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  2. Return on investment - Wikipedia

    en.wikipedia.org/wiki/Return_on_investment

    Return on investment (%) = (current value of investment if not exited yet or sold price of investment if exited + income from investment − initial investment and other expenses) / initial investment and other expenses x 100%. Example with a share of stock: You bought 1 share of stock for US$100 and paid a buying commission of US$5.

  3. XBRL - Wikipedia

    en.wikipedia.org/wiki/XBRL

    The Table Linkbase can be used for presentation of XBRL data, and also for data entry, by allowing software to present a template for completion by the user. The Table Linkbase is well-suited to handling large, highly-dimensional reporting templates such as those used for Solvency II reporting to EIOPA, and COREP and FINREP reporting to the EBA.

  4. QuickBooks - Wikipedia

    en.wikipedia.org/wiki/QuickBooks

    QuickBooks is an accounting software package developed and marketed by Intuit.First introduced in 1992, QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.

  5. Cost breakdown analysis - Wikipedia

    en.wikipedia.org/wiki/Cost_breakdown_analysis

    The cost breakdown analysis is even more effective when repeated constantly, so that changes in the respective shares in total costs of the various cost drivers can be tracked down. Over a five-year period, the share of expenses for tires might have risen from 5% to 8%, accompanied by a decrease of expenses for personnel from 35% to 32%, which ...

  6. Internal Revenue Code section 162 (a) - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Code...

    It concerns deductions for business expenses. It is one of the most important provisions in the Code, because it is the most widely used authority for deductions. [1] If an expense is not deductible, then Congress considers the cost to be a consumption expense. Section 162(a) requires six different elements in order to claim a deduction.

  7. Expense ratio - Wikipedia

    en.wikipedia.org/wiki/Expense_Ratio

    In an equity fund where the historical gross return might be 9%, a 1% expense ratio will consume approximately 11% of the investor's return (1 divided by 9 is about 0.11 or 11%). In a bond fund where the historical gross return might be 8%, a 1% expense ratio will consume approximately 12.5% of the investor's return.

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