Learn more with our
FREE Overview Guide
This in-depth guide walks you through the key ZRS features and how to use them to enhance your process.
01:13 Getting Started
12:34 Events
18:50 Quote Monitor
24:39 ZRS Fundamental Charting
48:14 Zacks Valuation Model
59:54 Estimates
1:08:26 Research
1:18:51 Financials
1:24:19 Export Charts to Excel & Screenshots
1:26:34 Pitchbooks
1:31:01 Screening
1:48:36 Excel Link
2:00:13 Backtesting
2:09:09 ZRS Search Function, Data & Product Manuals
00:14 Introduction to ZPM
04:30 Pitchbooks
06:23 Selecting Accounts, Benchmarks, and Time Period
09:00 Report Builder, Snapshot Reporting
16:03 Disaggregating ETF’s and Mutual Funds
16:50 Characteristic Comparison Report
17:30 Performance Measurement Report
19:35 Performance Attribution Report
29:00 How to Access Support
Basic Screening
00:57 Introduction to Screening
07:40 Screening on Zacks Rank
09:47 Adding Database Items to Report
10:46 Export Output and Sort Columns
11:36 Save Screen and Report Definition
Advanced Screening
13:52 Relative Screening
20:27 Building Calculation Expressions
23:38 Multi Variable Ranking
30:36 Back testing
This in-depth guide walks you through the key ZRS features and how to use them to enhance your process.