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diff --git a/examples/SUMO/FinancialOntology.gf b/examples/SUMO/FinancialOntology.gf index 8a9c97174..1a8b2a4e3 100644 --- a/examples/SUMO/FinancialOntology.gf +++ b/examples/SUMO/FinancialOntology.gf @@ -1,1740 +1,1586 @@ -abstract FinancialOntology = open Merge, Mid_level_ontology in {
+abstract FinancialOntology = MidLevelOntology ** {
+
+ -- The highest rating given by bond rating agencies
+ fun AAA_Rating : Ind FinancialRating ;
+
+ -- All_or_none order (AON) is a type of option order
+ -- which requires that the order be executed completely or not at all. An AON
+ -- order may be either a day order or a GTC order.
+ fun AONOrder : Class ;
+ fun AONOrder_Class : SubClass AONOrder FinancialOrder ;
+
+ -- (Automatic Teller Machine) A banking terminal that
+ -- accepts deposits and dispenses cash. ATMs are activated by inserting a cash or
+ -- credit card that contains the user's account number and PIN on a magnetic stripe.
+ -- The ATM calls up the bank's computers to verify the balance, dispenses the cash
+ -- and then transmits a completed transaction notice.
+ fun ATMMachine : Class ;
+ fun ATMMachine_Class : SubClass ATMMachine StationaryArtifact ;
+
+ -- A narrow opening in an ATM machine where cards are inserted.
+ fun ATMSlot : Class ;
+ fun ATMSlot_Class : SubClass ATMSlot Hole ;
+
+ -- A unary function that maps a FinancialAsset to the FinancialAccount
+ -- associated with the Asset.
+ fun AccountFn : El FinancialAsset -> Ind FinancialAccount ;
+
+ fun Active : Ind StatusAttribute ;
+
+ -- An InterestBearingAccount in which
+ -- the interest rate is adjusted periodically, usually based on a standard
+ -- market rate outside the control of the bank or savings institution, such
+ -- as that prevailing on TreasuryBill or the primeInterestRate.
+ fun AdjustableRateAccount : Class ;
+ fun AdjustableRateAccount_Class : SubClass AdjustableRateAccount InterestBearingAccount ;
+
+ fun AmericanExpressCard : Class ;
+ fun AmericanExpressCard_Class : SubClass AmericanExpressCard CreditCard ;
+
+ -- An option that can be exercised at any time
+ -- prior to its expiration date
+ fun AmericanStyleOption : Ind Option ;
+
+ -- A contract sold by an insurance company designed to provide
+ -- payments to the holder at specified intervals, usually after retirement. FixedAnnuities
+ -- guarantee a certain payment amount, while VariableAnnuities do not, but do have the
+ -- potential for greater returns, but both are relatively safe, low_yielding investments.
+ fun Annuity : Class ;
+ fun Annuity_Class : SubClass Annuity FinancialContract ;
+
+ -- The process of dividing investments among different kinds of
+ -- assets, such as Stocks, Bonds, RealEstate and cash, to optimize the risk/reward tradeoff based
+ -- on an individual's or institution's specific situation and goals.
+ fun AssetAllocation : Class ;
+ fun AssetAllocation_Class : SubClass AssetAllocation FinancialTransaction ;
+
+ -- An activity which approves or
+ -- disapproves a transaction.
+ fun AuthorizationOfTransaction : Class ;
+ fun AuthorizationOfTransaction_Class : SubClass AuthorizationOfTransaction (both ControllingAnAccount (both FinancialService RegulatoryProcess)) ;
+
+ -- Transactions which occur through computer
+ -- networks and which do not require direct management.
+ fun AutomaticTransaction : Class ;
+ fun AutomaticTransaction_Class : SubClass AutomaticTransaction FinancialTransaction ;
+
+ -- A mid_range rating given by bond rating agencies.
+ fun B_Rating : Ind FinancialRating ;
+
+ -- A long_term loan, often a mortgage, that has
+ -- one large payment (the balloon payment) due upon maturity. Often done
+ -- when refinancing or a major cash flow event is anticipated.
+ fun BalloonLoan : Class ;
+ fun BalloonLoan_Class : SubClass BalloonLoan Loan ;
+
+ -- A CreditCard or a DebitCard issued by a
+ -- FinancialOrganization.
+ fun BankCard : Class ;
+ fun BankCard_Class : SubClass BankCard FinancialInstrument ;
+
+ -- A monthly report sent to a debtor or bank depositor.
+ fun BankStatement : Class ;
+ fun BankStatement_Class : SubClass BankStatement Proposition ;
+
+ -- A bank loan terminating in one year or more.
+ fun BankTermLoan : Class ;
+ fun BankTermLoan_Class : SubClass BankTermLoan Loan ;
+
+ -- An organization, chartered by a state or
+ -- federal government, which does most or all of the following: receives Deposits,
+ -- honors FinancialInstruments drawn on them, and pays Interest on them, discounts
+ -- Notes, makes Loans, and invests in SecuredLoans, collects Checks, Drafts
+ -- and Notes, certifies depositor's checks, and issues drafts and Cashier's checks.
+ fun Bank_FinancialOrganization : Class ;
+ fun Bank_FinancialOrganization_Class : SubClass Bank_FinancialOrganization FinancialOrganization ;
+
+ -- An adjective describing the opinion that a stock, or
+ -- a market in general, will decline in price __ a negative or pessimistic outlook.
+ fun Bearish : Class ;
+ fun Bearish_Class : SubClass Bearish InvestmentAttribute ;
+
+ -- Stock with a solid and stable earnings record from a
+ -- company that either leads or dominates or is a major player in a specific industry.
+ fun BlueChipStock : Class ;
+ fun BlueChipStock_Class : SubClass BlueChipStock Stock ;
+
+ -- A debt instrument issued for a period of more than one year with
+ -- the purpose of raising capital by borrowing. The Federal government, states, cities,
+ -- corporations, and many other types of institutions sell bonds. A bond is generally a
+ -- promise to repay the principal along with interest on a specified maturityDate.
+ fun Bond : Class ;
+ fun Bond_Class : SubClass Bond (both FinancialInstrument Investment) ;
+
+ -- Stock in a short sale.
+ fun BorrowedStock : Class ;
+ fun BorrowedStock_Class : SubClass BorrowedStock Stock ;
+
+ -- Short_term financing which is expected to be paid back relatively
+ -- quickly, such as by a subsequent longer_term loan.
+ fun BridgeLoan : Class ;
+ fun BridgeLoan_Class : SubClass BridgeLoan Loan ;
+
+ -- An individual or firm which acts as an intermediary between
+ -- a buyer and seller, usually charging a commisssion.
+ fun Broker : Class ;
+ fun Broker_Class : SubClass Broker CognitiveAgent ;
+
+ -- Money lent to brokers by banks, for financing
+ -- the underwriting of new issues, financing customer margin accounts, and
+ -- other purposes.
