The Portfolio Analysis feature as part of Zacks Elite lets you track your personal portfolios, and Zacks model portfolios, as well as gain insight into Zacks analysis, performance, and news for each holding. 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, and even economic data.
Perhaps even more important, 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 surprise, changes in the Zacks Rank, when a stock enters or exists a model portfolio, and much more.
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. At a glance, see 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 and access more than 100 different data items, and chart them to visually see how they have changed over time. Access detailed financials 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.
Compare your securities to their closest peers on literally hundreds of different fundamental data items and see which is the best. Compare it to its Sector and/or Industry to see how your stock stacks up to the group that it's in. And access an in-depth write-up on the industry itself.
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 trade better.
The charting features available within Zacks Elite allow for saving chart templates, including Performance, Fundamental and Technical charts, automated loading of Portfolio and Watchlist tickers, plotting multiple metrics, and many other options.
You can also access Fundamental Surprise charts and Non-Financial Metrics Surprise charts while researching an individual stock. 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. Fully customizable, you can update, edit and create new tables quickly and easily.
Your stock-picking results are displayed in an easy-to-read format which can 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 feature provides information that enables investors to stay on top of earnings reports, economic events, and news.
The Event Calendar covers earnings reports and other events of companies. Type in a ticker or search for events in your portfolio or watchlist. Search for current, upcoming, or even past events by month, week or day.
The Economic Calendar covers economic events, reports, and updates on items such as the Federal Funds Rate, Crude Inventories, Retail Sales, Unemployment Rates, and more.
And the News section covers top news about stocks, ETFs and mutual funds. Scan all the news from all of the providers or select individual news providers and sort by time, symbol, wire and headline. Knowledge is power. And staying informed can help you trade and invest smarter.