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Equity Research Products: • Internet-Integrated • PC-Based • Web-Based Equity Analysis Data: • Current • Historical Data Delivery Options: • Dial-Up • CD-ROM • FTP/Internet • Internet Subscription Info

Internet-Integrated Applications What are ZACKS® Internet-Based Applications? What are the ZACKS system requirements? How many stocks are covered by ZACKS and how many data screening items are available? Can I compare a specific stock to its industry group? To the S&P 500? To the Dow Jones Industrial average? How often is the data updated? How do I get Client/Technical Support? How would I find out about ZACKS software updates? Where do I find the description of ZACKS data? Does the software include sample screens, charts and reports? PC-Based Applications What are Zacks PC-Based Applications? What are ZRS system requirements?   Internet-Integrated Applications What are ZACKS® Internet-Based Applications ? ZACKS Equity Research System is a unique suite of web-integrated modules that enhance your investment process and improve your performance. ZACKS system includes: Research Wizard Integrated Company Analysis Zacks Link back to top What are the ZACKS system requirements? To use ZACKS, you need: PC with 200 megahertz (MHz) or higher processor Microsoft Windows® 95/98/ME/2000 or Microsoft Windows NT® 4.0 Service Pack 3 or later 64 MB of RAM 50 MB of available disk space Windows compatible mouse VGA or SVGA graphics card compatible with Windows 28,800 or higher-baud modem recommended Microsoft® Excel 7.0 - for Zacks Link Netscape Navigator version 4.0 or higher, or Microsoft Internet Explorer version 4.0 or higher browser (if you are using AOL, you should sign on AOL first, and then use the software) Preferred Configuration 64 MB of RAM for Windows 95/98/ME, or 128 MB of RAM for Windows NT/2000 Office 97 Full-time Internet access with at least 28.8 Kbps speed connection, T1 preferred. NOTE: The ZACKS system recommended Display Settings are: Desktop Area 1024 by 768 pixels, Font Size: Small Fonts. All company and/or product names are registered trademarks of their respective owners. back to top How many stocks are covered by ZACKS and how many data screening items are available? Approximately 6,500 U.S. and Canadian stocks and ADR's are represented in the databases. The number will fluctuate within a few stocks in either direction as brokerage analyst coverage increase or decreases. There are over 600 data items available for screening. In addition, Research Wizard allows you to create your own items for screens and reports. back to top Can I compare a specific stock to its industry group? To the S&P 500? To the Dow Jones Industrial average? Yes, Yes and Yes. Integrated Company Analysis's Price Action charts are specifically designed to show the stock price performance versus various indexes and ICA's Peer Analysis reports will compare a company's fundamental data to companies in the same industry or your custom peer group. The Research Wizard reports also include this data. back to top How often is the data updated? Depending on your subscription level, you can have access to the intraday prices and surprises and daily or weekly market updates. Our historical data is updated on monthly basis. back to top How do I get Client/Technical Support? Visit our Product Support page. back to top How would I find out about ZACKS software updates? Visit our PRODUCT UPDATE page. back to top Where do I find the description of ZACKS data? We offer several current market and historical databases. You can download Zacks Database Appendix (PDF format) to learn more. Back to top Does the software include sample screens, charts and reports? Yes, the software includes sample screens, charts, and reports. ICA includes sample Price Action chart definitions. To view the chart definitions: Click the Price Action button on the ICA Components Access toolbar. From the Chart menu select the Chart Settings command. The list of Current Settings will be shown. Click on a Chart Definition name to display it. To view Research Wizard sample screens: From the Screen menu, select the Open Screen Definition command. The Screen Definition dialog box will appear. Select a screen (files with the extension *.und, usually located in the \zir\inputs folder) and click Open. The Screening Criteria and Report Definition tables will fill up with data. To view Research Wizard sample reports: From the Report menu, select the Open Report Definition command. The Report Definition dialog box will appear. Select a report (files with the extension *.rpd, usually located in the \zir\inputs folder) and click Open. The Report Definition table will fill up. To view Zacks Link sample reports: From the Zacks menu, select the Zacks Company Reports command. The Zacks Company Reports dialog box will appear. Select a report from the list. Back to top PC-Based Applications What are Zacks PC-Based Applications? Zacks PC-Based Applications are combined into Zacks Research System, a suite of equity research software modules and data. The modules and data can be combined into various packages depending on your needs. ZRS modules are: Zacks Screen is one of the most powerful custom equity screening programs available to professional investors for identifying new buying opportunities. The main purpose of Screen module is to provide users with a method of selecting stocks based upon a self-selected list of requirements. This process can be repeated using unlimited combinations of items, time periods, and conditions until a desired universe is found. DBM-Power is a data management system used to view, create, update and modify custom databases from one or multiple existing databases. It is a great tool for developing large backtesting projects, and for building investment report production systems. The DBM-Power enables you to build the production system required to automatically update your model with split-adjusted data and integrate the model into the daily, weekly, or monthly reporting cycles of your firm. Trading Strategy Evaluator (TSE) is a real-world simulation designed to determine your model's economic viability when subjected to trading costs and limitations. With the Trading Strategy Evaluator you can access your model's economic viability when subjected to real-world trading costs and limitations; perform sensitivity analysis to show how your model stands up to incensed commissions, slippage, and other costs; test the effects of timing strategies and cash positions on your equity selection model, compare the stocks selected by you model to the performance of the stocks you actually held during the test period. Zacks Alert Reports provide you with the ability to monitor significant events that can impact the future prices of stocks in your portfolio - significant estimate revisions, recommendation changes and EPS surprises. Alert Reports give you the timely notice of the changes in key financial criteria so you can take the appropriate action. In addition, you can run these reports to generate new investment opportunities. Zacks Link is an interactive, menu-based system that enables users to produce customized charts/research reports using prices, estimate and fundamental data in Zacks Research System. Data is accessed with the Dynamic Data Exchange system using a highly flexible, simple and logical command structure. Just enter a data request directly into a cell or range of cells in the spreadsheet. Zacks Link does the rest. Automatically. When your ZRS databases are updated, all data and all formulas are recalculated using the current data so your reports always show the most up to date information. Rank Analysis is an application designed to test your model's components both individually and in combination to determine their effectiveness. With the Rank Analysis you can examine the correlation between variables and eliminate items that are not contributing to your analysis. It will also aid you in evaluating the performance of vendor models independently and when combined with your current criteria. The reports can be exported to other applications for further analysis. Portfolio Analytics allows you compare the performance and financial characteristics of the stock in client portfolios to customized benchmarks or model portfolios. It provides style analysis, normal performance measurement, and diversification vs. benchmarks analysis. Integrated Company Analysis is the best tool for examining stocks using customized charts, graphs, and reports. Back to top What are ZRS system requirements? PC with a 200 megahertz (MHz) or higher processor Microsoft Windows® 95/98/ME/2000 or Microsoft Windows NT® 4.0 Service Pack 3 or later 64 MB of RAM 400 MB of free available disk space (700 MP optimal) Windows compatible mouse CD-ROM VGA or SVGA graphics card compatible with Windows Some modules require Microsoft Excel® Internet/FTP/modem connections for some databases downloads and updates. Back to top

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