I'm using fundamentals to review stocks for purchase. The drag and drop is great, but sometimes not enough, so for example if I need Price to Book Value I select book value in the rules and then go to the code to modify the equation to divide price by book. I've looked at the Fundamental Rule definitions (Roaming/fidelity/WLP/1.0.0.0/data/rules) and would like to add Price/book a a rule, as well as some others (EV/Ebitda) -- any comments or guidance on doing these kind of modifications in the rules - my program skills are limited to cut/paste and Trial/Error.

"Fundamental Item per Fundamental Item is Above/Below" in General Fundamentals, aren't you looking for this?

P.S. Sorry, no guidance: modifying this XML file is entirely at user's own risk and the process is undocumented. Additionally, you're looking in the wrong place: this folder is ignored and WLP looks for rules under its main folder in Program Files (a Microsoft guideline violation, I know). The team uses an in-house editor tool for building new rules. Tweaking your rules in WealthScript code is far easier than editing the XML definition file. What we usually do in similar cases is build a new rule for integration into our Community.Rules project.

Thanks for the reply. I suspected some complications (or I might have seen posts somewhere on this). Tweaking the Strategies in code is working well in my first couple months use. I'll look into the community.rules project and how that works.

Hi Eugene,
... about using fundamental per fundamental drop down to determine Price/book, and Sharpe Ratio.

I don't see price as a drop down value to select, so Price/[anything] isn't possible from drop downs using the fundamental/fundamental... yes it is easy in code, so no worries but is price in the drop down and I don't see it?

Hi Mark,

You're right: Price/[anything] is not present there. I've just added the two new rules to Community Rules:

* Price per Fundamental Item is Above a Value
* Price per Fundamental Item is Below a Value