Return-on-Equity-Return-on-Investment

It's likely that they can be found in finantic.ScoreCard and if not, the paid extension has scriptable language to describe the formula of ROE/ROI:

https://www.wealth-lab.com/extension/detail/finantic.ScoreCard#screenshots

Hi Eugene,

I tryed the extension. It is a good extension, but not in this case-for my "special wish" :).

I was wondering, wheather you could add in the existing Wealthlab extension "Fundamentals" such indikators like Return on invest, return on equity... ? Would be great.
In a first step historical WL-datas of each quarter of historical years, would be good.
What do think about it?

Thank you very much in advance,
Marko.

Marko,

ROE is calculated simply as a company's net income divided by its shareholders' equity. You can use the built-in FundamentalRatio indicator and supply the event data by your fundamental provider of choice.

Your request for ROI was ambiguous because you asked for "return of equity and return of invest in my strategie", not mentioning anything fundamental in your description. So given the context, I treated ROI as a performance metric (i.e. profit of an investment dividend by the cost of that investment). Since ROI can be an event item too, can you point us to a fundamental data source (free website or paid service) with a good history of ROI and other metrics?

Hi Eugene,

sorry for the misunderstandig. I should have expressed myself more clearly.

to your question about a privider.. : I was hoping to find historical data by Zacks or Finfiz. But if they did, you wouldn't ask me, would you? :)
Currently I am writing to a stock exchange and another institution to see if they are releasing such historical data.
I let you know as soon as possible if I have some news.
Marko

Marko, I'm not finding any ROI in neither Finviz nor Zacks website (let alone their historical data). What am I doing wrong?

Eugene, in Zacks you can't see value's (i think) of fundamentals, but there is a filter of stocks, basend on "values" (and thats why on datas as well).
You find it in Zacks on this way : Button "screener" -> "stock screener" . For ROI or ROE... next Button, "Return on Investment" ... here you are :) . Below a screenshot.
May be Zacks has historical data... I don't know.



Marko

I see it now but a screener won't bring the ROI historical series. 🤷‍♂️

Yes. The values you can see after a run, as you can see in the sceenshot.
Because of this, the values ​​have to be somewhere in Zacks...

Somewhere out of reach, that's my point.

I see. I am writing to some stock exchanges and another one, to hopefully get such data.
I write you, if I have some news.

Marko

QUOTE:
I am writing to some stock exchanges

There are some good data sources: https://data.nasdaq.com/
And Zacks data is available from the above data source. See the rejected feature request https://www.wealth-lab.com/Discussion/Zacks-fundamental-data-6383

The problem with the above feature request is it delivers tons of data, and therefore is very expensive. What we need is a middleman data broker that would scale the available fundamentals down (pick and choose) to an affordable cost. That probably means not dealing directly with the exchanges as in the first link above.