Pick from over 650 different fundamental data items to Screen and report on over 8,800 stocks. Create an unlimited number of customized items and calculations in our 'Calculation Expression' feature. Virtually anything you want to look for, you can ask the Research Wizard to find and have your answer within seconds. And retrieve this information going as far back as 12 years! And once your screens and reports are created, they can then be saved for 'one-click' access for next time.
Research Wizard displays results in an easy to read format which can quickly and easily be sorted according to your preferences. It can even be exported to other applications such as an Excel spreadsheet.
You'll then have your own set of customized management tools for picking stocks and monitoring your portfolio(s), all readily available and automatically updated daily. View a step-by-step demonstration!
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 Just a few options
in the Stock Screener
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The program also comes loaded with some of our most successful screening strategies.
Some of these screens show unique ways to screen for stocks, whereas others, are proven profitable trading strategies, that have performed in both up market and down markets!
You’ve read about some of these in our popular ‘Screen of the Week’ articles. Now you can get them all, already created for you, in the Research Wizard. |
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With backtesting, you can know definitively how effective your stock picking strategy is...BEFORE you place your next trade. The Research Wizard backtests and gives you the historical performance of your stock picking strategy. This report shows a summary of your strategy and compares it against the S&P 500, showing you the number of stocks traded and periodic historical returns. See the win percentage of your holding periods and how your investment strategy performed in both up markets and down markets! It's then summarized to show your average annualized returns, which can exported to Excel to graph your portfolio's performance and its equity curve compared to the market's.
And now you can see all of the stocks in every historical period. WOW!
 Click here to see the 'Backtest Details' screenshots. (pdf)
If you're not backtesting, you're just guessing! View a step-by-step demonstration! |
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Not sure what to screen for or where to begin? Don’t worry. The EZ Screen feature lets you scan for stocks using some of the most effective pre-defined stock picking criteria. Simply point-and-click to quickly find the best stocks. And just like in the detailed screening, it then displays the results in an easy to read format. You can then save winning screens and reports to use again and again.
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Picking good stocks for your portfolio is one thing, but it’s also important to monitor your stocks' attractiveness. With the Hot Map charts in Zacks' Research Wizard software, you can graphically evaluate the attractiveness of stocks in your portfolio and evaluate stocks from your stock screening reports. Stocks are ranked as colors (shades of green for the best to shades of red for the worst) to quickly spot the best and the worst companies without any guesswork.
There's also a Scatter Plot that allows you to plot the linear regression of your selected variables. |
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With the Research Wizard, you get exclusive access to the The Zacks Rank. Based on a proprietary stock selection model developed by Zacks Investment Research, these rankings predict which stocks will outperform or underperform the market averages over the next 1 to 3 months. The Zacks Rank is derived entirely from a multi-factor model which analyzes the momentum of analysts' earnings estimate revisions. It's completely different than the average broker ratings with extremely impressive statistics.
In fact, Zacks #1 Ranked stocks (those rated "Strong Buy"), have shown an average annual return of 33.2% since 1988! That's nearly three times the 11.9% return of the S&P 500 over that span. (And in 2004 they were up 28.8%.)
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Year |
Zacks Rank
#1 Stocks
Return |
S&P
500
Return |
| 1988 |
37.46% |
16.20% |
| 1989 |
36.09% |
31.70% |
| 1990 |
-2.97% |
-3.10% |
| 1991 |
79.79% |
30.40% |
| 1992 |
40.65% |
7.51% |
| 1993 |
44.41% |
10.07% |
| 1994 |
14.34% |
0.59% |
| 1995 |
55.99% |
36.31% |
| 1996 |
40.93% |
22.36% |
| 1997 |
43.91% |
33.25% |
| 1998 |
19.52% |
28.57% |
| 1999 |
45.92% |
21.03% |
| 2000 |
14.31% |
-9.10% |
| 2001 |
24.27% |
-11.88% |
| 2002 |
1.22% |
-22.10% |
| 2003 |
74.74% |
28.69% |
| 2004 |
28.79% |
10.87% |
| 2005* |
-0.59% |
-2.15% |
| Annualized |
32.81% |
11.88% |
| *Performance through 3/31/05 |
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Research has proven that stock prices move before, during and after significant events. Stock prices may respond almost immediately, for up to 90 days after such events. The Alerts feature lets you monitor the events that impact the prices of your stocks and will notify you immediately so you'll have time to take action for a positive result.
With just a few clicks of your mouse, you can check up on all of your stocks quickly and easily. |
Ready to get Started?
Order Today!
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Need to quickly size up a company? Look no further than Research Wizard. The Zacks Company Snapshot Report is a single company report featuring company description, actual and estimated EPS, company vs. industry ratings, fundamental data, broker recommendations and price charts. All your salient, up to date decision making information in one easy to assess format.
View a sample Snapshot report here. |
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Questions? Need more information? Ready to get Started?
Call Kevin Matras at:
800.767.3771 x392
or e-mail: kevinm@zacks.com
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Disclaimer: The Zacks Rank performance is the total return of equal weighted simulated portfolios consisting of those stocks with the indicated Zacks Rank net of fees. Results reflect the reinvestment of dividends and other earnings. Simulated results do not represent actual trading and may not reflect the impact that economic and market factors might have had on decision-making if an adviser were actually managing a client's money.
The S&P 500 Index is a well-known, unmanaged index of the prices of 500 large-company common stocks, mainly blue-chip stocks, selected by Standard & Poor's. The S&P 500 Index assumes reinvestment of dividends but does not reflect advisory fees. An investor cannot invest directly in an index.
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