The Portfolio Analysis feature, as part of Zacks Elite, lets you track your personal portfolios, and Zacks model portfolios. Monitor holdings, gain insight from Zacks analysis, measure performance, and get up to date news for each position. Drill into the investment merits for each, compare them to their peers and industry, and make more informed decisions.
The Quote Monitor feature provides an easy way to create watchlists of different security types, including stocks, ETFs, mutual funds, indices, economic data and more. Fully customizable, you can quickly add and/or delete tickers, and hide, collapse and reorganize your watchlist views based on your preferences. You can create unlimited watchlists with up to 100 securities in each.
Each portfolio and watchlist displays critical information, including the Zacks Rank, Style Scores, in-depth analyst reports, snapshot reports, quant models, fundamental data and financials, upcoming events, and more.
Additionally, you can add alerts that will send you an email when a holding in any of your portfolios or watchlists satisfies a criteria you select. You can create a wide range of alerts based on more than 500 data items such as price changes, EPS surprises, changes in the Zacks Rank and much more. Never miss out on important information changes again.
Type in a ticker, or click on a ticker in a portfolio or watchlist, and all of Zacks Elite's professional research is now at your fingertips.
Choose from the Overview tab, which gives a company description, it's price history and return percentages, sales, earnings, broker recommendations, Zacks Rank, Zacks Style Scores and more.
Dig deeper into the Key Stats tab and access more than 100 different data items, and chart them for clear data visualization.
The Peers tab lets you compare your stock to its closest peers on literally hundreds of different fundamental data items. All presented in a graphical format to visually see which stocks in a group are the best.
Go to the Company vs. Sector/Industry tab and see how your stock stacks up to the group that it's in. And click on the Outlook tab to get an in-depth write-up on the industry itself.
Or click on the Detailed Financials tab and do a deep dive into a company's income statement and balance sheet. And not just for this year, but for the last 10 or 20 years or more.
The same research professionals use to make their decisions, is now available to you in an easy to access format.
Chart your price data along with an array of fundamental, technical and economic overlays. This visual representation enables investors to more easily identify common and rare price patterns, discover relationships between price and various data points, and see the effects it's had on the security in the past in order to help map out its forward trajectory, so you can make better-informed trades.
Select Fundamental Charts and see how your stock is performing in comparison to the fundamental data item(s) of your choosing. Or overlay economic indicators and see the relationship between them.
Click the Performance Charts to see how your holding is performing to another stock of your choosing, it's sector or industry, index, or other benchmark, and more.
View the Technical Charts to access key technical indicators including Moving Averages, Bollinger Bands, Stochastics, and Rate of Change to name a few.
Or quickly and easily build your own. The charting features available allow for saving chart templates, including your own performance, fundamental and technical charts; a simple process to add/remove tickers, automated loading of Watchlist tickers, plotting multiple metrics and many other options.
You can also access a Fundamental Surprise chart and Non-Financial Metrics Surprise chart while researching an individual stock.
And you can export your chart as a PNG or PDF file for easy reference offline.
Being able to see and visualize data helps bring greater insight and understanding to the information being viewed and can lead to greater returns.
Our table builder is an effective tool you can use to compare stocks, ETFs or mutual funds. Bring in tickers from your watchlist or screen using up to 25 metrics of your choice to create an easy-to-analyze spreadsheet. You can also easily prepare "comp sheets" for various holdings with the spreadsheet functionality within Zacks Elite.
The Table Builder and Quote Monitor are directly connected. Meaning any watchlist you have within Quote Monitor can be accessed from the "Display Tickers From" pulldown menu to begin building a new table for stocks, ETFs or mutual funds.
Fully customizable, you can use the "Add Metric" under the "Options" pulldown menu to select financial metrics specific to each Category from the database to compare.
Your stock-picking results are displayed in an easy-to-read format which can quickly and easily be reorganized according to your preferences. All of your saved tables can be accessed in the Table Builder Library. And, you can export your results to other applications such as Excel.
The News and Events tab as part of Zacks Elite provides information that enables investors to stay on top of earnings reports, economic events and news.
Event Calendar covers earnings reports of companies. You can display a ticker list created in the Quote Monitor or search by an individual ticker. You can search by month, week or day.
Economic Calendar covers economic events such as Federal Funds Rate, Crude Inventories, Retail Sales, Unemployment Rates, and more. You can adjust the Calendar by month, week or day.
News covers top news about stocks, ETFs and mutual funds. You can select individual news providers and sort by time, symbol, wire and headline.
Surprise Activity provides a guidance table with earnings related financial metrics of companies that report their earnings.
For your convenience, you can merge Economic and Earnings Event Calendars with Outlook or other calendars with iCalendar file integration, giving you quick access to earnings related metrics to help you trade and invest smarter.
Try our Zacks Elite cloud-based solution for two weeks absolutely free. No credit card required and no obligation whatsoever.