Can Your Screens Be More Profitable?

Kevin Matras
Executive
Vice President

Dear Investor:

Research Wizard users tell us "it's like printing money," but wouldn't you love to discover that for yourself?

Well, I've arranged for you to do just that. Go ahead and take the Zacks Research Wizard for a test-drive free. View its stock picks for today. Adapt its market-beating strategies to screen out your own picks. Create new strategies and backtest them to see how they'd have performed during different market trends.

Point. Click. Profit. It's easy! Please see below . . .

Kevin Matras
Executive Vice-President
Zacks Investment Research

Download Research Wizard 4.0 Free!

Get up-to-the-minute stock picks. Use market-beating strategies or create your own. Explore news, views, charts and data. There's no cost or obligation. Here are eight great things you can do right now.

Screening

"No benchmark stands a chance."
- Maurizio P.

1. Choose from over 650 traits to find "buy" and "sell" stocks.

Just a few of hundreds of criteria.

Use specific data items to screen more than 8,800 stocks down to a handful of powerful winners. Generate an unlimited number of customized items in our 'Calculation Expression' feature.

Only want to see stocks with prices over $5? What’s the highest P/E ratio you’re willing to accept? Ask Research Wizard to pick stocks using virtually any criteria, and you’ll get your answer within seconds. You can retrieve this information going as far back as 12 years! Then, once your screens and reports are created, they can be saved for 'one-click' access next time.

Get your list of stocks instantly

Research Wizard displays results in an easy-to-read format which can quickly be sorted according to your preferences. You can export those results to other applications including Excel.

Now you'll have your own set of customized tools for picking stocks and monitoring your portfolio(s). They’re readily available. And they’re updated daily – automatically.

2. Take advantage of the proven, built-in strategies.

The program also comes loaded with some of our most successful stock-picking strategies. For example, since 2000 while the S&P 500 averaged +7.0% per year, we saw results like these: Small-Cap Growth +44.9%, Filtered Zacks Rank5 +48.4%, and Big Money Zacks +55.2%.

Research Wizard comes with over a dozen strategies that have performed in both up and down markets! You may have read about some of these in our "Screen of the Week" articles on Zacks.com.

Learn Zacks’ most prized secrets for finding winners by downloading Research Wizard and this free Zacks report: Top 10 Stock Screening Strategies.

3. Scan for the best stocks with EZ SCREEN.

Powerful screens in just a few clicks

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 stock-picking criteria. Just point and click – the winners will pop up! You can then save your favorite screens to use again and again.

Try it Now For Free!

Backtesting

"Fantastic product."
- Marco G., Addison, TX

4. Evaluate your stock-picking strategies.

Pick the screen you want to test...

..and see which stocks it
would have picked, and
how those stocks performed!

With Research Wizard, you can backtest to find out how effective your strategy is . . . BEFORE you place your next trade. You’ll actually see how the strategy did when the market was bullish, bearish, or chopping around like today.

You can also compare your strategy against the S&P 500, Dow Jones, or Nasdaq. See the number of stocks traded, the returns, and the win percentage of various holding periods in different historic times.

All this is not only summarized but graphed. So you can judge performance at a glance.

Our users also love the fact that they can export this data to Excel.

You can also peek at all the stocks that your strategy would have been picked in every period. WOW!

Try it Now For Free!

Special Reports

"I continue to beat (larger firms) every quarter and every year."- Jonathan S., Chicago, IL

5. Monitor your stocks with Hot Maps and Scatter Plots.

Your stocks' attractiveness at a glance

Now you can keep an eye on your investments at a glance. With Hot Map charts, stocks are ranked as colors (shades of green for the best to shades of red for the worst). That way, you’ll quickly spot the best and worst companies without an extra second of guesswork.

There's also a Scatter Plot that allows you to plot the linear regression of your selected variables.

See variables' linear regression

6. Be alerted so you can act fast.

Research has proven that stock prices move before, during and after significant events. Stock prices may respond almost immediately, and they’re often affected up to 90 days afterward.

With just a few clicks of your mouse, you can easily check up on all of your stocks – and keep pace with fast-moving events that drive stock prices up or down.

Get the full picture on your stock

7. Size up companies with Zacks Snapshots

Need to quickly see the full picture? Click on a single-company Snapshot Report in Research Wizard. You’ll find a company description, actual and estimated EPS, company vs. industry ratings, fundamental data, broker recommendations, and price charts.

It’s all right in front of you – and, even better, it’s up to date.

8. Probe deeper with expanded Company Reports.

You can also delve into the expanded company reports that will be displayed in your browser. So you can profit from Fundamental Data Reports and Tables, Business Description and Management Discussion Reports, Insider Trading Data, Income Statements, Balance Sheets, Cash Flow Tables, Brokerage Research Reports and Abstracts, and more.

You can even view actual Statements or “Standardized” Reports.

Screen. Backtest. Explore. Research Wizard is professional strength, yet oh-so-simple to use!

¹ The results listed above are not (or may not be) representative of the performance of all selections made by Zacks Investment Research's newsletter editors and may represent the partial close of a position.

This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company names represented herein are trademarks of Nasdaq, Inc.; Dow Jones & Company; and Forbes Media, LLC. Front cover source: Shutterstock

All stock images represented herein are commercially licensed from Shutterstock.com

Zacks.com provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms of Service". www.zacks.com/terms_of_service

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research is not a licensed securities dealer, broker or U.S. investment adviser or investment bank.

The Zacks #1 Rank Performance covers the period beginning on January 1, 1988 through October 7, 2024. The performance is the equal weighted performance of a hypothetical portfolio consisting of stocks with a Zacks Rank of #1 that was rebalanced monthly from January 1988 through December 2013 and weekly from 12/31/13 through Monday's open on October 7, 2024. For each stock with a Zacks Rank #1 at the beginning of the month, the total return during the month was calculated as the % change in the price of the stock from the closing price of the prior month to the closing price of the current month plus any dividends received during the month. The monthly individual stock returns were then averaged to determine the portfolio return for the month. For each stock with a Zacks Rank #1 at the beginning of the week, the total return during the week was calculated as the % change in the price of the stock from the opening price for the week to the opening price of the next week plus any dividends received during the week. The weekly individual stock returns were then averaged to determine the portfolio return for the week. If no month-end price or week end open price was available for a stock, it was not included in the portfolio return for the month or the week. The monthly and weekly returns were compounded to arrive at the annual returns. The annualized return is the annual return that, had it been achieved in each year or portion of a year, would have compounded to create the total return over the full time period. These returns are based on the list of Zacks Rank #1 Stocks that was available to clients of Zacks as of the beginning of the month, when returns were calculated monthly, or as of the beginning of the week when returns were calculated weekly. These returns are higher than the returns an investor could achieve investing real money in a portfolio of Zacks Rank #1 stocks because the returns of the hypothetical Zacks Rank #1 portfolio exclude a number of costs, including commissions incurred for trading, the average bid ask spread, the price impact of the trading and, prior to 2013, in those months when the end of the month fell on Friday, Saturday or Sunday, the overnight return from the month end close to the open on the next trading day. The S&P 500 is an unmanaged index. Visit www.zacks.com/performance_disclosure for information about the performance numbers displayed above.