ZACKS 2024 Advisor Tools User Guide

: August 15, 2024
: ZACKS

Table of Contents

2024 Advisor Tools
Product Information
Specifications:
Product Usage Instructions:
Getting Started
Watchlist Monitor Setup
Portfolio Analysis Setup
Due Diligence Views
Planners
Charting
Screening Equities, Mutual Funds, and ETFs
Stock, ETF, and Mutual Fund Table Builders
Customer Support

2024 Advisor Tools

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Product Information

Specifications:

Product Name: Advisor Tools 2024
Website: advisortools.zacks.com
Email: support@zackspro.com
Phone: 888-691-0681

Product Usage Instructions:

Getting Started

Start Due Diligence Analysis for Equities, Mutual Funds, and ETF
data by entering a known ticker symbol in the Due Diligence area or
start typing a ticker or name to get matching options from
Intellisense.

Watchlist Monitor Setup

Manually enter ticker symbols to create a new Watchlist.
Batch load ticker symbols to a new Watchlist.
Make changes to an existing Watchlist.
Customize Watchlist Mini Chart.

Portfolio Analysis Setup

Manually enter ticker symbols to create a New Portfolio.
Batch load ticker symbols to a new Portfolio.
Make changes to an existing Portfolio.

Due Diligence Views

Access detailed Equity and Fund views by entering a known ticker
symbol in the Due Diligence area or start typing a ticker or name.
Utilize the Watchlist Monitor feature to view daily performance
data and access vital asset-specific information.

Planners

Overview of Zacks Planners.
Accessing & Using Planners.
Customizing Planners.
Presentation and Reporting with Planners.

Charting

Fundamental Charts.
Performance Charts.
Technical Charts.

Screening Equities, Mutual Funds, and ETFs

Using Zacks Predefined Screening Strategies.
Creating a New Screen.
Editing a Screen.

Stock, ETF, and Mutual Fund Table Builders

Building a Table.
Opening and Saving a Table.
Exporting a Table.

Customer Support

If you encounter any issues or need assistance, contact customer
support at the provided email or phone number.

Frequently Asked Questions (FAQ)

Not finding a feature?

Some of the research resources and tools discussed in this
section may not be available in all versions of Advisor Tools. For
further assistance, please reach out to customer support.

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Quick Start Guide 2024

advisortools.zacks.com

support@zackspro.com

888-691-0681

Table of Contents

Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Search for Equities, Mutual Funds and ETF data

View information about current holdings, indices and economic series

Start idea generation from the Advisor Tools main menu

Equity Select Lists

Equity Model Portfolios

ETF Model Portfolios

Market Strategy Reports

Watchlist Monitor Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Manually enter ticker symbols to a New Watchlist

Batch load ticker symbols to a new Watchlist

Make changes to an existing Watchlist

Customize Watchlist Mini Chart

Portfolio Analysis Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Manually enter ticker symbols to create a New Portfolio

Batch load ticker symbols to a new Portfolio

Make changes to an existing Portfolio

Client/Account Library

Due Diligence Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Zacks Planners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Overview

Accessing & Using Planners

Customizing Planners

Planners: Presentation and Reporting

Charting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Fundamental Charts

Performance Charts

Technical Charts

Screening Equities, Mutual Funds and ETFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Using Zacks Predefined Screening Strategies

Creating a New Screen

Editing a Screen

Stock, ETF and Mutual Fund Table Builders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Building a Table

Opening and Saving a Table

Exporting a Table

Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
Getting Started
Start Due Diligence Analysis for Equities, Mutual Funds and ETF data
Access the detailed Equity and Fund views by entering a known ticker symbol in the Due Diligence area, or start typing a ticker or name and have Intellisense provide a list of matching options.
View information about current holdings, indices and economic series
Utilize the Watchlist Monitor feature to view daily performance data and additional tabs that provide quick access to vital asset-specific information such as research, news and events.

