Renowned Zacks Research Optimized for Advisors

Charting

Charting, screening,
Excel Reporting

Quantitative Analysis

Quantitative Analysis
Tools

Qualitative Equity

Qualitative Equity
Research Reports

Mutual Fund Rankings

Mutual Fund Rankings and ETF Performance

 

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An Affordable, Totally Web-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:


  • Top 5 Ranking from Investars among quantitative and major fundamental firms*

  • Ranked #1 by Fidelity Investments among research firms they work with

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

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

We have been quite satisfied with the Zacks product, in particular the value for the price and the exceptional customer service.

Mary P.
Alpha Omega Wealth Management
$200+ Million AUM

Built-In Tools That Help 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 More Custom Stock Screening 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

Try Zacks Advisor Tools for Free

Zacks Advisor Tools is designed to make your research effective, fast and easy. Find out how easy yourself with a free trial. Get a special price quote and set up your free trial by clicking here.

* 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.