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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.