Start With Our Profitable Strategies

It couldn’t be easier to start screening with the Research Wizard. The program comes loaded with some of our most successful stock picking strategies. Most of these start with the Zacks Rank, and then use additional criteria to narrow the list down to a handful of the most promising stock.

The Research Wizard comes with dozens of strategies that have performed in both up markets and down markets! You’ve read about some of these in our popular ‘Screen of the Week’ articles. Now you can get them all, already created for you, in the Research Wizard.

To find which pre-built strategy matches your investing style, download the free guide, Top 10 Stock Screening Strategies That Make Money.

Create Your Own Screens

The Research Wizard is easy to use, but it’s not just for beginners. You can use our built in strategies or create you own. Screen with over 650 different fundamental data items on over 8,800 stocks. And create an unlimited number of customized items and calculations in our ‘Calculation Expression’ feature. Virtually anything you want to look for, you can ask the Research Wizard to find and have your answer within seconds. And once your screens and reports are created, they can then be saved for ‘one-click’ access for next time.

Research Wizard displays results in an easy to read format which can quickly and easily be sorted according to your preferences. It can even be exported to other applications such as Excel.

You’ll then have your own set of customized management tools for picking stocks and monitoring your portfolio(s), all readily available and automatically updated daily. View a step-by-step demonstration!

And with a click of a button, you can access our Zacks Company Snapshots, Equity Research Reports and do all of your charting without ever having to leave the program. In fact, every time you run a screen, it automatically creates a ticker list of all of your stocks so you with a simple click of the mouse, you can flip thru all of your stock charts.

Backtesting

See how good your strategies are before you trade

With backtesting, you can know definitively how effec t ive your stock picking strategy is. BEFORE you place your next trad e. The Research Wizard tests your strategy and gives you its historical performance. This report shows a summary of your strategy and compares it against the S&P 500 (or Dow Jones or Nasdaq), showing you the number of stocks traded, its historical returns and what your strategy would have bought and sold in the past. See the winning percentage of your holding periods, its risk to reward, and how your investment strategy performed in both up markets and down markets! And every test automatically shows your strategy’s equity curve (performance chart) so you can quickly and easily see how profitable your screens really are. Click here to see the ‘Backtest Details’ screenshots . (pdf)

If you’re not backtesting, you’re just guessing! View a step-by-step demonstration!

Advanced n Backtesting