Research and News Offerings

ACCESS Newswire is a complimentary service, and does not require a subscription.

ACCESS Newswire is a flat-fee, news and communications network, providing regional, national and global news to hundreds of clients globally. ACCESSWIRE disseminates full-text press releases for both private and publicly held companies globally to news media, financial markets, investors, information web sites, databases, bloggers and social networks.

ACCESS Newswire's press release platform is a cost-effective Fair Disclosure, Regulation FD news dissemination and media outreach service.

ACCESS Newswire's platform makes it easy to publish rich media assets such as video, audio and images, and gives users the power to build their own distribution to the outlets needed most. An earnings announcement, product launch, community message, M&A transaction or corporate update can be distributed to ACCESSWIRE's worldwide news network. Corporate issuers and their constituents utilize the cloud-based platforms and related services from document creation all the way to dissemination to regulatory bodies, platforms and shareholders.

Real-Time News Content Feeds: Multiple delivery options let users add real time news and multimedia content targeted to their audiences, filtering by industry, topics and language specific.

Financial & Regulatory compliance full suite of services include:

• Transfer agent
• Proxy services
• Shareholder analysis & outreach
• Earnings call & webcast platforms
• Investor relations websites
• Investor hotlines
• SEDAR, EDGAR, XBRL regulatory filings

ACCESS Newswire has a full Editorial team on staff 24/7 365 days a year available by both phone and email to process news releases and ensure complete capability to meet all deadlines and off-hour requirements.

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This is a complimentary tool, and does not require a subscription.

Research Terminal

A single, centralised research tool that consolidates real-time market data, news and analytics into a unified research platform. Combining traditional and alternative data, the Research Terminal accelerates research for swift and informed decision-making.

Integrate the entire platform or opt for individual components which are equally powerful as stand-alone trading tools.

AnalysisIQ

High quality trade ideas from our team of professional and experienced technical analysts. Transparent trading strategies, clear calls to action, and regular updates from an FCA-regulated company that will help to build trust with your clients.

Asset IQ

In-depth asset-by-asset analysis, providing a laser-focused understanding of the factors influencing individual performance and the creation of unique market signals. See how these benchmark against other assets for more informed decision-making.

Corporate Calendar

Unrivalled in sophistication and functionality, the Corporate Calendar, provides potent AI-driven insights into global corporate actions data. Pin-point event-driven volatility to help anticipate market reaction.

Economic Calendar

Filled with distinctive data-driven insights, this vital tool helps traders to navigate global economic turbulence, uncover opportunities, and manage risks by analysing the impact of key market-moving events.

NewsIQ

Acuity's NewsIQ conducts thorough news analysis on popular assets, revealing distinctive data patterns. This unconventional market perspective assists traders in identifying unique, actionable opportunities from global news coverage.

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Alexandria Technology is a complimentary service, and does not require a subscription.

ACTA is a high-performance text analytics and social sentiment assessment engine that employs a non-linear, pattern-matching methodology to identify the hidden sentiment, critical facts and key relationships buried within an article. The breakthrough algorithm understands the meaning behind the news, not just the facts, and classifies sentiment with a high degree of accuracy.

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To subscribe to Alliance News, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Real-time news coverage of the companies, markets and economies that matter the most to investors globally.

Alliance News Global 500 reports on the companies that make up the leading stock indices around the world. They have the most traded shares and attract investors from both home and abroad.

Markets are just as sensitive to politics and economics, so Alliance News journalists and our partner news agencies track the key data reports, central banks decisions and government policy making from the biggest and most interconnected economies.

Key features:

• Comprehensive and consistent news coverage of the most widely held listed companies in Asia-Pacific, Europe and North America
• Flash headlines on all market-moving events, including economic indicators and company earnings
• Global Briefing - as Asia winds down and the US and Europe head to the office, we summarise the most important news overnight and call the markets about to open
• Top News Summary - find out what is moving global markets just ahead of the New York market open
• In Depth - our deepest dive into blue-chip firms and red-hot topics
• Broker ratings and price target changes as flash headlines and a convenient daily summary
• Executive interviews and earnings previews
• In The Know - market insight and special situations; what the analysts and economists are saying and why
• Global calendars of company and economic events; regularly updated table of comparative indicators for major economies
• Central bank previews - what to expect from policy-making meetings at the Fed, ECB and other key rate setters

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AltaVista Research is a complimentary service, and does not require a subscription.

A lot of ETF research focuses primarily on past performance and fees. AltaVista takes a totally different approach by evaluating ETFs based on the fundamentals of each underlying constituent. As a result, we can answer the critical questions most investors would ask before buying a single stock or bond, such as:

• What are expectations for sales and EPS growth, and how are they changing?
• What's happening on the balance sheet?
• How is it valued in relation to these fundamentals?
• What is the yield-to-maturity, credit quality and sensitivity to interest rates?

The benefit of this approach is that it helps investors make better fund selections based on forward-looking measures of investment merit, not just past performance. Our succinct reports cover nearly 1,000 ETFs and are updated daily to help keep investors on top of changing market conditions.

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Argus Research services are complimentary services, and do not require subscriptions.

For more than 90 years, Argus Research has provided actionable, easy-to-read company Analyst Reports on approximately 500+ key U.S. large and mid-cap stocks; timely daily market reports and weekly investment lists; curated equity portfolios; and now 1400+ daily stock and ETF option strategies. Argus' tenured team of Analysts utilizes proprietary processes that combine top-down and bottom-up analysis and that go beyond the basics to examine each investment thoroughly for financial strength, quality, valuation, risk and quality of management.

Contents include:

• 500+ Fundamental Company Analyst Reports
• 1200+ daily stock option trade strategies
• 260+ daily ETF option trade strategies
• Daily Trade and Portfolio Insights

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Astris Corporate Research is a research service, and does not require a subscription.

Astris Advisory Japan provides investment advisory, corporate advisory, offshore private fund placement and venture matching services. Our corporate research promotes your equity story and transform engagement with global investors.

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Benzinga is a complimentary service, and does not require a subscription.

