Earnings & Fundamentals Dashboard

// This source code is subject to the terms of the Mozilla Public License 2.0 at https://mozilla.org/MPL/2.0/
// © finallynitin & © EquityCraze
// Modified to include comprehensive header (MCap, ROE, ROCE, Listed, 10:20 EMA), QoQ metrics, OPM%, and P/E

//@version=5
indicator('Earnings & Fundamentals Dashboard', shorttitle='Fundamentals', overlay=true)

//════════ Table Options ═════════
string GRP1 = "════════ Modes ═════════"
toggleMiniMode = input(title="Mini Mode", defval=false, group = GRP1, tooltip = 'Select this to get the Mini mode where the values are replaced by traffic lights for a quick visual')
datasize = input.int(4, 'Long Mode ?', minval = 4, inline='line 3', group=GRP1, tooltip = 'Input the number of previous quarters to be displayed in the table') + 5

string GRP2 = "════════ Table Options ═════════"
string tablesize = input.string("normal", "Size", inline = "21", group = GRP2, options = ["tiny", "small", "normal", "large", "huge", "auto"])
string tableposY = input.string("bottom", "↕", inline = "21", group = GRP2, options = ["top", "middle", "bottom"])
string tableposX = input.string("right", "↔", inline = "21", group = GRP2, options = ["left", "center", "right"])
float bottomGap = input.float(8.0, "Bottom Gap (% of chart height)", minval = 0.0, maxval = 40.0, step = 1.0, group = GRP2, tooltip = 'Empty space under the table when it is placed at the bottom, so it clears the chart\'s earnings/volume markers')

string GRP3 = "════════ Inputs ═════════"
emaLookback = input.int(252, 'EMA Support Lookback Bars', minval=10, maxval=2000, group=GRP3)
per = input.string('FQ', 'Period', options=['FQ', 'FY'], inline='line 3', group=GRP3, tooltip = 'Option to change the data from Quarterly (FQ) to Yearly (FY)')

//════════ Colors (dark theme) ═════════
FrameCol = color.rgb(54, 58, 69)         // outer frame
BorderCol = color.rgb(42, 46, 57)        // subtle cell dividers
TextColor = color.white
BGColor = color.rgb(19, 23, 34)          // panel background
HeadColor = color.rgb(30, 34, 45)        // header rows
BodyColor = color.rgb(19, 23, 34)        // data rows
UpColor = color.rgb(144, 224, 160)       // light green
DownColor = color.rgb(255, 138, 138)     // light red
UnchangedColor = color.rgb(178, 181, 190) // neutral grey

//════════ Financial IDs ═════════
financial01id = 'EARNINGS_PER_SHARE_DILUTED'
financial02id = 'TOTAL_REVENUE'
financial03id = 'OPERATING_MARGIN'

//════════ Functions ═════════
getFinFQ(_id, _per) => 
    _financials = request.financial(syminfo.tickerid, _id, _per, barmerge.gaps_on, ignore_invalid_symbol = true)
    if _id == financial02id 
        _financials := math.round(_financials / 10.0, 2)
    _financials

f_array(arrayId, val) => 
    array.unshift(arrayId, val)
    array.pop(arrayId)

// Data fetching
rev = request.financial(syminfo.tickerid, 'TOTAL_REVENUE', per, barmerge.gaps_on, ignore_invalid_symbol=true)

finData1 = getFinFQ(financial01id, per)
finData2 = getFinFQ(financial02id, per)
finData3 = getFinFQ(financial03id, per)
// P/E = price at result date / TTM diluted EPS (the built-in PRICE_EARNINGS_RATIO is often unavailable)
epsTtmPE = request.financial(syminfo.tickerid, financial01id, 'TTM', barmerge.gaps_on, ignore_invalid_symbol = true)
finData4 = na(epsTtmPE) or epsTtmPE <= 0 ? na : close / epsTtmPE

var date = array.new_int(datasize)
var arrayFinData1 = array.new_float(datasize) // EPS
var arrayFinData2 = array.new_float(datasize) // Sales
var arrayFinData3 = array.new_float(datasize) // OPM
var arrayFinData4 = array.new_float(datasize) // PE

if rev
    f_array(date, time)
    f_array(arrayFinData1, finData1)
    f_array(arrayFinData2, finData2)
    f_array(arrayFinData3, finData3)
    f_array(arrayFinData4, finData4)

