Products & Services

Method for Trading Breakout Trader Champion Trader Chart Patterns Trader Momentum Trader Options Trader Surprise Trader Value Trader Invest with Zacks Partner Newsletters Special Reports Top 10 Stocks Research Wizard Zacks Premium Zacks Elite All Products

Top Zacks Features

Free Membership Zacks Rank Equity Research My Portfolio Stock Screener Profit Tracks Mutual Funds Options Zacks Audio RSS Feed Profit from the Pros

Click any link below to jump immediately to the Help section you need. Or scroll down to view all Help topics.

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.

• Clicking on the "Remember Me" box will allow you stay logged in everytime you visit the site.
• If you forgot your password, visit this page
.
• If not currently a member, register.

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 http://register.zacks.com/cancel/?m_id=1 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 View My Portfolio?

1. Click on the “Portfolio” tab located at the very top of most pages
2. Click on “My Portfolio” in the menu located in the dark green bar near the top of the page
3. If already logged in, the portfolio will appear
4. If not logged in, the web site will prompt you for your username and password. Forgot your username or password? Click here

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 Zacks Rank home page.

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.

Not All Stocks Have A Zacks Rank. How Does Zacks Determine Which Stocks Are Covered By The Zacks Rank?
A Zacks Rank of #1 to #5 is only given to stocks that are currently covered/researched by the brokerage community. That is because the Zacks Rank is focused on earnings estimate revisions and past earnings surprises. Currently this universe contains approximately 4,400 of the 10,000 publicly traded stocks. Note that the 5,600 companies not represented in the Zacks universe are amongst the smallest and most speculative shares traded. Thus, people who research on our site rarely come across a stock they are interested in that is not covered by the Zacks Rank.

I Found Zacks #1 Rank List In The “Portfolio” Section of the Site. Where Are the Listings of the Other Four Rankings?
Zacks Premium subscribers can view the complete list of stocks for any of the five Zacks Ranks by using Custom Screener.

1. Click on the “Screening” tab located at the top of most pages
2. Click on the “Custom Screener” link in the left-hand menu (or click here)
3. There is a drop down box entitled “Select Category”. Scroll down and select “Zacks Rank”
4. Next to “Current Zacks Rank” is a drop down box that allows you to select whether you want an exact Zacks Rank by using the equal sign “=” or if you want a larger set by using “>=” or “<=”. For example, if you want a full list of Zacks #2 Rank stocks, select “=” from the drop down and enter the number “2” in the entry box.
5. Press the “Click to Screen” button.
6. You can either select other variables to screen by or start running the report for the list. Let’s assume that you are finished. Just click the “Run Report” button in the bottom left corner.
7. Put check marks next to any variables you want displayed in the reports output. When done with check marks, scroll to bottom and click “Submit Query” button.
8. Your report will now appear on the screen. To print it up, then right-click on the screen, then select print.

What Is The Difference Between The Zacks Rank And Average Brokerage Recommendation (ABR)?
Zacks provides the average brokerage recommendation (ABR) for thousands of stocks for most of the leading investment web sties. The ABR is the calculated average of the actual recommendations (strong buy, hold, sell etc) made by the brokerage firms for a given stock. The ABR is typically displayed with decimals (e.g. 1.52) versus the Zacks Rank, which is only shown in whole numbers (e.g. 1, 2, 3, etc.).

What Is The Difference Between the Zacks Rank and a Zacks Equity Research Recommendation?
Zacks Investment Research has created two powerful stock rating systems: Zacks Rank and Zacks Recommendation.

The Zacks Rank is a short-term indicator of stock performance that is effective for 1-3 months. The Zacks Recommendation is meant to be a longer term rating of 6+ months.

Learn more...

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 the Zacks Rank and a Zacks Equity Research Recommendation?
Zacks Investment Research has created two powerful stock rating systems; Zacks Rank and Zacks Recommendation.

The Zacks Rank is a short term indicator of stock performance that is effective for 1-3 months. The Zacks Recommendation is meant to be a longer term rating of 6+ months. Which is more valuable? They are both excellent predictors of future performance.

Learn more...

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!

• See the current issue
• Learn more and sign-up for free

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).

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://web2.zacks.com/help/institutional.php.

Contact Information

How Can I Contact Zacks?
Please review Help topics above before contacting Zacks Customer Support. And note that most issues are handled fastest via e-mail. Thanks. Customer Support e-mail: support@zacks.com

Zacks Premium

What Is Zacks Premium?
Zacks Premium allows investors to take full advantage of all that Zacks.com has to offer. Premium subscribers get access to Zacks Equity Research reports and recommendations, comprehensive industry analysis, Research Digest, the Zacks Rank and more. Discover all of the benefits of Zacks Premium.