+ fun BrokerLoan : Class ;
+ fun BrokerLoan_Class : SubClass BrokerLoan Loan ;
+
+ -- A fund that a customer has entrusted to
+ -- a securities brokerage.
+ fun BrokerageAccount : Ind InvestmentAccount ;
+
+ -- An attribute describing the opinion that a stock, or the
+ -- market in general, will rise in price __ a positive or optimistic outlook.
+ fun Bullish : Class ;
+ fun Bullish_Class : SubClass Bullish InvestmentAttribute ;
+
+ -- A complex option strategy that involves
+ -- selling two calls and buying two calls on the same or different markets,
+ -- with several maturity dates. One of the options has a higher exercise
+ -- price and the other has a lower exercise price than the other two options.
+ -- The payoff diagram resembles the shape of a butterfly.
+ fun ButterflySpread : Class ;
+ fun ButterflySpread_Class : SubClass ButterflySpread SpreadOption ;
+
+ -- A mid_range rating given by bond rating agencies.
+ fun C_Rating : Ind FinancialRating ;
+
+ fun Call : Class ;
+ fun Call_Class : SubClass Call FinancialTransaction ;
+
+ -- An option contract that gives the holder the
+ -- right to buy a certain quantity (usually 100 shares) of an underlying
+ -- security from the writer of the option, at a specified price (the strike
+ -- price) up to a specified date (the expiration date).
+ fun CallOption : Class ;
+ fun CallOption_Class : SubClass CallOption Option ;
+
+ -- A bond which the issuer has the right to redeem
+ -- prior to its maturity date, under certain conditions.
+ fun CallableBond : Class ;
+ fun CallableBond_Class : SubClass CallableBond Bond ;
+
+ -- A loan that must repaid upon the lender's demand.
+ fun CallableLoan : Class ;
+ fun CallableLoan_Class : SubClass CallableLoan Loan ;
+
+ fun CancellingAnOrder : Class ;
+ fun CancellingAnOrder_Class : SubClass CancellingAnOrder FinancialTransaction ;
+
+ -- Circulating paper money
+ fun Cash : Class ;
+ fun Cash_Class : SubClass Cash (both FinancialAsset FinancialInstrument) ;
+
+ -- CDs (certificates of deposit) are bank, credit union or savings
+ -- and loan instruments that allow the depositor to lock in an interest rate for a specific period of
+ -- time (e.g. six months, one year, five years). If the money is withdrawn from the CD before the CD
+ -- matures, there is likely to be an early_withdrawal penalty __ often three month's interest. Generally,
+ -- the longer the time period of the CD, the higher the interest paid.
+ fun CertificateOfDeposit : Class ;
+ fun CertificateOfDeposit_Class : SubClass CertificateOfDeposit SavingsAccount ;
+
+ -- A FinancialInstrument drawn against deposited funds,
+ -- to pay a specified amount of money to a specific person upon demand.
+ fun Check : Class ;
+ fun Check_Class : SubClass Check FinancialInstrument ;
+
+ -- A bank account against which the depositor can draw checks
+ fun CheckingAccount : Class ;
+ fun CheckingAccount_Class : SubClass CheckingAccount DepositAccount ;
+
+ -- The attribute which describes services that are
+ -- shut or closed.
+ fun ClosedService : Ind ServiceAttribute ;
+
+ -- An activity of closing a financial account
+ fun ClosingAnAccount : Class ;
+ fun ClosingAnAccount_Class : SubClass ClosingAnAccount FinancialTransaction ;
+
+ -- Assets pledged by a borrower to secure a loan or other credit, and
+ -- subject to seizure in the event of FinancialDefault.
+ fun Collateral : Class ;
+ fun Collateral_Class : SubClass Collateral FinancialAsset ;
+
+ -- Securities representing equity, ownership in a
+ -- Corporation, providing voting rights, and entitling the holder to a share
+ -- of the company's success through dividends and/or capital appreciation.
+ -- In the event of liquidation, common stock holders have rights to a
+ -- company's assets only after bondholders, other debt holders, and
+ -- PreferredStock holders have been satisfied.
+ fun CommonStock : Class ;
+ fun CommonStock_Class : SubClass CommonStock Stock ;
+
+ -- The replacement of multiple loans with a single loan, often
+ -- with a lower monthly payment and a longer repayment period.
+ fun ConsolidationLoan : Class ;
+ fun ConsolidationLoan_Class : SubClass ConsolidationLoan Loan ;
+
+ -- An inflationary indicator that measures
+ -- the change in the cost of a fixed basket of products and services,
+ -- including housing, electricity, food, and transportation. The CPI is
+ -- published monthly.
+ fun ConsumerPriceIndex : Class ;
+ fun ConsumerPriceIndex_Class : SubClass ConsumerPriceIndex InflationIndex ;
+
+ -- Attribute that applies to Propositions where
+ -- something is promised in return, i.e. a reciprocal promise.
+ fun Contract : Class ; -- make subclass with Promise
+
+ -- An activity of controlling a financial account
+ fun ControllingAnAccount : Class ;
+ fun ControllingAnAccount_Class : SubClass ControllingAnAccount FinancialTransaction ;
+
+ -- A mortgage that is not insured or guaranteed
+ -- by the government.
+ fun ConventionalMortgage : Class ;
+ fun ConventionalMortgage_Class : SubClass ConventionalMortgage Mortgage ;
+
+ -- Short_term option contracts.
+ fun ConventionalOption : Class ;
+ fun ConventionalOption_Class : SubClass ConventionalOption Option ;
+
+ -- This is the class of accounts held by corporations. This class
+ -- is disjoint with PersonalAccounts.
+ fun CorporateAccount : Class ;
+ fun CorporateAccount_Class : SubClass CorporateAccount FinancialAccount ;
+
+ -- A bond issued by a corporation. Such bonds usually have
+ -- a par value of 1,000, are taxable, have a term maturity, are paid for out of a sinking
+ -- fund accumulated for that purpose, and are traded on major exchanges.
+ fun CorporateBond : Class ;
+ fun CorporateBond_Class : SubClass CorporateBond (both Bond TaxableInvestment) ;
+
+ -- An unregistered, negotiable bond on which interest and principal
+ -- are payable to the holder, regardless of whom it was originally issued to. The coupons are
+ -- attached to the bond, and each coupon represents a single interest payment. The holder submits
+ -- a coupon, usually semi_annually, to the issuer or paying agent to receive payment. Coupon bonds
+ -- are being phased out in favor of registered bonds.
+ fun CouponBond : Class ;
+ fun CouponBond_Class : SubClass CouponBond Bond ;
+
+ -- Credit extended by a business to a customer
+ fun CreditAccount : Class ;
+ fun CreditAccount_Class : SubClass CreditAccount LiabilityAccount ;
+
+ -- Any card that may be used repeatedly to borrow money
+ -- or buy products and services on credit. Issued by banks, savings and loans, retail
+ -- stores, and other businesses.