// Standard cell drawing
ftdate(_table, _column, _row, _value) => 
    _new_value = str.contains(_value, "70") ? "" : _value
    table.cell(table_id = _table, column = _column, row = _row, text = _new_value, bgcolor = BodyColor, text_color = TextColor, text_size = tablesize, text_halign = text.align_left)

fcell(isEps, _table, _column, _row, _value, _i, _isPct=false, _isFloat=false) =>  
    val = array.get(_value, _i)
    if not isEps and not _isPct and not _isFloat
        val := val / 1000000 // Convert Sales to Millions
    
    strFormat = isEps ? '#.#' : _isPct ? '#.##' : _isFloat ? '#.#' : '#,###.#'
    suffix = _isPct ? '%' : ''
    
    // For OPM%, it returns as a decimal, multiply by 100
    if _isPct and not na(val)
        val := val * 100
        
    table.cell(table_id = _table, column = _column, row = _row, text = na(val) ? "" : str.tostring(val, strFormat) + suffix, text_color = TextColor, text_size = tablesize, bgcolor = BodyColor, text_halign = text.align_right)

// YoY/QoQ Calculation and Cell drawing
fchange(_table, _column, _row, _value, _i, _cmpr) =>  
    sym = ""  
    dif = 0.0 
    if na(_value)
        na
    else
        val1 = array.get(_value, _i)
        val2 = array.get(_value, _i + _cmpr)
        val1 := val1 == 0 ? 1 : val1
        val2 := math.round(val2, 1) == 0 or math.round(val2, 1) == -0 ? 0.1 : val2
        dif := math.round(((val1 - val2) / math.abs(val2)) * 100)
        sym := na(dif) ? "" : dif > 0 ? '+' + str.tostring(dif) + '%' : str.tostring(dif) + '%'

    cell_color = na(dif) ? FrameCol : dif > 0 ? UpColor : dif < 0 ? DownColor : UnchangedColor
    table.cell(table_id = _table, column = _column, row = _row, text = na(dif) ? "●" : toggleMiniMode ? "●" : sym, text_halign = text.align_right, text_color = cell_color, text_size = tablesize, bgcolor = BodyColor)

//════════ Meta Header Calculations ═════════
outstanding = request.financial(syminfo.tickerid, "TOTAL_SHARES_OUTSTANDING", "FQ")
mc = outstanding * close / 10000000
validated_mc = na(mc) or nz(mc) == 0 ? 'N/A' : str.tostring(math.round(mc, 0)) + ' Cr'

// ROE = Net Income (TTM) / Total Equity (latest quarter)
niTtm = request.financial(syminfo.tickerid, "NET_INCOME", "TTM", ignore_invalid_symbol=true)
totEquity = request.financial(syminfo.tickerid, "TOTAL_EQUITY", "FQ", ignore_invalid_symbol=true)
roe = na(niTtm) or na(totEquity) or totEquity == 0 ? na : niTtm / totEquity * 100
validated_roe = na(roe) ? 'N/A' : str.tostring(math.round(roe, 1)) + '%'

// ROCE = EBIT (TTM) / Capital Employed (Total Assets - Current Liabilities, latest quarter)
ebitTtm = request.financial(syminfo.tickerid, "PRETAX_INCOME", "TTM", ignore_invalid_symbol=true)
totAssets = request.financial(syminfo.tickerid, "TOTAL_ASSETS", "FQ", ignore_invalid_symbol=true)
curLiab = request.financial(syminfo.tickerid, "TOTAL_CURRENT_LIABILITIES", "FQ", ignore_invalid_symbol=true)
capEmployed = na(totAssets) or na(curLiab) ? na : totAssets - curLiab
roce = na(ebitTtm) or na(capEmployed) or capEmployed == 0 ? na : ebitTtm / capEmployed * 100
validated_roce = na(roce) ? 'N/A' : str.tostring(math.round(roce, 1)) + '%'

// Listed year, taken from the first available bar
var int firstYear = na
if na(firstYear)
    firstYear := year(time)
validated_listed = na(firstYear) ? 'N/A' : str.tostring(firstYear)

