Video Tutorials
Video Tutorials
Getting Started with Advisor Tools
This video provides a detailed overview of our Advisor Tools platform, including an introduction to the Zacks Rank, Mutual Fund Rank and ETF Rank, plus key features including Watchlists, Screening, Zacks proprietary research, model portfolios, charting and more.
Basics of Advisor Tools
These videos provide detailed, step-by-step guidance on performing specific tasks and using the features of Advisor Tools.
Using Advisor Tools
Get the most out of your Advisor Tools subscription with these short, animated videos explaining some of the best ways to use Zacks research every day.
- Use Zacks Research to Improve Performance of Larger Client Accounts
- Use Zacks Research to Create Prospect Portfolios That Outperform
- Improve Performance of Client Accounts Owning Stocks
- Improve Performance of Client Mutual Fund Holdings
- Use Zacks Research to Improve Model Portfolio Performance
- How to Increase Your Income by Using Zacks Research Model Portfolios
Lunch & Learn Webinars
This popular video series offers great ideas from Zacks experts on using Advisor Tools to optimize your process.
Earnings Certain Portfolios
This 5-video series presents our Earnings Certain Portfolio family and how to use this strategy in your core equity portfolio to maintain peace of mind.
| How it all got started |  |
| Core 75 Stock Portfolio | |
| Admiral 30 Stock Portfolio | |
| Dividend Aristocrat 25 Stock Portfolio | |
| Adding Tilts for Upside Capture | |