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Investor's Accountant

  
REPORTS 
> Calendar Projected Income 
> Rate of Return Internal 
> Rate of Return Time-Weighted 
> Gain/Loss by Acquisition 
> Symbol Rate of Return 
> Symbol Rate of Return B/A Tax 
> Unrealized Capital Gains 
> Schedule B Dividend Income 
> Schedule D Capital Gains 
> Tax Liability Report 
> Portfolio Status 
> Transaction Records 


  
GRAPHS 
> Stocks/Securities 
> Portfolio Performance 
> Portfolio Activity 


  
MANUALS 
> User Manual 
> Section 508 VPAT 


Investor
All Products
> Wealth Planning Suite™ 
> Portfolio Analyzer™ 
> Easy ROR™ 
> Easy ROR Pro™ 
> EarlyRetire Pro™ 
> Fundwatch™ 
> Product Comparison 


04-20-1998   18:02:24       RATE of RETURN - Internal
                           12-31-96 to 12-31-97               Annual Compounding

                                         Percent  --Before Tax--  --After Tax---
                              Unrealized    of    Total   Annual  Total   Annual
Date           Balance           Tax      Total   Return%   ROR%  Return%   ROR%

JMS  Jane's' Chas.Schwab 2222-2222
12-31-96       345,133        25,916
12-31-97       508,109        40,590      65.9    30.55    30.58   26.39   26.41
JM   Jane Morris
12-31-96       151,525         4,230
12-31-97       146,953         6,268      19.0    16.61    16.62   13.53   13.54
IJ   Jane's IRA
12-31-96       123,636
12-31-97       116,868                    15.1    11.75    11.76   11.75   11.76
JMS JM  IJ  Composite
12-31-96       620,294        30,145
12-31-97       772,229        50,054              24.15    24.17   20.83   20.85

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