Zacks Analyst Ratings | Intrinio

Zacks Analyst Ratings

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Analyst Recommendations For Your Portfolio

The Zacks Brokerage Ratings Data Feed provides buy, sell, and hold recommendations from analysts at brokerages for all companies in the Zacks universe. Zack’s storied research team aggregates and validates the ratings from professional analysts covering the stocks. The ratings can be accessed in Excel, Google Sheets, Excel Screener, and API format.

Know When to Walk Away

In addition to forecasting future earnings, sales, and price levels, most sell-side analysts will issue a recommendation or rating on whether or not to trade a stock based on their perception of its near-term money-making potential. Changes in brokerage ratings often have an immediate impact on the price of a stock. Analysts can access these buy, sell, and hold recommendations directly in their spreadsheets via an Excel add-in and developers can access the ratings in their applications via API.

Flexible Access

This data is available via Excel, Google Sheets, Excel Screener and Web API.

Have Questions?
Features
  • 4,500+ Rated Companies
  • United States and Canadian Securities
  • Quarterly and Annual Estimates of Earnings
  • Total Number of Analysts Covering a Stock
  • Count of Analysts Rating Buy, Sell, or Hold
  • Count of Analysts Rating Strong Buy, Sell, or Hold
  • Average Rating
  • Ratings Date
  • Screen securities based on analyst ratings
  • Current and Historical (5 years) data available
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Frequently Asked Questions

Below you will find the most frequently asked questions about this data feed. We have also curated some resources to help you get started, listed on the right. As always, feel free to chat with us if you have any questions.
What is the coverage for this feed?
  • Zacks covers US and Canadian public companies with at least 1 sell side analyst covering the company.
- or -
Data Categories

Intrinio offers a variety of ways to access this data feed. Choose your preferred access method below:

API
Excel
Sheets
CSV

API Documentation

There are two versions of our API. We recommend "v2". To learn which one may be right for you, click here.
API v1
API v2

{{ docSectionTitle }} Documentation

Welcome to the Intrinio Financial Data Platform! Through our Data Marketplace, we offer a wide selection of financial data feeds sourced by our own proprietary processes as well as from many data vendors. The Intrinio API uses HTTPS verbs and a RESTful endpoint structure, which makes it easy to request data from Intrinio. Basic Authentication is administered over HTTPS. Responses are delivered in JSON format.

If you need additional help in using the API, chat with us.

Getting Started

For a quick guide to getting started with our API, please see the Tutorial.

Authentication

Private

For private/trusted environments, use Basic Authentication over HTTPS.

You can find your API Username and API Password on your Account page. You must include these credentials with every request in order to receive access to the API.

To include the credentials in your HTTPS request, specify an Authorization header, with the value Basic (key) , replacing (key) with the Base-64 encoded string API_USERNAME:API_PASSWORD .

If your credentials are not authorized, a status code of 401 will be returned.

Public

For public/untrusted environments (such as client-side JavaScript), use our public key authentication over HTTPS.

You can create a Public Access Key on your Account page. Make sure to specify all domains from which this key may be used. Any domain not listed will be rejected by the API. For development purposes, localhost is listed as a domain by default. Make sure to delete this domain before going to production.

To include a public key in your HTTPS request, specify it as the value of an X-Authorization-Public-Key header.

If your public key is not authorized, a status code of 401 will be returned.

Response Codes

Intrinio uses normal HTTP response codes to indicate the success or failure of an API request. A response code of 200 indicates success and codes in the 4xx range indicate an error that failed given the information provided, and codes in the 5xx range indicate an error with Intrinio’s servers (these are rare).

The Intrinio API uses the following error codes:

Code Meaning
200 OK – Everything worked as expected
401 Unauthorized – Your User/Password API Keys are incorrect
403 Forbidden – You are not subscribed to the data feed requested
404 Not Found – The endpoint requested does not exist
429 Too Many Requests – You have hit a limit. See limits
500 Internal Server Error – We had a problem with our server. Try again later.
503 Service Unavailable – You have hit your throttle limit or Intrinio may be experiencing high system load.

