Help Center
Getting Started
Everything you need to know about Goliath Financials — from creating your account to mastering every feature on the platform.
Create Your Account
Getting started with Goliath Financials takes less than a minute. Here's how:
Sign Up
Visit the homepage and click 'Get Started' or navigate to the Sign Up page. Enter your email address and create a strong password (at least 8 characters).
Verify Your Email
We'll send a verification link to your email. Click the link to confirm your account. The link expires in 5 minutes for security, so check your inbox promptly.
Sign In
Once verified, sign in with your email and password. You'll be taken to the dashboard — your central hub for everything on the platform.
Forgot your password? Click "Forgot Password" on the sign-in page. We'll email you a reset link (also expires in 5 minutes). Follow the link to set a new password.
Complete Your Profile
After your first sign-in, you'll be prompted to complete your profile. This helps us tailor the experience to you.
Personal Information
- •First & last name
- •Phone number
- •Date of birth
- •Gender
- •Province (all 10 Zambian provinces)
- •Marital status
- •Employment status
Investment Profile
- •Investment goals (e.g. growth, income)
- •Investment experience level
- •Annual income range (in ZMW)
You can view your profile at any time from the Profile page. If your profile is incomplete, you'll see a reminder banner with a link to finish it.
The Dashboard
Your dashboard is the first thing you see when you sign in. It gives you a high-level snapshot of your portfolio and the market at a glance.
What You'll See
Portfolio Value
The total current market value of all your holdings.
Capital Deployed
The total amount of money you've invested (cost basis).
Simple Return
Your overall percentage gain or loss on your investments.
Realized P/L
Profit or loss from stocks you've sold, calculated using FIFO (First In, First Out).
Dashboard Sections
Portfolio Performance Chart
An interactive line chart showing your portfolio value over time. Track how your investments have grown (or declined) at a glance.
Holdings Ledger
A table of all your current open positions — showing ticker, quantity held, average cost, current price, and unrealized profit/loss.
Market Pulse
See today's top gainers and top losers across the Lusaka Stock Exchange. Stay informed about which stocks are making big moves.
Exploring the Markets
The Stocks page is your window into the entire Lusaka Stock Exchange — all 22+ listed companies in one place.
Search & Filter
Search by ticker symbol or company name. Filter by sector (Financial Services, Mining, Agriculture, Manufacturing, and more) to find exactly what you're looking for.
Sortable Table
View all stocks in a sortable table with columns for Ticker, Company Name, Sector, Price (ZMW), and daily percentage change. Click any column header to sort.
Top Gainers & Losers
At the top of the page, see the top 5 gaining and top 5 losing stocks of the day. Click any one to jump straight to its detail page.
Click any stock row to open its Stock Detail Page with full company data, charts, finances, and more.
Stock Detail Pages
Every listed company has a dedicated detail page with three tabs packed with information.
Overview Tab
- •Interactive Price Chart — view price history with selectable ranges: 7 Days, 1 Month, 3 Months, 6 Months, 1 Year, YTD, 5 Years, or All-Time data.
- •Quick Stats — last close price, daily change (ZMW & %), open, high, low, volume, and market capitalization.
- •Company Overview — a brief description of what the company does.
- •Key Statistics — analytics-driven metrics like P/E ratio, earnings per share, and more.
Profile Tab
- •About the Company — detailed company description.
- •Company Profile — sector, industry, headquarters, founding year, listing date, CEO, ISIN, and website.
- •Contact Details — company email and phone number.
Financials Tab
- •Financial Statements — income statement, balance sheet, and cash flow data for each company.
- •Multi-Year History — compare financial performance across years. Premium users see the full history; free users see the most recent year.
- •Financial Ratios — key ratios and per-share metrics that help you evaluate the company.
Portfolio Management
Your portfolio is the heart of the platform. Track every investment, analyze your performance with institutional-grade metrics, and record trades directly on the platform.
For a detailed step-by-step guide on how to add stocks and manage your portfolio, see our dedicated Portfolio Guide.
Portfolio Sections
Overview Metrics
Four key cards: Total Cost (what you invested), Market Value (what it's worth now), Unrealized P/L (paper gains/losses), and Realized P/L (actual gains/losses from closed positions).
Performance Chart
A line chart showing your portfolio value over time. Select different time ranges to analyze short-term or long-term trends.
Individual Holding Performance
Select any ticker from a dropdown to see a dedicated performance chart for just that holding.
Holdings Charts
Two side-by-side visualizations: an Unrealized P/L bar chart (showing gain/loss per stock) and an Allocation pie chart (showing portfolio distribution).
Holdings Ledger
A detailed table of each open position — ticker, shares held, average cost, current price, market value, and unrealized P/L.
Record Trade
A trade form to log Buy and Sell transactions. Choose your pricing mode, enter the details, review in a confirmation modal, and submit.
Transaction Log
A complete history of all your recorded trades with date, type, ticker, quantity, price, and total. You can delete individual transactions.
Your portfolio uses FIFO (First In, First Out) for calculating realized P/L. When you sell, the earliest bought lots are sold first.
Subscriptions & Billing
Goliath Financials uses a freemium model. Start for free, and upgrade to Premium when you're ready for the full experience.
View Your Plan
The Subscription page shows your current plan (Free or Premium), status (active, cancelled, expired), billing cycle, and next billing date.
Choose a Billing Cycle
Toggle between Monthly and Annual billing. Annual plans save you more over time.
Make a Payment
Click 'Subscribe to Premium' to open the payment form. Choose your payment method — Airtel Money, MTN Mobile Money, Bank Transfer, or Bank Deposit. Follow the on-screen instructions and use your username as the payment reference.
Wait for Verification
Payments are manually verified by our team. This typically takes 24–48 hours. You'll see a pending payment card on your subscription page while we process it.
Payment History
View all your past payments in the Payment History table — including date, plan, amount, and billing period.
First-time discount: New users get 50% off their first month of Premium (monthly billing). The discount is applied automatically.
Notifications
Stay informed with multi-channel notifications — in-app, email, and push notifications on mobile.
Notification Types
Daily Stock Updates
Receive a summary of the day's top market movers — biggest gainers and losers.
Weekly Portfolio Summary
A weekly recap of your portfolio's performance with key metrics.
System Updates
Platform announcements, maintenance notices, and new feature releases.
Subscription Updates
Payment confirmations, subscription changes, and billing reminders.
Managing Notifications
Visit Settings → Preferences → Notifications to control your notification preferences:
- •Push Notifications — toggle on/off for in-app alerts (available to all users).
- •Email Notifications — toggle on/off (Premium users only).
- •Per-type toggles — enable or disable each notification type independently.
Settings & Preferences
Access Settings from the sidebar (desktop) or bottom tab bar (mobile). It has four sections:
Security
Change your password. Enter your current password, then set a new one (minimum 8 characters). Show/hide toggles for each field make it easy.
Preferences
Switch between light and dark mode, and manage all your notification toggles (push, email, daily stock updates, weekly summaries, system updates).
Feedback
Submit bug reports, improvement ideas, or feature requests. Track the status of your submissions and read admin responses.
Support
Quick links to the Help Center, FAQs, Terms of Service, Privacy Policy, and About page. Email support at support@goliathfinancials.com.
Ready to Explore?
Now that you know your way around, dive in and start exploring the Zambian stock market.