+ fun CreditCard : Class ;
+ fun CreditCard_Class : SubClass CreditCard BankCard ;
+
+ -- A type of CreditAccount which uses a CreditCard for
+ -- FinancialTransactions.
+ fun CreditCardAccount : Class ;
+ fun CreditCardAccount_Class : SubClass CreditCardAccount CreditAccount ;
+
+ -- Credit unions are non_profit, member_owned, financial
+ -- cooperatives. They are operated entirely by and for their members. When you deposit
+ -- money in a credit union, you become a member of the union because your deposit is
+ -- considered partial ownership in the credit union. Many large organizations have
+ -- established credit unions for their employees.
+ fun CreditUnion : Class ;
+ fun CreditUnion_Class : SubClass CreditUnion FinancialOrganization ;
+
+ -- A unary function that maps a FinancialAccount to the
+ -- currency linked to the account.
+ fun CurrencyFn : El FinancialAccount -> Ind FinancialInstrument ;
+
+ -- The lowest rating given by bond rating agencies.
+ fun D_Rating : Ind FinancialRating ;
+
+ -- A bank loan to a broker for the purchase of securities pending delivery
+ -- through clearing later the same day.
+ fun DayLoan : Class ;
+ fun DayLoan_Class : SubClass DayLoan Loan ;
+
+ -- A type of option order which instructs the broker
+ -- to cancel any unfilled portion of the order at the close of trading on the
+ -- day the order is first entered.
+ fun DayOrder : Class ;
+ fun DayOrder_Class : SubClass DayOrder FinancialOrder ;
+
+ -- A card which allows customers to access their funds
+ -- immediately, electronically. Unlike a credit card, a debit card does not have
+ -- any float.
+ fun DebitCard : Class ;
+ fun DebitCard_Class : SubClass DebitCard BankCard ;
+
+ -- DefensiveStocks are stocks of food companies, drug
+ -- manufacturers and utility companies.
+ fun DefensiveStock : Class ;
+ fun DefensiveStock_Class : SubClass DefensiveStock Stock ;
+
+ -- A company retirement plan, such as
+ -- a 401(k) or 403(b), in which the employee elects to defer some amount of
+ -- his/her salary into the plan and bears the investment risk.
+ fun DefinedContributionPlan : Class ;
+ fun DefinedContributionPlan_Class : SubClass DefinedContributionPlan PensionPlan ;
+
+ -- An Activity of money being transferred into a customer's
+ -- account at a financial institution.
+ fun Deposit : Class ;
+ fun Deposit_Class : SubClass Deposit FinancialTransaction ;
+
+ -- An account where money is deposited for checking, savings or
+ -- brokerage use.
+ fun DepositAccount : Class ;
+ fun DepositAccount_Class : SubClass DepositAccount FinancialAccount ;
+
+ -- An activity of depositing a check into a
+ -- FinancialOrganization.
+ fun DepositingACheck : Class ;
+ fun DepositingACheck_Class : SubClass DepositingACheck UsingAnAccount ;
+
+ -- A distribution from qualified pension plan, 401(k)
+ -- plan, or 403(b) plan, that is remitted directly to the trustee, custodian, or
+ -- issuer of the receiving IRA and is reported to the IRS as a rollover. This can only
+ -- be done once per year, per account.
+ fun DirectRollover : Class ;
+ fun DirectRollover_Class : SubClass DirectRollover Rollover ;
+
+ fun DiscoverCard : Class ;
+ fun DiscoverCard_Class : SubClass DiscoverCard CreditCard ;
+
+ -- A taxable payment declared by a company's board of directors
+ -- and given to its shareHolders out of the company's current or retained earnings.
+ -- Usually quarterly. Usually given as cash, but it can also take the form of Stock or
+ -- other property.
+ fun Dividend : Class ;
+ fun Dividend_Class : SubClass Dividend Payment ;
+
+ -- A stock market transaction (or sometimes, a quote)
+ -- at a price lower than the preceding one for the same security.
+ fun Downtick : Class ;
+ fun Downtick_Class : SubClass Downtick StockMarketTransaction ;
+
+ -- An activity of paying by a check.
+ fun DrawingACheck : Class ;
+ fun DrawingACheck_Class : SubClass DrawingACheck UsingAnAccount ;
+
+ -- Data which provide information about or
+ -- predict the overall health of the economy or the financial markets,
+ -- examples are inflation, interest rates, employment, etc.
+ fun EconomicIndicator : Class ;
+ fun EconomicIndicator_Class : SubClass EconomicIndicator Proposition ;
+
+ fun Employment : Class ;
+ fun Employment_Class : SubClass Employment (both FinancialContract ServiceContract) ;
+
+ -- A subclass of AuthorizationOfTransaction where
+ -- a customer enters his/her personal identification number.
+ fun EnteringAPin : Class ;
+ fun EnteringAPin_Class : SubClass EnteringAPin AuthorizationOfTransaction ;
+
+ fun EnteringAPing : Class ;
+ fun EnteringAPing_Class : SubClass EnteringAPing ContentDevelopment ;
+
+ -- An option on shares of an individual common stock.
+ fun EquityOption : Class ;
+ fun EquityOption_Class : SubClass EquityOption Option ;
+
+ -- An option that can be exercised only during
+ -- a specified period of time just prior to its expiration.
+ fun EuropeanStyleOption : Ind Option ;
+
+ -- A short_term loan which is continually renewed rather than repaid.
+ fun EvergreenLoan : Class ;
+ fun EvergreenLoan_Class : SubClass EvergreenLoan Loan ;
+
+ -- An activity when the owner of the the Option
+ -- contract invokes his rights. In the case of a call, the option owner buys the
+ -- underlying stock. In the case of a put, the option owner sells the underlying stock.
+ fun ExerciseAnOption : Ind FinancialTransaction ;
+
+ -- A class of expired BankCards.
+ fun ExpiredCard : Class ;
+ fun ExpiredCard_Class : SubClass ExpiredCard BankCard ;
+
+ -- A subclass of FinancialTransactions from one
+ -- FinancialOrganization to another.
+ fun ExternalTransfer : Class ;
+ fun ExternalTransfer_Class : SubClass ExternalTransfer FinancialTransaction ;
+
+ -- A government mortgage that is insured by the Federal Housing
+ -- Administration (FHA).
+ fun FHALoan : Class ;
+ fun FHALoan_Class : SubClass FHALoan Mortgage ;
+
+ -- Fill_or_kill order is a type of option order
+ -- which requires that the order be executed completely or not at all. A
+ -- fill_or_kill order is similar to an all_or_none (AON) order. The
+ -- difference is that if the order cannot be completely executed (i.e.,
+ -- filled in its entirety) as soon as it is announced in the trading crowd,
+ -- it is to be 'killed' (i.e., cancelled) immediately. Unlike an AON order,
+ -- a FOK order cannot be used as part of a GTC order.