Paging

Often there is too much information in our system to serve in a single request of reasonable size. Therefore we limit results to a certain number per request and provide you with paging information which can be used to retrieve the remaining pages of data.

In the Web API, you will notice that most requests contain paging information.

File Downloads may have paging information as well, listed in the first row.

In order to request the next page of data, append a page_number parameter to your request:

https://api.intrinio.com/companies
https://api.intrinio.com/companies?page_number=2
https://api.intrinio.com/companies?page_number=3

Limits

The Intrinio API employs several reasonable limits to ensure that stable, reliable service is provided to all users. These limits can vary based on which data feeds you are subscribed to, as well as which API call you are making. The limits are grouped as: daily calls, 10-minute calls, paging, throttling, and timeouts. If you hit an API limit, the response will contain a 429 code and an explanation of the limit.

Daily Call Limits

Most data feed subscriptions have limited daily usage. This means that you can make up to a certain number of API calls in a 24-hour period (resetting at midnight Eastern). To view the limits for a data feed subscription, go to your Account page, click on Subscriptions, click on the subscription in question, and click on Limits.

10-Minute Call Limits

Some data feed subscriptions have limited 10-minute usage. This means that you can make up to a certain number of API calls in a 10-minute period.

1-Minute Call Limits

As an alternative to Daily Call Limits, some data feeds employ a 1-minute call limit. This means that you can make up to a certain number of API calls in a 1-minute period.

Paging Limits

API endpoints that employ paging are limited by the maximum page size that you may request. This varies by endpoint:

Endpoint Maximum Page Size
/historical_data 1,000
All others 100

Throttle Limits

Users enjoying free data feed subscriptions only are limited to 100 requests-per-second.

Timeout Limits

Each request must be fulfilled within 25 seconds, otherwise it will be dropped with a 503 error. Given the flexibility of our endpoints and the complexity of potential API calls, we leave it to the users to fashion requests which can be satisfied in a reasonable time.

Usage & Limits

The following endpoints will help you to check your API access, limits, and usage:

Note: this is limited to data feeds with daily API call limits.

Endpoints

Below are all of the API endpoints available for this data feed:

Welcome to the Intrinio Financial Data Platform! Through our Data Marketplace, we offer a wide selection of financial data feeds sourced by our own proprietary processes as well as from many data vendors. The Intrinio Excel Add-In allows you to access a variety of datasets right in Excel, using simple, intuitive functions.

The Excel Add-in works on both Mac OS X and Microsoft Windows versions of Excel.

If you need additional help, chat with us.

Getting Started

For a quick guide to getting started with our Excel Add-In, please see the Tutorial.

Functions

Below are all the functions available for this data feed:

Welcome to the Intrinio Financial Data Platform! Through our Data Marketplace, we offer a wide selection of financial data feeds sourced by our own proprietary processes as well as from many data vendors. The Intrinio Google Sheets Add-On allows you to access a variety of datasets right in Google Sheets, using simple, intuitive functions.

If you need additional help, chat with us.

Getting Started

For a quick guide to getting started with our Google Sheets Add-On, please see the Tutorial.

Functions

Below are all the functions available for this data feed:

Welcome to the Intrinio Financial Data Platform! Through our Data Marketplace, we offer a wide selection of financial data feeds sourced by our own proprietary processes as well as from many data vendors. All of our data is available for download in the CSV (comma-separated values) format.

If you need additional help, chat with us.

Getting Started

For a quick guide to getting started with our CSV Download functionality, please see the Tutorial.

Authentication

When using the download links, your browser will prompt you for a username and password. These credentials correspond to your access keys, which can be found in your Account page.