Start idea generation from the Advisor Tools main menu
Stock, ETF and Mutual Fund Idea views include:
» Bull & Bear stocks of the day » Market analysis & outlook » Stock picking strategies & commentary

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
Equity, ETF and Mutual Fund Research
» Multiple report types are available including Detailed Analysts, Quantitative Snapshot & Digest. » Click on the individual icons for Report and
Snapshot to see reports.
» Filter views by clicking on any of the listed
item titles.
» Want more info about the coverage? Click the
get information icon
Not finding a feature?
Some of the research resources and tools discussed in this section are not available in all versions of Advisor Tools.
To unlock these features, contact your Zacks representative or email support@zackspro.com.
Research History: Detailed Research Reports for Equities & Specific Industries
» Enter a ticker in the Ticker(s) input area. Enter
multiple tickers to retrieve research for multiple companies.
» Quick access to the Analyst, Quantitative Snapshot
and Digest Reports. Click the report icons to view the individual reports.
» Refine your search by customizing the Date, Categories, Brokers and/or Industries settings. » To get industry-specific reports, leave the ticker
area blank, select the desired industry from the menu & click Search.

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
Equity Select Lists
Zacks Equity Select Lists serve as a starting point for long-term investors to build their portfolios.
After clicking on a Select List, you can receive more information about that Select List by clicking the get information icon next to the name of the list.
Equity Model Portfolios
Use the Zacks Earnings Certain Portfolios and Focus List to meet individual investment objectives.
After clicking on an Equity Model Portfolio, you can receive more information about the portfolios by clicking the get information icon next to the name of the list.

ETF Model Portfolios
We offer a number of ETF Model Portfolios calibrated to meet the range of risk tolerances.
Note that these options are designed to work as diversified ETF portfolios — not necessarily as a list of individual ETF recommendations. The ETFs in each list were selected based on various factors, including the ETF’s expense ratios and bid-ask spreads, as well as the Zacks ETF Rank which takes into account asset class forecasts.
After clicking on Model Portfolios from the Zacks Research > ETF menu, use the selection tool to select a portfolio to view:

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
After clicking on a specific ETF Model Portfolio, click on the information icon to learn more about our ETF Model Portfolios, and how they can help with asset allocation. Select the Portfolio Changes option to view the latest model change commentary. Select the performance icon to learn more about the performance and risk metrics of our ETF Model Portfolios.

Market, Strategy & Sector/Industry Reports
» ZACKS RESEARCH > MARKET
Economic Outlook (Monthly): The Zacks Investment Committee provides detailed analysis of metrics affecting the U.S. economy.
» ZACKS RESEARCH > STRATEGY
Investing Update and Asset Allocation (Monthly): Zacks Chief Equity Strategist, John Blank, provides forecasts for all major asset classes and our U.S. and global GDP growth outlook.
» ZACKS RESEARCH > STRATEGY
Top-Down Investing Consensus (Quarterly): Summarizes forecasts of many investment strategists for major asset classes and discusses reasoning underlying their outlooks.

» ZACKS RESEARCH > STRATEGY
Global Macro Investing Consensus (Quarterly): Macro consensus forecasts of global commodity prices and foreign exchange rates.
» ZACKS RESEARCH > SECTOR/INDUSTRY
Sector and Market Earning Trends (Weekly): Sheraz Mian, Zacks’ Director of Research, offers earnings estimate revisions, expectations and analysis of US sectors.

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
Watchlist Monitor Setup
The first step to using the Watchlist Monitor is loading your custom tickers for Equities, Funds or Economic data. Watch Video: Using the Watchlist Monitor in Advisor Tools
Manually enter ticker symbols to a New Watchlist
» Click Create a New Watchlist » On the dialog that appears:

Select the type of watchlist being created (Equities, ETF, MF etc.) > Enter a name for the new watchlist. > Enter ticker symbols in the space provided.
Note: You can add/remove tickers at a later time as well.
Batch load ticker symbols to a new Watchlist
» Click Create Watchlist from File » On the dialog that appears:
Download the Import Template in Step 1, complete the required fields
highlighted in yellow and save the Excel file.
Click Choose File and browse to the file you just saved. > After you have selected the file, click Create
Watchlist to load the tickers into Watchlist Monitor.
A new Watchlist will now appear in Advisor Tools
with your entered information.

