03.
Portfolio
Breaking down a stock portfolio involves analyzing and categorizing the various stocks held within the portfolio based on certain criteria. Here’s a step-by-step guide on how to break down a stock portfolio.
02.
Risk
Risk management in a company refers to the systematic process of identifying, assessing, and mitigating risks that could potentially impact the achievement of its objectives. It involves identifying potential risks, analyzing their potential impact and likelihood, and implementing strategies to minimize or eliminate them. The goal of risk management is to proactively address potential threats and capitalize on opportunities to protect the company’s assets, reputation, and overall well-being.
01.
Valuation
Company valuation refers to the process of determining the economic value or worth of a company. It is an assessment of a company’s total value, taking into account its assets, liabilities, market position, financial performance, growth potential, and other relevant factors.
01.
Mobile applications
This section is devoted to our mobile applications. Currently we have only two apps but I hope we will have more in the future.
Financial analysis with examples (iPhone)
This app should help you learn the financial analysis. It may help you in preparation to various kinds of exams as well as be a quick helper at work.
It contains three forms of the financial report (balance sheet, profit and loss statement and cash flow statement) where each line is explained in details and two sections for financial and debt analysis with real numbers. So the key features of this app:
-the numbers in financial statements are based on the report of an actual company
-each item in the financial statement is explained in a simple language
-you can find definitions for all formulas in financial and debt analysis sections with example based on the above mentioned financial report
-every variable in the formula is also explained
All financial formulas (iPhone/Android)
This app contains contains 217 formulas from all the main sections of finance.
The app can be a useful tool in preparation to CFA® level 1 exam.
Quantitative methods (27 formulas)
Economics (21 formulas)
Financials (65 formulas)
Corporate finance (31 formulas)
Portfolio (17 formulas)
Equity investments (15 formulas)
Fixed income (23 formulas)
Derivatives (11 formulas)
Alternative investments (7 formulas)
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