IRESS EXPERT - Stellenbosch University
Transcript of IRESS EXPERT - Stellenbosch University
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IRESS EXPERT
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EXPERT Landing PageAn overview of a few indices, currencies and commodities
This list will show a few Local, International Indices and Currencies with 15 minutes delayed data.
Selecting the Indices or Currencies will take you to an overview of the selected.
SENS Articles from throughout the day. This news is a delayed feed from the JSE so you will see articles 15 minutes after they are released.
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Universal Search
If you want to refine your search, you can
click on the All button and it will give you a
drop down of all of the instrument
category types.
Found at the top right hand of Expert
You can leave the button default
selected on All and start typing
in the search box. You can
either type in the instrument
code or the instrument name.
While typing, it will give you
options in a dropdown. The
dropdown will give you a
selection of the most commonly
used and searched instruments.
Click on the instrument you
would like to view.
If the instrument you are looking for is not
displayed in the dropdown, click the Show
All Button and it will display all instrument
with your search.
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Instrument Analysis
The landing page will give you a summarised view of the instrument that you have
searched.
The top of the page gives you the 15
minute delayed or EOD prices.
Indicator
for EOD
or 15
minute
delayed
data
The Tools tab allows you to add
the searched instrument to a
watchlist or compare it to other
instruments
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Key Financials
The key financials provides you with the companies Financial Statements and
Ratios
Chart View of Financial Statements and Ratios
You can change the view of
the Financial Statements and
Ratios by clicking on the chart
or table view
Table View
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Financial Statement
Compare the
instrument to its own
sector or other
sectors by clicking
the green cross
There are 3 Financial Statement types. These can be
changed in the dropdown by clicking on the white
arrow.
Select the Financial Statement periodicity
Expand the statement to view all the line items by
clicking on the white cross.
Hover your
mouse over
the (i) icon to
view the
description of
the line item
Hover your
mouse over the
(i) icon to view
number of
months covered
and the financial
year end month
To export the report into excel, click
Export for Excel
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Ratios
The ratios work the same way
as the financial statements
Hover your mouse over
the (i) icon to view the
description of the line
item and the calculation
for the financial line
items and their line item
numbers that were
used in the ratio
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Documents provides you with the PDF versions of released documents.
The most comprehensive content you will find in one platform
Available
documents: SENS,
Annual Reports,
Circular, Interim,
Prelim, Prospectus
Click the
download
button to
open the
documents
Documents
There is a
search
function that
gives you
the ability to
do keyword
searches
Periodicity Selection
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NewsNews gives you a consolidated view of the companies SENS articles
All SENS articles are plotted
along the share price chart. If
you click on the article, it will
display below
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Company Statutory Information, Directors, Investments etc.
Company Info
Within the Company Info page,
there are a subset of tabs giving
you additional Company Statutory
Information
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Percentage of Shares Held by DirectorsMarket Capitalisation
Click on the
directors
name to
view more
information
on the
director
Management
Financial Year End Details
Company Info
Directors Information
Click back when complete
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ChartsThe charting application allows you to view the share price graphically and do simple analysis
of studies and overlays.
Hover over the chart to
see the close price on a
specific day.
The Analysis tab
allows you to add
indicators such
as: Volume,
MACD, RSI,
Stochastic
Oscillator and
Rate of ChangeThe Analysis tab allows you to add
Overlays such as SMA, Bollinger
Bands, Swing Index, SENS, News
and Director Dealings
Chart Type allows you to change the
view between Line, Mountain, Candle
Stick and Step Line
Select the frequency.
Extended frequencies
appear on larger time
frames
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Historical Data
Preselected Fields
are viewed on
opening. You can
click on the up and
down arrows next
to the field name to
rank the amounts
This section allows you to select different fields and get the history for it
Select the frequency
Select the periodicity
Select the number of
line items to be
displayed
To edit the list of
fields, click on the
Edit Fields button.
The below screen
will display.
Deselect fields by
clicking the red
cross
When you are
happy with the
field selection,
click Save
To select a field,
click on the
green cross.
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The Investability of African Companies
Documents
Financial Comparisons
Coface Risk Assessment
We also provide market data and financials for some of the African companies. In
addition to this, we also provide a Risk Assessment on African companies.
Share Price Summary
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ComparisonGives you the functionality of comparing financial statements, market data and ratios in one report for
All JSE Listed companies at once or in sectors or an individual company.