Benzinga Professional is Wall Street's go-to source for breaking headlines and profitable, market-moving information. Approximately 93% more cost-effective than the Reuters and Bloomberg Terminals, Benzinga Pro grants users access to accurate corporate data powering major financial brokerages. Benzinga Pro allows investors of all styles to build reliable models without concern that one-time adjustments will distort projections. The cleanest figures allow traders peace of mind when comparing data to analyst expectations. Our analysts take the noise out of the market and publish only the most actionable 600 - 900 corporate news items per day; along with monitoring traditional outlets, the Benzinga Newsdesk speaks with hundreds of companies, market analysts and hedge fund managers daily to generate exclusive content. And with a coverage universe including the Wilshire 5000 (plus an additional 1,000 U.S. traded stocks), Benzinga Professional provides clients with real-time news and expert market analysis, covering everything from micro to macro-cap companies across all sectors.

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To subscribe to Bond Ratings, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Ratings on corporate and municipal bonds. Includes US corporate bonds and US-Treasuries.

Briefing are complimentary services, and do not require subscription.

Briefing.com provides live analysis of overall market trends and analysis of individual stocks. Coverage on the overall markets is provided via Stock Market Update and Bond Market Update. Story Stocks provides analysis on today's stock movers.

Stock Market Update: Commentary and analysis covering the broad market updated every half hour throughout the trading day. The commentary begins roughly 6 AM ET with summaries of foreign market activity and US futures and continues half-hourly through the close of the U.S. market.

Bond Market Update: Frequent updates that focus on today's bond market activity featuring an ongoing synopsis of treasury market news and events that could have an impact on interest and FX rates.

Story Stocks: Analysis of individual stocks in the news.

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To subscribe to Capitalise, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Plan Like A Human. Trade Like A Machine.

Capitalise.ai is redefining trading automation. For the first time, traders of all levels can automate their own unique trading strategies, using everyday English. From managing your daily trades to building complex automated systems - with Capitalise.ai you can automate your trading, zero coding needed.

AUTOMATE

• Quickly, Precisely and Free From Emotional Influence
• Let Capitalise.ai execute your plan
• Capitalise.ai monitors real-time market data, technical indicators, and macroeconomics data 24/7 so you don't have to.
• Seize every opportunity with optimized buying power.
• Open as many strategies as you want — only strategies that are triggered will use your buying power.

ANALYZE

• Make Informed Strategic Decisions Based On Aggregated Data Sources.
• Backtest: Use historical data to see exactly how your strategy would have performed. View Backtest Video.
• Simulate: Test your strategies risk-free using real-time data.
• Performance Statistics: Gain insights from rich & comprehensive statistics on every trade.
• Respond Faster: Edit your strategies according to their performance with a click of a button.

EXPLORE

Access an endless library of live strategy examples. View real-time performance data and use them as templates to create your own.

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To subscribe to CFRA, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

CFRA is one of the world's largest independent research firms, helping global subscribers improve their investment and business decision-making. The firm's differentiated proprietary methodology is designed to provide high quality research, designed to enhance portfolio performance and reduce risk.

CFRA delivers in-depth qualitative research on 1,500+ companies, as well as the latest news and analysis on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 42 Industries, 1,860+ ETFs, 22,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.

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Channelchek is a complimentary service, and does not require a subscription.

Channelchek.com, is Noble's free investor portal that offers independent research, balanced news, advanced market data, webcasts, roadshows, videos, podcasts and more. There are more than 6,000+ small and microcap companies hosted on Channelchek.

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To subscribe to Chartsmarter, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

ChartSmarter is a trading service dedicated to the art of technical analysis. Their team works very hard to generate ideas for serious investors while trying to keep things as simple as possible. ChartSmarter focuses on the long term, letting winners run and cutting losers quickly to maintain capital. They employ both traditional and non-traditional cutting edge strategies. Let ChartSmarter introduce their approach via a 2 week FREE trial.

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To subscribe to Cusip, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

CUSIP Global Services (CGS) places tremendous importance on standardization, over the past 50 years it has helped them to earn a reputation as the trusted originator of quality identifiers and descriptive data that are interoperable among regulators, banks, vendors, exchanges and depositories. CGS information helps streamline efficiencies throughout the global financial system. From the assignment of identifiers for new issues to their use in trading, settlement, asset servicing and risk management, clients rely on trusted CUSIP identifiers and the knowledge and experience of the CGS team to provide a solid foundation to run their businesses smoothly and reliably.

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To subscribe to Dow Jones, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Dow Jones & Company is a global provider of news and business information, delivering content to consumers and organizations via newspapers, Web sites, apps, video, newsletters, magazines, proprietary databases, conferences, and radio.

Dow Jones Newswires delivers premium business news, commentary and insight in real time and with unquestionable accuracy and depth. Built on a renowned global reporting network of nearly 2,000 journalists, Dow Jones Newswires publishes more than 16,000 daily news items - including exclusive content from The Wall Street Journal, Barron's and MarketWatch - covering every asset class and key regions and markets worldwide.

Dow Jones News Service: North America

Informs trading and investing decisions with exclusive news, commentary and analysis on North American companies and markets. This streamlined source for equities markets and company news in the Americas also provides overviews of real-time news on other asset classes and regions across the globe.

Dow Jones Institutional News: Global

Provides exclusive data, commentary and analysis on issues affecting trading and investing across all asset classes globally. Stay ahead of global equities markets and company news, track drivers of sovereign and corporate debt markets, and monitor FX, FI and Commodities news with Dow Jones' most comprehensive real-time news feed.

Dow Jones US Press Release

US Press Releases sourced from PR Newswire, Business Wire, Market Wire and Globe Newswire.

Dow Jones Real-Time News: Global

Global stock market and geopolitical coverage providing exclusive, market-moving insights on major companies worldwide. A key resource for equity market investors and traders, the Global Equities feed also covers global macroeconomic and central bank news likely to impact currency and credit markets for a truly comprehensive view.

Dow Jones Real-Time News: North America

Includes North American stock market, geopolitical, macroeconomic and central bank news likely to impact currency and credit markets. Delivering exclusive, market-moving content on major companies, the Regional Real-Time feeds are a key resource for equity market investors and traders with regionally-targeted interests.

