ratings conditions.
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Eugene

#9
Cone, Analyst Rankings data can also be obtained for free from Yahoo using this provider. Yet I believe what Michael is asking for is a Fidelity website feature. Some proprietary analysis system called Starmine but I need more clues. (Didn't want to end creating a fundamental provider for http://site.com/free-page.html whereas the point of interest was something like https://paid.site.com/customer-only.aspx, and it required a Fidelity login which I don't possess).
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Cone

#10
The question was " historic stock analysis rankings as a fundamental item in testing.. for testing within WLPro?"

This is the question I answered. Simply, Starmine is not available, but you can test with data from other providers.
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mikesblack

#11
Eugene is correct, this is a propriety Fidelity log in only item. Thanks Cone

http://personal.fidelity.com/research/equity/popups/stock-research-starmine-learn-more.shtml
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Eugene

#12
It's a pity then. Fidelity login requirement is a showstopper.
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mikesblack

#13
Makes sense. Too bad. Thanks anyway
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ronc

#14
My copy of Wealth-Lab Pro requires me to login to Fidelity via Wealth-Lab occasionally, so is this still a showstopper? The Starmine data (now called "Equity Summary Score" would be very useful.

https://scs.fidelity.com/research/equity/popups/stock-research-starmine-learn-more.shtml

Are the data currently available as "Fidelity Analyst Ratings for Securities" in the Rules Strategy Builder, from Starmine, Thompson Financial, or Investars?
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Cone

#15
ESS will be available in Wealth-Lab Pro 6.7... May - June time frame.
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DartboardTrader

#16
Nice! Looking forward to it. How far back will the ESS data be available? 3, 5, 10 years?

For those with a Fidelity account, log in, and you can see the current "Equity Summary Score" in the "Analyst Opinions" link under "Stock Details".