+ fun FOKOrder : Class ;
+ fun FOKOrder_Class : SubClass FOKOrder FinancialOrder ;
+
+ -- The communication of a printed page between remote locations.
+ fun Fax : Class ;
+ fun Fax_Class : SubClass Fax Communication ;
+
+ -- Fax machines scan a paper form and transmit a coded
+ -- image over the telephone system. The receiving machine prints a facsimile of
+ -- the original. A fax machine is made up of a scanner, printer and modem with
+ -- fax signaling.
+ fun FaxMachine : Class ;
+ fun FaxMachine_Class : SubClass FaxMachine Device ;
+
+ fun FederalHousingAdministration : Class ;
+ fun FederalHousingAdministration_Class : SubClass FederalHousingAdministration Government ;
+
+ -- Execute an order or buy or sell a security
+ -- or commodity.
+ fun FillingAnOrder : Class ;
+ fun FillingAnOrder_Class : SubClass FillingAnOrder FinancialTransaction ;
+
+ -- A financial agreement between two or more parties
+ fun FinancialContract : Class ;
+
+ -- Failure to make required debt payments on a timely basis
+ -- or to comply with other conditions of an obligation or agreement.
+ fun FinancialDefault : Class ;
+ fun FinancialDefault_Class : SubClass FinancialDefault FinancialTransaction ;
+
+ -- A request from a client to a broker to buy (buy order) or sell
+ -- (sell order) a specified amount of a particular security or commodity at a specific
+ -- price or at the market price.
+ fun FinancialOrder : Class ;
+ fun FinancialOrder_Class : SubClass FinancialOrder ServiceContract ;
+
+ -- The class FinancialOrganization includes,
+ -- as subclasses, Bank_FinancialOrganization, CreditUnion and SavingsAnLoans.
+ fun FinancialOrganization : Class ;
+ fun FinancialOrganization_Class : SubClass FinancialOrganization Organization ;
+
+ -- The highest rating is usually AAA_Rating,
+ -- and the lowest is D_Rating.
+ fun FinancialRating : Class ;
+ fun FinancialRating_Class : SubClass FinancialRating RelationalAttribute ;
+
+ -- A request for financial data sent in order
+ -- to get a FinancialResponse.
+ fun FinancialRequest : Class ;
+ fun FinancialRequest_Class : SubClass FinancialRequest FinancialTransaction ;
+
+ -- The response data provided to fulfil a FinancialRequest.
+ fun FinancialResponse : Class ;
+ fun FinancialResponse_Class : SubClass FinancialResponse FinancialTransaction ;
+
+ -- An investment vehicle offered by an insurance company, that
+ -- guarantees a stream of fixed payments over the life of the annuity. The insurer, not the
+ -- insured, takes the investment risk.
+ fun FixedAnnuity : Class ;
+ fun FixedAnnuity_Class : SubClass FixedAnnuity Annuity ;
+
+ -- An InterestBearingAccount in which the interest rate does not
+ -- change during the entire term of the loan.
+ fun FixedRateAccount : Class ;
+ fun FixedRateAccount_Class : SubClass FixedRateAccount InterestBearingAccount ;
+
+ -- Good_'til_cancelled (GTC) order is a type of limit order
+ -- that remains in effect until it is either executed (filled) or cancelled, as opposed
+ -- to a day order, which expires if not executed by the end of the trading day. A GTC
+ -- option order is an order which if not executed will be automatically cancelled at the
+ -- option's expiration
+ fun GTCOrder : Class ;
+ fun GTCOrder_Class : SubClass GTCOrder FinancialOrder ;
+
+ -- A bond sold by the U.S. government.
+ fun GovernmentBond : Class ;
+ fun GovernmentBond_Class : SubClass GovernmentBond Bond ;
+
+ -- Investment term that is applied to a Stock that is expected
+ -- to appreciate in value at a high rate, pay big dividends or split.
+ fun GrowthStock : Class ;
+ fun GrowthStock_Class : SubClass GrowthStock Stock ;
+
+ -- An Attribute of FinancialAccounts which can be easily
+ -- converted to cash.
+ fun HighLiquidity : Ind LiquidityAttribute ;
+
+ -- An Attribute that characterizes investments which are likely
+ -- to lose their principal.
+ fun HighRisk : Ind RiskAttribute ;
+
+ -- An Attribute that characterizes accounts that are very profitable.
+ fun HighYield : Ind YieldAttribute ;
+
+ -- Immediate or cancel Order is a type of option order
+ -- which gives the trading crowd one opportunity to take the other side of the
+ -- trade. After being announced, the order will be either partially or totally
+ -- filled with any remaining balance immediately cancelled. An IOC order, which
+ -- can be considered a type of day order, cannot be used as part of a GTC order
+ -- since it will be cancelled shortly after being entered. The difference between
+ -- fill_or_kill (FOK) orders and IOC orders is that a IOC order may be partially
+ -- executed.
+ fun IOCOrder : Class ;
+ fun IOCOrder_Class : SubClass IOCOrder FinancialOrder ;
+
+ -- A benchmark against which financial or economic performance is measured,
+ -- such as the S&P 500 or the Consumer Price Index.
+ fun Index : Class ;
+ fun Index_Class : SubClass Index PerformanceMeasure ;
+
+ -- A bond whose cash flow is inflation_adjusted, by
+ -- being linked to the purchasing power of a particular currency.
+ fun IndexBond : Class ;
+ fun IndexBond_Class : SubClass IndexBond Bond ;
+
+ -- An option whose underlying interest is an index.
+ -- Generally, index options are cash_settled.
+ fun IndexOption : Class ;
+ fun IndexOption_Class : SubClass IndexOption Option ;
+
+ -- A loan in which payments change in response to
+ -- changes in an index such as the Consumer Price Index.
+ fun IndexedLoan : Class ;
+ fun IndexedLoan_Class : SubClass IndexedLoan Loan ;
+
+ -- A tax_deferred retirement
+ -- account for an individual that permits individuals to set aside up to
+ -- 2,000 per year, with earnings tax_deferred until withdrawals begin at age
+ -- 59 1/2 or later (or earlier, with a 10% penalty). Only those who do not
+ -- participate in a pension plan at work or who do participate and meet
+ -- certain income guidelines can make deductible contributions to an IRA.
+ -- All others can make contributions to an IRA on a non_deductible basis.
+ -- Such contributions qualify as a deduction against income earned in that
+ -- year and interest accumulates tax_deferred until the funds are withdrawn.
+ fun IndividualRetirementAccount : Class ;
+ fun IndividualRetirementAccount_Class : SubClass IndividualRetirementAccount (both PensionPlan (both PersonalAccount SavingsAccount)) ;
+
+ -- The overall general upward price movement of
+ -- goods and services in an economy, usually as measured by the Consumer
+ -- Price Index and the Producer Price Index.
