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Research
Wizard
A
powerful custom equity screening program, ideal for
identifying new buying opportunities.
The Research
WizardTM
is a powerful custom equity screening program, ideal for
identifying new buying
opportunities,
monitoring your
portfolio and backtesting for performance.
The Research Wizard 4.0
combines the best of two worlds: the software that still
resides on your computer and current
and historical
data accessed via Zacks data servers.
As an additional bonus,
you are also given an option to work with our current
market database in the off-line
mode if you choose so.
The Research Wizard 4.0
package also includes Intraday
price and volume data and Intraday EPS
Surprises.
The Research Wizard is
also an automation tool. This automation ability (called
scripting) is a time-saver that allows you to combine
repetitive tasks into one process, similar to macros in
the spreadsheet and word processing programs. Once you
have defined your script, with one click you can then run
a series of screens and reports, an then print or export
the results.
The
Research WizardTM may be used
to:
- Perform interactive
screening to explore market distributions and find
companies for investment consideration.
- Run predefined screens
to generate and update the list of possible new companies
of interest.
- Examine the
fundamental characteristics of current holdings or search
for potential valuable additions to your
portfolio.
- Access preconfigured
multi-company reports, as well as reports you may create
or modify independently.
- Perform user-defined
calculations and screen and report on resulting
values.
- Access preconfigured
reports that alert you to the price-driven events
affecting stocks in your portfolio (i.e. changes in
brokerage analyst EPS estimates, changes in brokerage
firm recommendations, and EPS surprises).
- View your screen's
performance relative to a benchmark over time.
The
Research Wizards' components include:
- Customized
Screening and Portfolio Management
- search
for new investments meeting your criteria; build custom
reports based on your screening results; export reports
to Excel and/or text files.
- EZ
Screen -
The EZ Screen
allows you to screen and generate reports using thirteen
pre-designated items based on six pre-determined
criteria. This gives you a simplified point-and-click
screening/reporting access to the Zacks database. - a
quick way to select companies using 13-pre-selected
screening criteria.
- Alerts
-
preformatted reports monitoring price-impacting events in
your portfolio: daily alerts to EPS surprises, estimate
revisions, changes in broker recommendations and price
changes.
- Zacks
Company SnapshotTM
- A single
company report featuring company description, actual and
estimated EPS, company vs. industry ratings, fundamental
data, broker recommendations and price
charts.
- Internet-Based
Reports
- Research
Wizard provides access to several preformatted single
company reports that include:
- Fundamental Reports
(Income Statement, Balance Sheet, and Cash Flow
tables)
- Return on Equity
Reports
- Risk
Rating/Bankruptcy Reports
- Ratio and Turnover
Rates
- Business
Descriptions Reports
- Management's
Discussion and Analysis Reports
- Full Company
Report
- Zacks Company
Report
- Analyst
Recommendations Report
- Insider Trading
Report
- Zacks
Rank
The Zacks Rank is based
upon a proprietary stock selection model developed by
Zacks Investment Research in 1980. The ranking predicts
which stocks will outperform or underperform the market
averages during the next three months. The 1 to 5 ranking
(1=Best Expected Performance) is updated weekly, and is
derived entirely from a multi-factor model which analyzes
the momentum of analysts' earnings estimate
revisions.
Zacks Rank #1 stocks
have outperformed the S & P 500 in every year since
1980, with the exception of 1984 and 1998. Between 1980
and 1998, the Zacks Ranked #1 stocks provided an average
annual return of 35.1% vs. only 17.4% for the S&P
500.
- Backtesting
With the Research
Wizard you can produce reports showing the performance of
your screens. The Backtest option in the Research Wizard
enables you to select a saved screen definition and to
test it historically. The backtest report also allows you
to view the screen performance relative to a benchmark
over time.
Current Data
Current Market Data
database has a universe of over 6,500 active companies
and 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.
Zacks EPS estimates and
actuals have been and continue to be maintained in
conformance with a proprietary definition of operating
earnings per share before extraordinary and non-recurring
items. Comparison between Zacks estimates and Zacks
actuals is a comparison between definitionally-comparable
numbers.
Historical
Data
With the inception of
Zacks Investment Research in 1978, Zacks history
databases were born. All data is collected and maintained
directly by us. Providing timely current equity
investment information to investors is an ongoing
process. Zacks' databases incorporate critical
fundamental data including earnings estimates, stock
recommendations, and earnings surprises. New increments
of Zacks history are added each day, as we collect,
monitor and maintain the North American equity research
data.
Designed and used by Zacks' own quantitative analysts,
Zacks history databases have several characteristics
which may make it better suited for use in applications
or situations where consistency of definition and
preciseness of dating are relevant
considerations.
Available Historical
Data:
- Annual Fundamental
Data database has a universe of over 6,500 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 6,500 active
companies and covers 6 years (24 Quarters) of quarterly
income statement and balance sheet items;10-Q
data.
- Active Companies
Historical Data database has a universe of over 6,500
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.
- Daily Prices database
has a universe of over 6,500 active companies with the
560 days of daily price and volume data.
- Weekly Prices database
has a universe of over 6,500 active companies with the
625 weeks of weekly price and volume data.
Off-line
mode
As an additional bonus,
you are also given an option to work with our current
market database (only) in the off-line mode if you choose
so. But that means that you will still need to download
current market and Company Description databases to the
c:\zir folder on your PC. If you choose to switch to the
off-line mode after downloading the data, all you will
have to do is to select Local Mode option from the
Research Wizard 4.0 Tools menu.
The Databases Download
Link page, click on the link below:
Intraday
Price Data
RW 4.0 comes with 20
min. delayed quotes database that can be used for
screening and reporting. The data from this database is
also used in one of the Alert Reports.
Intraday
EPS Surprises
When companies report
their earnings, you can view the continuously updated
filings using one of the Alert Reports.
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Internet-Integrated Applications
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Equity Research Products: