Guide to selecting Zacks products that are best-suited for your
equity research needs

Zacks offers you a flexible line of equity research products. If you are just interested in getting data files for use with your existing databases and spreadsheet programs, we can do that. If you want the convenience of an integrated system that includes data and software to analyze it, Zacks offers that too. If you want to do your research using only your browser, Zacks has it too.

• Internet-Integrated Applications
• PC-Based Applications
• Web-Based Applications

Internet-Integrated Applications

Zacks Internet-Integrated equity research system is a suite of investment software that is installed on your PC, but is accessing databases from Zacks servers. You do not need to worry about downloading and updating your data and will not have to be concern with your computer or network drive space. To learn more about these applications, click here.

PC-Based Applications

These products are installed on your PC or LAN, and you are also accessing databases stored on your PC or Network. These products provide the ultimate in customization of your process, allowing you to combine various sources of data into one coherent system. If you select to purchase both the Zacks data and software, we offer several subscription levels so you can select one that will benefit you most. You can choose form the suggested combinations below or talk to your Zacks sales rep for a custom selection. To learn more about these applications, click here.

When you subscribe to Zacks PC-Based applications, you can select from several data delivery options: monthly CD-ROM; daily, weekly or monthly FTP downloads; or you can choose to access all daily, weekly, and monthly databases directly over the Internet with no need to download data.

When discussing your data delivery preferences with your Zacks sales rep, please specify you data delivery requirements, as some data delivery options can be more beneficial to you then other, based upon you specific needs.

For example, you can choose to receive you data via monthly CD-ROM. It will be send to you the first week of a new month, and will contain databases as of the previous month's end.

If you want to update your data more frequently, you can combined the CD-ROM data delivery with the weekly or daily updates using the File Transfer Protocol (FTP). As a backup option, you can also download/update some databases and files using our ZRS DOWNLOAD page.

You monthly CD-ROM has an additional software that will allow you to automate your download process, so you do not have to be in front of your computer to update the data. Once you have specified your day and time download preferences, the update process will be done automatically. Just remember to leave your computer on!

Suggested Data/Software Combinations for PC-Based Applications:

1) Current Market Fundamental and Estimate Data plus Current Market Aggregate Data

This suggested combination will provide you with the database of over 6,300 active companies as well as two aggregate databases. The Zacks Current Market database includes company description, size and share volume information, price and price changes, analyst recommendations and recommendation changes, annual and quarterly consensus estimate data, expected report dates, growth rates, actual EPS, valuation and financial ratios, and Income/Balance Sheet items.

Aggregate databases provide current statistics for over 200 industries and for over 15 sectors that are represented by active companies in Zacks Current Market database. Data provided includes industry description, growth rates, margins, valuation and financial ratios.

Suggested Zacks Software: Zacks Screen, Zacks Alerts, Zacks Link.

Pricing - contact your Zacks sales rep for details.

2) Current Market Fundamental and Estimate Data, Current Market Aggregate Data, plus Current Market Historical and Historical Fundamental Data and Detailed Estimates Data

This suggested combination, in addition to the Set 1 above, will provide you with the Active Companies Historical and Annual and /or Quarterly Historical Fundamental data, Detailed Individual Analyst Current Estimate and Recommendations data, historical daily and or/weekly prices, as well as Historical Economic and Exchange Rates data.

Active Companies Historical Data database has a universe of over 6,300 active companies with 144 months of monthly history for price, volume, growth rates, consensus estimates and estimate revisions, surprises, actual EPS, broker and Zacks ratings and ratio items. Annual Fundamental Data database has a universe of over 6,300 active companies and covers 12 years of annual income statement and balance sheet items and 5 years of cash flow items;10-K data.

Quarterly Fundamental Data database has a universe of over 6,300 active companies and covers 6 years (24 Quarters) of quarterly income statement and balance sheet items;10-Q data.

Daily Prices database has a universe of over 7,400 active companies with the 560 days of daily price and volume data.

Weekly Prices database has a universe of over 7,400 active companies with the 625 weeks of weekly price and volume data.

Historical Economic Indicators database has 1225 years monthly history for various economic data, including: 144 months of data for Treasury Bonds, corporate bonds, municipal bonds and FHA mortgages, 144 months for Prime Rate, Treasury Bill discount, and Federal Funds, 181 months covering indicators and indices such as Consumer Credit, Personal Income, Housing Starts, Capital Utilization, Unemployment Rates, CPI, GRP, GNP and PPI; 181 months money supply data (M1, M2, M3).

Historical Currency Exchange Rates database has 144 months of foreign exchange rates for over 50 major currencies.

Individual Analyst Current Estimate and Recommendations database provides a detailed picture of the current analyst estimates and recommendations for over 5,600 companies from 8,000 analysts at more than 280 brokerage firms. Data includes current and next fiscal quarter estimates, current and next fiscal year estimates, current broker ratings and rating changes, Zacks Rank, and consensus data for estimates and recommendations. Also includes analysts track record and ratings performance.

Suggested Zacks Software: Zacks Screen; Zacks Alerts, Integrated Company Analysis, Portfolio Analytics.

Pricing - contact your Zacks sales rep for details.

3) Current Market Fundamental and Estimate Data, Current Market Aggregate Data, Current Market Historical and Historical Fundamental Data and Detailed Estimates Data, plus Backtesting Databases

This suggested combination in addition to the Set 2 above, will provide you with the Active and Research Companies Data (Backtesting Databases).

Zacks Primary Backtesting database has a universe of over 8,000 companies (roughly 4,000 active and 4,000 research companies) with 15 years of price, volume, growth rates, consensus estimates and estimate revisions, surprises, actual EPS, broker and Zacks ratings and ratio items as well as fundamental items. This database ticker set includes members of the S&P 1500 plus domestic stocks that have had a market capitalization of over $100 million or have been in the top 1000 stocks by market capitalization in any time of the last 20 years.

Zacks Secondary Backtesting database has a universe of over 3,000 different companies (roughly 1,500 active and 1,500 research companies) with 15 years of price, volume, growth rates, consensus estimates and estimate revisions, surprises, actual EPS, broker and Zacks ratings and ratio items as well as fundamental items. This database ticker set includes ADR's. REIT's, closed end investment companies, and secondary class of common stock plus stocks with smaller market capitalization.

We are also offering Standard & Poor's COMPUSTAT® databases per our licensing agreement with them.

Suggested Zacks Software: Zacks Screen, Zacks Alerts, Integrated Company Analysis, Portfolio Analytics, DBM-Power, Trading Strategy Evaluator, Rank Analysis.

Pricing - contact your Zacks sales rep for details.

4) Current Data Files/Historical Data Files

If you are just interested in getting data files, select to learn about our Current or Historical data files.

To learn more about Web ICA, click here.