Kitco brings real-time market information like price quotes, trends, market commentary, and exchange rates to investors and traders via www. Investors can quickly find real-time price quotes for precious metals, the top-five performing gold equities, and exchange rates on the website's home page. In addition to news and usable market data, Kitco has an online precious metals store called Kitco Metals Inc.
It is a retailer of precious metals including gold, silver, platinum, palladium, and rhodium. Kitco is also a leading supplier of refining services, labware for mineral analysis, and precision-crafted devices for manufacturing processes.
The U. Securities and Exchange Commission's Electronic Data Gathering, Analysis and Retrieval EDGAR database provides free public access to corporate information including registration statements, prospectuses, and periodic reports filed on Forms K audited annual financial statements and Q unaudited quarterly financial statements.
Investors can also find information regarding recent corporate events including preliminary earnings announcements that have been reported on Form 8-K. Investors can find free real-time quotes, current news, and international market data at www. Finance's home page shows U.
It also shows currency rates and has a currency converter. The site also lists the day's top stories. Investors have access to real-time price quotes using the search option on the home page. From here, investors can select from a variety of historical price charts ranging from one day to several decades, with the option to include splits, dividends, and a modest assortment of popular technical indicators.
Investors can also compare historical data for two or more stocks by using the "Compare" feature. Price charts using relative percentages illustrate the historical performance of the selected instruments. XE's focus is on currency services, and investors and traders can find real-time currency quotes, currency news and analysis, currency converters, and a variety of currency calculators at www. Users can subscribe to free daily email updates with currency rates, news headlines, and central bank interest rates.
Portfolio Management. Actively scan device characteristics for identification. Use precise geolocation data. Select personalised content. Create a personalised content profile. Measure ad performance. Select basic ads. For the previous 3 years of this title please see the Mergent Archives database. Search this Guide Search.
Private Companies U. April 11th, Cash Flow The Cash Flow statement contains information on operations, inventory, financing, investments. Financial Footnotes Financial footnotes give explanations as to accounting practices and other information to explain how they accounted for various elements in their financial statements.
External If you want to know more about the financial information in those filings, Investopedia has an Introduction to Fundamental Analysis External with information on many aspects of financial statements--Balance Sheet, Cash Flow, etc. Stock Prices There are a number of databases that have stock prices, below is what the Library has access to but check you public or university library for other options.
Corporate Annual Reports at the Library of Congress This is an inventory of annual reports and SEC filings that the Library of Congress has on microfiche for those who are looking for older filings and reports. It also includes a few database sources as well.
There is a and SF filing search that has information back to Factiva External. Factiva is a vast full text archive of publications and up-to-the-minute reports and news focusing on global developments and business. Combines over 35, sources from the Dow Jones Interactive and Reuters Business Briefing to provide premium business content from countries and in 26 languages. Factiva is very strong in trade journals and company reports. Mergent Online External. Provides global detailed financial data for over 35, active and inactive companies.
Company Archives Data holds the full business descriptions, histories and financial statements for companies that were acquired, went bankrupt, liquidated or merged out of existence from onward.
Also determine the 25 largest institutional holders for every U. With traditional reporting, automation within the application is not quite possible, and in those scenarios professionals usually lose a lot of time since each week, month, quarter, or year, the report needs to be created manually.
Automation, on the other hand, enables users to focus on other tasks since the software updates the report automatically and leaves countless hours of free time that can be used for other important tasks. We will see a simple financial report sample created with automation in mind below in our article. For example, you can schedule your financial statement report on a daily, weekly, monthly, or yearly basis and send it to the selected recipients automatically.
Moreover, you can share your dashboard or select certain viewers that have access only to the filters you have assigned. Finally, an embedded option will enable you to customize your dashboards and reports within your own application and white label based on your branding requirements.
You can learn more about this point in our article where we explain in detail the usage and benefits of professional embedded BI tools. These reports are more digestible when they are generated through online data visualization tools that have numerous interactive dashboard features, to ensure that your business has the right meaningful financial data. Finally, these reports will give your business the ability to:. These financial statement examples will help your organization tick over the right way.
Let's get started. By offering the ability to drill down into metrics over a four-week period, the data here is largely focused on creating bigger, more long-term changes, strategies, and initiatives. Coupled with the insights delivered by daily and weekly reports, monthly reports in the form of online dashboards are pivotal to not only gain an edge on your competitors but also getting a predictive vision that will ensure you meet — and even exceed — your financial targets indefinitely.
