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Instructor:

Contributor: Interactive Brokers

Level: Beginner

This course walks through basic fundamental accounting concepts covering the Income Statement, Balance Sheet and Statement of Cash Flows. This will be followed by a practical demo of additional tools in the new IBKR Fundamental Explorer.

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Lesson: #1 Balance Sheet

Investors and analysts might spend hours crawling through a company’s quarterly and annual statements searching for clues about how well the firm is doing. This lesson explains several commonly reported items on most firms’ balance sheets and helps the viewer understand the relative importance of such concepts to investors.

Lesson: #2 Income Statement

What a company produces creates revenues. But to do so inevitably means incurring costs. How can investors sift through financial statements to find a single measure of how the firm’s strategies are translating into profits? For that, we look at the income statement.

Lesson: #3 Cash Flow Statement

– For a company to grow it must generate stronger cashflows over time. It may make profits, pay dividends and accrue assets, yet in order to increase dividends, develop products, reduce debt, or buy back its own shares it must fuel such growth by raising increasing amounts of cashflow through the organization.

Lesson: #4 Using the IBKR Fundamental Explorer

Learn about the IBKR Fundamentals Explorer which lets you dive deep into hundreds of data points covering historical trends, industry comparisons, key ratios, forecasts, ratings, ownership and more, so you can see the whole picture. See how a company compares with competitors and the industry average across many data points or see how a company has performed over time with historical trends.

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