Today, we are doing a WallStreetZen review.
The stock research platform was built for fundamental investors and boasts a suite of powerful analysis tools.
We’ll quickly cover its Top Analysts and Zen Score features, then take a deeper look at the Stock Screener. In our opinion, the Stock Screener is WallStreetZen’s most underrated feature and deserves some extra attention.
We’re also going to talk about what you can do on the site, who it’s right for, and how much it costs (spoiler alert: it’s mostly free!).
If you decide you want to give WallStreetZen Premium a shot, there’s a 14-day trial linked at the bottom.
Let’s get into this review of WallStreetZen!
Contents
- Overview of WallStreetZen
- The Screener’s Features
- WallStreetZen Plans
- Who is WallStreetZen For?
- Concluding Remarks
Overview of WallStreetZen
Chances are, you’re serious about investing – why else would you be taking the time to read this review?
You’re also probably not a full-time investor. You’re a part-time investor with a full-time job and a life.
WallStreetZen was built for you.
WallStreetZen is the first stock research platform to automate, aggregate, and transform financial data into actionable information.
This way, you can make better investing decisions in less time.
By using building software to perform modeling and due diligence checks inspired by legendary investors like Peter Lynch, Warren Buffett, and Benjamin Graham, WallStreetZen gives you the context to understand any stock’s fundamental strength and weaknesses in minutes, even if you don’t have a background in finance:
A couple of the site’s most popular features are:
Top Analysts
WallStreetZen tracks and ranks nearly 4,000 Wall Street analysts based on the returns, consistency, and win rate of their stock recommendations.
Their performance data is gathered over multiple years, so you know exactly which analysts are proven performers:
After seeing who is performing the best, you can head to their profile to see what they’re recommending lately.
Let’s check out Top 1% Analyst John Freeman’s latest pick:
5 days ago, he maintained his Strong Buy rating on Antero Resources, a stock he started buying around $7/share in January 2021 that is currently trading for $35, a 400% gain in less than 18 months.
He still sees quite a bit of upside in AR given his price target of $60.
Click here to see the latest recommendations from Top Analysts
Zen Score
Zen Score is a summary figure of a company’s fundamental strengths and weaknesses, generated in seconds, from which you can launch further investigation:
Instantly, you can see which of Apple’s 5 dimensions (Valuation, Financials, Forecast, Performance, and Dividend) is its strongest or weakest area, and immediately start digging into where its greatest risks and opportunities lie.
These 2 features are why most users end up converting to Premium, but there’s another tool that we want to highlight and give props to.
Like everything else on WallStreetZen, it’s built differently – with you, the user, in mind.
In this article we’ll be reviewing the Stock Screener.
The Screener’s Features
You probably already have an investing style – what you need now is a way to translate those personal preferences into investment ideas:
Filtering
Unlike other screeners, WSZ’s Screener allows you to filter based on whatever quantitative or qualitative criteria you find most important.
Instead of only being able to filter on specific metrics (like P/E < 25x), this screener allows you to set Pass/Fail, High/Medium/Low, and Min/Max checks:
You can also screen based on both fundamental and technical variables.
Fundamental Analysis
WallStreetZen was primarily built for fundamental investors, and its Screener takes the analysis performed elsewhere on the site and incorporates it into the screener:
You can filter on Zen Score and its 38 due diligence checks, earnings & revenue, dividend data, analyst forecasts, ownership details, and recent price movement.
Stock Ideas
If you aren’t sure which criteria you want to filter on, you can go to Stock Ideas for an entire library of pre-built setups:
My personal favorites are “Undervalued Growth” and “Strong Buys from Top Wall Street Analysts” (a Premium setup).
Cost
The best part of all? WallStreetZen’s Screener is completely free to use.
Premium Benefits
Although anyone can use the Screener for free, there are a few Premium perks within this feature.
Premium users can save their setups, export their results, and view the 2 Premium Stock Ideas presets:
WallStreetZen Plans
WallStreetZen gives away a powerful combination of its tools for free with which you can get started performing fundamental analysis right away.
That said, its free “Basic” tier does come with some limitations.
If you like the Zen Score and Top Analysts features, you’ll probably quickly run through your monthly allotment of free access.
Plus, you’ll also be limited on some of the “Strong Buy” features that can be seen throughout the site.
Additionally, the “Advanced” version of the Stock Screener is reserved for Premium users only.
That said, Premium costs just $12.50/month (when billed annually) – a price many users consider to be an absolute bargain for the amount of value they’re getting.
You can get started with a 14-day trial of Premium here.
There’s also a 30-day, money-back guarantee.
Who is WallStreetZen For?
Long-term, fundamental investors who are serious about making better investment decisions will get the most value out of WallStreetZen’s suite of features.
We recommend giving the enhanced version (Premium) a shot with the 14-day trial, then deciding if it’s the best service for you.
Concluding Remarks
Overall, WallStreetZen is an incredibly user-friendly and powerful website for fundamental stock analysis.
It’s easy to see the site was built for serious, part-time investors who know the importance of fundamental analysis but don’t have the time to always be modeling out new investment ideas.
Plus, the WallStreetZen team is great – they’re committed to helping their users make better, more informed investment decisions.
What more could you ask for?
With its no-risk trial, we highly recommend you try WallStreetZen Premium for 14 days.
The Stock Screener is an excellent product, but its Top Analysts and Zen Score features are (in my opinion) what makes this software well worth the Premium membership.
For serious, long-term investors, WallStreetZen deserves your strong consideration.
Trade safe!
Disclaimer: The information above is for educational purposes only and should not be treated as investment advice. The strategy presented would not be suitable for investors who are not familiar with exchange traded options. Any readers interested in this strategy should do their own research and seek advice from a licensed financial adviser.
