Earnings, Sales & Volume Dashboard [LevelUp]

2021년 6월 2일

View quarterly earnings per share (EPS) and sales data. Optional visual icons can be shown comparing data on a Year-over-Year (YoY) and/or Quarter-on-Quarter (QoQ) basis.

YoY: quarterly earnings/sales compared to the value in the same quarter of the previous year.
QoQ: quarterly earnings/sales compared to the value of the previous quarter.

Earnings Calculation - Basic EPS vs Diluted
This indicator uses basic EPS data to calculate earnings. For relatively new issues (IPOs, etc), some platforms/tools may use diluted EPS data as a means to account for outstanding stock options, convertible preferred shares, etc. In this scenario, you will notice differences in the earnings information.

Features
■ View quarterly earnings per share (EPS) and sales data.
■ Configure colors for dashboard header and rows.
■ Change location of dashboard.
■ Choose which charts display the dashboard (daily, weekly or monthly).

Pro Tip: Show the dashboard on top of other chart elements:
- Right click on the indicator
- Select 'Visual Order'
- Select 'Bring to Front'

2021년 6월 16일

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Version 2.0

What's New:
■ Support for Depositary Receipts, which trade like stocks and have earnings and sales data.

2021년 6월 22일

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Version 3.0

What's New:
■ EPS and Sales values and percent change
■ Customize color for negative percent change

2021년 6월 24일

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Version 4.0

What's New:
■ Sales values are rounded to two decimal places (hundredths).

2021년 6월 27일

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Version 5.0

What's New:
■ Minor change to the layout of the visual icons.

2021년 7월 20일

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Version 6.0

Additional Volume Data on Daily and/or Weekly Charts:
■ U/D Volume Ratio
■ Average Daily Volume
■ Average Daily Dollar Volume

Additional Financial/Share Data on Daily and/or Weekly Charts:
■ Market Cap
■ Shares in Float
■ Float %

Turn additional data on/off, view only the information that you find helpful.

2021년 8월 29일

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Version 7.0

■ Plot EPS onto the chart as a line, symbol or both.

2021년 8월 30일

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Version 8.0

■ Option to hide EPS, Sales & Volume table.
■ Plot EPS symbols along the bottom of the chart.

2021년 8월 30일

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Version 9.0

■ Minor updates to plotting of EPS when using line and/or symbols.

2021년 9월 3일

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Version 10.0

■ Changes to EPS and Sales calculations when there is limited historical data available.

2023년 1월 17일

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Version 11.0

■ Add additional options for text size.

2024년 7월 16일

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Version 12.0

■ Updates to earnings data. Infrequent issue of random missing data has been fixed.

2024년 9월 4일

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Version 13.0

▪ Add support for 'fund' stock type. With this change, stats for REITs are now available.