Dow Jones Real-Time News: Europe

Includes European stock market, geopolitical, macroeconomic and central bank news likely to impact currency and credit markets. Delivering exclusive, market-moving content on major companies, the Regional Real-Time feeds are a key resource for equity market investors and traders with regionally-targeted interests.

Dow Jones Real-Time News: Asia-Pacific

Includes Asia-Pacific stock market, geopolitical, macroeconomic and central bank news likely to impact currency and credit markets. Delivering exclusive, market-moving content on major companies, the Regional Real-Time feeds are a key resource for equity market investors and traders with regionally-targeted interests.

Dow Jones Local Language News

Dow Jones Local Language News delivers trusted news in clients' preferred languages to alert customers and investors to profitable trading opportunities and must-watch companies, industries and topics.

Dow Jones FX Select

Dow Jones FX Select delivers real-time global FX news, commentary and analysis directly to your trading portals and mobile applications. This feed provides retail traders with the advantage of actionable news and insight from a premier news organization.

Dow Jones Commodities Market Talk

Dow Jones Commodities Market Talk delivers actionable, comprehensive news and information to traders, analysts and portfolio managers.

Dow Jones Global News

Dow Jones Newswires is a market-moving financial and business news source, used by wealth managers, institutional investors and fintech platforms around the world to identify trading and investing opportunities, and build investor experiences.

Dow Jones Global Press Releases

Uncover trading, investing and deal opportunities with market-moving news and exclusive insights from trusted Dow Jones sources.

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Econoday is available in TWS mobile only, and does not require a subscription.

A Smarter Calendar for the Smarter Investor

Trading the financial markets is never easy, but minimizing uncertainty by understanding what is really driving the markets is a crucial step. That is where Econoday's Global Premier Calendar comes into play.

It's much more than a calendar of economic events, it's a trading tool that helps investors make smarter financial decisions.

What to expect:

Unbiased, jargon-free, market-focused analysis written by a team of senior economists, each with more than 30 years of experience covering economic indicators and the potential impact on the market.

Understanding how to interpret the data is critical and Econoday Research's experts work quickly to detect significant elements within announcements for investors.

Data includes the prior release, revisions to the prior release, consensus, and actual data. Consensus is proprietary and actively managed to ensure optimum results from the forecasts submitted by economists around the world who participate in Econoday's survey.

Ranking of events to make sure investors know which events matter most to the market.

Notifications of the release of economic indicators, central bank announcements/minutes, as well as unscheduled market-moving events. Daily and weekly articles broaden the coverage to include market activity generally, such as updates on stocks, bonds, and currencies.

Coverage of events taking place in United States, Australia, Canada, China, Eurozone, France, Germany, Hong Kong, India, Italy, Japan, New Zealand, Singapore, Switzerland and the United Kingdom.

Immediate access to Econoday's archives dating back to 2001, encompassing event data, analysis, along with daily/weekly articles summarizing market activity, that can be used to help assess today's market trends.

Interactive charts provide the time series of the data, and display the consensus and the actual data when the cursor hovers over any date on the chart. Click on any date, and the user may immediately access the report for the indicator written on that date.

Control display options to maximize potential trading opportunities including changing the view of events to daily, weekly, or monthly; changing the timezone to local time; filtering events to highlight a specific country; and a responsive design allowing users to change the size of the calendar to meet their viewing preferences.

A weekly podcast called Econoday Unplugged where economists discuss current market issues. About Econoday: Econoday has been delivering economic data and analysis to the investment community for more than a quarter of a century. Econoday users span the globe and include premier financial institutions such as Bloomberg, Dow Jones, Nasdaq, Fidelity, TD Ameritrade, CME, ICE, Bank of America, and many more. Econoday creates print and digital products that make it easier for investors to follow economic indicators, and better understand the relationship of these announcements to market activity for the purpose of making more informed investment decisions. Taking into consideration the economic landscape before making a buy/sell decision is inherently a strategic advantage for investors.

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Edison is a complimentary service, and does not require a subscription.

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The core of Edison is its acclaimed equity research platform and deep multi-sector expertise. Edison Investment's research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages the core research platform to provide differentiated services including investor relations and strategic consulting.

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Estimize is a complimentary service, and does not require a subscription.

Estimize crowdsources quarterly corporate earnings and revenue estimates from the sell side, the buy side, as well as independent contributors. By leveraging a larger and more diverse community of contributors than traditional Wall Street data providers, Estimize has created a more representative and accurate data offering representing 2,100+ stocks. Institutional investors and professional traders utilize Estimize data for idea generation and risk management both in an API format as well as through the Estimize premium stock screener. The stock screener easily identifies stocks which consistently beat or miss Wall Street expectations and offers real time alerts that signal when the consensus and select analysts' expectations differ from Wall Street. Estimize is owned and operated by ExtractAlpha.

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etfguide is a complimentary service, and does not require a subscription.

ETFguide's Product Offering includes the following:

• First Look ETF - First Look ETF features and examines newly launched U.S. listed ETF products.
• ETFguide PREMIUM - ETFguide PREMIUM along with the Technical Forecast and Weekly pick screens funds from a universe of 2,000+ U.S.-listed ETFs with over $3 trillion in assets. Subscribers receive trade alerts via text, Twitter @etfguidepremium, or email.

Technical Forecast & Weekly Pick

ETFguide's research includes the following tools:

• Market Meter
• Index Strategy Map
• Vital Signs of Key ETF Categories
• Mega Investment Theme Report
• Global Equity Map
• ETF Performance & Yield Corner

ETFguide's Approach:

Our innovative approach to ETF investing examines the immediate profit potential both long and short among thousands of funds. Not only do we make buy/sell picks accordingly, but our methodology includes a strict sell discipline with pre-determined stop orders designed to limit downside while letting our winners grow.

Our ETF Technical Forecast provides complete analysis and charting of key ETFs across all asset classes. Our actionable ETF picks are not generated by faceless algorithms, but rather, through our proven proprietary method of combining technical, fundamental, and sentiment analysis to find potential high profit opportunities.

