IRESS EXPERT iress.com EXPERT Landing Page An overview of a few - - PowerPoint PPT Presentation
IRESS EXPERT iress.com EXPERT Landing Page An overview of a few indices, currencies and commodities This list will show a few SENS Articles from Local, International throughout the day. Indices and Currencies This news is a delayed with 15
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An 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
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
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
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
documents
Documents
There is a search function that gives you the ability to do keyword searches Periodicity Selection
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News
News 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 Directors Market Capitalisation Click on the directors name to view more information
director Management Financial Year End Details
Company Info
Directors Information Click back when complete
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Charts
The charting application allows you to view the share price graphically and do simple analysis
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 Change The 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
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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Comparison
Gives 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
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
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
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
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
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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Screener
Click on the Add button to refine your search by filtering the different
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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countries
through a partnership we have with Coface.