// 10:20 EMA = EMA10 support touches / EMA20 support touches over the lookback
ema10 = ta.ema(close, 10)
ema20 = ta.ema(close, 20)
ema10Touches = math.sum(low < ema10 and close > ema10 ? 1.0 : 0.0, emaLookback)
ema20Touches = math.sum(low < ema20 and close > ema20 ? 1.0 : 0.0, emaLookback)
validated_ema = na(ema20Touches) or ema20Touches == 0 ? 'N/A' : str.tostring(math.round(ema10Touches / ema20Touches * 100)) + '%'

string header1 = "MCap " + validated_mc + " | ROE " + validated_roe + " | ROCE " + validated_roce + " | Listed " + validated_listed + " | 10:20 " + validated_ema
string header2 = syminfo.sector + " | " + syminfo.industry

//════════ Table Creation ═════════
var table t = table.new(tableposY + "_" + tableposX, columns = 9, rows = datasize + 3, bgcolor = BGColor)

if barstate.islast

    // Spacer row: lifts a bottom-anchored table above the chart's earnings / volume markers
    if tableposY == "bottom" and bottomGap > 0
        table.cell(t, 0, datasize + 2, "", height = bottomGap, bgcolor = color.new(BGColor, 100))

    // Top Header Rows
    table.merge_cells(t, 0, 0, 8, 0)
    table.cell(t, 0, 0, header1, text_color = TextColor, text_size = tablesize, bgcolor = HeadColor, text_halign = text.align_center)
    
    table.merge_cells(t, 0, 1, 8, 1)
    table.cell(t, 0, 1, header2, text_color = TextColor, text_size = tablesize, bgcolor = HeadColor, text_halign = text.align_center)

    // Column Headers
    table.cell(t, 0, 2, per, text_color=TextColor, bgcolor=HeadColor, text_size=tablesize)
    table.cell(t, 1, 2, "EPS", text_color=TextColor, bgcolor=HeadColor, text_size=tablesize, text_halign=text.align_right)
    table.cell(t, 2, 2, per == 'FY' ? 'YoY' : 'YoY', text_color=TextColor, bgcolor=HeadColor, text_size=tablesize, text_halign=text.align_right)
    table.cell(t, 3, 2, "QoQ", text_color=TextColor, bgcolor=HeadColor, text_size=tablesize, text_halign=text.align_right)
    table.cell(t, 4, 2, "Sales", text_color=TextColor, bgcolor=HeadColor, text_size=tablesize, text_halign=text.align_right)
    table.cell(t, 5, 2, per == 'FY' ? 'YoY' : 'YoY', text_color=TextColor, bgcolor=HeadColor, text_size=tablesize, text_halign=text.align_right)
    table.cell(t, 6, 2, "QoQ", text_color=TextColor, bgcolor=HeadColor, text_size=tablesize, text_halign=text.align_right)
    table.cell(t, 7, 2, "OPM%", text_color=TextColor, bgcolor=HeadColor, text_size=tablesize, text_halign=text.align_right)
    table.cell(t, 8, 2, "P/E", text_color=TextColor, bgcolor=HeadColor, text_size=tablesize, text_halign=text.align_right)

    if not toggleMiniMode
        for i = 0 to datasize-5
            int r = i + 3
            ftdate(t, 0, r, str.format('{0, date, MMM-yy}', array.get(date, i))) // Date
            fcell(true, t, 1, r, arrayFinData1, i)                               // EPS
            fchange(t, 2, r, arrayFinData1, i, per == 'FY' ? 1 : 4)              // EPS YoY
            fchange(t, 3, r, arrayFinData1, i, 1)                                // EPS QoQ
            fcell(false, t, 4, r, arrayFinData2, i)                              // Sales
            fchange(t, 5, r, arrayFinData2, i, per == 'FY' ? 1 : 4)              // Sales YoY
            fchange(t, 6, r, arrayFinData2, i, 1)                                // Sales QoQ
            fchange(t, 7, r, arrayFinData3, i, per == 'FY' ? 1 : 4)              // OPM% Change formatted like image
            fcell(false, t, 8, r, arrayFinData4, i, false, true)                 // P/E Ratio

    else if toggleMiniMode
        for i = 0 to datasize-5
            int r = i + 3
            ftdate(t, 0, r, str.format('{0, date, MMM-yy}', array.get(date, i)))
            fchange(t, 2, r, arrayFinData1, i, per == 'FY' ? 1 : 4)
            fchange(t, 3, r, arrayFinData1, i, 1)
            fchange(t, 5, r, arrayFinData2, i, per == 'FY' ? 1 : 4)
            fchange(t, 6, r, arrayFinData2, i, 1)
            fchange(t, 7, r, arrayFinData3, i, per == 'FY' ? 1 : 4)