Smart Investor - Quarterly Earnings by tarunlalwani007

OVERVIEW

Smart Investor - Quarterly Earnings displays comprehensive financial data and moving averages directly on your charts. It shows quarterly/yearly earnings alongside customizable moving averages across multiple timeframes, providing both fundamental and technical analysis in one tool.

This tool is designed purely for analysis purposes. No buy or sell recommendations should be made based solely on the information it provides. Always perform your own due diligence and combine multiple sources of information for trading decisions.

FEATURES

Financial Data Analysis

• Displays quarterly (FQ) and yearly (FY) financial metrics
  
• Works with both stocks and futures contracts
  
• Customizable metrics with comparison capabilities
  
• Flexible table positioning options
  

Multi-Timeframe Moving Averages

• Daily, Weekly, and Monthly moving averages adapt to chart timeframe
  
• Support for both EMA and SMA with customizable parameters
  
• Color-coded for easy identification of different timeframes
  

Company Information Display

• Information tags for quick company insights
  
• Display key financial metrics and market performance indicators
  
• SME status identification for small/medium enterprises (only for NSE and BSE India)
  
• FNO and lot size information for derivatives
  

CALCULATION METHODS

Data Sources

• Financial metrics (EPS, Sales, Total Shares) are sourced directly from TradingView's financial API
  
• Price data is obtained using appropriate request functions for the current symbol
  

Header and Tag Calculations

• Current Values: All header and tag metrics use the latest available close price
  
• Market Cap: Latest Close Price × Total Outstanding Shares
  
• Free Float Market Cap: Latest Close Price × Free Float Shares
  
• Free Float Percentage: Obtained directly from TradingView financial data
  
• P/E Ratio: Market Cap / TTM Net Income
  
• 52-Week Performance:
  Down from 52W High: ((Current Close - 52W High) / 52W High) × 100
  Up from 52W Low: ((Current Close - 52W Low) / 52W Low) × 100
  

Table Calculations

• Historical Values: Table metrics use price data from the corresponding quarter/year
  
• Quarter-over-Quarter (QoQ) Change: ((Current Value - Previous Quarter Value) / Previous Quarter Value) × 100
  
• Year-over-Year (YoY) Change: ((Current Value - Value from Same Quarter Last Year) / Value from Same Quarter Last Year) × 100
  

Quarter names are determined based on the current month: Jan/Feb → Dec, Mar/Apr/May → Mar, Jun/Jul/Aug → Jun, Sep/Oct/Nov → Sep. Each quarter is labeled with its end month and year (e.g., "Mar-2024", "Jun-2024").

Moving Average Implementation

• Moving Averages: Calculated based on chart timeframe (daily, weekly, monthly)
  
• EMA/SMA: Uses standard formulas with configurable periods
  
• Included with financial data to provide a complete analysis tool in a single indicator
  

CUSTOMIZATION OPTIONS

Financial Metrics
The following metrics can be selected for both quarterly and yearly tables:

• Sales (Revenue)
  
• EPS (Earnings Per Share)
  
• OPM (Operating Profit Margin)
  
• P/E Ratio
  
• PEG Ratio
  
• Free Float (percentage and value)
  
• Market Cap
  
• PAT (Profit After Tax)
  

Display Options

• Comparison Visualization: Percentage mode, dots mode, or combined
  
• Layout: Multiple table positions, adjustable text size
  
• Themes: Light and dark theme support
  
• History: Display up to 8 periods of historical data
  

Header Information

• Company description
  
• Market capitalization
  
• Free float information
  
• Listing year
  
• Return on Equity (ROE)
  
• Industry/Sector classification
  
• Performance relative to 52-week high/low
  
• FNO status and lot size
  

HOW TO USE

1. Add the indicator to your chart
   
2. Configure the metrics you want to display in the settings
   
3. Position the tables where you prefer on your chart
   
4. Customize colors and display options
   
5. Adjust moving averages to match your trading style
   

LIMITATIONS

• Financial data availability depends on what TradingView provides for each instrument
  
• Some calculations may show NA when underlying data is unavailable
  
• Small market cap stocks or recently listed companies may have limited historical data
  
• Futures contracts are detected automatically but may require manual verification
  

TECHNICAL NOTES

• Automatic futures contract detection with calculation adjustments
  
• SME status determined using an internal database of symbols that is manually maintained and updated
  
• Date handling adjustments near quarter boundaries ensure consistency
  
• All financial data is sourced directly from TradingView's financial API
  
• Company description and sector information comes directly from TradingView symbol data