Hello,

Here is the best way to demonstrate it:

1. Create New Chart. Select Data Range 7/15/2017 to 4/1/2018.
2. Select MSFT ticker
3. Open Fundamentals, go to Fidelity Fundamental Data for Securities, drag "ebit" to Chart.

This shows ebit(MSFT) value of 22.6320K - this is correct behavior.

4. Change data range to start on 8/15/2017 through 4/1/2018.

This changes ebit(MSFT) value to show 0.

I presume that this data range starts after last time fundamental data was updated for MSFT, but I think it should not return 0 in this case.

Same can be seen with MorningStar fundamentials too (I've tried "[ms] Free Cash Flow Per Share"), although MorningStar cutover is happening about a month earlier - start date of 6/15/2017 works fine, while 7/15/2017 zeroes it out.

Am I missing something here?

Thanks,
Maxim

Hi Maxim,

Thank you for such detailed and clear problem report.

Speaking of Morningstar (since I don't work with WLP and the Fidelity data), said fundamental item "[ms] Free Cash Flow Per Share" is annual at this data feed. Its last value is timestamped 07/03/2017 for MSFT because Microsoft's fiscal year runs from July 1 to June 30. It turns out that Wealth-Lab requires at least one bar prior to fundamental item's release date to properly display it. This may be a design shortcoming or bug so let's add it to the Open Issues for other users to take note of it.

Note that this seems to be purely a charting issue as the actual fundamental data remains accessible through FundamentalDataItems (see the QuickRef for an example).

P.S. Your topic title "Fundamental data returning incorrect values" has been renamed to avoid the judgmental phrase and indicate the problem clearly and concisely: "Fundamental data returning zero when Date Range is selected". Please mark it for your future posting as doing so minimizes my effort (the majority of topic titles have to be edited) and helps users help themselves when searching the forum for existing solutions.

Hi Eugene,

Thank you for confirming the issue.
Sorry too broad title - I've wanted to rename it after I've posted it, but could not find a way of doing it as "Edit" button was not showing an option for title changing. I'll try to use more specific titles in the future.

I would like to mention that it is not just a charting issue - the FundamentalDataSeries also returns 0 (this is actually how I found this problem) - please consider the code below:

CODE:
Please log in to see this code.

The chart of DataSeries returns 0 as well.

Thanks,
Maxim

Thanks Maxim, I stand corrected re: FundamentalDataSeries. So let this be an extension of the same bug: FundamentalDataSeries is 0 if date range doesn't include at least one bar prior to the last item of a fundamental series being charted. You already know the workaround: either load more data or use FundamentalDataItems in your code.

Understood. Thank you!

You're welcome. However, chances are low that this bug would ever get fixed.