[Data] Earnings surprise % and Historical Estimates in Watchlists and Screens
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Yellow green Nightingale
It would be easier to add earnings surprise % / revenue surprise % (even EBITDA surprise) in columns in watchlist rather than going ANALYTICS and Earnings calendar to get them.
It would be more easy to have a view on watchlist with all other data, and to be able to filter using EPS surprise % in MY SCREENS
Thanks
Hicham
Conor MacNeil
marked this post as
complete
✨ Now Live: Historic Estimates, Actuals & Surprises
We’ve added data for historic estimates, actuals and surprises ($ and %) to the Watchlist, Screener, and other areas of the platform.
Available in the column selection under the Analysts Estimates section.
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Indigo Pelican
Thank you so much for working on this! This could be a user error on my part, but I believe FY-0 should be included here as well. From what I can tell, Analyst Estimates -> Historical Surprises start at FY-1 instead of FY-0. And FY-0 surprises are not available elsewhere. Thank you!
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Indigo Pelican
I should add that this feature alone is a big upgrade to the Koyfin platform. Removes the need for premium terminals like FactSet, BBG, and CapIQ (which I recognize you pipeline lot of the data from).
Conor MacNeil
Indigo Pelican: Hey Graham, good point on the FY0 part, I will see if we can tuck this in as a quick follow-up improvement.
For context, the FY0 data is available in the EARN snapshot, but we'll get those periods added to watchlist also.
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Indigo Pelican
Conor MacNeil gotcha, did not realize that. thank you! I'll look in the earn snapshot instead
Conor MacNeil
Indigo Pelican: Following up here, we will add the FY0 period for this new dataset, it's currently under review and should be released either today (Thursday) or next Tuesday. Thanks for the feedback!
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Bellflower Bovid
Happy about progress!!!! Helps a lot to foloow the market and do the screening. It would take this to different level, I would be ready to pay more, if I could download those changes in specific historic date like 03/31/2023, that would help to create a new investment startegies and test those. I know might be a too big leap. Anyhow thank you for the constant development.
Conor MacNeil
Bellflower Bovid: Hey Henri, happy to hear your enthusiasm here.
Sadly we can't offer download for financial data, it's a restriction our vendor places on us.
For the specific date filtering, this isn't something we offer, but we are aware of demand for that!
Conor MacNeil
marked this post as
in progress
Conor MacNeil
Merged in a post:
Historicals, but for Analyst Estimates?
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Indigo Pelican
Thank you for adding the historical numbers for the "Financials" in the screening tab! Just curious, any chance we can also add historical numbers for the Analyst Estimates? E.g., NTM Revenue, but the estimate from a year ago instead of only the snapshot today? Would love to be able to screen based on how the historical analyst estimates over time.
Conor MacNeil
Hey Graham, we plan to implement this fairly soon. I will merge your ticket with our feature request for this functionality so that you are notified when it changed from a status of 'planned' to 'in progress' and subsequently, 'complete'.
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Indigo Pelican
Conor MacNeil Great, thank you so much Conor! Appreciate all you do.
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Indigo Pelican
For context (in case the question is confusion). We can screen based on FY1, FY2, etc. revisions. But we cannot screen based on the NTM revisions over time.
Conor MacNeil
Merged in a post:
Earnings beat/miss
C
Characteristic Stingray
Is there a way to add a column in my watchlist showing the company beat/miss last earning report? Or a consensus vs actual column?
Thanks
Conor MacNeil
Hey Anthony, there isn't but we plan to introduce this soon. I'll merge your ticket with our feature request for that so you can be notified about it.
Conor MacNeil
Merged in a post:
EAC data in Screen or Watchlist
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Lotus pink Koala
The EAC and Screen tools are extremely useful. It would be super helpful if EAC historical data is also available in a screen. Forward estimates are already available in a Screen, but not historical estimates (as per EAC tool)
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