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  2. Capitalization table - Wikipedia

    en.wikipedia.org/wiki/Capitalization_table

    In the earliest stages of their development, private companies may track their shareholders in a simple document or spreadsheet. Cap tables are widely used by entrepreneurs, venture capitalists, and investment bankers to model and to analyze events such as ownership dilution, issuing employee stock options, or issuing new securities. After ...

  3. 4 Best Portfolio Tracking Apps

    www.aol.com/finance/4-best-portfolio-tracking...

    The best portfolio tracker for you depends upon your expertise, the number and size of investments in your portfolio, what you want to accomplish with the tracker (such as managing your ...

  4. Microsoft Money - Wikipedia

    en.wikipedia.org/wiki/Microsoft_Money

    Microsoft Money is a discontinued personal finance management software program by Microsoft.It has capabilities for viewing bank account balances, creating budgets, and tracking expenses, among other features. [1]

  5. Financial statement - Wikipedia

    en.wikipedia.org/wiki/Financial_statement

    Prospective investors make use of financial statements to assess the viability of investing in a business. Financial analyses are often used by investors and are prepared by professionals (financial analysts), thus providing them with the basis for making investment decisions.

  6. Chart of accounts - Wikipedia

    en.wikipedia.org/wiki/Chart_of_accounts

    A chart of accounts (COA) is a list of financial accounts and reference numbers, grouped into categories, such as assets, liabilities, equity, revenue and expenses, and used for recording transactions in the organization's general ledger.

  7. Financial Information eXchange - Wikipedia

    en.wikipedia.org/wiki/Financial_Information_eXchange

    The FIX Trading Community is a non-profit, industry-driven standards body with a mission to address the business and regulatory issues impacting multi-asset trading across the global financial markets through the increased use of standards, including the FIX Protocol messaging language, delivering operational efficiency, increased transparency, and reduced costs and risk for all market ...