Our investing philosophy can be summarized in the following manner:

• Provide actionable ETF trades
• Focus on market trends in stocks, bonds, real estate, and currency-linked ETFs
• Help investors to incorporate an adequate margin of safety within their portfolio
• Examine key support and resistance levels + pivots for clues about market conditions
• Showcase strategies designed to grow and protect capital during any market environment

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To subscribe to Gordon Haskett, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

GHRA's leading event-driven research team led by Don Bilson generates insights and actionable stock ideas by analyzing and attempting to anticipate strategic events, including M&A, activism, spinoffs, restructurings, and board/management changes.

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To subscribe to illio, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

We help individual investors think like a wealth manager.

What illio analytics include:
Insights: Get key facts on your portfolio without doing the analysis.
Scenario Analysis: Study how your portfolio behaves when markets move.
ESG: Evaluate how aligned your portfolio is to E, S and G factors.
And deep dives into: Risk, Drawdown, Performance, Structure, P&L, Income.

How we work:

Step 1: Aggregate all your accounts and track all your assets through one platform.

Step 2: Analyze your total wealth with professional grade analytics.

Step 3: Get informed with our insights which tell you all you need to know about your portfolio within seconds.

For more information on our products, please visit: http://illio.com

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To subscribe to InsiderInsights, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

InsiderInsights Pro Trader (Includes the following)

• Power Alerts
• InsiderInsights Headline alerts are published when insider transactions generate or confirm InsiderInsights company ratings.
• Uploaded intra-day as qualifying insider transactions occur.
• Daily Insider Ratings Reports (via PDF File)
• InsiderInsights Ratings of stocks with open-market SEC Form 4 purchases & sales filed during the previous session.
• Uploaded before market opens the following morning.
• Weekly Insider Tables (via PDF File)
• InsiderInsights Ratings of stocks with open-market SEC Form 4 purchases & sales filed during the past week. Weekly summaries by company and individual. In addition, Insider Tables which include InsiderInsights tables for stocks with still-active Significant Ratings over the previous 90 days.
• Uploaded Saturdays.
• Monthly Insider Special Screens (via PDF File)
• InsiderInsights Monthly Special Screens combine insider data & ratings with various fundamental and price action criteria to help identify the potential best value, growth, momentum, and short ideas.
• Uploaded the 1st of each month and run on open-market SEC Form 4 filings from the previous calendar month.

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ISS EVA provides complientary services, and do not require subscriptions.

ISS EVA is an independent equity research provider offering investing insights through the use of a proprietary Economic Value Added (EVA) framework. EVA is an established standard in measuring, analyzing, projecting, valuing, and discounting a firm's underlying economic profit rather than its accounting profit. The ISS EVA experienced team of global analysts offers both fundamental and quantitative company analysis on over 24,000 stocks.

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Interactive Brokers is a complimentary service, and does not require a subscription.

The IBKR Quant Blog serves quantitative professionals who have an interest in programming.

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Coin Metrics is a complimentary service, and does not require a subscription.

Coin Metrics is the leading provider of crypto financial intelligence, offering network data, market data, indexes and network risk solutions to the most prestigious institutions touching cryptoassets. The company was founded in 2017 as an open-source project to determine the economic significance of public blockchains. Today, we expand on that original purpose to empower people and institutions to make informed crypto financial decisions. We aim to usher the world's premier financial institutions into crypto with the most trusted data and insights.

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Interactive Brokers is a complimentary service, and does not require a subscription.

Scans market irregularities for price and volumes and generates market signal alert.

Interactive Brokers is a complimentary service, and does not require a subscription.

Combines market commentary from IBG traders, global exchanges, and other market veterans into one forum.

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To subscribe to Billion's Portfolios, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Invest alongside the world's best and most influential billionaire investors in the world. Buy what they buy. Sell what they sell.

When a powerful investor enters an undervalued stock with a gameplan to unlock value - you can follow along, step by step.

The Billionaire's Portfolio gives you access to a 20-stock portfolio of billionaire-owned stocks. Get the fully fleshed out gameplan on each stock: The Thesis, Entries, Exits, Updates. All curated by a 25-year hedge fund veteran and Forbes contributor.

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To subscribe to Market Chameleon, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Marketchameleon.com is a research tool for stock and options traders. The platform helps you quickly find trade opportunities and make risk/reward analysis.

The main features of the website include:

• Order Flow Analysis
• Earnings
• Option Trade Opportunities
• Market Insights

You can use the tolls to gain valuable insights into order flow activity such as a breakdown of option order flow sentiment: retail vs. institutional.

Discover what is happening with big volume block trades, dark pools, market on-close order imbalances, unusual options volume, time and sales and more.

Find earnings plays using historical data as guidance for optimal strategy set ups.

Find option trade opportunities with theoretical edge.

You can use Marketchameleon unique analytics and tools to screen for option strategy trade ideas, view option strategy backtests, run risk/reward analysis, payout diagrams, get seasonality reports, upcoming events, historical option volatility charts, get historical probabilities and distribution of returns and more.

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To subscribe to MarketDesk Research, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

MarketDesk Research provides independent investment research and portfolio strategy centered around evidence-based investing. Instead of basing decisions on near-term trends or ""expert"" opinions, our team focuses on historical data, leading indicators, and statistical probabilities to guide core asset allocation ratings and idea generation. This quantitative overlay rewards facts, not opinions, and allows MarketDesk Research to simplify an often complicated market narrative and provide actionable ideas. Solutions include core asset allocation research (equities, credit, economics, and international markets), tactical ideas (industries, themes, regions), model portfolios (quantitatively managed strategies), and white label insights (client communication and marketing).

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To subscribe to Market Edge Research, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

The Market Edge Technician report provides in-depth analysis on over 3,600 stocks. Updated daily, the research looks at short and intermediate term strengths and weakness and provides specific, actionable recommendations. A Calendar of Technical Events alerts investors to changes in pertinent technical indicators.

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To subscribe to MarketGrader, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Subscribe to any of the four coverage regions (Americas, Europe, Middle East & Africa, or Asia Pacific) or to all regions with Global package.