Zacks Elite

What Is Zacks Elite?
Zacks Elite provides investors with exclusive hand-picked stocks, based on Zacks Recommendations. This portfolio which includes the Focus List and Timely Buys has consistently outperformed the S&P 500. And NEW to Zacks Elite: the Dividend Yield Portfolio. Go to Zacks Elite.

Zacks Champion Trader

What is Zacks Champion Trader?
Champion Trader is the result of a rigorous one-year contest to find the very best stock picker. Our winner crushed the competition and the market, earning 81.7% in sideways, whipsaw conditions where the S&P 500 struggled just to eke out a measly 5.5%. Learn more about Zacks Champion Trader.

Zacks Chart Patterns Trader

What is Zacks Chart Patterns Trader?
This new service blends Zacks Rank fundamentals with technical analysis for pinpoint investment timing. Stock screening and chart patterns expert, Kevin Matras, combs through the best Zacks stock-picking strategies averaging +60% yearly gains to find stocks with charts showing they are ready to skyrocket. Learn more about Zacks Chart Patterns Trader.

Zacks Breakout Trader

What is Zacks Breakout Trader?
The Zacks Breakout Trader is a new trading alert service from Zacks Investment Research that seeks to profit from a company’s improving financial situation. The key to Breakout Trader is getting in on a turnaround stock before Wall Street does, maximizing its price increase. This service helps investors find the best of the best of the Zacks Rank #1 stocks. Learn more about Zacks Breakout Trader.

Zacks Momentum Trader

What is Zacks Momentum Trader?
Start with price and volume indicators, add the fundamental power of the Zacks Rank, and you get Momentum Trader. This powerful combination generates an average annual return of 47.8%! Learn more about Zacks Momentum Trader.

Zacks/Schaeffer’s Options Trader

What Is Zacks/Schaeffer's Option Trader?
Combines the powerful Zacks Rank stock selection system with Bernie Schaeffer’s proven option trading expertise. Learn more about this exclusive trading service.

Research Wizard

What Is Research Wizard?
The Research Wizard stock-picking and backtesting program is a complete Research Tool. Use it to screen for stocks on your own or pick and choose from the proven trading strategies that Zacks has already created. And with its unique backtesting feature, you can see how profitable your screening strategies would have been in the past. With a click of a button, it tells you what to buy and when. And it also tells you when to sell. With the Research Wizard, you can know what your probability of success is before you trade. And of course, it includes access to the Zacks Rank. Learn more about Research Wizard and the free trial.

Zacks Special Reports

What are Zacks Special Reports?
Special Reports is a series of reports being released 3-4 times per year focusing in on specific industries, opportunities, or situations. Powerhouse Energy Stocks follows 5 companies with a historical track record of skyrocketing performance during an oil price surge.Emerging Market Stocks is our first report solely focused on the international markets. Also available Stocks to Double our initial report, designed for aggressive investors looking for 100+% gains in the next one to three years. Learn more about Zacks Special Reports.

Zacks Surprise Trader

What is Zacks Surprise Trader?
The Zacks Surprise Trader is a new trading alert service from Zacks Investment Research that unlocks short-term profits from companies that release positive earnings surprises. However, not all earnings surprises are the same. Our research has discovered a very profitable combination of elements that points out those companies that surprise that are most likely to outperform the market over the next 1-4 weeks. Learn more about Zacks Surprise Trader.

Zacks Top 10 Stocks

What Is Zacks Top 10 Stocks?
Zacks Top 10 Stocks is a service designed for those who seek a buy-and-hold approach to investing based on proven methodology. By harnessing the power of our stock rating systems, a portfolio of 10 stocks was created that is guaranteed to beat the market. In 2007, the entire portfolio generated a return greater than 33%, more than 5 times the gain of the S&P 500. One stock, Priceline, achieved a return greater than 150%.Learn more about Zacks Top 10 Stocks.

Zacks Wealth Management

What Is Zacks Wealth Management
The Zacks Wealth Management Group strives to help our clients achieve their investment objectives by combining the expertise of Ben Zacks and Mitch Zacks with proven quantitative models. Learn more.

Expert Advice Newsletters

What Are The Expert Advice Newsletters?
Expert advice from many of the leading investment newsletters is available in the Newsletters section..