Average Recommendations Report

This report displays an average recommendation for each stock in your portfolio or universe. To compute the average recommendation Zacks uses a scale of 1 to 5, where 1 represents a "Strong Buy" and 5 represents a "Strong Sell".

In addition to the average recommendation, this report shows the number of "Strong Buy", "Buy", "Hold", "Sell", and "Strong Sell" recommendations for each stock.

Average Recommendations vs. Industry Report

This report compares the average broker recommendations (rating) for each company in the portfolio with the average broker recommendations (rating) for the corresponding industry. The report also shows the difference in these ratings.

To compute the average recommendation Zacks uses a scale of 1 to 5, where 1 represents a "Strong Buy" and 5 represents a "Strong Sell".

Change in Average Recommendations Report

This report shows the percent change in the average broker recommendation for a specified time period (one or four weeks) for each stock in your portfolio or universe. Also included are new and old recommendations.

To compute the average recommendation Zacks uses a scale of 1 to 5, where 1 represents a "Strong Buy" and 5 represents a "Strong Sell".

Change in Analyst Recommendations Report

This report shows the broker ratings changes for the stocks in your portfolio. You can specify the time period for the ratings changes. The default is set to the last 30 days.

If during the specified time period there were no changes in the analyst recommendations for any stock in your portfolio, that particular stock will not appear in the report.

Top Analyst Recommendations Report

This report provides recommendations from the historically most accurate analysts for each stock in your portfolio.

Recent Consensus EPS Revisions Report

This report displays the consensus EPS estimates along with the percentage change in the consensus EPS for stocks in your portfolio or universe. You can view changes for a specified fiscal quarter or fiscal year. Also included in the report is the fiscal quarter or fiscal year end date.

Recent Analyst EPS Revisions Report

This report shows individual analysts' quarterly or annual EPS estimates along with the percent change in their EPS estimates for every stock in your portfolio over a specified time period. Also included in the reports is the reported period end date and the date of the estimate (or a revision date).