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Fri May 16th, 2008   


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SpyGlass Market Toolbox Support
ValuSharkTM - Using The Data in Metastock

Once ValuShark has been installed, the functions are available from within MetaStock via the Paste Functions dialog. This dialog can be accessed by pressing the Functions button from any formula tool.

The ValuShark functions are grouped into three categories:

  • IS = Income Statement
  • BS = Balance Sheet
  • RATIO = Ratios

Most functions have two parameters. The first parameter is one of the following:

  • MRQ - gives you the value for the most recent quarter
  • TTM - the trailing twelve month value (sums the 4 most recent quarters)
  • QSEQCHANGE - the quarterly sequential change (change from last quarter to this quarter)
  • TTMSEQCHANGE - the change in TTM values compared to the previous quarter
  • QYOYCHANGE - the quarterly year-over-year change (this quarter compared to the same quarter a year ago)
  • TTMYOYCHANGE - the current TTM value compared to the TTM value a year ago.
  • 3YEARCHANGE - a compounded three year growth rate
  • 5YEARCHANGE - a compounded five year growth rate

The second parameter is a quarterly reference value (just like "Ref" in MetaStock, except that you specify the number of quarters, not days). For example, -2 will give you the value two quarters ago. Specify 0 to get the current value. For example:

MRQ and -3 would give you the total quarterly revenue number 3 quarters prior to the most recent quarter.

TTM and 0 would give you the total revenue for the last 12 months.