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Investor's Accountant
> Summary and Order Info

  
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™
> Investor's Accountant™
> 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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