For a single company or a selected number of companies, enter the companies name or code into the search box
and click Add
To get all the selectable financial line
items, market data fields and ratios, click
on the edit fields button
Click on Market Data for the different fields
Click on the financial statement type to view
the available line items
Click on the ratio type to view the available
line items
Default landing page
and fields of search
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Clicking on the statement type
brings up all the selectable
statements and their line items
If you click on the green
cross in the statement
type box, it will add the
whole statement
If you don’t want to view the whole statement but only a few line
items from the statement, click on the statement name (not the
green cross), under the type. The available line items in that
statement will display in the Line Item column
All the fields and line items that you have
selected, will view in the far right column with
red crosses next to them.
If you would like to deselect
a field or line item, click on
the red cross
Once you are happy
with the selection, click
the Save button
You can change
between your selections
by clicking in the
dropdown box and
clicking on the field or
line item. It will then
display all the historical
data.
The results will look like this
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You will need to
keep in mind that
market data can
be viewed daily,
monthly, quarterly
etc. but the
content that
comes from the
ratios and
statements is
updated annually.
You also have the ability to
customise the dates you would
like to view. Click on the custom
tab and select the year and
month from the drop downs and
then click on a day in the
calendar. Then click the Save
button. If you change the
periodicity, the frequency will
more than likely change.
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If you would like to view all of the fields and line items in one report,
you can download it into an Excel document by clicking on the
Tools button and click on Export for Excel
You can also save a report
so that you don’t need to
redo it every time by
clicking Save Report As…
Your saved reports will be saved
under the MY REPORTS section
When you are exporting
you will be prompted with
this information box. You
need to select a view for
the exported content. You
can download it into a flat
data table or you can
download it into a
structured layout choosing
what column or row
displays the instruments.
Exported report
The pivot table
selection will change
the view of this
result
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Quick Compare
This functionality is found in the Comparison tab. Quick Compare allows you to compare Market Data, Financial
Statements and Ratios
You can create a report for All FTSE/JSE Listed
Shares by clicking on the green cross (this will turn
blue with 3 dots if a sector has been chosen)
You can create a
report for sectors
by clicking on the
grey arrow, and
you can see a
further
breakdown by
clicking on the
grey arrows next
to the sub sectors
If you hover over the (i) it will
display all the companies within that
sector or sub-sector.
The number in the grey brackets is
the amount of companies within that
sector.
Once you have selected a sector or all shares, the
items selected will display in the right hand column
If you would like to deselect a
company you can do so by clicking on
the red cross in the right hand column.
If you would like to deselect a sector or
subsector you can do so by clicking on the
red cross in the left hand column.
Click Create
Report
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The defaulted frequency and time period is daily for one
month. Change the frequency by clicking on the dropdown
and change the periodicity by clicking on the buttons or
choose your custom period by clicking the custom button
The selection is defaulted
to a few market data fields
The fields can be
edited by clicking on
the Edit fields button
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Clicking on the statement type
brings up all the selectable
statements and their line items
If you click on the green
cross in the statement
type box, it will add the
whole statement
If you don’t want to view the whole statement but only a few line
items from the statement, click on the statement name (not the
green cross), under the type. The available line items in that
statement will display in the Line Item column
All the fields and line items that you have
selected, will view in the far right column with
red crosses next to them.
If you would like to deselect
a field or line item, click on
the red cross
Once you are happy
with the selection, click
the Save button
You can change
between your selections
by clicking in the
dropdown box and
clicking on the field or
line item. It will then
display all the historical
data.
The results will look like this
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You can also save a report
so that you don’t need to
redo it every time by
clicking Save Report As…
Your saved reports will be saved
under the MY REPORTS section
When you are exporting
you will be prompted with
this information box. You
need to select a view you
want for the exported
content. You can download
it into a flat data table or
you can download it into a
structured layout choosing
what column or row
displays the instruments.
Exported report
If you would like to view all of the fields and line items for all selected
companies in one report, you can download it into an Excel document
by clicking on the Tools button and click on Export for Excel
All Companies will be
exported into one tab
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ScreenerClick on the Add button to
refine your search by
filtering the different
options
Click on the white arrow
for selection options
Add the selected
instruments into a report
by clicking on the Tools
button and saving the
report.
The search results
Search for any instrument,
director or country
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Did you know…
• The URL for Expert is expert.iress.co.za
• Expert has valuable historical content. For example:
• As Published Financial Statements going back to 1988
• Corporate Actions going back to 2003
• Dividend History going back to 1970
• Annual Reports in PDF going back to 1995
• JSE Equity prices going back to 1990
• SENS News going back to 1996
• Expert provides exchange and listed company data for 19 African
countries
• Expert provides risk assessment for these African companies
through a partnership we have with Coface.
• The data in comparison is also called panel data by researchers