I would like to have a chart that plots fundamental ratios and data over the pricepane on a daily chart.
I think it might be a easy way to see fundamental change over time and a way to see the effect of fundamentals on price.

Here is my code:

CODE:
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The Plots look ok
But the Data doesn't match the data on the fidelity site

Here are the results for the ratios for GE

Chart ---- Chart Data ---- Fidelity Data

PriceToSales ----219.86 ---- 3.5
PE ---- 67.07 ---- 9.1
Current Ratio ---- 1.19 --- xx
ROE ---- 16.8 --- 17.2 ---- OK Close
ROA ---- 2.51 ---- 2.3 OK Close
ROC ---- .09 ---- 4.1
Debt ---- 454.52 ---- 473.2 OK Close

The code is from the QuickRef FundamentalDataSeries
The formulas are from the fundamental PDF from Fidelity

Does this look like a Data Problem, a formula Problem or a code Problem?

Thanks for the help,
Tobey

Generally, when you run into differences, you'll find them in the data. But in the case of P/S and P/E, your calculations are just wrong. Open up the Rules Wizard and choose one of the "Price to Fundamental" Ratio rules, select Sales or Earnings in the dropdown. The numbers will be much closer (1.04 and 14.26), which actually match the Y! Finance values nearly perfectly.

Hi Cone,

Thanks so much!

I was able to cut and paste the code into my chart.

For anyone else trying this I needed to add "using WealthLab.Rules;" to the top of the code.

Also I can see that it would be possible include minium fundamental requirements in a trading system. That will be a helpful way to screen out some junk.

The one indicator I couldn't find in the list was Return on Sales or Net Profit Margin. Did I miss it or do I have see if I can calculate it?

Thanks again for all the help
Tobey

Investopedia says that ROS is net income before taxes and interest divided by sales. So, this should be it -

CODE:
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Investopedia defines profit margin as: A ratio of profitability calculated as net income divided by revenues, or net profits divided by sales. So, this should be it -

CODE:
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Hi Cone

Thank You! Thank You

Tobey