YCharts Fundamental Data for Securities and Economic Data
by MS123 (Eugene)

This YCharts provider offers an extensive collection of 80 fundamental data items for securities (last 30 years) and 17 major economic data items. Check out the provider's home page in the Wiki for more instructions and the complete lists of fundamental/economic data items:

YCharts Fundamental Data for Securities and Economic Data

After installing the provider, enable "YCharts Fundamental Data for Securities" in the Data Manager and configure the provider before collecting fundamental data. Enable "YCharts Economic Data" to download economic data.

Note: the provider requires a paid subscription to YCharts. Before downloading the data, make sure your YCharts email address and password were entered correctly on the YCharts tab in the Data Manager (not Yahoo!).

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Publisher: MS123
Category: Provider
Version: 2020.10
Licence: Freeware
Availability: Developer
# of Downloads: 55
Forum posts: 0
Rating:
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2020.10 (09/30/2020 05:39 AM)
Change (breaking): reverted the fix in v2017.04 which inadvertently delayed the free data (only) for an extra month
Users of the free data must update it after upgrade (may affect backtests)
2020.02 (01/31/2020 05:04 AM)
New: added "[yc] ffo_per_share", "[yc] gain_loss_on_sale_of_ppe", "[yc] gain_loss_on_investment_securities" by customer request
Change: 10 fundamental items become paid only at YCharts
Change: requires .NET Framework 4.6.2+
2019.09 (09/27/2019 04:31 PM)
Change: Speed up fundamental data update by skipping requests for unsupported symbols
2018.10 (09/30/2018 06:27 AM)
Fix: website login form has changed, update to get rid of error dialog
2017.11 (10/31/2017 09:52 AM)
Fix: Excel API restored
Fix: exception on Excel API enabled
Fix: fundamental data updates for paid users broken
Fix: economic data updates broken
Change: YCharts renamed some Pro-only fundamental items (see forum)
New: added Estimated EPS / EBIDTA / Revenue fundamental items by request
2017.09 (09/01/2017 09:09 AM)
Fix: increased stability by fixing startup crash on broken configuration file
2017.04 (03/30/2017 07:55 AM)
Fix: Free data: incorrect dates of all items (may create peeking effect) because the free data client doesn't shift YCharts' inaccurate dates forward
Fix: Paid data (Excel only): incorrect dates of all items (may create peeking effect) because the Excel API client doesn't shift YCharts' inaccurate dates forward
2017.03 (02/28/2017 11:44 AM)
Fix: Free data stopped working after a breaking change
Change: requires Wealth-Lab 6.9+
Change: (internal) user agent "version upgrade"
2016.03 (02/29/2016 09:14 PM)
New: improved reliability - option to use Excel API for customers as backup should primary feed fail (requires your Excel app key)
2016.02 (02/08/2016 02:18 AM)
This release is mandatory for paid customers!
Fix: Pro fundamental data stopped working due to breaking changes
Fix: Pro economic data stopped working due to a breaking change. Note: YCharts have renamed all economic items!
New: breaking change to dividends (added record, declaration, payable dates)
Change: We have reduced economic data to a few core items (PPI/CPI, Treasuries, durables...) to save up on download quota
Change: removed some secondary fundamental items (P/E 10, Market Beta 60 Month)
Change: greatly optimized quota consumption (4x times) by removing "heavy" but essential fundamental items: Dividend Yield, Earning Yield, Market Cap, P/E Ratio, PEG Ratio, Price/Book Value, Free Cash Flow Yield, Operating Earning Yield, Operating P/E Ratio. See Wiki on how to replace them.
Change: economic data can no longer be downloaded by non-subscribers (N/A at YCharts)
Change: requires Wealth-Lab 6.8+, .NET Framework 4.5+
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