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Book value per share roll-forward
Reconcile retained earnings, capital movements and closing shares to book value per share.
Book value per share roll-forward is a free AI skill for the job "Handle money and investing". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Made by AI Blocks · Level: advanced · Thinking: high
What it does
A common-equity movement table and book-value-per-share bridge. Public equity and share counts. Illustrative figures. 500+80-10+40-30-60 = $520 million closing equity. Dividing by 52 million closing shares gives $10. Raising dividends by $52 million lowers book value per share to $9.
You give it
- Opening common equity, ordinary profit, common dividends, issuance cash, repurchase cash, OCI and opening/closing share counts.
- Reporting date, currency and scale, fiscal calendar, accounting basis and authorized scope.
- Available spreadsheet tools and required native output format.
You get
- A common-equity movement table and book-value-per-share bridge.
- An illustrative editable workbook, input schema, executable calculation reference and golden test cases.
- Reconciliation results, unresolved inputs and actual checks completed.
Use it when
- You need a common-equity movement table and book-value-per-share bridge.
- You work on public equity and share counts and need traceable calculations.
- A reviewer needs to trace the result back to inputs and assumptions.
How to use it
- Download the complete pack and read its governing SKILL.md.
- Share the actual sources and the financial question you need answered.
- Ask your AI to follow the methods, preserve original files and stop affected work on missing evidence.
- Review assumptions, reconciliations and CHECKS MISSED before relying on the result.
Workflows that use it
- Build a clean-surplus residual income model
- Reconcile buybacks with owner cash
- Reconcile property NAV and book value