Earnings Dashboard

8 ביוני 2021

The Earnings Dashboard Indicator is a fast way to check the most recent quarterly earnings growth on TradingView.

Colors
The colors should help you get an easy overview of the quarters that are particularly outstanding.
- Earnings /Sales Growth & Surprise >= 20% -> Green
- Earnings /Sales Growth & Surprise <= -20% -> Red
- Net Margin < 5% -> Red
- Net Margin >15% -> Green


Indicator Configuration
- Not available at the moment. Feel free to leave us a comment on TradingView with your idea and we will see what we can do.


Planned Future Update
- Extension with annual (FY) financial data


Happy Trading 📈😎


Important: All data is retrieved using the variables provided by TradingView.

6 בספט׳ 2021

הערות שחרור

- Added option to change table position
- Small bugfix if negative values are to big

6 בספט׳ 2021

הערות שחרור

V1.2 - 6 Sep 2021

- Added option to change EPS type
-- EARNINGS_PER_SHARE (no description, default)
-- EARNINGS_PER_SHARE_BASIC (Basic EPS)
-- EARNINGS_PER_SHARE_DILUTED (Diluted EPS)

Note: I'm not sure if "EARNINGS_PER_SHARE" and "EARNINGS_PER_SHARE_DILUTED" are the same, but when I did my comparison the "EARNINGS_PER_SHARE" prices fits the best. Now everyone can choose what they prefer. As already mentioned, I only can use the data which is provided by TV. Have fun

7 בספט׳ 2021

הערות שחרור

V1.3 - 7 Sep 2021

- Added "as reported" EPS data [new default]
- Removed "EARNINGS_PER_SHARE", b/c its the same as "EARNINGS_PER_SHARE_DILUTED"
- Renamed types for simplicity

Note:
Finally figured out how to add "as reported" eps data :) Happy Trading

16 בפבר׳ 2022

הערות שחרור

V1.4 - 16 Feb 2022

- Upgrade to Pinescript v5
- Added Black Mode Option
- Removed "Earnings as reported" as it no longer works
- Removed cell separation (something changed and now it is too big)

19 בפבר׳ 2023

הערות שחרור

Massive Update! Earnings Dashboard v2 - 19 Feb 2023

The entire earnings dashboard has been redesigned and expanded with many new features, various customizable display options, and new indicators to help you quickly access important information about the ticker.

Key new features include:

• Actual earnings data (IBD style) is finally working again and is now standard for EPS (FQ)
  
• Added fundamentals for "FY"
  
• View can be switched between FQ / FY / Both
  
• Added Code 33 from Mark Minervini. When EPS YoY or Sales YoY has had 3 consecutive higher % changes, the field is highlighted in a different color (light blue in dark mode, and yellow in light design). The option can also be set to "no of consecutive acceleration" from 3 to 2.
  
• All colors are now customizable
  
• EPS $, EPS Surprise, Sales$ and Sales Surprise rows can be individually enabled or disabled
  
• New record values for EPS and Sales numbers are highlighted with a color (yellow in dark mode and blue in light design)
  
• Once the new fiscal quarter begins, the estimates numbers will be displayed (if possible via TradingView)
  

Dashboard for Key Values:

• The number of columns can be individually adjusted, as well as the order of the values
  
• Extended hours show the % change in pre-market or post-market even when the market is closed and nothing is displayed in the right info window on TV (possibly requiring a corresponding TV subscription)
  
• Market Capitalization
  
• Beta (A beta greater than 1.0 suggests that the stock is more volatile than the broader market, and a beta less than 1.0 indicates a stock with lower volatility.) The index is adjustable.
  
• Relative Performance to SPY measures the % change relative to a reference index such as the SPY (individually adjustable). By default, the performance is measured over a week. A value of >1 means the stock has performed better than the reference index, while a value <1 means the stock has performed worse than the reference index.
  
• Average EPS Growth 3Q measures the average EPS growth performance over the last 3 FQ
  
• Earnings Jump % shows the changes in the most recent EPS FQ compared to the average of the previous 7 quarters.
  
• Average Sales Growth 3Q measures the average Sales growth performance over the last 3 FQ
  
• Sales Jump % shows the changes in the most recent Sales FQ compared to the average of the previous 7 quarters.
  
• Price vs 52W High/Low shows the percentage difference from the 52-week high and the performance from the 52-week low.
  
• Perf 1W / 3M / 6M shows the performance during 1W, 3M, and 6M.
  
• IPO year displays the year of the first bar on the chart.
  
• % freefloat of outstanding shows the percentage how much of the outstanding shares are freefloat
  

One important note: The actual earnings data is only working in the daily timeframe, therefore I restricted the whole Earnings Dashboard to Daily only!

Let me know if there are any problems

19 בפבר׳ 2023

הערות שחרור

Update of title image

Here are a few more display options for the Earnings Dashboard:

27 בפבר׳ 2023

הערות שחרור

Update and Fixes - v2.1

Added:

• EPS QoQ %
  
• Sales QoQ %
  
• Last Price in Extended Hours (can be disabled in options)
  

Changed:

• Market Cap changed to one decimal place.
  
• Relative SPY max 2 decimal places.
  
• Fixed typo in distance from 52-week high calculation.
  
• Fixed error if outstanding shares not available.
  
• Extended hours only displayed if the market is closed.
  
• Fixed average EPS 3Q and average Sales 3Q if one quarter is not available.
  
• Fixed highest EPS and highest Sales on estimates.
  
• Only show Dashboard on stocks. This leads to less delay if you look at futures, forex or indexes.
  

https://www.tradingview.com/x/BmUxdxXB/

27 בפבר׳ 2023

הערות שחרור

v2.1.1 - 27 Feb 2023

- Fixed display on depositary receipt stocks

22 בספט׳ 2023

הערות שחרור

v.3.0 - 22 Sep 2023

New:

• Compatible with WEEKLY and MONTHLY Charts!
  

Changes:

• Added description to Sales Jump and replaced all "Revenue" with "Sales" for better consistency.
  
• Fixed bug with negative sales numbers.
  
• Due to the code update to make the indicator run on Weekly/Monthly, the estimates had to be removed unfortunately. I have not yet found a solution for this. I will try to add the estimates again at a later time.
  
• Fixed bug with IPO Year.
  

Let me know if something doesn't work as expected.

6 במרץ

הערות שחרור

- Fix Unix timestamp difference between ER date and chart time. ACTUAL and STANDARDIZED EPS now work again
- Improved EPS fallback when unavailable from ACTUAL to STANDARDIZED to DILUTED
- Miscellaneous code maintenance

25 במרץ

הערות שחרור

- Added option to toggle between net margin and gross margin

25 במרץ

הערות שחרור

Another major update

Added:
- Bring back earnings estimates for quarterly data thanks to a new Pinescript function
- New key metrics added:
- Sector
- Industry Group
- 52W High/Low Price*
- Next earnings date
- Days to next earnings date

Changed:
- Revised all key metrics options for better and clearer overview
- Typo fix

*Please note, I use the daily 252 lookback to calculate the 52W High and Low Price/Difference% and not weekly data!

17 במאי

הערות שחרור

Fixed: After the last update, ACTUAL and STANDARDIZED EPS were shifted one quarter to the left.