Equity

Overview

The Equity module tracks movements in shareholders’ equity across the forecast period. It provides a detailed breakdown of how equity evolves due to key drivers such as:

Net income
Dividends paid
Share issuances
Share repurchases

The resulting equity balance appears on the Balance Sheet under Equity, while the detailed movements are captured in the Equity Schedule.

Model Flow

[NTD: Add visual chart flow here]

Flows into the Equity Schedule typically include: - Net Income - Dividends - Share Issuance - Share Repurchase - Other Equity Adjustments (e.g., OCI, stock-based comp)

Adding a module

To add the Equity module in a model, select one of the following nodes in the Blueprint window:

Schedule → Equity
Balance Sheet → Equity

Editable Properties

Name

Default: Equity
The display name will flow through the Equity Schedule and the Balance Sheet.
See Display Name for more details.

Additional Materials

See Equity 101 page for more details.