# Zacks review (2026) — features, pricing & alternatives | PortfolioGlance

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**US research service built around the Zacks Rank; genuine free tier, a large preset-screen library and a 125-field custom screener.**

Zacks Investment Research, out of Chicago, has published the Zacks Rank continuously since 1988 — a 1-to-5 rating driven by earnings-estimate revisions, paired with A-to-F Style Scores for value, growth and momentum. The free membership is genuinely useful: rank and scores on every quote, a portfolio tracker with daily email alerts, and basic preset screens. Premium ($249 per year, 30-day trial) unlocks the full custom screener with 125 fields in 18 categories, more than 45 curated screens across 9 strategy categories plus 39 thematic screens, and research reports with price targets on over a thousand stocks. The limits are equally clear: screening covers US exchanges only (foreign stocks appear solely as ADRs), technical criteria stop at price action and volume, and the real power tools — custom formulas and backtesting — live in Research Wizard, a separately-sold Windows desktop product. Mobile apps exist for both platforms.

- Pricing: Freemium
- Category: Stock screeners
- Official site: https://www.zacks.com

**Best for:** US-focused investors who want an opinionated, estimate-driven rating system with a usable free tier — not a technical scanning workstation.

## Strengths

- Zacks Rank has run continuously since 1988 on a documented estimate-revision method — and covers mutual funds and ETFs too
- Deep genuinely free tier: rank and Style Scores, portfolio tracker with daily email alerts, basic screens
- Large curated library: 45+ premium screens in 9 strategy categories plus 39 thematic screens
- Unmatched earnings-estimate depth: revisions, surprises and the Earnings ESP filter

## Trade-offs

- Screens US exchanges only — no foreign exchange is searchable, international exposure is ADRs
- Technical criteria are minimal: price action and volume, no RSI or moving averages
- Custom formulas and backtesting require Research Wizard, sold separately on top of Premium — and renewal prices of the higher bundles are not public

## Zacks vs PortfolioGlance

Zacks tells you what its model thinks of a stock before you buy; PortfolioGlance keeps the ledger of what you own after. PortfolioGlance deliberately has no ratings, no buy lists and no screener — if you want an estimate-revision-driven shortlist of US stocks, Zacks answers a question we have chosen not to ask. Its Portfolio Tracker, in turn, is a watchlist with alerts rather than an investor ledger: no multi-currency cost basis, no dividend income accounting, no allocation health or goal planning, and nothing beyond US-listed tickers. A workable pairing is Zacks for the shortlist and a tracker like PortfolioGlance for everything after the trade — especially for European portfolios, which Zacks cannot even screen.

## Features at a glance

| Feature | Zacks |
| --- | --- |
| Pricing | Freemium |

### Tracking & data

| Feature | Zacks |
| --- | --- |
| Multi-asset | Yes |

### Screening

| Feature | Zacks |
| --- | --- |
| Fundamental filters | Yes |
| Technical filters | Partial |
| Custom metrics & formulas | Partial |
| Preset & guru screens | Yes |
| Composite stock scores | Yes |
| Valuation models | Partial |
| Watchlists & alerts | Yes |
| Global market coverage | Not supported |
| Data export | Yes |

### Analysis & insights

| Feature | Zacks |
| --- | --- |
| AI portfolio analysis | Not supported |
| AI asset & market analysis | Partial |
| Backtesting & scenarios | Partial |

### Access & pricing

| Feature | Zacks |
| --- | --- |
| Free tier | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |

### Platform & reach

| Feature | Zacks |
| --- | --- |
| Mobile app | Yes |
| Multi-language | Not supported |

Verified 2026-07-27
Sources:
- Zacks Premium order page — $249/yr, 30-day trial, 45+ predefined screens, research reports with price targets — https://www.zacks.com/registration/order.php
- Membership comparison — free vs Premium vs Investor Collection vs Ultimate feature table — https://www.zacks.com/registration_info.php
- Zacks custom screener — 125 items / 18 categories, US-only exchange list, CSV export in results toolbar — https://screener-api.zacks.com/
- Thematic screens — 39 themes enumerated — https://www.zacks.com/screening/thematic-screens/
- Research Wizard offer — separate desktop product: 650+ traits, Calculation Expression, backtesting — https://www.zacks.com/registration/rw/welcome/eoffer/3dd7/
- Zacks Connect AI — official MCP connector, open beta, outside core product — https://ai.zacksdata.com

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*This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.*