Zacks Advisor Tools - Zacks Advisor Tools

<!DOCTYPE html> <html lang="en" ng-app="ZRSApp"> <head> <meta charset="utf-8" /> <link rel="canonical" href="https://advisortools.zacks.com/" /> <title>Zacks Advisor Tools - Zacks Advisor Tools</title> <link href="/favicon.ico" rel="shortcut icon" type="image/x-icon" /> <link rel="apple-touch-icon" sizes="180x180" href="/apple-touch-icon.png"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <link href="/Content/css?v=O7QvmkgSiJ1P4xTiYbGj8W5Ww2bMTxJa198s_YdUSfI1" rel="stylesheet"/> <link href="/Content/jquery/css?v=GMNVbgM5zWEvq5jr0SCzciz7BYFZqkPI8WxK3XhX0Hw1" rel="stylesheet"/> <script src="/bundles/jquery?v=YJxUx4m3wWUVgKWP8DN8AeyDFsAJKEhvJMn9KalISww1"></script> <script src="/bundles/bootstrap?v=E8awaE2Ok2dLbObLEMNDxqMir18hXUPbaglLmYpg3og1"></script> <link rel="stylesheet" type="text/css" href="/Content/zat_marketing_.css"> <link href="https://fonts.googleapis.com/css?family=Droid+Sans" rel="stylesheet">  <script async src="https://www.googletagmanager.com/gtag/js?id=G-DGWE6EPPQS"></script> <script>window.dataLayer = window.dataLayer || []; function gtag() { dataLayer.push(arguments); } gtag('js', new Date()); gtag('config', 'G-DGWE6EPPQS');</script> </head> <body> <nav class="navbar navbar-default navbar-static-top"> <div class="container"> <div class="navbar-header"> <a class="skip-main" href="#main">Skip to main content</a> <a class="navbar-brand" id="homePageUrl" href="/"><img src="/Images/zacks-advisor-tools-logo.png" alt="Zacks Advisor Tools" title="Zacks Advisor Tools" /></a> </div> <div class="collapse navbar-collapse"> <ul class="nav navbar-nav navbar-right"> <li class="active"> <a href="/">Home</a> </li> <li class="dropdown "> <a href="/Tools" class="dropdown-toggle" data-toggle="dropdown" data-hover="dropdown" data-delay="100">Tools <span class="caret"></span></a> <ul class="dropdown-menu"> <li><a href="/TableBuilder/Equity">Stock Table Builder</a></li> <li><a href="/TableBuilder/ETF">ETF Table Builder</a></li> <li><a href="/TableBuilder/MF">Mutual Fund Table Builder</a></li> </ul> </li> <li class=""> <a href="/About">About</a> </li> <li class=""> <a href="/ContactUs">Contact Us</a> </li> <li class=""> <a href="/Account/Login">Log In</a> </li> </ul> </div> </div> </nav>   <header> <div class="jumbotron-home"> <div class="container"> <div class="row"> <div class="col-xs-12 col-lg-8 col-lg-offset-2"> <h1 id="main" class="text-center green">Renowned Zacks Research Optimized for Advisors</h1> </div> </div> </div> <div class="container "> <div class="row " style="display:flex; align-content: flex-end; justify-content: space-between;"> <div class="col-md-3 col-sm-6 text-center intro-icon col-xs-12"> <img src="/Images/charting.png" width="111" alt="Charting, screening, Excel Reporting"/ style="padding-bottom: 40px;" > <p>Charting, screening, Excel Reporting</p> </div> <div class="col-md-3 col-sm-6 text-center intro-icon col-xs-12"> <img src="/Images/quantitative_analysis.png" width="160" alt="Quantitative Analysis Tools"/ style="padding-bottom: 40px;"> <p>Quantitative Analysis Tools</p> </div> <div class="col-md-3 col-sm-6 text-center intro-icon col-xs-12"> <img src="/Images/quantitative_equity.png" width="111" alt="Quantitative Equity Research Reports"/ style="padding-bottom: 40px;"> <p>Quantitative Equity Research Reports</p> </div> <div class="col-md-3 col-sm-6 text-center intro-icon col-xs-12"> <img src="/Images/mutual_fund.png" width="111" alt="Mutual Fund Rankings and ETF Performance"/ style="padding-bottom: 40px;"> <p>Mutual Fund and ETF Rankings</p> </div> </div> <div class="row" style="display:flex; align-content: flex-end; justify-content: center ; flex-wrap: wrap; "> <div class="col-md-4 col-sm-12"> <button><a href="https://go.zackspro.com/l/492661/2019-10-04/3tc99n?utm_source=ZPSMC&utm_medium=website&utm_content=AdvisorToolsCom">Schedule a Demo</a></button> </div> <div class="col-md-3 col-sm-12"> <a href="/Account/Login" style="text-decoration: none !important;"><button2>Log In</button2></a> </div> </div> </div> </div> </header>   <main> <div class="affordable"> <div class="container "> <div class="row" style="display:flex; justify-content: space-between; flex-wrap: wrap;"> <div class="col-md-5 col-sm-12"> <h3 style="color:#19953f;">An Affordable, Totally Cloud‑Based Solution</h3> <p><strong>No install necessary.