Can Fidelity.com stock research/recomendation (Starmine) become available for backtesting?
Author: mikesblack
Creation Date: 5/22/2012 2:22 PM
profile picture

mikesblack

#1
Is it possible to include "Starmine" historic stock analysis rankings as a fundamental item in testing? If so, what can I do to access this data for testing within WLPro? Thanks.
profile picture

Eugene

#2
Anything is possible, as Cone is used to say. The devil is in building a particular action plan. If the answer does not help, maybe your question did not contain enough pointers, details and prerequisites.
profile picture

mikesblack

#3
Sorry, but I do not understand? How might I better relate what I am asking for?
profile picture

Eugene

#4
The exact URLs to the pages of interest seem to be missing in your question. Next, which exist rankings? Is there a Fidelity account requirement to access the resource?.. The more details the better.
profile picture

mikesblack

#5
Thanks
profile picture

Eugene

#6
Not sure if I understood your last reply. We (MS123 LLC) re a 3rd party, so I'm not familiar with Fidelity's website, fundamental rankings, ActiveTrader and other services. If you guide me through, you know I can be helpful.
profile picture

mikesblack

#7
Sure thing, just need some time to send you what I am referring to. Sorry for the ambiguous response. I'll update you when my time allows. Cheers
profile picture

Cone

#8
Michael, see Help > WLP Fundamental Data Guide > Analyst Upgrades Downgrades Data, p.16. It's not Starmine; the data are from Thompson Financial and Investars. The best way to get a handle on how to use analyst up/downgrades and ratings in a script is with the Strategy Builder's Analsyt Ratings conditions.
profile picture

Eugene

#9
Cone, Analyst Rankings data can also be obtained for free from Yahoo using this provider. Yet I believe what Michael is asking for is a Fidelity website feature. Some proprietary analysis system called Starmine but I need more clues. (Didn't want to end creating a fundamental provider for http://site.com/free-page.html whereas the point of interest was something like https://paid.site.com/customer-only.aspx, and it required a Fidelity login which I don't possess).
profile picture

Cone

#10
The question was " historic stock analysis rankings as a fundamental item in testing.. for testing within WLPro?"

This is the question I answered. Simply, Starmine is not available, but you can test with data from other providers.
profile picture

mikesblack

#11
Eugene is correct, this is a propriety Fidelity log in only item. Thanks Cone

http://personal.fidelity.com/research/equity/popups/stock-research-starmine-learn-more.shtml
profile picture

Eugene

#12
It's a pity then. Fidelity login requirement is a showstopper.
profile picture

mikesblack

#13
Makes sense. Too bad. Thanks anyway
profile picture

ronc

#14
My copy of Wealth-Lab Pro requires me to login to Fidelity via Wealth-Lab occasionally, so is this still a showstopper? The Starmine data (now called "Equity Summary Score" would be very useful.

https://scs.fidelity.com/research/equity/popups/stock-research-starmine-learn-more.shtml

Are the data currently available as "Fidelity Analyst Ratings for Securities" in the Rules Strategy Builder, from Starmine, Thompson Financial, or Investars?
profile picture

Cone

#15
ESS will be available in Wealth-Lab Pro 6.7... May - June time frame.
profile picture

DartboardTrader

#16
Nice! Looking forward to it. How far back will the ESS data be available? 3, 5, 10 years?

For those with a Fidelity account, log in, and you can see the current "Equity Summary Score" in the "Analyst Opinions" link under "Stock Details".
This website uses cookies to improve your experience. We'll assume you're ok with that, but you can opt-out if you wish (Read more).