Stop wasting hours on manual investment data entry in Excel

Zacks Excel Link is an Excel add-in that gives you seamless access to Zacks' comprehensive investment databases of over 10 million data items— without ever leaving your spreadsheet.

Whether you're maintaining single-company overviews, monitoring watchlists, managing model portfolios, or tracking performance, Zacks Excel Link automates your investment data to save time and reduces errors across your spreadsheets.

Unlimited access to Zacks Investment Databases

  • Price and total returns.
  • Estimates and estimate revisions.
  • Quarterly and annual financial statement data.
  • Valuation and fundamental ratios and metrics.
  • Zacks proprietary quantitative scores and ranks.
  • Mutual fund, ETF, economic, and composite data.

Stop copying and pasting data—Excel Link updates it for you

Use relative date references to keep sheets current and reusable.

Get daily updates on changing values without the heavy lifting.

Automatically pull stock prices, reported financials, and analyst estimates.

Effortlessly create your own reports using our templates

The pre-built reports in our library are designed by financial advisors and give you a variety of graphic-rich templates for internal analysis and client handouts, helping you:

  • Quickly provide a performance overview using the Mutual Fund Snapshot report
  • View sector performance using Index reports for ETFs.
  • Compare multi-company reports, followed Lists, multi-factor stock models, screens, and more.
  • Optimize your comparison security analysis for coverage, followed lists, and screens by syncing your spreadsheets with our Pro Screener and Pro Backtester.

Plus, use our report templates to customize your:

  • Single security due diligence process with a range of equity reports.
  • Stock, mutual fund, and ETF analysis reports using your unique processing and company branding.
  • Economic and market analysis for more effective reports and presentations for client meetings and social media outreach.
  • Model analysis and rebalancing with portfolio reports or any situation that meets your clients’ unique needs.

See our report library.

Fill out the form to get a download of our entire collection of graphics-rich, pre-built templates that you can use or modify in your workflow with Excel Link.

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