Frequent Questions (FAQs) - Zacks Investment Research
 

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My Portfolio

My Portfolio Tracker

One of the most important steps you can take today is to set up your portfolio tracker on Zacks.com. Once you do, you'll be notified of major events affecting your stocks and/or funds with daily email alerts. Set yours up today.

Zacks #1 Stocks on the Move 04/16/2014

Company Name Symbol %Change
BITAUTO HOLD BITA
14.82%
ANI PHARMACE ANIP
14.66%
INTERACTIVE IBKR
11.69%
IMMUNOGEN IN IMGN
11.02%
E HOUSECHINA EJ
9.25%

Help

Logging In / Logging Out

How Do I Log into Zacks.com?

Click on the "Login" link located near the top of almost all pages, just to the right of the quote window.

A small, light green window will appear. Enter your username and password.

How Do I Log out of Zacks.com

Click on the "Logout" link located near the top of almost all pages, just to the right of the quote window.

A new page will appear confirming that you have logged out.

Manage Email Preferences

How Do I Subscribe to or Unsubscribe from a Zacks Email?

Subscriptions to Zacks email products can be managed easily. Simply go to the subscription management page at www.zacks.com/my-account/alert-preferences/ and enter in your email address. A new page will appear that allows you to subscribe to or unsubscribe from email alerts and newsletters.

Why do I receive blank Zacks.com Daily Portfolio e-mail updates?

This is a rare phenomenon effecting about 1-2% of the people who receive our daily portfolio e-mail updates. If this is happening to you, then forward one of your blank e-mails to customer support (support@zacks.com) with any other details of what is happening.

Personal Stock Portfolio

How Do I Modify A Previous Buy?

  1. View your portfolio (see instructions above)
  2. Click on "Modify Previous Buys" from the left-hand menu
  3. Change the information for a specific stock and then select update from the drop-down menu located on the right-hand side
  4. Click on the "Submit" button located near the bottom of the page

How Do I Add A Stock?

  1. View your portfolio (see instructions above)
  2. Click on "Modify Portfolio Contents" from the left-hand menu
  3. Enter the information for each ticker
  4. Click on the "Submit" button located near the bottom of the page
  5. Note: Only five stocks can be added at a time. To add more than five, enter the first five, click "Submit" and repeat the steps

How Do I Delete A Stock?

  1. View your portfolio (see instructions above)
  2. Click on "Modify Portfolio Contents" from the left-hand menu
  3. Scroll down to the section labeled "Sell Shares"
  4. Enter the number of shares to be deleted, plus any additional information
  5. In the drop-down menu located at the right, select "Sell Shares" or "Delete Ticker"
  6. Click on the "Submit" button located near the bottom of the page

How Do I Modify Previous Sells?

  1. View your portfolio (see instructions above)
  2. Click on "Modify Previous Sells" from the left-hand menu
  3. Change the information for a specific stock and then select update from the drop-down menu located on the right-hand side
  4. Click on the "Submit" button located near the bottom of the page

When I Add a Stock to My Portfolio, Why Does It Sometimes Not Appear in My Portfolio?

The Zacks portfolio tracker displays data for approximately 10,000 stocks. Although this list encompasses most stocks, some of the stocks with the smallest market capitalizations are excluded. We are working with on solution to allow all stocks that are publicly traded on U.S. exchanges to be tracked by our portfolio system.

Change Username Or Password

How Do I Change My Username or Password?

  1. Go to the My Account page.
  2. Login with current username and password
  3. Click on "Update Contact Info" from the menu located on the left-hand side.
  4. Enter new username and/or password.
  5. Click on the "Update Account" button.

Change Credit Card Information

How to Change Your Credit Card Information

  1. Go to http://www.zacks.com/my-account
  2. Login with current username and password
  3. Click on update billing Info from the menu located on the left-hand side
  4. Enter new credit card information
  5. Click on the "Update Account" button

Change Contact Information

How to Change Your Contact Information

  1. Go to http://www.zacks.com/my-account
  2. Login with current username and password
  3. Click on update contact Info from the menu located on the left-hand side
  4. Update contact information
  5. Click on the "Update Account" button

Zacks Investment Research

Who Is Zacks Investment Research?

