Missing field "Book value per share" in Morningstar fundamental provider
Author: leonid123
Creation Date: 11/8/2016 6:30 PM
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leonid123

#1
morningstar fundamental data field Book Value Per Share is missing. Other data seem ok, but some sets contain errors. I double checked with original morningstar.com data.
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Eugene

#2
QUOTE:
morningstar fundamental data field Book Value Per Share is missing.

Thank you for reporting it. I will investigate and let you know.

QUOTE:
some sets contain errors

Could you please let me know which ones are inconsistent?
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Eugene

#3
The issue is due to renaming the "Book value..." item in the downloaded data on the Morningstar side. I'll fix this shortly.

In addition, I've discovered three more items absent in the data when the provider was developed: Payout Ratio %, Interest Coverage, Free Cash Flow Per Share. Now they're going to be included as well in upcoming build of the data provider.

But before signing it for release please indicate 1) which fundamental items contain errors according to you, 2) what kind of error is this precisely, and 3) the stock symbol. tia.
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leonid123

#4
Eugene, thank you for this super fast response, did not expect.

Lets take a Visa(ticker V) and take Net Income values. Data from morningstar.com

Net Income USD Mil

2008-09 804
2009-09 2,353

and WL morningstar extension seems to accept comma as decimal separator not thousands. Probably it is wise to add logic to consider comma as thousands separator in some fields and decimal separator in other.

Eugene, thank you again. You are doing great job.
Sorry my english not my native.
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Eugene

#5
Got it. The provider indeed treats the value as "2.353" whereas it should be "2353".

Thanks for spotting the bug. Look forward to the hotfix in the Extension Manager later today, and upon installing and restarting Wealth-Lab I'd recommend you to first try the provider on a short sample of stocks and if it's okay, reload all your Morningstar fundamental data to overwrite the accumulated data affected by the separator issue.

EDIT: the extension update is already available.
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leonid123

#6
Eugene, perfect. Now all values are correct. Again thank you.
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