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
Make changes to an existing Watchlist
The Options menu provides multiple features that allow customization of the existing watchlists.
» Add Ticker: Option to add more tickers to the watchlist. » Edit Data View: Allows customization of the items selected on the Data tab. » Add Chart: Add Charts for Performance, Indices and/or U.S Treasury Yields » Create/Edit Watchlist Alerts: Add alerts for changes in Zacks Rank,
available reports and financial statements, earnings surprises and more.
» Create/Edit Model Portfolios Alerts: Add alerts when stock enters or exits Zacks Equity Model Portfolios,
Zacks Equity Selects Lists and Zacks Thematic Lists. Watch Video: How to Set Up Alerts in Advisor Tools
» Clear all Alerts: Remove all existing alerts. » Hide: Remove the watchlist from view, but not delete
the list permanently.

Hidden watchlists can be restored by selecting
Manage Watchlists and using the hide/show icons
» Rename: Change the name of the watchlist. » Delete: Completely and permanently remove the
watchlist. This cannot be undone.
» Export Research: Batch Export Zacks Analyst and Snapshot reports to PDF files.
Customize Watchlist Mini Chart
» Select the symbol(s) to chart using the checkboxes
next to each symbol.
» Use the Options menu to change display type to
Technical, Performance, or 1 Year % Change.
» Delete will remove the mini chart from current view.

advisortools.zacks.com

Portfolio Monitor Setup
Manually enter, import your holdings or integrate with ByAllAccounts to view holdings, returns, alerts and news for your portfolios.
Watch Video: Using the Portfolio Monitor in Advisor Tools
Manually enter ticker symbols to create a New Portfolio
» Click Create a New Portfolio » On the view that appears:

Select the type of portfolio being created (Client Portfolios (Ticker, Shares), Your
Model Portfolios (Ticker, %), Proposed Client Portfolios or Groups)
Enter a portfolio & client name. > Enter ticker symbols using the search option
or select tickers from other portfolios using the Select Holding from a Portfolio option.
Note: You can add/remove tickers at a later time as well.
Batch load ticker symbols to a new Portfolio
Watch Video: Onboard New Client Portfolios in Advisor Tools
» Click Load from File » On the dialog that appears:
Download one of the Import Templates in Step
1, complete the required fields highlighted in yellow and save the Excel file.
Click Browse and browse to the file you just
saved.
After you have selected the file, click Create Portfolio to load the tickers into
Portfolio Monitor.
A new Portfolio will now appear in Advisor Tools with your entered information.

advisortools.zacks.com

Make changes to an existing Portfolio
The Options menu provides multiple features that allow customization of the existing portfolios.
» Add Ticker: Option to add more tickers to the portfolio. » Create/Edit Alerts: Add alerts for changes in Zacks Model Portfolios, Zacks
Rank, earnings surprises and more.
» Add Actual Returns: Import actually return data using the provided
template and upload feature.
» Rename: Change the name of the portfolio. » Assign Portfolio: Option to assign a client name to each portfolio. » Delete: Completely and permanently remove the portfolio. This cannot be
undone.
» Compare: Option to compare the current portfolio to another portfolio or model.

Client/Account Library
The Client/Account Library provides easy access clients and accounts aggregated in ByAllAccounts, in addition to Portfolios created manually in Advisor Tools.

There are several ways to view Portfolios in ZAT using the Client/ Account Library: 1. BAA Client Portfolios: These are ByAllAccounts clients. Each
client contains all accounts that you assigned to the client in the ByAllAccounts Console

2. Client Portfolios (Ticker, Shares): These are manually loaded individual accounts that include shares held information. These accounts may or may not be assigned to clients
3. Groups: These are groups of either ByAllAccounts accounts or clients that are grouped together in the Advisor Tools website

NOTE: For detailed information about setting up ByAllAccounts refer to the manual provided under the Zacks Advisor Tools > Support > Manuals menu.