Paging

Sometimes there is too much information in our system to put into a single file of reasonable size. Therefore we limit file downloads to 10,000 rows. In order to retrieve the rest of the rows, you will have to request the second "page" of results. The first row of each file will contain paging information: RESULT_COUNT: 6342 , PAGE_SIZE: 10000 , CURRENT_PAGE: 1, TOTAL_PAGES: 1 , API_CALL_CREDITS: 1

  • RESULT_COUNT tells you how many total rows there are in our system
  • PAGE_SIZE tells you how many records you are fetching per page
  • CURRENT_PAGE tells you which page you are currently viewing
  • TOTAL_PAGES tells you how many total pages there are
  • API_CALL_CREDITS tells you how many API calls credits your request consumed

If the TOTAL_PAGES field in your file is greater than 1 and you want to see the other pages, append a page_number parameter to the URL:

https://api.intrinio.com/indices.csv?type=economic&page_number=1
https://api.intrinio.com/indices.csv?type=economic&page_number=2
https://api.intrinio.com/indices.csv?type=economic&page_number=3

To exclude the paging information from your file, include a hide_paging parameter in the URL:

https://api.intrinio.com/indices.csv?type=economic&page_number=1&hide_paging=true

URL Formatting

URLs must be formatted correctly in order for file downloads to be processed successfully. Here are examples of correct URLs:

https://api.intrinio.com/indices.csv
https://api.intrinio.com/indices.csv?type=economic
https://api.intrinio.com/indices.csv?type=economic&query=GDP
https://api.intrinio.com/data_point.csv?identifier=AAPL&item=marketcap,beta

Here are examples of incorrect URLs:

https://api.intrinio.com/indices.csv&type=economic
https://api.intrinio.com/indices.csv?type=economic?query=GDP
https://api.intrinio.com/data_point.csv?identifier=AAPL&item=marketcap/beta

Here is a key to the different parts of a URL:

https://api.intrinio.com /data_point.csv ? identifier = AAPL & item = marketcap,beta
1 2 3 4 5 6 7 8 9 10

  1. Intrinio's API web address.
  2. The location of the data you are trying to access.
  3. The separator between the URL address and the URL parameters.
  4. The name of the URL parameter.
  5. The separator between the name of the URL parameter and the value of the URL parameter.
  6. The value of the URL parameter.
  7. The separator between URL parameters.
  8. The name of the URL parameter.
  9. The separator between the name of the URL parameter and the value of the URL parameter.
  10. The value of the URL parameter. Note some parameters allow multiple values - separate them with a comma.

Functions

Below are all of the CSV file downloads available for this data feed:

Returns the most recent data point for a selected identifier (ticker symbol, stock market index symbol, CIK ID, etc.) for a selected tag. Income statement, cash flow statement, and ratios are returned as trailing twelve months values. All other data points are returned as their most recent value, either as of the last release financial statement or the most recent reported value.

Function: =IntrinioDataPoint(identifier, item)
Function: =IntrinioDataPoint(identifier, item)

Parameters

expand collapse
Name Description Example
identifier An identifier, which can be a security ticker, SEC CIK ID, FRED Series ID, etc. AAPL
item An item, which can be a data tag or a special code. marketcap
hide_paging
Hide first row of paging information.
Options:
true
-

Output Fields

expand collapse
Name Description Example
identifier the ticker or identifier for the data point AAPL
item the requested standardized tag or series ID name

Sample Data

expand collapse

Data Point Lookup

Returns the most recent data point for a selected identifier (ticker symbol, stock market index symbol, CIK ID, etc.) for a selected tag.
URL: https://api.intrinio.com/data_point?identifier=AAPL&item=marketcap

Data Point Lookup

Returns the most recent data point for a selected identifier (ticker symbol, stock market index symbol, CIK ID, etc.) for a selected tag.
URL: https://api.intrinio.com/data_point.csv?identifier=AAPL&item=marketcap

