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Renowned Zacks Research Optimized for Advisors

Charting, screening, Excel Reporting

Charting, screening, Excel Reporting

Quantitative Analysis Tools

Quantitative Analysis Tools

Quantitative Equity Research Reports

Quantitative Equity Research Reports

Mutual Fund Rankings and ETF Performance

Mutual Fund and ETF Rankings

An Affordable, Totally Cloud‑Based Solution

No install necessary. One of the easiest ways for investment managers to apply the 30 years of data and stock research for which Zacks is known.

Mutual Fund Rankings and ETF Performance

The client service and technical support that Zacks provides is second to none in the industry.

Brian H. CFA
Sturdivant & Co.
$50 Million AUM

As an equity analyst and portfolio manager, ZRS is my first stop for quickly evaluating a company’s financial strength, earnings revision/growth rate trends, and long-term valuation metrics.

Adam S.
Jacobs & Company
$500 Million+ AUM

Tools That Boost Your Win Rate

Quantitative Analysis

Quantitative Analysis

Love numbers? Create and analyze equity selection models and adjust criteria to match anticipated economic conditions.

Data Visualization

Data Visualization

Spot trends and relationships easily by creating charts that allow you to analyze stocks, mutual funds, ETFs, economic data and much more.

Qualitative Research

Qualitative Research

Save hours of research time with reports that consolidate hundreds of analyst appraisals. Use our model portfolios that rank 1000s of stocks to identify the best performers.

Add-Ons For Even Power

Zacks Excel Link

Seamless integration with Excel allows you to populate models with data from more than 20,000 stocks, mutual funds, ETFs and economic indicators. Easily tap years of company financial and performance data just by entering a ticker. Bring proprietary Zacks scores and ranks into your models and access predefined templates in the Excel environment.

Zacks Advisor Screener and Backtester

Our institutional grade screener lets filter more than 8,800 stocks using proven, pre-loaded strategies designed to spot best performing stocks. Design your own screens using thousands of default options or with user defined data. Then use our backtester to evaluate the performance of your strategies as far back as 2000, and see how well they work BEFORE you start trading.

Stay Ahead of the Market with Advisor Tools.

See for yourself how our web-based terminal experience provides the analysis and insight you need—and go beyond with our future-focused tools for stock picking, screening, and charting, including the predictive power of the Zacks Rank.

* Investars Top 5 ranking for quantitative firms and major fundamental firms/buy Index for entire coverage universe 1/1/10-12/31/2015. Investars evaluates investment research firms to help investors measure the value of the firms’ research through a robust set of analytic performance measurement tools. Past performance is no guarantee of future results.