| Column Name
|
Description
|
| % of portfolio
|
The percentage of your total portfolio invested in this security by market value.
Market value of the security divided by amount invested in your total portfolio
|
| %Cash
|
Percentage of this investment that is invested in cash
|
| %Change
|
The percentage difference between the preceding day's close and the current price
|
| %Debt
|
Percentage of this investment that is invested in debt
|
| %Equity
|
Percentage of this investment that is invested in shares (equity)
|
| %Gain
|
The percentage of profit or loss on an investment based on its cost
|
| %Other
|
The percentage of this investment that is invested in assets other than equities,
debt, or cash
|
| 52-Week High
|
The highest price at which a security traded over the past 52 weeks
|
| 52-Week Low
|
The lowest price at which a security traded over the past 52 weeks
|
| Ask
|
The price at which a holder of an investment is willing to sell a specific quantity
|
| Average Cost
|
The average cost per share, including commisions, that you paid for this security
|
| Beta
|
The measure of an investment's volatility relative to the rest of the stock market.
Shares with a beta higher than 1 are more volatile that the S&P Stock Index
|
| Bid
|
The price at which a buyer of an investment is willing to purchase a specific quantity
|
| Bond Type*
|
Type of bond, such as corporate bond, municipal bond, Treasury Bill or zero coupon
bond
|
| Call Date*
|
Date upon which a bond may be redeemed (called) before maturity
|
| Cash
|
The amount of this investment that is invested in cash
|
| Change
|
Per share difference between the preceding day's close and the most recent price
|
| Chart*
|
Shortcut to interactive charts and analysis tools on MSN Money
|
| Close
|
The last price at which a security traded on the previous trading day
|
| Commissions
|
The total brokerage fees you paid to buy or sell an investment
|
| Cost Basis
|
The total cost, including commissions and fees, of all shares of an investment
|
| Coupon
|
The interest rate of a bond
|
| Credit Rating*
|
Bond ratings based on the bond issue's credit history and ability to repay its obligations,
assigned by rating agencies such as Standard & Poor's and Moody's
|
| Currency*
|
The current on which the information displayed is based
|
| Current Yield
|
Annual interest paid on a bond divided by the current market price
|
| Debt
|
The amount of this investment that is invested in debt
|
| Dividend Yield (Rate)
|
Percentage of the current market value of an investment that is paid in dividends.
Annual dividends divided by current market price
|
| EPS
|
Earnings per Share. Ratio of a company's net after-tax income divided by the number
of common shares outstanding
|
| Equity
|
The amount of this investment that is invested in stocks (equity)
|
| Exchange Rate
|
Currency exchange rate for this investment
|
| Expert Assistant*
|
Information about significant events that might affect your investment
|
| Expiration Date*
|
Last day on which an option can be exercised
|
| Forward PE
|
Current price per share divided by the earnings per share
|
| Gain
|
Your gain or loss on this security before capital gains tax. Current market value
plus income, minus cost basis
|
| High (Day High)
|
The highest price at which a security traded during the current day
|
| Income
|
Interest, dividends and capital gains distributions you have received for an investment
|
| Last Price
|
The most recent price at which the security traded
|
| Last Transaction Date*
|
The last date the investment was traded
|
| Last Updated*
|
The time an online price was provided (prices are delayed at least 20 minutes)
|
| Low (Day Low)
|
The lowest price at which a security traded during the current day
|
| Market Capitalization
|
The current value of a corporation. The current market price of one share multiplied
by the number of common shares outstanding
|
| Market Value
|
Market value of your investment at the last price
|
| Maturity Date*
|
The date when the bond must be repaid; the face amount, regardless of what was paid
at issue
|
| Memo*
|
Information you have entered as a comment for this investment. To enter a memo in
Money, right click an investment name and then select Investment Details. Type the
information in the comment box
|
| Name*
|
The name of the investment
|
| News*
|
Recent news available on this investment
|
| Open
|
The first price at which a security traded on the current trading day
|
| Open Interest
|
Number of contracts outstanding on the underlying security
|
| Other
|
The amount of this investment that is invested in assets other than equities, debt
or cash
|
| PE Ratio
|
Price to earnings ratio. Current price per share divided by the last 12 months'
Earnings per Share (EPS). Also known as the multiple.
|
| Price Appreciation
|
Your gain or loss on this security due to price fluctuations. Current market value
minus cost basis.
|
| Purchases
|
The cost of your total purchases (excluding reinvested income) of this investment,
including shares you have since sold
|
| Quantity
|
The number of shares you hold of a given security
|
| Realized Gains
|
The gain from shares actually sold. Does not include the increase in value of shares
you still hold
|
| Reinvestments
|
The total reinvested income for this investment
|
| Risk Category*
|
Category of risk for this investment compared to the rest of the stock market: Low
Risk, Medium Risk, or High Risk.
|
| Sales
|
The total sales you have made for this investment
|
| Shares Outstanding
|
The total number of a company's publicly traded shares
|
| Size of Last Sale
|
The number of shares traded in the most recent transaction made by anyone for this
investment
|
| Strike Price
|
Price at which stocks underlying a call or put option can be purchased or sold
|
| Symbol*
|
Company ticker symbol
|
| Today's Total Change
|
Your gain or loss on this investment today. The difference between the previous
day's closing price and the most recent price, multiplies by your number of shares
|
| Total Annualized Return
|
Annual percentage return on investment. Returns for the short-term investments are
projected to one year; returns for the long-term investments are averaged to one
year
|
| Total Quantity Granted
|
Total number of shares you were granted, included vested and non-vested shares
|
| Total Quantity Not Vested
|
Number of shares you own that are not currently vested
|
| Total Quantity Vested
|
Number of shares you own that are currently vested
|
| Total Return - 1 Week
|
One-week percentage return on investment. Current market value plus income, minus
beginning market value, divided by beginning market value
|
| Total Return - 1 Year
|
One-year percentage return on investment. Current market value plus income, minus
beginning market value, divided by beginning market value
|
| Total Return - 3 Month
|
Three-month percentage return on investment. Current market value plus income, minus
beginning market value, divided by beginning market value
|
| Total Return - 3 Year
|
Three-year percentage return on investment. Current market value plus income, minus
beginning market value, divided by beginning market value
|
| Total Return - 4 Weeks
|
Four-week percentage return on investment. Current market value plus income, minus
beginning market value, divided by beginning market value
|
| Total Return - All Dates
|
Percentage return on investment. Current market value plus income, minus beginning
market value, divided by beginning market value
|
| Total Return - YTD
|
Year-to-date percentage return on investment. Current market value plus income,
minus beginning market value, divided by beginning market value
|
| Type*
|
Type of investment, such as stocks, unit trust, bond, cash or index fund
|
| Vested Value
|
Value of vested employee stock options, or market value for other investment types
|
| Volume
|
The total units of an investment traded on the most recent trading day
|
| Yield to Maturity
|
Rate of return yielded by a debt security held to maturity (Includes interest payments
and capital gain or loss).
|