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WEALTHLAB EXTENSION

Fundamental Extensions

A collection of fundamental data providers

9 WealthLab 9 8 WealthLab 8
$49.95 / Lifetime

Or included in the Premium Plan

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All extensions require a WealthLab subscription.

OVERVIEW

Information

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

View screenshots of Fundamental Extensions →
IN ACTION

Screenshots

Adjusted EPS
Historical adjusted EPS data by Zacks in a chart popup
Adjusted EPS
Analyst Ratings
Historical analyst ratings data in a chart popup
Analyst Ratings
Insider Transactions
Historical insider transactions data in a chart popup
Insider Transactions
News
Historical news data by SeekingAlpha in a chart popup
News
Analyst Score
A historical average of Analyst Ratings for a security, ranges from -3 (strong sell) to 3 (strong buy).
Analyst Score
RELEASE HISTORY

Change Log

WealthLab 9 Build 4 10/28/2026
  • Change to avoid requesting earnings for U.S. ETFs.
WealthLab 8 Build 19 10/18/2026
  • Fix: EarningsDate.GetNext() methods were broken by the endpoints, which affected the Next Earnings Date provider and NextEarnings indicator.
WealthLab 9 Build 3 9/8/2026
  • Certain indicators flagged as recommended as Indicator Position Metrics.
WealthLab 9 Build 2 8/4/2026
  • Fixed an issue in the extension packaging.
WealthLab 9 Build 1 8/3/2026
  • Initial WL9 release.
WealthLab 8 Build 18 9/17/2025
  • Added AnalystScore indicator that provides an average of Analyst Ratings, unique per Firm, over the past year.
WealthLab 8 Build 17 6/22/2025
  • Remove MorningStar reference.
WealthLab 8 Build 16 10/14/2024
  • Include help files.
WealthLab 8 Build 15 5/23/2024
  • Fix: Morningstar dividends are plotted with 1 day delay.
  • Fix: MarketBeat analyst ratings failed to update.
WealthLab 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).
WealthLab 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).
WealthLab 8 Build 12 2/9/2024
  • Target .NET8.
WealthLab 8 Build 11 11/12/2023
  • Rebuild to adapt to changes in the base WL8 framework.
WealthLab 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.
WealthLab 8 Build 9 6/14/2023
  • Fix: Event providers don't update some event items intermittently (Morningstar, YChars, Zacks)
WealthLab 8 Build 8 2/10/2023
  • Upgrade to latest version of Newtonsoft Json support library.
WealthLab 8 Build 7 1/31/2023
  • Build to adapt to some namespace changes in WL8 framework.
WealthLab 8 Build 6 1/6/2023
  • Added rate limiting to YCharts.
WealthLab 8 Build 5 7/8/2022
  • Restored MorningStar Event Provider after work done to adapt to changes at Morningstar.com.
WealthLab 8 Build 4 6/27/2022
  • Data Providers are now more careful about checking Offline Mode before making web requests (requires WL8 Build 10+).
WealthLab 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).
WealthLab 8 Build 2 5/2/2022
  • Fixed some data issues for customers with non-USD regional settings.
WealthLab 8 Build 1 4/10/2022
  • Initial WL8 release.
WealthLab 7 Build 12 2/17/2022
  • Internal changes to adapt to changes in WL7 Build 49.
WealthLab 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.
WealthLab 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.
WealthLab 7 Build 9 1/10/2022
  • Fixed MarketBeat Provider which had been broken by a provider web site update.
WealthLab 7 Build 8 12/21/2021
  • Changes to adapt to WL7 framework changes in Build 42.
WealthLab 7 Build 7 11/30/2021
  • Minor changes to take advantage of better data loading mechanisms in WL7 Build 37.
WealthLab 7 Build 6 10/5/2021
  • Added logic to speed up backtests if an Event Provider is checked by avoiding excessive data requests.
WealthLab 7 Build 5 9/29/2021
  • Event Providers will not make requests if symbol is a Wealth-Data delisted stock.
WealthLab 7 Build 4 8/8/2021
  • Fixed Zacks earnings provider broken by URL change.
WealthLab 7 Build 3 6/22/2021
  • Morningstar to download a longer dividend history.
  • Morningstar: added choice for classic/new dividend sources.
WealthLab 7 Build 2 5/4/2021
  • Fixed Morningstar's broken Dividend item.
  • Requires WL Build 8 to work.
WealthLab 7 Build 1 3/9/2021
  • Baseline release.

Discussions