After migration from WLP, Fundamental data is missing
Author: Marksquared1
Creation Date: 8/11/2020 4:43 PM
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Marksquared1

#1
I think I might have missed a step in the migration, but I cannot figure out where, or how to fix it. The Fundamental Tools are all empty and the Data Manager doesn't show an option to update fundamentals.
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Eugene

#2
That's all right. In WLP you only had Fidelity's fundamental data. Unlike Fidelity's cached static data which can be used in WLD (how-to), any accmulated fundamental data by Fidelity cannot be used in WLD in principle (for simplicity's sake; anything is possible the hard way).

So you have to install some fundamental providers, free or paid, and update some data. Here's a handy map of existing Wealth-Lab Data Providers. It includes fundamentals. Restart WLD after installing an extension.
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Marksquared1

#3
That brought the Fundamentals back onto the Navigation Bar (yay) and the impressive list of providers are shown in the Fundamental Items drop down. After making sure the Data Manager updates the provider data in the daily updates the data has been fully updated. However when I try to use any of the Calendar Fundamental conditions within a strategy the resulting error indicates the condition produces null variables values.
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Eugene

#4
Could you attach a screenshot with the rules and copy/paste the error message?
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Marksquared1

#5
I was able to capture both in the rules, and error messages in the screen shot (attached).
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Eugene

#6
Thanks, makes sense now. The "Calendar Fundamentals" group cannot be used right now as it has the fundamental item names hardcoded to Fidelity items which no longer exist. Let's see if I can fix it.
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Eugene

#7
There are two ways to fixing it.

1. The first quick fix is to change the hardcoded "dividend" item across all "Last (Next) Ex-Dividend Date..." (and other) rules in Fundamentals.Rules.xml. We will do so in a future build of WLD (probably 6.9.24). Attached is a zipped copy of the updated file which you can use to overwrite the file at: "c:\Program Files\MS123\Wealth-Lab Developer 6\Data\Rules\Fundamentals.Rules.xml"

2. Not a permanent fix but in fact a more flexible way is to "Open code in a new Strategy window" and manually replace all affected code lines with the dividend item name of your choice:

CODE:
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But it doesn't have to be Yahoo's. You can take other fundamental providers which must be updated using "Update DataSet" or "Update All Data" with respective provider check mark activated prior to using the data:

CODE:
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Doron

#8
Hi Eugene,

I added YCharts data feed, but still I am unable to replace Fidelity Fundamental (replaced Fundamental.Rules.xml as instructed above)

I have these lines of code:

CODE:
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The error:
Runtime error: Object reference not set to an instance of an object.
at WealthLab.Strategies.MyStrategy.2.Exectute()
at WealthLab.Rules.Fundamentals.Ratio.YieldSeries(WealthScript ws, String itemName)
at WealthLab.Rules.Fundamentals.Ratio.YieldSeries(WealthScript ws)

Do you have any suggestions how to resolve it?
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Eugene

#9
The "Dividend" in your code is invalid. Please see my post # 7 above for replacement based on YCharts data.
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