</strong> One of the easiest ways for investment managers to apply the 30 years of data and stock research for which Zacks is known.</p> </div> <div class="col-md-6 col-sm-8 col-xs-12 text-center"> <img src="/Images/Laptop.png" width="505" alt="Mutual Fund Rankings and ETF Performance" /> </div> </div> </div> </div>  <div id="quotes"> <div class="container"> <div class="row"> <div class="col-md-4 col-sm-4 col-lg-offset-1 col-md-offset-1 col-sm-offset-1 col-xs-12"> <div class="blockquote"> <p>The client service and technical support that Zacks provides is second to none in the industry.</p> <p style="text-align: right; font-size:18px; color:#787878; line-height:16px;"> Brian H. CFA<br /> <span style="font-size:14px;"> Sturdivant & Co. <br /> $50 Million AUM </span> </p> </div> </div> <div class="col-md-4 col-sm-4 col-lg-offset-2 col-md-offset-2 col-sm-offset-2 col-xs-12"> <div class="blockquote"> <p>As an equity analyst and portfolio manager, ZRS is my first stop for quickly evaluating a company’s financial strength, earnings revision/growth rate trends, and long-term valuation metrics.</p> <p style="text-align: right; font-size:18px; color:#787878; line-height:16px;"> Adam S.<br /> <span style="font-size:14px;"> Jacobs & Company<br /> $500 Million+ AUM </span> </p> </div> </div> </div> </div> </div> <div class="wood"> <div class="container"> <div class="row"> <div class="col-xs-12"> <h2 class="green">Tools That Boost Your Win Rate</h2> <div class="columns-1"> <div class="table-header"> <img src="/Images/analysis.jpg" width="329" height="220" alt="Quantitative Analysis" /> </div> <h3 class="green">Quantitative Analysis</h3> <p>Love numbers? Create and analyze equity selection models and adjust criteria to match anticipated economic conditions.</p> </div> <div class="columns-2"> <div class="table-header"> <img src="/Images/data.jpg" width="329" height="220" alt="Data Visualization" /> </div> <h3 class="green">Data Visualization</h3> <p>Spot trends and relationships easily by creating charts that allow you to analyze stocks, mutual funds, ETFs, economic data and much more.</p> </div> <div class="columns-lg"> <div class="table-header"> <img src="/Images/research.jpg" width="329" height="220" alt="Qualitative Research" /> </div> <h3 class="green">Qualitative Research</h3> <p>Save hours of research time with reports that consolidate hundreds of analyst appraisals. Use our model portfolios that rank 1000s of stocks to identify the best performers.</p> </div> </div> </div> </div> </div> <div class="container"> <div class="adons-top"> <div class="row"> <h2 class="green">Add-Ons For Even Power</h2> <div class="col-lg-offset-1 col-lg-4 col-md-4 col-md-offset-1 pull-left col-xs-12 text-center "> <div class="addon-logo"> <a href="https://go.zackspro.com/l/492661/2020-01-27/3vl913?utm_source=ZPSMC&utm_medium=website&utm_content=AdvisorToolsCom"><img src="/Images/excel.png" alt="Zacks Excel Link" style="max-width: 100%; width: 293px; height: auto;" /></a> </div> </div> <div class="col-md-6 col-xs-12"> <div class="addon-text"> <h3 style="color:#000; font-weight:600;">Zacks Excel Link</h3> <p>Seamless integration with Excel allows you to populate models with data from more than 20,000 stocks, mutual funds, ETFs and economic indicators. Easily tap years of company financial and performance data just by entering a ticker. Bring proprietary Zacks scores and ranks into your models and access predefined templates in the Excel environment.