Designed to help boost your win rate

A completely cloud-based solution, Zacks Advisor Tools is the easiest way to access Zacks award-winning stock, mutual fund and ETF research:

Ranked #1 fundamental research firm and top 3 quantitative research firm by Investars.*

Ranked consistently in the top 3 among 11 research firms used by Fidelity.com clients*

Chosen by independent consultants to provide research to clients of
Morgan Stanley, UBS, Credit Suisse, Deutsche Bank and others

Central to our research is the renowned Zacks Rank, which categorizes stocks from 1 (Strong Buy) to 5 (Strong Sell), based on Zacks’ time-tested approach that uses earnings estimate revisions to predict stock movements. Quickly screen more than 8,000 stocks individually, or by your growth/value/momentum investing style.



Win Through Better Equity Selection

  • Zacks #1 ranked stocks delivered an annualized return of 25% from 1988-2015.**
  • Zacks analyst-written reports provide timely updates on more than 1,000 firms and incorporate Zacks Rank.
  • Zacks quantitative reports on an additional 3,000 companies provide clear directions to seek future winners.


Win by Staying on Top of Key Developments

  • Interactive Watchlist with quotes, news, alerts and charts.
  • Events Calendar includes earning reports, transcripts & economic events.
  • EPS & Sales Consensus Estimate Summary
  • Detailed “Standardized” & “As Reported” financial statement views.
  • Peer Comparisons with data visualization across hundreds of financial metrics


Win with better ETF and MF selection

  • Qualitative and quantitative rankings for 1,000 ETFs
  • Zacks Strategist predicts future return of major asset classes
  • Zacks MF Rank predicts 6-month relative performance
  • Mutual Fund Snapshot Reports for 6,000 funds
  • Fundamental and technical charts for MFs and ETFs
  • Equity, mutual fund and ETF screening capabilities


Win by Streamlining
Your Investment Process

  • Chart and screen stocks by performance, valuation, and other metrics.
  • Backtest new or existing strategies as far back as 2000.
  • Fundamental and valuation comparisons versus peers, sector and industry.
  • Build on our model portfolios that help you narrow 1000s of stocks to the select few with the best near-term potential. Choose from growth, cyclical, earnings and other portfolios.
  • Automate screening and reporting processes, so your reports are ready when you need them.
  • “Buy” lists for individual stocks and full coverage list driven by Zacks Rank.
  • Zacks Link seamlessly exchanges data with Excel spreadsheets, providing direct access to thousands of data items and predefined model templates.
  • Financial summary tear sheets

Try Zacks Advisor Tool 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.

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

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

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

* Investars ranks among quantitative firms and major fundamental firms covering entire universe for 2-,3-,4-,and 5-year trailing periods ended 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. Fidelity.com rankings based on Research Provider Awards from Integrity Research, using quarterly data versus other 10 firms who have provided ratings on Fidelity.com from 2Q2014-2Q2016.

** Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research is not a licensed securities dealer, broker or US investment adviser or investment bank. The Zacks #1 Rank Performance has been examined and attested by Baker Tilly Virchow Krause, LLP for each of the years in the period beginning on January 1, 1988 through December 31, 2015. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank # 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed above.