4. Your Model Portfolios (Ticker %): These are manually created Model Portfolios with custom assigned weights.

advisortools.zacks.com

» Overview: The view contains the following information and more:

Detailed Price data include current

Dividend, Sales & Earnings data

quote, volume, price targets & return data

Zacks Ranking & Score data: Sector
Rank, Zacks Rank, Style Score,

Growth & Valuation Statistics > Key Ratio data > Price & Earnings Chart

Insider Rank and more…

» Key Stats: Many of the most popular metrics for quickly analyzing Zacks model scores, company
data, financial statements and ratios. Categories include:

Valuation Ratios

Dividend & Shares

Liquidity and Solvency

Advanced Metrics

Management Effectiveness

Price Performance

Consensus Price Targets

Margins

Income Statement

Consensus Estimates

Balance Sheet

Employee Count Metrics

Cash Flow Statement

Zacks Alpha Scores

Quick Charting ability is available for many of the Key Stat metrics, just click on the hyperlinked
items or small charts to view chart of selected item.

advisortools.zacks.com

Select Export to Excel from the options menu
to send all Key Stats to an Excel workbook for further analysis.
» Charting: Fundamental Chart & Performance Chart:: Create, edit and save
customized charts.
» Style Scorecard: Access Scorecard and research information with peer comparisons. » Estimates: Views include:
Detailed Estimates > Earnings Estimates > Sales Estimates > Agreement – Estimate Revisions > Magnitude – Consensus Estimate Trend > Upside – Most Accurate Estimate Versus Zacks Consensus > Surprise – Reported Earnings History > Annual and Quarterly Estimates By Analyst » Quant Models: Detailed view of Zacks Quant model output: > Includes Zacks Rank, Zacks Indicator Score, Style Scores, Earnings Quality, Price
Response & Insider Rank.

» Peers: View comparisons for peers, sectors and
industries across multiple categories and data items.

Graphical display shows magnitude of
differences:

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
» Co vs Sec/Ind: Tabular view of data items by
categories, with customization options to include or exclude sector, industry and peer data.
» Industry Outlook: Zacks Report view containing
detailed industry commentary, projections and recommendations.
» Commentary/News: View ticker specific news. > Use the list control to isolate the provider news
displayed:

advisortools.zacks.com

» Events: Calendar or list view enables event filtering for entire
universe of securities or a single stock.

Enter specific ticker symbols to see events for only that ticker.

Select the date using the drop downs.

Select the types of events you would like displayed.

» Financials – Standard: View income, balance sheet, cash flow, valuation and financial ratios. » Options allow customization of:

Annually vs Quarterly

Present data as Aggregate values or Per Share

Descending Date vs Ascending Date order

Millions vs Thousands presentation

Reported Data, Common Size, Year over Year
Percentage Change display

Fiscal History displayed

» Financials – Company Specific: View income, balance sheet, cash flow, segment info & key metrics for annual or
quarterly periods.

Options allow viewing standard vs company-specific statements & restated vs originally reported.

Reporting Basis: Select Interim or Annual. > Period: Select one of the preset options or Other and enter custom From & To. > Report Format: Standard (utilizes a template to combine “like” items) or Company Specific (as reported by the
company)
Update Type: Most Recent (restated data) or Orig. Reported (non-restated data)

advisortools.zacks.com

Additional criteria can be entered to further narrow down the results as well.
Enter a Mutual Fund ticker in the main search bar. > Click the Find Similar tab > Using the dropdown menus:
Pick a Selected View > Apply Zacks Rank filter > Apply Share Class filter > Use the Top option to determine how many similar funds will be displayed > By will determine what item is used with the Top parameter.
Example: Top: 10 By: 1 Year Total Return will display the top 10 mutual funds with the best 1 year Total Return.
For additional filtering continue by adding a secondary Top and By filter.
» Holdings Funds: View Mutual Fund or ETF holdings data by clicking on the Holdings tab

advisortools.zacks.com

Enter a Mutual Fund ticker in the main search bar. > Click the Compare Funds tab > Using the dropdown menus:
Pick a Selected View > Use the Manage Fund Peer Tickers menu to manually add funds to the list.
Search for or enter a fund ticker in the space provided. > Click Add to add that ticker to the compare list.
From the Display Tickers From menu select “PEER FUNDS” > Select a Watchlist from the Display Tickers From menu to import a specific Watchlist
into the Compare Funds view.