+ fun Inflation : Class ;
+ fun Inflation_Class : SubClass Inflation EconomicIndicator ;
+
+ fun InflationIndex : Class ;
+ fun InflationIndex_Class : SubClass InflationIndex Index ;
+ -- Money paid for the use of money.
+ fun Interest : Class ;
+ fun Interest_Class : SubClass Interest CurrencyMeasure ;
+
+ -- FinancialAccounts that have a fixed or adjustable interest rate.
+ fun InterestBearingAccount : Class ;
+ fun InterestBearingAccount_Class : SubClass InterestBearingAccount FinancialAccount ;
+
+ -- A non_amortized loan in which interest is
+ -- due at regular intervals until maturity, when the full principal on the
+ -- loan is due.
+ fun InterestOnlyLoan : Class ;
+ fun InterestOnlyLoan_Class : SubClass InterestOnlyLoan Loan ;
+
+ -- The usual way of calculating Interest, as a
+ -- percentage of the sum borrowed.
+ fun InterestRate : Class ;
+ fun InterestRate_Class : SubClass InterestRate (both ConstantQuantity EconomicIndicator) ;
+
+ -- A subclass of FinancialTransactions within
+ -- one FinancialOrganization.
+ fun InternalTransfer : Class ;
+ fun InternalTransfer_Class : SubClass InternalTransfer FinancialTransaction ;
+
+ -- An activity of commiting money or capital in order to
+ -- gain a financial return.
+ fun Investing : Class ;
+ fun Investing_Class : SubClass Investing FinancialTransaction ;
+
+ -- An account acquired for future financial return or benefit
+ fun InvestmentAccount : Class ;
+ fun InvestmentAccount_Class : SubClass InvestmentAccount DepositAccount ;
+
+ fun InvestmentAttribute : Class ;
+ fun InvestmentAttribute_Class : SubClass InvestmentAttribute RelationalAttribute ;
+ -- A person who purchases income_producing assets.
+ fun Investor : Class ;
+ fun Investor_Class : SubClass Investor SocialRole ;
+
+ -- An account owned by two or more people, usually sharing a household
+ -- and expenses. Each co_owner has equal access to the account. Most types of accounts, whether it's
+ -- basic checking, savings or money market, allow for joint use
+ fun JointAccount : Class ;
+ fun JointAccount_Class : SubClass JointAccount PersonalAccount ;
+
+ -- A high_risk, non_investment_grade bond with a low
+ -- credit rating, usually BB or lower, as a consequence, it usually has a high
+ -- yield.
+ fun JunkBond : Class ;
+ fun JunkBond_Class : SubClass JunkBond CorporateBond ;
+
+ -- Calls and puts with an expiration as long as
+ -- thirty_nine months. Currently, equity LEAPS have two series at any
+ -- time with a January expiration. For example, in October 2000, LEAPS
+ -- are available with expirations of January 2002 and January 2003.
+ fun LEAPS : Class ;
+ fun LEAPS_Class : SubClass LEAPS Option ;
+
+ -- A financial obligation, debt, claim, or potential loss
+ fun Liability : Class ;
+ fun Liability_Class : SubClass Liability FinancialContract ;
+
+ -- An account for which a person is liable
+ fun LiabilityAccount : Class ;
+ fun LiabilityAccount_Class : SubClass LiabilityAccount FinancialAccount ;
+
+ -- LimitOrder is an order to a Broker to buy a specified quantity
+ -- of a Security at or below a specified price, or to sell it at or above a specified limitPrice.
+ fun LimitOrder : Class ;
+ fun LimitOrder_Class : SubClass LimitOrder FinancialOrder ;
+
+ -- The class of events of selling all of a company's assets,
+ -- paying outstanding debts, and distribution of the remainder to shareholders, and them
+ -- going out of business.
+ fun Liquidation : Class ;
+ fun Liquidation_Class : SubClass Liquidation FinancialTransaction ;
+
+ -- A class of attributes which describe the degree to
+ -- which accounts can be easily converted to cash.
+ fun LiquidityAttribute : Class ;
+ fun LiquidityAttribute_Class : SubClass LiquidityAttribute RelationalAttribute ;
+
+ -- An arrangement in which a lender gives money or property to a borrower,
+ -- and the borrower agrees to return the property or repay the money, usually along with interest,
+ -- at some future point(s) in time.
+ fun Loan : Class ;
+ fun Loan_Class : SubClass Loan LiabilityAccount ;
+
+ -- A formal offer by a lender making explicit
+ -- the terms under which it agrees to lend money to a borrower over a certain
+ -- period of time.
+ fun LoanCommitment : Class ;
+ fun LoanCommitment_Class : SubClass LoanCommitment Contract ;
+
+ fun Locked : Ind StatusAttribute ;
+
+ -- A straddle in which a long position is taken in
+ -- both a put and a call option
+ fun LongStraddle : Class ;
+ fun LongStraddle_Class : SubClass LongStraddle Straddle ;
+
+ -- An Attribute of FinancialAccounts which cannot be easily
+ -- converted to cash.
+ fun LowLiquidity : Ind LiquidityAttribute ;
+
+ fun LowRisk : Ind RiskAttribute ;
+
+ -- An Attribute that characterizes accounts that are not very profitable.
+ fun LowYield : Ind YieldAttribute ;
+
+ -- A Market_not_held order is a type of market order
+ -- which allows the investor to give discretion to the floor broker regarding
+ -- the price and/or time at which a trade is executed.
+ fun MNHOrder : Class ;
+ fun MNHOrder_Class : SubClass MNHOrder FinancialOrder ;
+
+ -- A Market_on_close order is a type of option order
+ -- which requires that an order be executed at or near the close of trading on
+ -- the day the order is entered. A MOC order, which can be considered a type of
+ -- day order, cannot be used as part of a GTC order
+ fun MOCOrder : Class ;
+ fun MOCOrder_Class : SubClass MOCOrder FinancialOrder ;
+
+ -- One who directs a business or other enterprise.
+ fun Manager : Ind Position ;
+
+ -- An order to buy or sell security at the best prices available.
+ fun MarketOrder : Class ;
+ fun MarketOrder_Class : SubClass MarketOrder FinancialOrder ;
+
+ -- A stock index in which each stock affects the
+ -- index in proportion to its number of shares outstanding.
+ fun MarketShareWeightedIndex : Class ;
+ fun MarketShareWeightedIndex_Class : SubClass MarketShareWeightedIndex Index ;
+
+ -- A stock index in which each stock
+ -- affects the index in proportion to its market value. Examples include
+ -- NASDAQ Composite Index, S&P 500, Wilshire 5000 Equity Index, Hang Seng
+ -- Index, and EAFE Index.
