Simon Brown explains how various types of investments work, highlights what to consider before investing as well as how to assess and monitor your investment portfolio to make better financial decisions.
Moneyweb CitiBusiness editor Boitumelo Ntsoko breaks down how to use the Click an Advisor tool, and highlights the benefits of the offering, which gives financial advisors the potential to grow their investor-based audience and attract new clients.
Tools & Data
Below is an overview of the market indicators and data tools we offer.
A portfolio tool to monitor the performance of your shares by creating portfolios and adding shares and unit trust funds to each.
- News and Sens email alerts
- Personalised list of news, Sens and director dealings.
Price and trade data source: JSE Ltd. All other statistics calculated by Profile Data. All data is delayed by at least 15 minutes.
User account FAQs
Below we list the most frequently asked questions from users. If you can't find what you are looking for, you are welcome to contact us.
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Insider Gold subscription:
What does the Insider Gold subscription offer?
Moneyweb's premium subscription gives investors and money-savvy professionals full access to all our award-winning articles, Sens archive and Sens PDFs, market indicators and data tools to track your portfolios, subscribe to email alerts and compare financial instruments.
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If you need any assistance, please email us or complete the contact form for us to assist you.
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This can either be due to insufficient funds on your card or if your bank card changed or expired. See below how to update your bank card details or cancel your current subscription and purchase a new subscription with your new card.
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We do not list international instruments or unit trusts investing in commodities or market liquidity-based indices or institutional funds.
ETFs, ETNs commodities, cryptos and currencies cannot be added to the portfolio tool, however in the future we may expand the functionality to include these instruments.
My portfolios and/or instruments are not loading?
Please try to reload the page (Ctrl+R) to see if it helps or wait a few minutes. It could be that the system is under pressure or one of our APIs is down. If this does not resolve by itself, please send an email to firstname.lastname@example.org to notify us.
I subscribed to email alerts but have not received any?
It's important to note that an alert is only sent when there is an article or Sens announcement published related to a company you are subscribed to. Also remember to check your SPAM folder of your inbox. If you believe there is still a problem, please email us to investigate delivery issues.
I want to pause or cancel my subscription. What happens to my portfolios?
Your portfolio and portfolio data will not be affected if you change or renew your subscription, as long as your subscription is reactivated within 3 months of inactivity.
However, if you pause or cancel your subscription, or your subscription is left unpaid, your portfolios will stop updating the performance data.
You will regain access to your portfolios when your subscription is reactivated, but the performance data will be affected for the period past the 3 months of inactivity.
Can I access my portfolios on the Moneyweb App?
The Insider Gold subscription and its features and benefits are only available on the website (https://www.moneyweb.co.za), and can’t currently be accessed via our apps.
Price values updated every 5 minutes (09:15 - 17:15).
Price values updated twice a day.
Click on the "Add portfolio" button. Choose your portfolio type and name your portfolio. You can add an optional description which can be edited afterwards. Click on "Create a custom portfolio" button. A popup will appear confirming your new portfolio.
You cannot add unit trusts to a share portfolio, or shares to a unit trust portfolio. The data of each type is structured differently.
Add instruments to your portfolio
Click on the title of your new portfolio and click on the button "Add instrument". This will open a new tab to the JSE search page or the Unit Trust search page, dependent on the type of portfolio. Click on the green button "Add" next to the instrument you want to add and select the portfolio you created.
If you don't see your new portfolio in the popup when you add an instrument, make sure you created the correct portfolio type.
To see your updated portfolio, go back to your Portfolio Tool (watchlist) and reload the page and click on the title of your recently created portfolio. Your list of instruments is in a window below your list of portfolios. This will scroll down to your instrument properties. Here you can see a quick overview of the market data of your instrument, change the volume and add a purchase price.
Edit instrument volume
To edit the volume (amount) of instruments you hold in your portfolio, click on the portfolio that contains the instrument, then click on the instrument you want to edit. On the right hand side is an "Edit share" section. Enter the new amount and click on "Update Volume". A popup will appear to confirm this change and the portfolio will reload with the new volume and the new value in portfolio.
Edit instrument purchase price
A "purchase price" option is available if you wish to compare and track the price at which you bought the instruments. Only one purchase price per instrument is available. Please make use of your "notes" section to record more details about your instruments.
To edit the purchase price of instruments you hold in your portfolio, click on the portfolio that contains the instrument, then click on the instrument you want to edit. On the right hand side is an "Edit share" section. Enter the new purchase price and click on "Update Price". A popup will appear to confirm this change and the portfolio will reload with the purchase price in the table row of your instrument.
A "Profit/loss" notice will now appear under the "Performance" box to show you how your instrument's purchase price is performing against the current live price.
Please note that editing the volume and adding/editing a purchase price is both recorded in your "notes" section.
Subscribe to email alerts (JSE companies only)
You can subscribe to email alerts of JSE listed companies. Go to your My Alerts page, and add shares from the popup to enable the option to subscribe. You can choose to subscribe to News and/or Sens alerts.
News and Sens announcements are sent to you via email as soon as they are published. If your subscription is inactive, on hold or cancelled, you won't receive these alerts.
Add notes to your portfolio
Notes can be used to record prices, dates and additional information about your instrument. To add a new note, add your text to the text box and click on "Add note". To edit past notes, click on the icon and click on "Update note", or if you want to delete your note, click on "Delete note".
Remove an instrument from your portfolio
Click on the title of the portfolio, scroll down to the instrument and click on the title of the instrument you want to remove.
On the window below, click on the "Remove Instrument" button on the right hand side to remove the instrument or on the next to the instrument.
Edit or delete a portfolio
To edit the title or description of your portfolio, click on the icon in the table row of your portfolio. Enter the new title and/or description and click on "Save changes".
To delete your portfolio, click on the icon in the table row of your portfolio, and confirm deletion.
Update portfolio values
Portfolio values are updated once an hour* and may differ from the share values in a portfolio due to different update intervals. To manually update a portfolio's total value, click on the next to each portfolio.
* The update process can take a while to complete on big portfolios and can cause a time-out error. If the total of your portfolio looks odd or is outdated, please manually refresh your portfolio. A popup will appear when the update is complete.
Please contact us if you want to report a bug or need assistance with your account. Fill in the form below or send us an email at email@example.com.
Support requests and data enquiries are not handled by phone. You can get help quickly and easily by filling in the form or emailing our Support Desk.