Designed to Help boost your win rate

Zacks Advisor Tools is specifically designed for advisors and sophisticated investors who don’t require the comprehensive features of our flagship Zacks Research System (ZRS), but who still want its award-winning independent equity research, screening, Excel modeling, and charting capability.

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An affordable, totally web-based solution, Zacks Advisor Tools may be scaled down, but it still delivers the award winning research for which Zacks is known:

quantitative firms

Top 5 Ranking from Investars among
quantitative firms*

major fundamental firms

Top 5 Ranking from Investars among
major fundamental firms*

research firms

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

Chosen by independent consultants

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

Charting, Screening, Excel Reporting, Model Portfolios and more

Central to Zacks Advisor Tools 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. Over time, we’ve perfected this methodology and in the process won investing performance awards and often produced market-beating returns. The Zacks Rank provides a quick, reliable way to evaluate stocks individually, or in tandem with Zacks Style Scores to find the best growth, value, or momentum stocks aligned with your investing style or relative to industry peers.

Qualitative Research on Individual Stocks

  • Research Digest Reports: Save hours of research time by summarizing research on more than 350 of the largest growth companies.

  • Analyst Reports: Boost your win rate with timely updates on more than 1,000 firms that incorporate Zacks Rank

  • Model portfolios: Jump start your investment process by building on our model portfolios that help you narrow 1000s of stocks to the select few with the best near-term potential.

Mutual Fund and ETF Research

  • ETF Buy List driven by Zacks Rank

  • ETF Full Coverage List driven by Zacks ETF Rank

  • Mutual Fund Snapshot with Zacks MF Rank

  • Performance and valuation metric charting

Additional Core Features

Watchlist Monitor

Watchlist Monitor with Quotes, News, Alerts and Charts

Events Calendar

Events Calendar includes Earning Reports, Transcripts & Economic Events

Fundamental & Technical Charts

Fundamental & Technical Charts for Stock, Mutual Fund, ETF, Economic & Index data series

Equity, Mutual Fund & ETF screening

Equity, Mutual Fund & ETF screening capabilities

EPS & Sales Consensus

EPS & Sales Consensus Estimate Summary

Detailed “Standardized” & “As Reported” financial statement

Detailed “Standardized” & “As Reported” financial statement views

Financial summary

Financial summary tear sheets

Dedicated North American customer support

Dedicated North American customer support line

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.

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 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.