Shareholder Equity Report

Company equity is some tricky business; luckily, the Shareholder Equity Report is here to help you sort it all out. The free Shareholder Equity Report has all the tools you’ll need, such as calculators, setup pages, and so much more. The idea is to have you download this template and enter your own equity information in place of the examples we’ve already listed for you. This process is fast, easy and effective. What you will be left with is a perfectly organized sheet that analyzes the profit or loss margins of your equity throughout the year and displays it on a single page. If you’re ready to get started with this free equity template, just follow the instructions below.

Using the Shareholder Equity Report

When you open the Shareholder Equity Report file after clicking the link at the bottom of this page, you will be able to start customizing the document to fit your needs.

Begin in the upper right-hand corner of the page and enter your company name and the date inside the indicated brackets. This will make the document look more professional and help you organize by date after multiple uses.

Start by organizing your table in the first column of the template. You will notice that the general structure is listed first in this section and then implemented in the rest of the document.
You will then enter your stock information under your different stock options. To change these categories to something else (like the name of your stock) just click the cell and write something else.

As you begin to fill out your number of shares and the amount of money per share inside the boxes below, you will see that the template automatically calculates these items and provides you with a total at the very bottom of each table, with an absolute total summary in the last row of the template.

You can see how well your equity has performed by clicking on the “Total Equity” tab to see a rising chart that shows you stock under retained earnings.

You can make organizing your business’s equity report as simple as clicking a mouse, just download this free template today!

Download: Shareholder Equity Report

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