Portfolio Overview - John Smith
Client information: Account Information: Advisor information: Log out:
Client John Smith
Address 1231 main street
City/State Las Vegas, Nevada
Zip 89123
Phone Number 702-555-12343
Cell phone 702-555-6543
Work Phone 702-555-7821
FAX 702-555-4567
Email jsmith@acme.com
Account Number JS56051185440
Password *********
Client Since October, 2004
Types of Accounts

 

 Investment
Banking
Insurance
Retirement

Updates sent to 

 PDA
Desktop
Cell phone
Name Jane Doe
Title Senior Advisor
Phone Number 702-123-4567
Cell Phone 702-987-6543
FAX 702-654-3210
Email jdoe@uagroup.com

 
Last Contact November, 2006
Log Out

Last Log In 11/22/06  5:15pm

Receive Updates: 
PDA Desktop Email   
Cell Phone  Other   
View Reports

Display: 
Color: BluePinkGreen GrayWhite Black
Text: TimesAriel

Investments

Stocks Name Shares Purchase Price Percent Balance View
MGM  MGM/ mirage 50 $5000.00 18.5% 5,500.00
WYNN Wynn resorts 100 $2000.00 10% 2350.00
LGI Lazard Global 100 $1000.00 10% 1123.00
Bonds Fund Number # Amount Percent Date View
Treasury  4568981 45 $4000.00 10% 10/2010
High 6654411 60 $1000.00 10% 12/2013
Make Trade (Buy or Sell)
Summary of Stocks and Bonds
Finance Calculators
Change Order and Page Display
Save Investments List to Computer File
Print Out Investments List
Email Investments List

Stock Details:


 

 

 

 

 

 


Market News:

Early market signals mixed
 Toronto Star,  Canada  - 12 hours ago
... cents to $59.09 ( US ) a barrel in electronic trading on the New York Mercantile Exchange by midday in Europe . On Wednesday, the Toronto stock market found its ...
TSX closes lower after setting intraday high, NY advances on ... CBC News
TSX falters after setting intraday high, NY advances on positive ... CBC News
Early market indicators mixed ahead of US energy inventories ... CBC News
Vancouver Sun (subscription) - Trading Markets
all 287 news articles »

 UPDATE 2-Hertz stuck in neutral in stock market debut
Reuters - 9 hours ago
... At $15 a share, Hertz's market capitalization is $4.8 billion. ... Hertz shares were up 2 cents at $15.02 in midday trade on the New York Stock Exchange. ...
Hertz stuck in neutral in stock market debut MSNBC
IPO popularity surges with market confidence Chicago Tribune
Hertz's IPO trades flat MarketWatch
Smartmoney.com - MarketWatch
all 208 news articles »

US stock futures jump after CPI data
Reuters - 12 hours ago
NEW YORK, Nov 16 (Reuters) - US stock futures shot up on Thursday, pointing to a higher market opening, after a Labor Department report showed core consumer ...

 

 

 

 

 

 

 

 

 

 

 

 

 

 
Trade Stocks:

Stock Symbol  

Find Symbol

   Action  

 

Quantity  

Shares      $ Amount   All or None

Price  

Market
Limit $
Stop $
Stop Limit
Market On Close		  

Duration  

 

Advanced Orders  

 

                                       

 

 

 

 

 

 

 

 

 

 

 

 
 

 

 

 

 

 

 
 

Back

 

 

 

 

 

 

 

 

 

 

 

 

 
 

Back

 

 

 

 

 

 

 

 

 

 

 

 
 
 

Back

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
 

 

Back

John Smith, 

After carefully reviewing the current market trends for LGI, I believe that now is a good time to sell all 100 of your shares. You could make a profit of 5% as compared to your purchase price in January 2006.Based on your current portfolio information, I recommend that you update your life insurance policy. Research and calculations show a policy raised to $1,000,000.00 would better suit you and your families needs. Please contact me if you have any further questions.

Thank you,
Your Personal Advisor
Jane Doe