+ fun MarketValueWeightedIndex : Class ;
+ fun MarketValueWeightedIndex_Class : SubClass MarketValueWeightedIndex Index ;
+
+ fun MasterCard : Class ;
+ fun MasterCard_Class : SubClass MasterCard CreditCard ;
+
+ -- MoneyMarket is for borrowing and lending money for three years
+ -- or less. The securities in a money market can be U.S. government bonds, TreasuryBills and commercial
+ -- paper from banks and companies.
+ fun MoneyMarket : Class ;
+ fun MoneyMarket_Class : SubClass MoneyMarket SavingsAccount ;
+
+ -- A loan to finance the purchase of real estate, usually with specified payment
+ -- periods and interest rates.
+ fun Mortgage : Class ;
+ fun Mortgage_Class : SubClass Mortgage SecuredLoan ;
+
+ -- These are bonds generally bought through a
+ -- government agency that deals in the real estate market. They are bonds
+ -- issued by mortgage lenders.
+ fun MortgageBond : Class ;
+ fun MortgageBond_Class : SubClass MortgageBond CorporateBond ;
+
+ -- Bond issued by a state, city, or local government to
+ -- finance operations or special projects, interest on it is often tax_free.
+ fun MunicipalBond : Class ;
+ fun MunicipalBond_Class : SubClass MunicipalBond (both Bond TaxFreeInvestment) ;
+
+ -- An open_ended fund operated by an investment company which
+ -- raises money from shareholders and invests in a group of assets, in accordance with a stated
+ -- set of objectives. Benefits include diversification and professional money management. Shares
+ -- are issued and redeemed on demand, based on the fund's net asset value which is determined at
+ -- the end of each trading session.
+ fun MutualFundAccount : Class ;
+ fun MutualFundAccount_Class : SubClass MutualFundAccount InvestmentAccount ;
+
+ -- National Association of Securities Dealers Automated Quotations
+ -- system.
+ fun NASDAQ : Ind Organization ;
+
+ -- A market_value weighted index of all common stocks
+ -- listed on NASDAQ.
+ fun NASDAQCompositeIndex : Class ;
+ fun NASDAQCompositeIndex_Class : SubClass NASDAQCompositeIndex Index ;
+
+ -- A not_held order is a type of order which releases
+ -- normal obligations implied by the other terms of the order. For example, a
+ -- limit order designated as 'not_held' allows discretion to the floor trader in
+ -- filling the order when the market trades at the limit price of the order. In
+ -- this case, there is no obligation to provide the customer with an execution if
+ -- the market trades through the limit price on the order.
+ fun NHOrder : Class ;
+ fun NHOrder_Class : SubClass NHOrder FinancialOrder ;
+
+ fun New : Ind StatusAttribute ;
+
+ -- Index of 225 leading stocks traded on the Tokyo Stock
+ -- Exchange.
+ fun NikkeiIndex : Class ;
+ fun NikkeiIndex_Class : SubClass NikkeiIndex Index ;
+
+ -- A legal document that obligates a borrower to repay a loan
+ -- at a specified interestRate during a specified period of time or on demand
+ fun Note : Class ;
+ fun Note_Class : SubClass Note FinancialInstrument ;
+
+ -- One_cancels_other order (OCO) is a type of option
+ -- order which treats two or more option orders as a package, whereby the execution
+ -- of any one of the orders causes all the orders to be reduced by the same amount.
+ -- For example, the investor would enter an OCO order if he/she wished to buy
+ -- 10 May 60 calls or 10 June 60 calls or any combination of the two which when
+ -- summed equaled 10 contracts. An OCO order may be either a day order or a GTC order
+ fun OCOOrder : Class ;
+ fun OCOOrder_Class : SubClass OCOOrder FinancialOrder ;
+
+ -- The attribute which describes services that
+ -- are ready to transact business.
+ fun OpenService : Ind ServiceAttribute ;
+
+ -- An activity of opening a financial account
+ fun OpeningAnAccount : Class ;
+ fun OpeningAnAccount_Class : SubClass OpeningAnAccount FinancialTransaction ;
+
+ -- An option is a contract to buy or sell 100 shares
+ -- of a stock at a fixed price (the strike price) on or before a fixed date.
+ fun Option : Class ;
+ fun Option_Class : SubClass Option FinancialContract ;
+
+ -- A collection of buying/selling options
+ -- whose purpose is to result in an optimal profit for the investor.
+ fun OptionStrategy : Class ;
+ fun OptionStrategy_Class : SubClass OptionStrategy FinancialTransaction ;
+
+ -- A check issued to an employee in payment of salary or wages
+ fun PayCheck : Class ;
+ fun PayCheck_Class : SubClass PayCheck Check ;
+
+ -- The partial or complete discharge of an obligation by
+ -- its settlement in the form of the transfer of funds, assets, or services equal
+ -- to the monetary value of part or all of the debtor's obligation.
+ fun Payment : Class ;
+ fun Payment_Class : SubClass Payment FinancialTransaction ;
+
+ -- A fee charged as a penalty.
+ fun Penalty : Class ;
+ fun Penalty_Class : SubClass Penalty ChargingAFee ;
+
+ fun Pending : Ind StatusAttribute ;
+
+ -- Extremely speculative, high_risk Stock, usually
+ -- with a price of less than 5 dollars per share. In the U.S., nearly all
+ -- are traded on the over_the_counter bulletin board.
+ fun PennyStock : Class ;
+ fun PennyStock_Class : SubClass PennyStock Stock ;
+
+ -- A bond issued by an insurance company to
+ -- guarantee satisfactory completion of a project by a contractor.
+ fun PerformanceBond : Class ;
+ fun PerformanceBond_Class : SubClass PerformanceBond Bond ;
+
+ fun PerformanceMeasure : Class ;
+ fun PerformanceMeasure_Class : SubClass PerformanceMeasure PhysicalQuantity ;
+
+ -- This is the class of personal accounts, as opposed to
+ -- CorporateAccounts.
+ fun PersonalAccount : Class ;
+ fun PersonalAccount_Class : SubClass PersonalAccount FinancialAccount ;
+
+ -- Two lenders participating in the same loan.
+ fun PiggybankLoan : Class ;
+ fun PiggybankLoan_Class : SubClass PiggybankLoan Loan ;
+
+ fun PlacingAnOrder : Class ;
+ fun PlacingAnOrder_Class : SubClass PlacingAnOrder FinancialTransaction ;
+
+ -- CapitalStock which provides a specific Dividend
+ -- that is paid before any dividends are paid to common stock holders, and which takes
+ -- precedence over common stock in the event of a liquidation. Usually does not carry
+ -- voting rights.
+ fun PreferredStock : Class ;
+ fun PreferredStock_Class : SubClass PreferredStock Stock ;
+
+ -- Prepayment is the payment of all or part of a debt
+ -- prior to its due date.
