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Extensible Markup Language  |  2001-07-25  |  4KB  |  94 lines
  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="core" tNum="288324" author="sallyh" xmlns="x-schema:hhTopicSchema.xml">
  4.     <index>
  5.         <title>Learn about investment reports</title>
  6.         <category fLocale="cdn">investing</category>
  7.         <klink type="cncpt">Tell me about investment reports</klink>
  8.     </index>
  9.     <content>
  10.         <!-- This file included Canadian-specific markup -->
  11.         <p>Use Money's investment reports to analyze, track, and compare your investments. You can customize each report to maximize its usefulness.</p>
  12.         <extend>
  13.             <tease>Portfolio Value by Investment Account</tease>
  14.             <reveal>
  15.                 <p>See your investment account balances and analyze your portfolio diversification.</p>
  16.             </reveal>
  17.         </extend>
  18.         <extend>
  19.             <tease>Portfolio Value by Investment Type</tease>
  20.             <reveal>
  21.                 <p>See your investment balances by type (such as bonds, stocks, and mutual funds) to help you decide whether your portfolio is properly diversified.</p>
  22.             </reveal>
  23.         </extend>
  24.         <extend>
  25.             <tease>Performance by Investment Account</tease>
  26.             <reveal>
  27.                 <p>View the unrealized gains and losses by account and your annual rate of return.</p>
  28.             </reveal>
  29.         </extend>
  30.         <extend>
  31.             <tease>Performance by Investment Type</tease>
  32.             <reveal>
  33.                 <p>See your performance details by categories such as Mutual Funds, CDs, and Stocks.</p>
  34.             </reveal>
  35.         </extend>
  36.         <extend>
  37.             <tease>Price History</tease>
  38.             <reveal>
  39.                 <p>Compare performance over time for individual investments or investment types (such as bonds and mutual funds).</p>
  40.             </reveal>
  41.         </extend>
  42.         <extend>
  43.             <tease>Investment Transactions</tease>
  44.             <reveal>
  45.                 <p>See the price, quantity, commission, and total of each investment transaction.</p>
  46.             </reveal>
  47.         </extend>
  48.         <frgmnt sku="dlxbiz">
  49.             <extend>
  50.                 <tease>Asset Allocation</tease>
  51.                 <reveal>
  52.                     <p>View the risk and return details for all accounts assigned to your asset allocation review.</p>
  53.                 </reveal>
  54.             </extend>
  55.         </frgmnt>
  56.         <extend>
  57.             <tease>Bond Summary</tease>
  58.             <reveal>
  59.                 <p>See your bond details, including interest rate, maturity date and call date, credit rating, and value.</p>
  60.             </reveal>
  61.         </extend>
  62.         <extend>
  63.             <tease>Bond Performance</tease>
  64.             <reveal>
  65.                 <p>See the yield, gain, or loss by amount and percentage, and annual percentage return for your bonds.</p>
  66.             </reveal>
  67.         </extend>
  68.         <extend>
  69.             <tease>Capital Gains</tease>
  70.             <reveal>
  71.                 <p>Estimate the tax consequences of your investments sales.</p>
  72.             </reveal>
  73.         </extend>
  74.         <p variant="impt">The more detail you enter when you record investment transactions, the more comprehensive reports and analysis Money can provide.</p>
  75.     </content>
  76.     <footer>
  77.         <extend>
  78.             <tease>How do I see the reports?</tease>
  79.             <reveal>
  80.                 <ol>
  81.                     <li>On the <emph>Reports</emph> menu, click <emph>Reports Gallery</emph>.</li>
  82.                     <li>In the left pane, click <frgmnt sku="biz"><emph>Personal</emph>, and then click </frgmnt><emph>Investments</emph>.</li>
  83.                     <li>Click the report you want to view.</li>
  84.                 </ol>
  85.             </reveal>
  86.         </extend>
  87.         <include href="enterastockormutualfundpurchasesaleorotheractivity.xml#xpointer(*/index/klink)"/>
  88.         <include href="createaninvestmentaccount.xml#xpointer(*/index/klink)"/>
  89.         <include href="createanassetallocationplan.xml#xpointer(*/index/klink)"/>
  90.         <include href="learnaboutcapitalgainstax.xml#xpointer(*/index/klink)"/>
  91.         <include href="learnaboutbondreports.xml#xpointer(*/index/klink)"/>
  92.     </footer>
  93. </topic>
  94.