MarketGrader rates 40,000 companies across more than 100 global markets daily. Our growth-at-a-reasonable-price (GARP) methodology is designed to help you find the world's best growth compounders without overpaying for their shares. Every MarketGrader report provides a clear analysis of a company's fundamentals across four key areas: Growth, Value, Profitability, and Cash Flow, and summarizes our view on the stock with a clear 'Buy,' 'Hold,' or 'Sell' rating. It also shows you where any company ranks against its regional peers and gives you a Sentiment score to help you identify optimal entry and exit points.

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To subscribe to Market Structure Edge, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Market Structure EDGE (30D free trial) is the only quantitatve decision-support platform for investors that highlights SUPPLY and DEMAND in US stocks. As in any market, prices rise when Demand outstrips Supply, and vice versa. Without knowing Supply and Demand, price tells you little. And you can't get great returns trading stocks others don't own. Everybody owns the same stocks. Everybody owns APPL, for instance. You'll outperform the rest if you buy diverging Supply and Demand in AAPL. By showing Supply and Demand in simple, clear graphics along with other important portfolio factors such as Volatility and $/Trade, EDGE is a true and unique advantage for traders and investors in US stocks.

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MNI provides complientary services, and do not require subscriptions.

For over 40 years, MNI Market News has been a trusted source for actionable insights into Central Bank policy and market developments. Leveraging unparalleled connections and a dedicated team of analysts, MNI delivers real-time updates across Fixed Income, FX, Emerging Markets, Oil, Gas, and Power. With a focus on cutting through the noise, we provide concise, high-impact information to keep traders informed and ahead of the curve. Consolidate market intelligence from diverse sources into one streamlined platform and stay connected to every corner of the market with MNI.

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To subscribe to Morningstar, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Access research from Morningstar, the leading global provider of independent, fundamental research to help make better informed decisions. Morningstar's team of 100+ global analysts covers thousands of securities and delivers in-depth reports that include the Morningstar Rating™, buy/sell prices, Stewardship Ratings, Economic Moat Ratings, and risk analysis.

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To subscribe to Naviga Newsfeed, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Using our proprietary taxonomy, Naviga creates aggregated news topics from thousands of reputable business sources including Pro-feeds, regulatory announcements, rumour wires and web sites. Naviga – working to create alpha by distilling stories from background noise.

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ORATS is a complimentary service, and does not require a subscription.

ORATS provides accurate options Greeks, IVs, and proprietary indicators in the form of historical data, trading tools, and APIs. Our four pillars of trading - Research, Implementation, Risk, and Review - guide the development of our all-in-one trading platform for advanced options traders. Powered by over 15 years of data for nearly 6,000 symbols, our options backtester, scanners, and other tools are engineered to help you make smarter trades.

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To subscribe to Orbisa, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Orbisa is a premium market data service offering insights and transparency into the securities lending industry. The Orbisa dataset lets clients evaluate short trades by accessing key securities lending metrics. Investors can access metrics such as Utilization, Shares On Loan and Short Interest Indicators to gauge borrowing demand in a name, which may reflect market sentiment. They can also leverage historical data to view recent trends and compare activity across two tickers.

Complimentary Data

• Access to Orbisa hotsheets showcasing the 3 most borrowed securities in US, Canadian, International and ETF markets.
• Utilization: a measure of supply and demand in the securities lending market. This value measures the on-loan quantity (shares actively borrowed) relative to the inventory quantity (shares available to be borrowed), giving insight into how difficult it may be to locate a security
• Borrower Depth: a score indicating how many borrowers are actively borrowing shares. Fewer borrowers may indicate shares are more difficult to locate
• Lender Depth: a score indicating how many lenders are actively lending shares. The deeper the market, the easier it may be to locate a security
• Average Duration: the weighted average duration of all open loans, expressed in calendar days. Shorter duration may indicate recent borrowing and lending activity

Premium Data

• Access to Orbisa hotsheets showcasing the 25 most borrowed securities in US, Canadian, International and ETF markets.
• Short Interest Indicator: a measure of shares borrowed versus shares publicly available to trade. A high short interest could lead to a potential short squeeze if short sellers look to close out of positions
• On-Loan Quantity: the number of shares actively being borrowed
• On-Loan Value: the value of the shares actively being borrowed. This value will be influenced by the On-Loan Quantity as well as price movements of the security
• Days To Cover: an estimate of how long it would take to cover a short position given recent trading volumes by comparing the on-loan balance to recent trading volumes. The higher this figure, the greater the risk of a potential short squeeze

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To subscribe to Passiv, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Passiv is an automated portfolio management tool that makes it easier for investors following a balanced fund investment strategy to manage their portfolios. It helps users to be their own wealth manager, making it easier for them to allocate cash and maintain a target allocation. Simply set your target allocation and follow the calculated trades. You'll also get notifications whenever cash hits your account or your portfolio drifts. Passiv is free to use but Elite users get access to advanced features like:

One-click trades - Allocate cash or rebalance your portfolio in one-click, saving you the hassle of having to login to your broker to place the trades.

Multi-account portfolios - Combine multiple accounts into one holistic portfolio to keep everything balanced.

Advanced currency handling - Keep your different currencies separate by preventing foreign exchange transactions in your account.

Dollar cost averaging - Allocate new cash contributions gradually over time to reduce the risk from market volatility.

And much more!

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To subscribe to Peak Capital Management, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

PCM Report – The PCM Report is a monthly report produced by the Peak Capital Management leadership team of which includes a variety of content including economic commentary on the capital markets, technical analysis, political analysis, and a brief Q&A section led by both our CEO and Chief Equity Strategist.

Quarterly Performance Review – The Quarterly Performance Review is a research report produced by our Chief Equity Strategist and Head of Research, Clint Pekrul, CFA, where he analyzes and discusses the equity and fixed income markets. Clint also provides a brief review of how our managed-risk strategies have performed over the most-recent quarter.

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RedSky Markets is a complimentary service, and does not require a subscription.

