One of my older strategies failed recently. It turns out that a fundamental item is now missing, "short interest as a % of shares outstanding". in investigating, I found that many items are missing, in fact any item that is alphabetically greater than "employee" is missing. This seems to be for all symbols. I tried deleting the Fidelity fundamental and reloading from scratch and got the same result. I haven't used this strategy for a few months, so can't pinpoint when the failure started.
Update log looks normal...
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A 24 fundamental items updated
AA 17 fundamental items updated
AAL 24 fundamental items updated
AAN 24 fundamental items updated
AAP 24 fundamental items updated
AAPL 24 fundamental items updated
AAT 24 fundamental items updated
AAXN 24 fundamental items updated
ABB 24 fundamental items updated
ABBV 24 fundamental items updated
ABC 24 fundamental items updated
ABG 24 fundamental items updated
ABM 24 fundamental items updated
Requesting updates for ABT,ACC,ACCO,ACIW,ACLS,ACN,ACXM,ADBE,ADC,ADI,ADM,ADP,ADS,ADSK,ADTN,AEE,AEIS,AEO,AEP,AES
ABT 24 fundamental items updated
ACC 24 fundamental items updated
The failing script line is...
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Here's a script that will show available fundamentals...
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<-suspected failing item (I wasn't downloading equity summary data)
It now produces this list...
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accounts payable
adjustment factor
all analyst ratings
analyst downgrade
analyst rating
analyst upgrade
assets
cash
cash dividends
common shares outstanding
common shares used to calculate eps diluted
current assets
current liabilities
dividend
earnings per share
ebit
employee
formerly it produced...
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accounts payable
total receivables
all analyst ratings
analyst downgrade
analyst rating
analyst upgrade
cash
days to cover
dividend
cash dividends
earnings per share
ebit
employee
equity summary category
equity summary score
estimated earnings <-suspected failing item. I didn't download equity summary data
goodwill
insider buy
insider sell
net insider transactions
interest expense
total inventories
long term debt
net income
operating activities
operating income before depreciation
pretax income
property plant and equipment
research and development expense
sales turnover
common shares outstanding
shares short
short interest as a % of shares outstanding
assets
current assets
current liabilities
liabilities
stockholder equity
Do other Fidelty users see this?
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Thanks for the problem report. Pretty strange that downloading fails for
all symbols at 'estimated earnings'. Len, would you mind capturing the fundamental data (only) update requests again as we previously did with the
ESS data? Hypothetically, there may be a server-side issue that makes WLP break processing the data after an error.
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Do other Fidelty users see this?
I think it is working for me. The Estimated earnings is a
separate checkbox item in the list of items, in addition to the "Fidelity Fundamental Data for Securities" item. Perhaps this was not the case before.
However, the specific item you mentioned - "short interest as a % of shares outstanding" isn't to be found in the list. But subsequent items (after the "E"s in your list above), do seem to be getting downloaded without error. As an example, I brought in the fundamental item PPE into a new chart, and it displayed ok.
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That's interesting. Maybe it's just LenMoz is hitting a server with 'partial' fundamental data?
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This topic is a complete duplicate of this one created in 2015 by @cfurer for whom it failed at the "employee" item as well:
GetFundamentalNames returns partial listThanks to LenMoz's captured output I can see that Fidelity returns correct data. It's not to blame. If there's a problem of which I'm not sure then it's about the unsupported extension method "GetFundamentalNames". See my answer in the "mother thread".
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P.S.
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The failing script line is...
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According to the capture file, "short interest..." is not found in the data. If you feel this is in error please contact Fidelity. However, the item might have been removed by Fidelity on purpose.
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Eugene
Are there any items alphabetically higher than "employee" in the capture file? If so, for what symbol(s).
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Yes. For every symbol which requires update i.e. with > 0 fundamental items updated.
WLP is getting the data past "employee" all the way up to "total inventories". Thanks to your capture file, a valid data flows in WLP so the "Fidelity server" is not to blame. At the risk of repeating, the only omission so far remains "short interest as a % of shares outstanding" (as per post #3 by @WLP123 above).
Let's not touch GetFundamentalNames() here. Using FundamentalDataSeries, you should be able to access any items alphabetically higher than "employee" except for "short interest...".
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Does this still work ? I mean do I need to update some other data ?
I don't see this in my Fidelity sentiment or fundamental data
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