What three things does your investment statement tell you

Your investment statement is a really handy way for you to keep track of your investments and money.Investment statements also can give you a good indication about the company in which you have invested - and if you don't get an investment statement, you might have been duped by a scam!Although you can learn many things from what is listed on your investment statement, there are three main categories of things that your investment statement tells you.These main categories will appear sometimes in different subheadings and sections, but the information is generally the same.Here are those three important things:

1)Interest and Income:One of the primary things that you will be interested in seeing on your investment statement is a listing of your interest and income.The income category refers to the amount of income you have received from your different investments.Your interest rate for your different assets is also generally recorded in your investment statement.Your income summary often will record what part of your income is taxable, and what part of your income is tax-exempt.Some investment statements will even itemize your different incomes by interest, dividends, specialty assets, etc., with a final listing of what is actually taxable, and what is tax-exempt.

2) Realized Loss or Realized Gain Summary:This is a summary which shows you how much you gained or lost within the specified period of the investment statement.This will generally list the cost basis and the proceeds for your realized loss or realized gain.Often, an investment statement will also include a listing of your short-term realized losses or gains, as well as your long-term realized losses or gains.Somewhere on your investment statement, often near the realized losses or realized gains, there will be included some type of regulatory message of disclosure statement listed.

It is especially helpful if your investment statement will also itemize all of your various gains and losses, in connection with a description of your assets.The asset description in this case can include the acquisition date and the quantity of individual lots sold within the reporting time period.However, you should probably be aware that not all investments statements include that information.

3) Asset Summary:You asset summary will often give you a listing of all of your different assets.The account value of the assets and percentage weight of the assets will often be included in this section.Sometimes this section will also include information about your estimated income or gains, based on trends and the number of assets that you have.

Unfortunately, even though investment statements can seem very itemized and detailed, not everything that you would like to see is necessarily included in your investment statement! There are a couple of things which are often excluded in the investment statement.For example, sometimes your net profit is not clearly portrayed, meaning that expenses are not always listed in your investment statement.For example, if you have investment fees or costs which are associated with your account, they are often deduced before your investment statement is completed.You are often responsible for keeping track of your investment fees and costs.Therefore, you might not see them in the itemized listing for your investment statement.In addition, closed-out positions may not show up on your investment statement after they are closed, they often will only appear during the period that the positions were open.Therefore, you will need to keep close track of your closed and open positions.Instead, these closed and open positions are instead generally listed on tax statements and end-of-the-year statements.