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> Portfolio Evaluation
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Account 123456 DEMO
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Asset Allocation: a percentage allocation of your assets.
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Asset Allocation |
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Data As of 11/16/1999 |
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Asset Type |
Market
Value ($)
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Outstanding
Accruals* ($) |
Adjusted
Market Value ($) |
Percent |
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| Cash and Cash Equivalents |
15,667 |
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15,667 |
53.90 |
| Stocks and Options |
5,844 |
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5,844 |
46.10 |
| Total |
21,511 |
0 |
21,511 |
100.00 |
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*Outstanding accruals are dividends that have been announced but not yet paid (for equities), or accrued interest (for bonds).
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Adjusted Market Value Pie Chart |
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Important Information |
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M&I Brokerage Invest Online is not authorized to give tax advice. The information displayed should be considered general reference. Cost basis information for securities acquired prior to activation of the tax lot accounting system or for securities delivered into your account after purchase, has been provided to M&I Brokerage Invest Online by you. M&I Brokerage Invest Online makes no representation as to the accuracy of information provided by clients. Total realized and unrealized gains and losses do not include securities for which no cost basis is available. Note: In the absence of instruction to the contrary, sell transactions will be recorded on a first in first out (FIFO) accounting basis. Cost basis may change in the event of the death of an account owner. Consult your attorney or tax advisor for additional information.
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Securities and investment products are made available through M&I Brokerage Services, Inc., a registered broker/dealer affiliate of Marshall & Ilsley Corporation and member FINRA, SIPC.
Securities and investment products are Not FDIC Insured, May Lose Value, and are Not Bank Guaranteed.
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