</p> </div> </div> </div> </div> </div>  <div class="container"> <div class="adons-top"> <div class="row"> <div class="col-md-10 col-md-offset-1 pull-left col-xs-12 text-center border-bot"> </div> </div> </div> </div>  <div class="container"> <div class="adons-bottom"> <div class="row"> <div class="col-lg-4 col-lg-pull-1 col-md-4 col-md-pull-1 col-xs-12 pull-right text-center"> <div class="addon-logo"> <a href="/Screener"><img src="/Images/advisor.png" alt="Zacks Screener and Backtester" style="max-width: 100%; width: 230px; height: auto;" /></a> </div> </div> <div class="col-lg-offset-1 col-lg-5 col-md-6 col-md-offset-1 col-xs-12"> <div class="addon-text"> <h3 style="color:#000; font-weight:600;">Zacks Advisor Screener and Backtester</h3> <p>Our institutional grade screener lets filter more than 8,800 stocks using proven, pre-loaded strategies designed to spot best performing stocks. Design your own screens using thousands of default options or with user defined data. Then use our backtester to evaluate the performance of your strategies as far back as 2000, and see how well they work BEFORE you start trading.</p> </div> </div> </div> </div> </div> <div class="free-trial-about"> <div class="container "> <div class="row"> <div class="col-lg-10 col-md-offset-1"> <h2 style="color:#19953f;">Stay <strong>Ahead</strong> of the Market with Advisor Tools.</h2> </div> <div class="col-md-5 col-sm-7 col-xs-12 col-md-offset-1"> <p>See for yourself how our web-based terminal experience provides the analysis and insight you need—and go beyond with our future-focused tools for stock picking, screening, and charting, including the predictive power of the Zacks Rank. </p> </div> <div class="col-md-4 col-sm-5 col-xs-12 pull-left"> <button><a href="https://go.zackspro.com/l/492661/2019-10-04/3tc99n?utm_source=ZPSMC&utm_medium=website&utm_content=AdvisorToolsCom">Schedule a Demo</a></button> </div> </div> </div> </div> </main> <footer> <div class="copyright"> <div class="container "> <div class="row"> <div class="col-xs-12"> <p class="fineprint white"> © 2025 Zacks Professional Services  |  <a class="footer_links white" href="/PrivacyPolicy">Privacy Policy</a>  |  <a class="footer_links white" href="/PrivacyPolicy#TermsOfService">Terms of Service</a>  |  <a class="footer_links white" href="/WatchlistMonitor">Watchlist Monitor</a>  |  <a class="footer_links white" href="/TableBuilder/Equity">Stock Table Builder</a>  |  <a class="footer_links white" href="/TableBuilder/ETF">ETF Table Builder</a>  |  <a class="footer_links white" href="/TableBuilder/MF">Mutual Fund Table Builder</a> </p> </div> </div> </div> </div> <div class="disclaimer"> <div class="container "> <div class="row"> <div class="col-xs-12"> <p>* Investars Top 5 ranking for quantitative firms and major fundamental firms/buy Index for entire coverage universe 1/1/10-12/31/2015. Investars evaluates investment research firms to help investors measure the value of the firms’ research through a robust set of analytic performance measurement tools. Past performance is no guarantee of future results.</p> </div> </div> </div> </div> </footer>  <script type="text/javascript"> piAId = '493661'; piCId = '18692'; piHostname = 'pi.pardot.com'; (function () { function async_load() { var s = document.createElement('script'); s.type = 'text/javascript'; s.src = ('https:' == document.location.protocol ? 'https://pi' : 'http://cdn') + '.pardot.com/pd.js'; var c = document.getElementsByTagName('script')[0]; c.parentNode.insertBefore(s, c); } if (window.attachEvent) { window.attachEvent('onload', async_load); } else { window.addEventListener('load', async_load, false); } })(); </script> <script type="text/javascript" src="/_Incapsula_Resource?SWJIYLWA=719d34d31c8e3a6e6fffd425f7e032f3&ns=1&cb=1204432320" async></script></body> </html>

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Zacks Advisor Tools - Zacks Advisor Tools