Overview of Research Wizard Screening Process

The Research Wizard screening capabilities provide a powerful tool for examining the fundamental characteristics of your current holdings or searching for potential valuable additions to your portfolio. With the Research Wizard you can perform interactive screening to analyze market distribution and find companies that can serve as potential candidates for investments.

The Research Wizard also allows you to explore the Zacks databases of over 6,500 stocks, using over 600 pre-defined items or an unlimited number of your own custom calculations.

Once your criteria have been specified, you can save them for the future use with the updated data, or run a series of backtest to see how these strategies have performed in the past.


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