The document provides instructions for using the Screener tool on the IRESS Expert website to select and export market data into an Excel file. It outlines the steps to select the data type, exchange, sector, listing status, and companies. It describes how to edit and add fields, select a time frame and custom date range, choose a frequency, and export the selected data for Excel. The downloaded Excel file will then contain the selected market data.

1. IRESS Expert
Using Screener to get data

2. Go to www.lib.uct.ac.za
If you are off campus, connect via VPN and use the browser Chrome

3. Go to “Databases A-Z”

6. Go to “Screener”

7. Select data type

8. Click on arrow to open data types

9. Select data
type by
clicking on
green plus
sign

10. Save

11. Select Exchange. Click on
“Add” to open exchanges

12. Select
exchange
and save

13. You have the option to
select sector(s)

14. Click on arrow to open sectors

15. Select sector
and save

16. Can open
up each
sector by
clicking on
the arrow

17. Can continue
opening
sector until
you get to
required
level & save

18. Select Listing status. Click
on “Add” to open statuses

19. Use the
green plus
sign to
select
status &
save

20. List of companies in the sector. Can select
companies by clicking in the checkboxes

21. Or click on down arrow to Select All companies

22. Click on “Tools” & select “Compare”

23. Can now edit fields, dates & frequency
Click to
edit fields

24. The default fields are Close, High, Low, Open, Volume.
Delete fields not required by clicking on the red X

25. To add new
fields, click on
the green plus
& save

26. Can explore more categories of fields on the left e.g. if “Annual
Published” is selected, corresponding fields will appear

27. Select a time frame. Use “Custom” to select your own range

28. Select your own date range & save

29. Click on arrow to open frequencies then select relevant frequency

30. Click on “Tools” & select “Export for Excel”

31. Select preferred layout & click on “Download Report”

32. Open the downloaded file

33. Downloaded data

34. maureen.chiware@uct.ac.za