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
Zacks Planners
Overview
Zacks Planners is a client engagement feature designed to quickly and easily provide the basis for retirement goal planning conversations between advisors and prospects or clients.
» With the Zacks Planners you can completely build a retirement plan–including client profiling, goal definition, and
plan presentation/discussion in the course of one client meeting.
» By dynamically adjusting the plan variables, you can show clients how your proposed strategies can improve their
plan’s chance of success and lets them join in the process with scenarios of their own.
» You can configure the Zacks Planners to appear as your own firm’s tool. Your clients will see your logo, contact
information, compliance language, marketing message, and more.
» Two Planners are currently available: Pre-Retirement & Post-Retirement
Click Here to view the Planners Overview Video
Accessing & Using Planners
Use the Planners menu to access the Planners feature and begin working or click More Info to get details about planner, view a video tutorial or schedule training.

Customizing Planners
The Planners workspace can be customized with:
» Contact information » Firm logo » Company compliance language. » Preferred inflation factor
These elements will appear on the Planners views, results and reports.
To begin the customization process please contact Zacks Advisor Tools Support: planners@zackspro.com or 312-265-9440.

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
Planners: Presentation and Reporting
The plan presentations and reporting are concise and easy to understand. Plan elements can quickly be adjusted to display how changes in asset allocation, savings rates, and planning variables will impact a client’s plan to illustrate “what-if’s”.
» View projected retirement income and shortfall each year
» View Value of All Accounts vs Age

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
Charting
The charting features available within Zacks Advisor Tools allow for saving chart templates, a simple process to add/remove tickers, automated loading of Watchlist tickers, plotting multiple metrics and many other options.
Watch Video: Complete Charting Functions in Advisor Tools
Fundamental Charts
» Enter an Equity, Economic or Index ticker. > The entry areas utilize Intellisense for quickly finding results;
just start typing a ticker or name until your desired item is displayed. Click the ADD button or press ENTER to make selection.

Economic & Index areas also have a Browse button if a
more detailed search is needed.
» Select a Financial Metric to plot on the chart > There are 2 methods to make this selection:
1. Type a keyword and let Intellisense feature provide a list of options.
2. Click Browse and search the categories and items to make a selection.
If viewing metrics versus a relative ticker is desired, check
the Relative box and enter the desired ticker.
The Zacks Rank is now available as a metric to be included
on any chart. It can be easily searched for or found under Ratings > Company Ratings.

advisortools.zacks.com

Recession Shading: Display periods of economic recession
on the chart.
Display Series Stats: Add High, Low and Mean stats to the
series labels
Display Corporate Actions: Adds dividend and split
markers
Single Panel: All tickers and metrics are displayed within
one chart when selected.
Panel per Financial Security: A panel is added to the
chart for each identifier entered.
Panel per Financial Metric: Each active metric will be displayed in a panel for all identifiers. > Raw Value: No transformation of data, values represent the “raw” data stored. > Performance: Each series is transformed to a growth series and based to zero. > 1 Year % Change: The series are converted to 1yr % change format and ploted on each panel.
» Select a time period using either the preset options or entering custom From & To dates.
» Export the chart as a PNG image, PDF or Share from the menu
found in the upper right corner of the charting area.

advisortools.zacks.com

» Open Library, Save, Save As, and Reset Chart options are
available on the main chart menu to assist with managing your chart templates and library.

After setting all chart options, simply save chart to your library
for reference later.
Retrieve your chart templates and view the Zacks pre-defined
charts using Open Library to load the desired chart view.
Use Reset Chart option to clear current chart settings.
Performance Charts
Performance charting options are similar to Fundamental charts, but several differences are noted below.
» Additional option to link the chart to your watchlists.
» Select either Price Return or Total Return.

» Format the data as either a Raw Percent change or
growth of $1,000.

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
Technical Charts
Technical charting provides multiple options for plotting some of the most popular technical metrics on a single chart.
» Use the Browse feature to select the desired Indicators.
» Select the desired indicator and then click the
Select button to proceed.

» After selecting the indicators, set the
parameters for each indicator.

» Additional chart options include selecting
a style (Line vs Candlesticks) and Period (Daily, Weekly or Monthly).