+ fun Prepayment : Class ;
+ fun Prepayment_Class : SubClass Prepayment Payment ;
+
+ -- A stock index in which each stock affects the index
+ -- in proportion to its price per share.
+ fun PriceWeightedIndex : Class ;
+ fun PriceWeightedIndex_Class : SubClass PriceWeightedIndex Index ;
+
+ -- An activity of paying the amount specified on the
+ -- check from funds on deposit.
+ fun ProcessingACheck : Class ;
+ fun ProcessingACheck_Class : SubClass ProcessingACheck (both AuthorizationOfTransaction ControllingAnAccount) ;
+
+ -- An inflationary indicator published by the U.S. Bureau
+ -- of Labor Statistics to evaluate wholesale price levels in the economy.
+ fun ProducerPriceIndex : Class ;
+ fun ProducerPriceIndex_Class : SubClass ProducerPriceIndex InflationIndex ;
+
+ -- An option contract that gives the holder the
+ -- right to sell a certain quantity of an underlying security to the writer
+ -- of the option, at a specified price (strike price) up to a specified date
+ -- (expiration date).
+ fun PutOption : Class ;
+ fun PutOption_Class : SubClass PutOption Option ;
+
+ -- Land, including all the natural resources and permanent buildings on it.
+ fun RealEstate : Class ;
+ fun RealEstate_Class : SubClass RealEstate (both CorpuscularObject (both FinancialAsset Region)) ;
+
+ -- A written acknowledgment that a specified article,
+ -- sum of money, or shipment of merchandise has been received.
+ fun Receipt : Ind FinancialInstrument ;
+
+ -- Paying off an existing loan with the proceeds from a new loan, using
+ -- the same property as collateral.
+ fun Refinancing : Class ;
+ fun Refinancing_Class : SubClass Refinancing FinancialTransaction ;
+
+ -- A bond issued with the name of the owner printed on the
+ -- face of the certificate. It can be transferred to another individual only with the
+ -- owner's endorsement.
+ fun RegisteredBond : Class ;
+ fun RegisteredBond_Class : SubClass RegisteredBond Bond ;
+
+ -- Securities, usually issued in private placements, that
+ -- have limited transferability.
+ fun RestrictedStock : Class ;
+ fun RestrictedStock_Class : SubClass RestrictedStock Stock ;
+
+ -- A class of attributes which describe the degree of risk
+ -- of a particular investment.
+ fun RiskAttribute : Class ;
+ fun RiskAttribute_Class : SubClass RiskAttribute RelationalAttribute ;
+
+ -- A tax_free reinvestment of a distribution from a
+ -- qualified retirement plan into an IRA or other qualified plan within 60 days.
+ -- Also called IRA rollover. Or more generally, a movement of funds from one investment
+ -- to another.
+ fun Rollover : Class ;
+ fun Rollover_Class : SubClass Rollover FinancialTransaction ;
+
+ -- An individual retirement account in which a person
+ -- can set aside after_tax income up to a specified amount each year. Earnings on the
+ -- account are tax_free, and tax_free withdrawals may be made at retirement age.
+ fun RothIRAAccount : Class ;
+ fun RothIRAAccount_Class : SubClass RothIRAAccount IndividualRetirementAccount ;
+
+ fun SARSEPPlan : Class ;
+ fun SARSEPPlan_Class : SubClass SARSEPPlan DefinedContributionPlan ;
+
+ -- An account in a bank on which interest is usually paid and from
+ -- which withdrawals can be made usually only by presentation of a passbook or by written authorization
+ -- on a prescribed form.
+ fun SavingsAccount : Class ;
+ fun SavingsAccount_Class : SubClass SavingsAccount (both DepositAccount InterestBearingAccount) ;
+
+ -- A federally or state chartered FinancialOrganization
+ -- that takes Deposits from individuals, funds Mortgages, and pays Dividends.
+ fun SavingsAndLoans : Class ;
+ fun SavingsAndLoans_Class : SubClass SavingsAndLoans FinancialOrganization ;
+
+ -- A defined contribution plan offered by a
+ -- corporation to its employees, which allows employees to set aside
+ -- tax_deferred income for retirement purposes. The name 401(k) comes from
+ -- the IRS section describing the program.
+ fun SavingsPlan_401K : Class ;
+ fun SavingsPlan_401K_Class : SubClass SavingsPlan_401K DefinedContributionPlan ;
+
+ -- A retirement plan similar to a 401(k) plan, but
+ -- one which is offered by non_profit organizations, such as universities and
+ -- some charitable organizations, rather than corporations.
+ fun SavingsPlan_403B : Class ;
+ fun SavingsPlan_403B_Class : SubClass SavingsPlan_403B DefinedContributionPlan ;
+
+ -- A simpler alternative to a 401(k) plan available
+ -- only to companies with 25 or fewer employees, which gives employees the
+ -- opportunity to make contributions to their SEP accounts with pre_tax
+ -- dollars and reduce their current year's net income.
+ fun SavingsPlan_408K : Class ;
+ fun SavingsPlan_408K_Class : SubClass SavingsPlan_408K PensionPlan ;
+
+ -- Bond backed by collateral, such as a mortgage
+ -- or lien, the title to which would be transferred to the bondholders in the
+ -- event of default.
+ fun SecuredBond : Class ;
+ fun SecuredBond_Class : SubClass SecuredBond Bond ;
+
+ fun SecuredLoan : Class ;
+ fun SecuredLoan_Class : SubClass SecuredLoan Loan ;
+
+ -- An investment instrument, other than an insurance policy or
+ -- FixedAnnuity insurance policy or fixed annuity issued by a corporation, government,
+ -- or other organization which offers evidence of debt or equity.
+ fun Security : Class ;
+ fun Security_Class : SubClass Security FinancialInstrument ;
+
+ -- The class of attributes which describe
+ -- CommercialServices, such as OpenService and ClosedService.
+ fun ServiceAttribute : Class ;
+ fun ServiceAttribute_Class : SubClass ServiceAttribute RelationalAttribute ;
+
+ -- A Contract where an Agent agrees to
+ -- perform a service for another Agent (usually for a price).
+ fun ServiceContract : Class ;
+ fun ServiceContract_Class : SubClass ServiceContract Contract ;
+
+ -- Certificate, representing one unit of ownership in a corporation,
+ -- MutualFund, or limited partnership.
+ fun Share : Class ;
+ fun Share_Class : SubClass Share (both CurrencyMeasure Security) ;
+
+ -- Borrowing a security (or commodity futures
+ -- contract) from a broker and selling it, with the understanding that it
+ -- must later be bought back (hopefully at a lower price) and returned to the
+ -- broker. SEC rules allow investors to sell short only on an uptick or a
+ -- zero_plus tick, to prevent 'pool operators' from driving down a stock
+ -- price through heavy short_selling, then buying the shares for a large
+ -- profit.