Redsky Markets is a data analytics company that has developed a proprietary software language allowing for rapid queries of large datasets. When certain market thresholds are met in CME Group's major products, Redsky is designed to provide real-time alerts via text message, RSS feed or mobile app. Additionally, Redsky can provide historical context around every market alert.

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Refinitiv is a complimentary service, and does not require a subscription.

Recognizing that professionals need trusted information, filtered, and expertly managed, Refinitiv provides a wide range of business-critical information and software for actionable insight.

Refinitiv is the world's leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and accounting, intellectual property and science and media markets, powered by the world's most trusted news organization.

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Seeking Alpha is a complimentary service, and does not require a subscription.

Stock market insights & financial analysis. Provides research articles covering broad range of stocks, ETS and investment strategies. Insights are provided by buy side investors and industry expert.

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To subscribe to Simpler Trading Company, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Simpler Trading Company is a premier options education service. Options education is provided through online classes, video newsletters, and a live trading room. Simpler Trading Company has the largest options membership community on the Internet. If you are interested in swing trading stocks you can check out Simpler Stocks which provides stock trading education through a video newsletter, articles, and group mentorships.

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Simply Wall Street is a complimentary service, and does not require a subscription.

Simply Wall St helps investors make more informed decisions. Simply Wall Street conducts in-depth and unbiased fundamental analysis on thousands of listed companies worldwide allowing you to quickly identify and research opportunities. Our products are easy to understand, visual, and comprehensive.

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To subscribe to Slingshot Insights, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Slingshot Insights is an expert network and management access company, focused on the healthcare and biotech space. Slingshot Insights focuses on fulfilling specific interview requests for investors on stocks, and records and transcribes telephone interviews.

Interactive Broker clients can access these completed KOL interviews, conducted by professional portfolio managers, for a monthly fee.

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Slingshot Insights' Exclusive Package for GFIS Customers includes:

Access to Slingshot's completed expert interview transcripts after a 2 week holding period.

Immediate access to Slingshot Insights' management call transcripts as well as the ability to access live calls.

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To subscribe to Smartkarma, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Smartkarma is an independent investment research network uniting Insight Providers, Investors, and Investor Relations Professionals. Smartkarma challenges conventions by providing differentiated, independent analysis on companies, markets, and industries across the world. This includes insights on areas under-reported by mainstream market coverage, including Event-Driven, IPOs & Placements, and Small/Mid-Cap Equities, as well as a wealth of financial data and analytics provided by exchanges, banks, brokers, and more.

Smartkarma's online platform empowers asset managers and private accredited investors who want to access market-moving, differentiated intelligence; corporates who need to maximise their outreach; and analysts who wish to reach global investors with their written reports and bespoke services. Smartkarma is backed by notable investors such as Sequoia Capital, SGX, Wavemaker Partners, Jungle Ventures, and Enterprise Singapore.

The network continues to grow as Smartkarma bolsters its offerings and services:

Premium Services allow asset managers to engage with Insight Providers in a deeper, more nuanced way through desk access and differentiated bespoke reports.

Smartkarma Originals are bespoke and exclusive research pieces that look at current topics through unique perspectives, to deliver even more differentiated research to Smartkarma's client base.

Corporate Solutions helps listed companies monitor investor and analyst sentiment, improve their research coverage, and streamline investor relations workflows.

Private Investor Solutions (Smartkarma Plus) empowers private investors with differentiated and actionable investment ideas with a niche focus on Asian markets. Private investors can now have access to Smartkarma's extensive archive of independent and institutional-quality research, trusted by global institutional investors with million-dollar budgets.

Smartkarma is headquartered in Singapore, with offices in London and New York.

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Context Analytics is a complimentary service, and does not require a subscription.

Context Analytics, Inc. (CA) aggregates the intentions of professional investors as expressed on Twitter. CA uses patented proprietary Sentiment NLP, Topic Modelling, and Source Technology to compare current conversations to historical baselines identifying if the conversation is significantly more positive or negative than normal. CA is a licensed Twitter partner with access to the full Twitter Firehose. We provide nearly 12 years of out-of-sample historical data and have applied our machine learning to this historical dataset. Our data has proven to be predictive at statistically significant levels.

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Stock Traders Daily is a complimentary service, and does not require a subscription.

Trading Reports and Ahead of the Curve

Buy and sell signals, fundamental charts, and technical data for day, swing, and long term trades. Includes a daily hand-drawn combined analysis of near, mid, and long term straight-line technicals for the NDX, DOW, RUT and SPX. This market analysis helps distill anomalies.

Daily Tech Market Analysis

Stock Traders Daily offers a Daily Comprehensive Market Analysis that combines the Dow Jones Industrial Average, NASDAQ 100, S&P 500, and Russell 2000 (combining analyses to help identify anomalies and opportunities). Market analysis helps investors tune out the noise associated with stocks and company specific dynamics and make improved investment decisions. This subscription provides market analysis and commentary, forward guidance, strategy updates, and trading plans updated aftermarket every day, in advance of the next trading session. Traders using index futures and leveraged ETFs use Stock Trader Daily's raw data to define entry and exit levels, while investors, advisors, and funds use the daily commentary to monitor changes to sentiment.

Strategies and Timing

Stock Traders Daily offers Strategy indicators and Timing Tools that are designed to help investors make long and short trading and investing decisions over varying time frames. The Strategy indicators are a simplified way of understanding whether a portfolio should be exposed to the market or protected, for example. These are updated after hours every day, for the next session, and during market hours when necessary too. Tools include Sentiment Tables and Fibonacci Calculations to help investors with their timing strategies. Please email support@stocktradersdaily.com and request more information about the accuracy of their Fibonacci Timing Tool. With Strategy Indicators and Timing Tools, both investors and Traders can gauge their market exposure, and make decisions supported by proven techniques.

Economic Analysis

Stock Traders Daily offers a big-picture approach to economic observations; less focused on the day to day changes to economic data, and more focused on data and events that shape the macroeconomic picture. Stock Traders Daily focuses on global liquidity, central bank monetary policy, and long-term economic trends.

