The Intrinio Fintech Marketplace was designed to make financial data affordable and easy to access. We are pleased to announce the expansion of that vision with the addition of a new data partner, Zacks, whose analyst estimates data will now be available in the marketplace.
Zacks forward and historical estimates of both EPS and revenue are a trusted source of information in the investment community. Intrinio's platform features disruptively affordable data feeds accessible for financial analysts in Excel and fintech developers via an API. Pairing Zacks analyst estimates with Intrinio's platform will provide Intrinio's users with a crucial data source and make it easier than ever to access Zacks data.
This article explains which Zacks data feeds will be available, how much they cost, and how to access them in Excel or API formats.
Which Analyst Estimates Feeds Are Available?
You can search all of the data feeds in the marketplace where you can select estimates to see the Zacks plans:
View Zacks plans by selecting "Estimates"
Clicking on any of the data feeds will reveal a product page. Each product page includes the basic details of the plan:
- Data types
- Access methods
- Chat support for questions
- Terms and plan limits
- An option to subscribe
It is important to remember that the historical feeds also include current estimates for future performance as well as what those estimates were in the past. This is a bit confusing, but feel free to chat with our team if you have questions.
Estimates of Revenue and EPS:
The Sales Estimates and Earnings Estimates feeds provide the most recent consensus estimates of revenue and EPS respectively. With both feeds, you're able to add on historical data for backtesting purposes.
Estimates of Long-Term Growth:
Similarly, the Long-Term Growth Estimates data feed provides current LTG estimates and also has an option to add on historical data so that you're able to retrieve past estimates of LTG.
The Price Targets data feed provides consensus estimates of the direction of a stock's price from professional analysts covering those stocks. As with the other Zacks feeds, there is also the capability to add on historical data to the current data subscription.
Buy, sell, or hold recommendations are also available via the Analyst Ratings data feed, along with the option to add on historical data.
How much do they cost?
As with all Intrinio data feeds, you can see the pricing plans that are available on each product page:
Click "terms" and "limits" to see what is included in a plan.
Intrinio usually splits pricing plans into three categories- Individual, Startup, and Enterprise.
- Individual plans do not include redistribution but any number of analysts or developers at a firm may be added as collaborators to a single paid plan.
- Startup plans include redistribution and are intended for new firms with less than $10,000 in monthly recurring revenue (MRR) and less than $200,000 in funding.
- Enterprise plans are designed for larger firms with customized needs and can be tailored to fit redistribution, data volume, and access requests.
Some products may not have all pricing plans available. If there is a product that you're interested in but the pricing plan that you fall into is not available, please chat with our team and we will try to work out a custom plan!
In keeping with our mission of increasing the affordability and accessibility of financial data, our goal is to keep the prices of these data feeds competitive with other providers.
How Can They be Accessed in Excel?
If you haven't already installed Intrinio's free Excel add-in, follow this tutorial. If you have used Excel to access Intrinio data in the past, you might have used this syntax:
The datapoint function is used to pull the most recent data for a stock with the ticker representing a stock symbol and the tag representing a data type. Pulling the most recent mean estimate of earnings for Apple for next year would look like this:
There are thousands of stocks and hundreds of tags that can be used with the data point function in Excel. You can look up the tags for Zacks data feeds here, and look up the tickers here. You can view the documentation for Zacks here.
For Zacks data feeds that include historical estimates, the Intrinio historical data function is also available:
=intriniohistoricaldata("ticker", "tag", sequence, "start_date", "end_date")
This functionality allows an analyst to determine what an analyst estimate was on a certain date in the past. For example, to see the mean sales estimates for Apple from the year 2000, the syntax would look like this:
=IntrinioHistoricalData("AAPL", "fy_2000_sales_est_mean", 1, "1990-01-01", "2016-01-01")
This article gives a more detailed description of the historical data function. Our help page provides great resources for learning how to access Zacks analyst estimates in Excel, including a link to our documentation and the ability to chat with our team.
It is important to remember that the Zacks historical data functionality is slightly different from the historical data functionality in other data types in that there is a tag for each historical year and quarter and no frequency parameter is needed. It is also important to note that you must be subscribed to a historical feed to pull historical data.
How Can They be Accessed in API Format?
If you aren't already familiar with the Intrinio API, this article will get you started. It includes examples of how to authenticate, sample code in numerous languages, and sample API calls.
The same base syntax that works in Excel for datapoint is also available for Zacks analyst estimates via the API. Here is an example for the mean sales estimate for Apple for next year:
That syntax can be used with any ticker or Zack's tag if you are subscribed to the proper Zack's data feed. Pulling the historical data would look like this:
Why get Analyst Estimates from Intrinio?
Unlike big data providers, Intrinio doesn't bundle analyst estimates into an expensive monthly subscription. Unlike smaller data providers, Intrinio only has one API. This means you can subscribe to the data feeds you need from Zacks or other providers while still using a single API or Excel syntax rather than a different syntax for each provider.
This simplicity and cost structure is designed to make financial data easy to access and affordable for fintech developers and financial analysts. Pairing Zacks estimates of earnings with Intrinio's platform is a win for financial data consumers everywhere.