Zacks Investment Research was the first company to discover that earnings estimates revisions are the most powerful force to impact stock prices. Since 1978, Zacks has provided both individual investors and institutional investors with the data and tools required to make informed and profitable investment decisions. Learn More.

Zacks Rank

Zacks Rank Guide: Harnessing the Power of Earnings Estimate Revisions

In this free report you will find everything you ever wanted to know about the Zacks Rank investment philosophy. Click here to get your free report.

Where Is The Zacks #1 Rank List?

The Zacks #1 Rank list can be accessed from the .

The Zacks #1 Rank List can be viewed by Zacks Premium subscribers. (Not a subscriber? Sign-up now.)

How Often Is The Zacks Rank Updated?

The Zacks Rank is updated daily on Zacks.com and can be viewed by Zacks Premium subscribers.

Zacks Equity Research

What is Zacks Equity Research?

Our firm has long believed that that quantitative models (like the Zacks Rank) can predict stock prices more accurately than individual analysts. However we also recognize that models are most effective when they are employed by analysts who have deep fundamental knowledge of the company and its industry. Consequently, Zacks Equity Research combines Zacks quantitative models with the insight provided by experienced equity analysts to create superior long-term stock recommendations.

What Is the Difference Between an Analyst Report and a Snapshot Report?

Zacks Equity Research provides two type of reports: Analyst and Snapshot.

Analyst Reports contain the analyst recommendations as well as their in-depth written description on the company. These reports can range from 5 to 20 pages on the individual stock. Or simply, as many pages as necessary to impart to you why to buy, hold or sell the stock. Again, these reports are available for the 1150 stocks covered by our analyst team.

Snapshot Reports contain the quantitative recommendations and a quick overview of the key fundamental drivers behind the recommendation. This is contained in a 1 page document for approximately 3250 stocks not covered by the analyst.

Learn more about the difference between these reports.

Profit From the Pros

What Is Profit From the Pros?

Profit From the Pros is a free, daily email newsletter that provides market and stock insight from Zacks.com. In short, it's your steady flow of Profitable ideas GUARANTEED to be worth your time!

Real-Time Quotes

What Real-Time Quotes Are Available?

Zacks.com provides real-time quotes for stocks listed on the New York, American, Nasdaq and Toronto stock exchanges. Retail quotes are also available for option contracts listed on OPRA. For more information or to sign-up for real-time quotes, click here.

Frequency of Updating Data

How Often Is The Data In The Custom Screener Updated?

Price-related information, the Zacks Rank*, earnings estimates, average broker recommendations, and insider trading data is updated daily (after the market close). All other data is updated weekly (by Monday at 4:30 am).

*Only Zacks Premium subscribers can screen by the Zacks Rank. The indicator is not available in the free version of the custom screener.

How Often Are The Model Portfolios Updated? (e.g. All Star Analyst & Brokerage Firm Buy List Portfolios)

Each of the model portfolios is updated every Monday after the markets close. And the price added is the closing price for that day. Note that the Brokerage Firm Buy List has very little turnover and may go a few weeks without any additions or deletions.

Institutional Investor Products and Services

What Institutional Investor Products Are Available?

Information about the multiple products and services Zacks Investment Research has designed for institutional investors and financial professionals is available at http://www.zacks.com/help/institutional.php.

Contact Information

How do I contact Customer Support?

E-mail: support@zacks.com

Telephone: 312.630.9880 x9339

Toll-Free: 800.767.3771 x9339

Hours: Monday-Friday, 9 am to 6 pm EST

Zacks Services

What Services Does Zacks Offer for Individual Investors?

Zacks offers a variety of services to help individual investors profit from the Zacks Rank. For a full list with descriptions of each, visit the Zacks Services page.

Zacks Recommendation has been withdrawn. Learn more

Due to overwhelming customer feedback we have removed the Zacks Recommendation. Unfortunately, having two separate rating systems proved far too confusing to most investors. Going forward we will just focus on the Zacks Rank which has a longer and more impressive track record of outperformance. Even though the Zacks Rank is primarily used for stock trading in a 1-3 month time frame, it also can be very helpful for long term investors. To learn more about using the Zacks Rank for long term investing, click here.

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