Zacks Professional Services, Research Wizard / Additional Screens and Reports (Downloads)

Additional Screens and Reports (Downloads)

While the Research Wizard comes with approx. 50 pre-defined screens and plenty of custom reports, I've included some additional screens and reports using some of the additional databases and the calculation expression feature.

Since finding winning stocks has become increasingly more difficult lately, I thought I'd post some ideas that I use (in addition to my regular screening), that have helped me to find some great stocks worth paying attention to.

You can simply download the screens and reports and start using them immediately.

The screens and reports are
self-extracting WinZip .exe
files.

1.) Download the .exe files to
your desktop (or wherever
else you choose).

2.) Then double-click the .exe
icon to open the 'WinZip
Self-Extractor' window.

3.) Click on the 'Browse'
      button and select
      C:/ZIR/Inputs
      (folder to unzip to).

4.) Click on the 'Unzip' button
      and you're all set. (It's
      now a part of your
      Research Wizard
      program.)

You can now open them up
as you normally would in the Research Wizard.

(You'll notice that the screens and reports have the same title, but the screens have an 's' before the title and a '.und' extension, while the reports have an 'r' in front of the title with an '.rpd' extension.)

Feel free to delete the .exe files after you've 'unzipped' them into the program. (The .exe files are then no longer needed.)

They'll also probably help you come up with some great ideas of your own as you see just how versatile of a program it is.

And feel free to edit these screens and reports or build upon them to your liking. (They can also serve as instructional templates to help you create your own custom screens and reports.)

Below are the User Manuals for the Research Wizard and the Integrated Company Analysis programs in PDF format for your convenience.

RW User Manual

RW Quick Reference Guide

Database Appendix

ICA User Manual

If you don't have a PDF viewer, click below to download a free copy of Adobe's Acrobat Reader®.

Download Adobe Acrobat (if needed)

click to download 10_20_50_200
screen	report	Stocks trading above their short term and long term moving averages (10, 20, 50 and 200 day moving averages), that are up 10% or more in the last 10 days.
big_pr_vol_ch
screen	report	Stocks up $1.00 or more with a 20% or greater increase in its daily volume over its 20 day average daily volume.
rising_3day_pr_vol
screen	report	Stocks that showed positive price gains over the last 3 days, with rising daily volume for each of the last 3 days.
strong_eps_trend_near_pr_high
screen	report	Shows stocks with 50% or greater EPS growth for the last 2 quarter over quarter periods (Q0 over Q-1 and Q-1 over Q-2), positive EPS surprises for the last 2 quarters and that are trading within 20% of their 52 week highs.
new_coverage
screen	report	Stocks with new analysts initiating ratings that have had positive estimate revisions in the last 4 weeks (increase in % change and equal to or better than its relevant expanded industry) for the last completed fiscal quarter, the next quarter and the following quarter.

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