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Overview of a New Video Series: “Introduction to Financial Documents”

When creating an algorithm, it can be important to know how to gauge the financial health of a company. This is typically done by using various financial data concerning the companies within your investment universe. One place to get this data is through financial documents, including the income statement, balance sheet, and cash flow statement.

We have released a video on each of the key financial statements that cover the basics of understanding these documents from a quantitative perspective. The videos go over the general layout of each document, their purpose within finance, some of the information that can be gained from each, and how they can be used on Quantopian.

The video series also gives an overview of the Factset Fundamentals dataset and where information from each document can be found within it. If you’d like to learn more about Factset Fundamentals, go to the Data Reference.

The first video covers an income statement:

The second video gives an overview of a balance sheet:

And the third video takes a look at a cash flow statement:

You can find the past forum posts for the Income Statement video here, the Balance Sheet video here, and the Cash Flow Statement video here.

Thank you for watching. Learn more by subscribing to our YouTube channel to access all of our videos.

As always, if there are any topics you would like us to focus on for future videos, please comment below or send us a quick note at [email protected].

Disclaimer

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