There is a wealth of KPIs to consider when looking at a monthly financial report sample. The best way to explain them in a practical context is by getting visual. To help you understand how you can benefit from financial visualizations, here are 5 monthly report examples, complete with explanatory insight and a deeper insight into their respective KPIs. These interactive financial reports examples demonstrate the detail and insight you can gain from your online data analysis if you use it in the right way.
Our first example of a financial statement provides you with a quick overview of your liquidity and current cash flow situation. Good management of cash flow is fundamental for the success of a business since a healthy cash flow means that the company has enough money to pay salaries, debts, and invest in growth opportunities.
However, bad management can lead to the end of a business since no cash means no operations. This example is critical to keeping your finances flowing across the organization and to predict future outcomes that will help you to stay always ahead of your finances. The first portion of this dashboard examines the current ratio which is simply the ratio between your current assets and liabilities. This metric demonstrates the flexibility your company has in immediately using the money for acquisitions or to pay off debts.
A really healthy current ratio would be about 2, to ensure your company will be able to pay current liabilities at any time and still have a buffer. Alongside this metric is the quick ratio which is similar to the current ratio except it takes into account only the near-cash assets, meaning all assets that you can convert into cash quickly such as equipment or furniture. This means your quick ratio will always be lower than your current ratio.
By monitoring these metrics you can understand at a quick glance if your business is liquid or not. Next, the cash management dashboard goes more in detail into the financial situation of a business with two financial graphs visualizing the current accounts payable and receivable for a year, this way you can stay on top of your expenditures and money to be collected and avoid having future issues that will affect your business financial liquidity.
Quick ratio: As mentioned above, this metric only takes into account the short-term assets that you can turn into money within 90 days like your accounts receivable. The higher the ratio, the healthier is the liquidity of your business. Your goal should be to always keep your quick ratio at a minimum of 1,0. Accounts payable turnover ratio: This shows how quickly your business pays off suppliers and other bills. It also shows the number of times your business can pay off the average accounts payable balance during a certain time period.
Moving on with our list of financial reporting templates, the profit and loss dashboard gives a clear overview of the income statement, from the revenue earned to the final net profit, the whole is enhanced by relevant performance ratios.
An income statement, also known as a profit and loss, is one of the most powerful types of financial reports as it gives you a detailed snapshot of your companies financial performance and tells you how profitable your business was in a specific period of time. The dashboard above is a perfect example of a financial statement for profit and loss. First, we see the income statement that starts by calculating the gross profit which is obtained from subtracting your total revenue from your COGS.
Next, we have a list of operating expenses OPEX that include sales, marketing, and other general administration costs. Finally, the total amount of interest and taxes are subtracted from the EBIT, resulting in the final net profit of the business.
By doing these simple calculations you can quickly see how profitable your company is and if your costs and income are being managed properly.
Additionally, the dashboard provides a glance at performance percentages of the main metrics of the income statement: the gross profit, OPEX, EBIT, and net profit. This can be further utilized to find month-to-month trends in your expenses and prepare ahead of time for months in which your expenses will be higher.
It is important to consider that an income statement will not tell you more detailed information about your finances such as how much money your company has in total or how much debt you have. For this purpose, there is another type of report called balance sheet and we will see it more in detail in our next financial statement example. Operating profit margin EBIT : It allows your business to monitor how much profit you are generating for each dollar of revenue.
Operating expense ratio: This monthly financial report example indicates the operational efficiency of your business through the comparison of operating expenses and your total revenue. If your COGS and your revenues are too close that means you are not making a lot of profit on each sale. This particular financial statement template provides you with an overview of how efficiently you are spending your capital while providing a snapshot of the main metrics on your balance sheet.
Just like the income statement, a balance sheet is another powerful tool to understand the financial performance of your business. As we see in the dashboard below, a balance sheet is divided into three main areas. First, we have assets, which are the items your company owns that can provide future economic benefit, this can be from cash to furniture or equipment. Next, we have liabilities, which is basically what your company owes to others, they can be divided into long-term liabilities such as the lease of your office building or a bank loan, or short-term liabilities that can be your credit card debt or wages to employees.
A good management of your assets and a healthy equity will bring new investors to your business and will avoid you face disasters for unexpected losses or bankruptcy.
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