Wealth-Lab Pro is a desktop-based platform within Fidelity’s Active Trader tools that allows users the ability to develop and test trading strategies based on technical analysis. With Wealth-Lab Pro, no programming expertise is required. Active Traders can use or modify prebuilt strategies, or use the Strategy Builder to create their own.
v6.7 [Jun 13, 2014]
Equity Summary Score is a fundamental data provider that allows you to use historical and current equity summary score data points in a trading strategy. Equity Summary Scores consolidate the leading independent stock research providers' relative, historical recommendation performance along with other factors to provide an aggregate, accuracy-weighted indication of the independent research firms' stock sentiment.
Some reasons why you would use Equity Summary Score data include:
- To screen out unreliable stocks from trading strategies
- To monitor the consolidated opinion of independent research firms about a certain stock
- To view historical scores/sentiments and use them in trading strategies
- To view ESS across a group of stocks such as a DataSet or Portfolio