Data Point Lookup

Returns the most recent data point for a selected identifier (ticker symbol, stock market index symbol, CIK ID, etc.) for a selected tag.
Function: =IntrinioDataPoint("AAPL", "marketcap")

Data Point Lookup

Returns the most recent data point for a selected identifier (ticker symbol, stock market index symbol, CIK ID, etc.) for a selected tag.
Function: =IntrinioDataPoint("AAPL", "marketcap")

Data Point Lookup

Not available for this access method

Data Point Multiple

Returns multiple data points matching the given parameters
URL: https://api.intrinio.com/data_point?identifier=GOOGL,AAPL&item=price_date,close_price,percent_change

Data Point Multiple

Returns multiple data points matching the given parameters
URL: https://api.intrinio.com/data_point.csv?identifier=GOOGL,AAPL&item=price_date,close_price,percent_change

Data Point Multiple

Not available for this access method

Historical Data

Returns the historical data for for a selected identifier (ticker symbol or index symbol) for a selected tag. Income statement, cash flow statement, and ratios are returned as trailing twelve months values by default, but can be changed with the type parameter. All other historical data points are returned as their value on a certain day based on filings reported as of that date.

Function: =IntrinioHistoricalData(identifier, item, sequence)

Parameters

expand collapse
Name Description Example
identifier An identifier, which can be a security ticker, SEC CIK ID, FRED Series ID, etc. AAPL
item An item, which can be a data tag or a special code. marketcap
start_date The earliest date for which to return data. 2018-04-02
end_date The latest date for which to return data. 2018-5-03
frequency
The frequency of the historical prices & valuation data.
Options:
daily
weekly
monthly
quarterly
yearly
yearly
type The type of historical data to fetch. For financial statements, the type reflects the type of financial statement. For Sector data, the type reflect the aggretation (mean, median, max, min) type of the data. FY
sequence An integer 0 or greater for calling a single historical data point from the first entry, based on sort order. 0
show_date
If true, the function will return the date value, and if false the function will return the data point value for a given query.
Options:
Yes
Yes
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 4
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
Name Description Example
identifier the ticker or identifier for the data point @MUSK_51244-TSLA:US
item the requested standardized tag or series ID comp_total_summary
date the date associated with the value of the data tag 2016-12-31
value the value of the Intrinio tag of the financial data point 45936

Sample Data

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Historical Data Lookup

Returns the historical data for for a selected identifier for a selected tag.
URL: https://api.intrinio.com/historical_data?identifier=AAPL&item=marketcap

Historical Data Lookup

Returns the historical data for for a selected identifier for a selected tag.
URL: https://api.intrinio.com/historical_data.csv?identifier=AAPL&item=marketcap

Historical Data Lookup

Returns the historical data for for a selected identifier for a selected tag.
Function: =IntrinioHistoricalData("AAPL", "marketcap", 0)

Historical Data Lookup

Not available for this access method

Securities Search/Screener

Returns security list and information all securities that match the given conditions. The API call credits required for each call is equal to the number of conditions specified.

Parameters

expand collapse
Name Description Example
screener_conditions A list of conditions used to filter the resulting securities -
order_column A data tag by which to order the results. -
order_direction
The direction in which to order the results (“asc” for Ascending or “desc” for descending).
Options:
asc
desc
asc
primary_only
Return only primary securities (excluding special securities such as preferred shares)
Options:
true
true
actively_traded
Return only securities that have a stock price in the past 7 days
Options:
true
true
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 3
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 20
hide_paging
Hide first row of paging information.
Options:
true
true

Sample Data

expand collapse

Securities Search/Screener

Returns a list of all securities that match the given conditions
URL: https://api.intrinio.com/securities/search?conditions=pricetoearnings~lt~15

Securities Search/Screener

Returns a list of all securities that match the given conditions
URL: https://api.intrinio.com/securities/search.csv?conditions=pricetoearnings~lt~15

Securities Search/Screener

Not available for this access method