Share valuation

The "Share valuation" report is a table that provides a compact overview and valuation specifically for securities of the "share" type.

You can open the share valuation e.g. via the command OPEN WITH TEMPLATE... in the context menu of a folder in the Explorer. You will find the share valuation in the template category "Securities analysis".

You can use the master data "Dividend estimate", "Earnings estimate", "P/E ratio", "AGM date" and "Dividend yield" to compare the shares in a folder or filter.

The default setting of the only parameter "Evaluation date" is the current date.

Please read the section on profit and dividend estimates. Details on editing Tables can be found in the chapter of the same name.