Author: Optuma Team Last updated: Jul 23, 2020 23:29
Included in Professional Services Included in Enterprise Services


Enterprise Services clients with a Bloomberg datafeed are able to display earnings information for the selected security. Mousing over the icon displays the reporting date, and the actual and estimated earnings per share. The icon will appear green where estimates were beaten, and red where they fell short.


To add the tool to your chart, select the tool from the Bloomberg tool group, and left-click on the chart or indicator on which you wish to add the tool. Optuma will then draw the tool using the default settings.

Scripting Function: EARNINGS()

EARNINGS().Last Date


Actions & Properties



Copy Data to Clipboard: Will copy the tool’s values to the clipboard which can then be inserted into a spreadsheet, for example, allowing for further analysis.

Add to Toolbar: Adds the selected tool to your custom toolbar.

Apply Settings to All: When multiple Earnings tools have been applied to a chart, page or workbook, this action can be used to apply the settings of the one selected to other instances of the tool. This is a great time saver if an adjustment is made to the tool - such as line colour - as this allows all the other Earnings tools in the chart, page or entire workbook to be updated instantly.

Copy Tool: Allows you to copy the selected tool, which can then be pasted onto a different chart window.

Move to Back: If the tool is displaying in front of other tools or indicators clicking this action will move the tool view to the background.

Move to Front: If the tool is displaying behind other tools or indicators on the chart, clicking this action will bring the tool to the forefront.

Restore Default Settings: Click this action if you have adjusted the default settings of the tool, and wish to return to the standard properties originally installed with Optuma.

Save Settings as Default: If you have adjusted any of the tool’s properties (colour, for example) you can save the adjustments as your new default setting. Each time you apply a new Earnings to a chart, the tool will display using the new settings.

Delete: Deletes the tool from the chart.



Tool Name: Allows you to adjust the name of the tool, as it’s displayed in the Structures Panel.

Image Size: This will adjust the size of the Earnings symbols that is displayed on the chart. Moving the slider bar to the right will increase the size.

Date Range: Allows you to limit the range the Earnings tool covers. The options are Everything (default), Last Quarter, Last Half Year, Last Year. This can be used to speed up the publishing of large workbooks where this tool is applied to the charts, and only the latest Earnings information is required.

Position: Alters where the symbols are plotted on the chart. The following options are available: High, Low, Top, Bottom or Floating.

Offset: Moves the tool forward or backwards in time. The offset is measured in bars, so a value of 2 will push the tool forward 2 bars and -2 will move the tool back 2 bars.

Tool Transparency: Use this slider bar to adjust the transparency of the tool. Moving the slider to the left will increase the transparency of the tool.

Visible: Un-tick this checkbox to hide the tool from the chart.