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To subscribe to Stockpulse, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Stockpulse provides inimitable decision support with Emotional Data Intelligence that collects, filters, matches, scores, and augments unstructured data and converts it into processable information—making us a true pioneer in social media research and social media analytics since 2011.

Data collectors are continuously scanning myriads of different internet sources for relevant financial topics, communication, and other unstructured data. Latest Artificial Intelligence, Machine Learning, and Natural Language Processing (NLP) methodologies are used to process and aggregate data quality and extract cryptic knowledge of raw and unstructured data sets into viable and comprehensible information such as trading signals.

We have one of the most extensive and most diversified coverages of social media sources around the globe, with a specific focus on financial markets. Beyond the usual sources like Twitter or Stocktwits, we provide insights into Reddit, Discord, Telegram, highly frequented stock message boards, and many other specialized sources. Our coverage is global, we currently monitor more than 40,000 equities from all regions of the world and 9,000 crypto currencies. Natural Language Processing (NLP) is done in several languages, e.g. English, German, Chinese, Swedish, Danish, Finnish, Icelandic, etc.

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To subscribe to StreetInsider.com, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

When it comes to real-time market intelligence and analysis there is no substitute for StreetInsider Premium. Trusted by thousands of money managers, traders and analysts at the world's top banks, hedge funds and exchanges, StreetInsider Premium gives members the edge they need in a fast moving market. StreetInsider Premium offers members hard hitting, market moving news feed that weeds out non-actionable items. Some key trading trading categories covered include: M&A, hedge fund news, analyst rating action/comments, FDA news, Trader Talk, Rumors and Momentum movers to name a few. There are many news services that can spit out headlines, but only StreetInsider.com Premium thinks like a trader. We cover derivative plays, special situations, momentum plays, calendar plays and big picture ideas, among other items that can take your market intelligence to the next level.

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TalkMarkets is a complimentary service, and does not require a subscription.

Provides investment ideas according to one's interest, preferences, and level of investment sophistication influence.

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TFI Securities is a complimentary service, and does not require a subscription.

TFI has a strong research platform with diversified coverage. Subscription includes access to fundamental and economic research reports from Hong Kong and China.

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To subscribe to The Fly, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

The Fly is a leading digital publisher of real-time financial news. Our financial market experts understand that news impacting stock prices can originate from anywhere, at any time. The Fly team scours all sources of company news, from mainstream to cutting-edge, then filters out the noise to deliver short-form stories consisting of only market moving content.

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The Motley Fool is a complimentary service, and does not require a subscription.

The Motley Fool's purpose is to make the world smarter, happier, and more prosperous. While other companies may focus on one or two of these, TMF aims to do all three by providing outstanding business and investing advice - with a decidedly Foolish bent.

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To subscribe to theScreener, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

For more than 20 years, the research specialists have been successfully developing solutions that enable strategists, decision-makers and advisors in the investment field to do their demanding job more easily, faster and better.

theScreener has established itself internationally as an information provider for asset managers. This is not least due to its exceptional track record, as well as the clarity and transparency of its multidimensional multi-factor model. The CIO builds seamlessly on this success. To cover the different approaches in the investment area, new possibilities for data consumption and visualization have been implemented. This allows to use the system flexibly, regardless of the investment approach chosen. Whether navigating top-down over markets, sectors and asset classes or a targeted individual value analysis – everything is possible in theScreener CIO.

theScreener RM provides access to our full research universe of 6,000+ stocks, markets, sectors, and funds in our intuitive web-application. theScreener Report unlocks our equity research reports on hundreds of the most important stocks directly in the IBKR platform.

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To subscribe to TipRanks, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

TipRanks offers a suite of powerful tools for individual and professional investors that turn any system into a fully-fledged research platform. Use TipRanks to generate trade ideas, perform market research and manage portfolios.

TipRanks serves as a comprehensive investment tool for traders and financial institutions. TipRanks aggregates stock ratings made on stocks in the NASDAQ and NYSE and tracks both the performance of analysts and bloggers who publishes stock advice, as well as track the gains made by top hedge funds and corporate insiders. TipRanks can be used to draw data-based insights on investor holdings, accompanied by simple graphics. TipRanks crunches data so investors can act on insights.

Analyst Activity

For stock, TipRanks aggregates the ratings made by analysts in the last 3 months to determine the overall consensus, ranging from Strong Sell to Strong Buy. The average 12-month price target is displayed along with the potential upside/downside from current market value, illustrated by a graph that extrapolates the high, low, and median stock price estimates for the next 12 months. Below, view a summary of the recent analyst ratings made on the stock. This includes the analyst name, firm, and rank next to the rating details. To learn about the rationale behind each rating, refer to the "Read article" link that will redirect investors to the reasoning behind the analyst's call.

Analyst Profile

TipRanks creates a comprehensive score card for analysts, allowing investors to view the potential gains from each analyst's history. The name, firm, and sector of the analyst can be viewed alongside the analyst's success rate and average return. Analysts are rated according to a combination of their success rate at making recommendations, average return of all recommendations, and the statistical significance of their results.

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To subscribe to Reflexivity, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Reflexivity is an AI-powered market intelligence platform built by hedge fund veterans that enables users to extract insights from a vast array of integrated data sources. IBKR users can leverage Reflexivity for AI insights and AI news analysis across 40,000 global assets.

What do I get with Reflexivity Basic?

• Reflexivity monitors billions of financial data points daily and alerts you to the ones that actually matter.
• Using the power of machine learning, Reflexivity distils a vast ocean of data into actionable insights on publicly traded US equities.
• Basic users have unlimited access to Reflexivity Insights for US equities and a Benzinga newsfeed within Reflexivity.
• Reflexivity also comes loaded with all of the financial data you need - including pricing, fundamental data, charting, and events.

What do I get with Reflexivity Light?

• In addition to all the features included in Reflexivity Basic, users get access to unlimited Insights for over 40,000 global equities.
• Light users can access all Reflexivity content by natural language using Reflexivity's proprietary chat interface.
• Access additional content including a newsfeed powered by several news sources, weekly portfolio summaries, and the ability to backtest any hypothesis via Scenario Analysis functionality.