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
Screening Equities, Mutual Funds and ETFs
Advisor Tools provides easy to use screeners for Equities, Mutual Funds and ETFs. To begin the screening process, select Screening from the main Advisor Tools menu and then the desired screener type (Equity, ETF or Mutual Fund).
Watch Video: Find Outperformance With Powerful Screening in Advisor Tools
Using Zacks Predefined Screening Strategies
Zacks’ Screens will help you find the types of companies that meet your criteria. Zacks has included several screens that many investors use on a regular basis to find potential winners.
» Start by selecting Screening > Equity Screener from the main
menu and then click the Open Screen Library button.

» You can now select from the many predefined strategies included with your subscription. To view or
run the criteria used for each strategy, simply click on the Open button from the Library view.
» Edit the Zacks Strategy criteria by clicking the Edit as User Screen button.

After saving the strategy in the user’s Saved Screen library, the criteria
fields can be edited to customize the results.

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
Creating a New Screen
If you’re interested in creating your own stock screens with custom parameters, click the New User Screen button and then follow the steps noted below.
Step 1: » Click Browse to navigate the item categories to find desired data items.
OR
Utilize Intellisense to quickly find data metrics; just start typing an item name until your desired item is displayed.
Step 2: » Enter criteria for your selected item and
click Add.
Step 3: » After selecting all data items run the screen and view results by clicking the Run Screen button.

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
Editing a Screen
After successfully running the screen criteria there are additional options available to modify, export or change the results view.
» Edit Criteria option will return you to the data item selection area where you can modify the criteria.
» Export to Excel & Export to PDF options are available when viewing your
screen results (upper right).

When selected, this will export all items and stocks, funds or ETF tickers
to an Excel CSV or PDF file.
» Display Metrics allows selection of items to include with the output, but these items do
not require criteria for screening. Items are added as display only.

Click Add Table Builder Items or Add Metric and then select the
items or saved table items to include as display only.
Run the screen again to view new results.
» Save Selected to WL generates a Watchlist from the selected tickers in the screen
results:
Run Screen and Select Tickers to include in the Watchlist. > Click Save Selected to WL to generate a Watchlist using the selected
tickers.

advisortools.zacks.com

Getting Started | Watchlist Monitor | Portfolio Analysis | Due Diligence Views | Planners | Charting | Screening | Table Builders | Customer Support
Stock, ETF and Mutual Fund Table Builders
Our Table Builders allow you to bring in tickers from your watchlists, portfolios & screens and add up to 25 metrics to compare your stocks, ETFs or mutual funds. With Table Builder, you have spreadsheet functionality within Advisor Tools, so you can easily prepare “comp sheets” for various holdings. Watch Video: Table Builder in Advisor Tools
Building a Table
» Choose a watchlist you wish to use from the
Display Tickers from pulldown menu.
» Use the Add Metric option under the Select
Action pulldown menu to select financial metrics to compare. You may select up to 25 metrics.
Opening and Saving a Table
» Use the Select Action pulldown menu at left to open an existing table, save
a table, or to rename or delete tables.

advisortools.zacks.com

Exporting a Table
» Use the Export to Excel or Export to PDF option under the Select Action pulldown menu to export
your table into an Excel spreadsheet or PDF File.
NOTE: Data exported to an Excel spreadsheet is no longer dynamic. If you wish to create Excel spreadsheets with dynamic data, talk to us about our Zacks Excel Link plug-in.
26

Customer Support
If you ever have questions about Zacks Advisor Tools or need assistance, please contact us using the information below and we’ll be happy to assist you.

888-691-0681

advisortools.zacks.com

support@zackspro.com

References

Zacks Advisor Tools - Zacks Advisor Tools

Read User Manual Online (PDF format)

Read User Manual Online (PDF format) >>

Download This Manual (PDF format)

Download this manual >>

2024 Advisor Tools

Product Information

Specifications:

Product Usage Instructions:

Getting Started

Watchlist Monitor Setup

Portfolio Analysis Setup

Due Diligence Views

Planners

Charting

Screening Equities, Mutual Funds, and ETFs

Stock, ETF, and Mutual Fund Table Builders

Customer Support

Frequently Asked Questions (FAQ)

Not finding a feature?

References

Read User Manual Online (PDF format)

Download This Manual (PDF format)

Related Manuals