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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