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To subscribe to Tradestation, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

TradeStation offers state-of-the-art trading technology and online electronic brokerage services to active individual and institutional traders in the U.S. and worldwide.

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Trading Central is only available in listed professional data bundle.

The Trading Central team prides themselves in successfully supporting investors through innovation. This goal is at the core of everything they do, creating a dynamic and continuously growing list of investor-centric innovations that are designed to facilitate confident, educated trade decisions. Trading Central's patented pattern recognition applications continually scan 89 markets globally to provide coverage of over 75,000 instruments. Their insightful analysis and investment research tools enable users to find and validate suitable investment opportunities based on their individual preferences, optimize the timing of their trades, continually learn about markets while running their own portfolios.

Markets never sleep, and with offices in Paris, London, Cyprus, New York, Ottawa, Sydney, Hong Kong and Shanghai, Trading Central is always there to support investor decisions in the moments most needed.

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To subscribe to UBS Live Desk, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

UBS Live Desk offers a window into the global trading floor of one of the world's largest investment banks. UBS Live Desk delivers streaming commentary from traders and sales in short, easy-to read snippets to keep you up to date with the very latest developments in global financial markets. The commentary includes updates on assets as well as views and opinions on the key themes driving markets.

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To subscribe to Validea, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Validea's Research Suite is a comprehensive web-based investment research platform that provides systematic, fundamentally-oriented analysis for both individual stocks and ETFs. The service is designed to generate new investment ideas, track market opportunities, and offer actionable insights through proven strategies.

Stock Reports:
Access detailed stock reports that score and rate stocks based on the time-tested strategies of investing legends such as Warren Buffett, Peter Lynch, Ben Graham, and others. These reports provide fundamental data-driven insights to help investors make informed decisions. Turn on access to the reports inside IBKR.

ETF Reports:
Stay ahead of market trends with ETF reports that highlight exchange-traded funds across sectors and fundamental themes. These reports focus on ETFs that are breaking out and offer valuable insights for investors seeking tactical and thematic opportunities. Turn on access to the reports inside IBKR.

ETF Research Site:
Gain access to specialized ETF research and idea generation tools. Explore ETF-specific analysis, model portfolios incorporating factors, technical indicators, and risk-managed strategies. This resource helps investors construct portfolios and identify new opportunities in the ETF market. Access the research on the ETF micro site (Free Access to IBKR investors).

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To subscribe to ValuEngine, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

ValuEngine (VE) is a stock valuation and forecasting service founded by Ivy League finance academics and Wall Street professionals in 1996. ValuEngine provides individual stock valuation and forecasting reports on over 4,000 US stocks (including 800+ ADRs) and over 1,200 Canadian stocks. In addition, we provide reports on 16 Sectors which are further broken down into 140 Industries. All reports are updated daily after market close.

Our Rating and Forecast Report incorporates the outputs from all of our proprietary models and includes a valuation overview, rating, fair value assessment, return forecasts, market ratio-based valuations, comparable stock analysis, and complete company financials.

ValuEngine's Rating and Forecast Reports for over 5000 stocks provide a recommendation that is based on the proprietary ValuEngine one-year forecast return model output for each individual equity. ValuEngine's Five-Engine rating stocks have an averaged annual return of 26.40% since 2002.

ValuEngine also provides a forecast for 1-3-6 months as well as 1-2-3 years. The predictive variables used in Valuengine's forecast model include both proprietary and well-established variables derived from credible financial studies and publications. We use a distinct forecasting model for each time horizon and apply the most advanced statistical/econometric techniques to ensure that our stock return forecasts are as reliable as possible.

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To subscribe to Wall Street Horizon, log in to Client Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon

Wall Street Horizon Corporate Event Data for Retail and Institutional users (API)

In the volatility that surrounds corporate events, investors use Wall Street Horizon's accurate and timely single-stock event data to stay on top of company happenings for their portfolio and watchlist companies. Knowledge of forthcoming events and event changes gives them the lead time they need to gain a trading edge.

The Wall Street Horizon universe covers 10,000 publicly traded companies worldwide including NYSE, NASDAQ, OTC, FTSE 100, CAC 40, DAX 30, Hang Seng 50, Nikkei 225, EAFE and Dow Jones STOXX 1000 constituent companies. Wall Street Horizon event data includes more than 20 event classes, highlights include:

Lifecycle of Earnings Dates through to EPS and Earnings Conference Call

• Earnings Calendar
• EPS Results
• Earnings Conference Calls
• Future Quarters

Announced Dividends with Status

• Dividend dates, frequency, amounts and status

Investor Conferences and Events for Event Cluster Volatility

• Conferences & presentations
• Road shows
• Company travel
• Forums
• Summits
• Business updates
• Workshops
• Analyst days
• Capital markets days
• R&D days
• Seminars

Merger Events

• Mergers & Acquisitions
• Spinoffs

Stock Events

• Buybacks
• Secondary Offerings
• Stock Splits
• IPOs

Additional Corporate Events

• Interim calendar

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Zacks Investment Research is a complimentary service, and does not require a subscription.

Zacks Investment Research is a Chicago-based research and money management firm founded in 1978 to provide institutional investors with quantitative models designed to predict stock prices for US companies. The product line has expanded over the years to provide a wide range of investment-related information services and software tools to individual investors.

Zacks stock research methodology represents a blend of quantitative and fundamental research, with analyst-written research reports on approximately 960 stocks and quantitatively-driven one-page Snapshot reports on an additional 2,600 stocks. At the core of our rating system is the Zacks Rank, which reflects estimate revisions momentum and earnings surprises.

A new addition to the Zacks Equity Research Reports is the Zacks Style Score, which provides an additional tool for investors to sort through the large number of Zacks Rank 1 and 2 stocks at any time based on one or more of the Value, Growth and Momentum investment styles. The idea is to help investors pick the most appropriate Zacks Rank stocks based on their individual stock-picking preferences. The individual A, B, C, D, E or F Style Score for each stock results from a back-tested evaluation process that uses the metrics with the most predictive value for each style. The top-rated stocks combine Zacks Rank of 1 or 2 with Style Scores of A or B.

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