+ fun ShortSale : Class ;
+ fun ShortSale_Class : SubClass ShortSale FinancialTransaction ;
+
+ -- A put or call option by itself, as opposed to
+ -- multiple options as used in a spread or straddle.
+ fun SingleOption : Class ;
+ fun SingleOption_Class : SubClass SingleOption OptionStrategy ;
+
+ -- A loan whose principal is due in total with a single
+ -- payment at maturity.
+ fun SinglePaymentLoan : Class ;
+ fun SinglePaymentLoan_Class : SubClass SinglePaymentLoan Loan ;
+
+ -- The purchase of one option and the
+ -- simultaneous sale of a related option, such as two options of the same
+ -- class but different strike prices and/or expiration dates.
+ fun SpreadOption : Class ;
+ fun SpreadOption_Class : SubClass SpreadOption OptionStrategy ;
+
+ -- A class of four Attributes indicating the
+ -- status of a FinancialAccount, viz. Active, Locked, New, and Pending.
+ fun StatusAttribute : Class ;
+ fun StatusAttribute_Class : SubClass StatusAttribute RelationalAttribute ;
+
+ -- Any index which is intended to gauge upward or downward trends
+ -- in stock prices.
+ fun StockIndex : Class ;
+ fun StockIndex_Class : SubClass StockIndex Index ;
+
+ -- General term for the organized trading of stocks through
+ -- exchanges and over_the_counter.
+ fun StockMarket : Class ;
+ fun StockMarket_Class : SubClass StockMarket Organization ;
+
+ -- Any FinancialTransaction which involves
+ -- Stock and which occurs in a StockMarket.
+ fun StockMarketTransaction : Class ;
+ fun StockMarketTransaction_Class : SubClass StockMarketTransaction FinancialTransaction ;
+
+ -- An option in which the underlier is the
+ -- common stock of a corporation, giving the holder the right to buy or
+ -- sell its stock, at a specified price, by a specific date.
+ fun StockOption : Class ;
+ fun StockOption_Class : SubClass StockOption Option ;
+
+ -- Exchange of the number of shares of stock outstanding
+ -- for a larger number.
+ fun StockSplit : Class ;
+ fun StockSplit_Class : SubClass StockSplit FinancialTransaction ;
+
+ -- A market order to buy or sell a certain quantity of
+ -- a certain security if a specified price (the stopPrice) is reached or passed.
+ fun StopOrder : Class ;
+ fun StopOrder_Class : SubClass StopOrder FinancialOrder ;
+
+ -- The purchase or sale of an equal number of puts and
+ -- calls, with the same strike price and expiration dates.
+ fun Straddle : Class ;
+ fun Straddle_Class : SubClass Straddle OptionStrategy ;
+
+ fun TaxFreeInvestment : Class ;
+ fun TaxFreeInvestment_Class : SubClass TaxFreeInvestment Investment ;
+
+ fun TaxableInvestment : Class ;
+ fun TaxableInvestment_Class : SubClass TaxableInvestment Investment ;
+
+ -- The instrument, such as a deed, that constitutes evidence
+ -- of a legal right of possession or control.
+ fun Title : Class ;
+ fun Title_Class : SubClass Title FinancialInstrument ;
+
+ -- Accounts that pay interest, usually at below_market
+ -- interest rates, that do not have a specific maturity, and that usually can be withdrawn upon demand
+ fun TraditionalSavingsAccount : Class ;
+ fun TraditionalSavingsAccount_Class : SubClass TraditionalSavingsAccount SavingsAccount ;
+
+ -- A negotiable debt obligation issued by the U.S. government and backed
+ -- by its full faith and credit, having a maturity of one year or less. Exempt from state and local taxes
+ fun TreasuryBill : Class ;
+ fun TreasuryBill_Class : SubClass TreasuryBill SavingsAccount ;
+
+ -- A negotiable, coupon_bearing debt obligation
+ -- issued by the U.S. government and backed by its full faith and credit, having
+ -- a maturity of more than 7 years. Interest is paid semi_annually. Exempt from
+ -- state and local taxes.
+ fun TreasuryBond : Class ;
+ fun TreasuryBond_Class : SubClass TreasuryBond Bond ;
+
+ fun UnsecuredLoan : Class ;
+ fun UnsecuredLoan_Class : SubClass UnsecuredLoan Loan ;
+
+ -- To change data in a file or database
+ fun Update : Class ;
+ fun Update_Class : SubClass Update (both ContentDevelopment FinancialTransaction) ;
+
+ -- A stock market transaction (or sometimes, a quote)
+ -- at a price higher than the preceding one for the same security.
+ fun Uptick : Class ;
+ fun Uptick_Class : SubClass Uptick StockMarketTransaction ;
+
+ -- An activity of using a financial account
+ fun UsingAnAccount : Class ;
+ fun UsingAnAccount_Class : SubClass UsingAnAccount FinancialTransaction ;
+
+ -- A class of valid BankCards
+ fun ValidCard : Class ;
+ fun ValidCard_Class : SubClass ValidCard BankCard ;
+
+ -- When the shares in a company are considered attractive because
+ -- the company is undervalue, usually because it has a low P/E ratio.
+ fun ValueStock : Class ;
+ fun ValueStock_Class : SubClass ValueStock Stock ;
+
+ -- An investment vehicle offered by an insurance company that
+ -- does not guarantee a payment amount but does have the potential for greater returns than
+ -- a FixedAnnuity.
+ fun VariableAnnuity : Class ;
+ fun VariableAnnuity_Class : SubClass VariableAnnuity Annuity ;
+
+ -- A subclass of AuthorizationOfTransaction
+ -- where an ATM machine checks the code of the BankCard inserted to this machine.
+ fun VerifyingCardCode : Class ;
+ fun VerifyingCardCode_Class : SubClass VerifyingCardCode AuthorizationOfTransaction ;
+
+ fun VisaCard : Class ;
+ fun VisaCard_Class : SubClass VisaCard CreditCard ;
+
+ -- An activity of money being transferred from a customer's
+ -- account at a financial institution.
+ fun Withdrawal : Class ;
+ fun Withdrawal_Class : SubClass Withdrawal FinancialTransaction ;
+
+ -- A class of attributes which describe the degree to which
+ -- accounts are profitable.
+ fun YieldAttribute : Class ;
+ fun YieldAttribute_Class : SubClass YieldAttribute RelationalAttribute ;
+
+ -- A bond in which no periodic coupon is paid over the
+ -- life of the contract. Instead, both the principal and the interest are paid at the
+ -- maturity date.
+ fun ZeroCouponBond : Class ;
+ fun ZeroCouponBond_Class : SubClass ZeroCouponBond Bond ;
+
+ -- (accountAt ?Account ?Bank) means that ?Account is a
+ -- FinancialAccount opened in the FinancialOrganization ?Bank.
+ fun accountAt : El FinancialAccount -> El FinancialOrganization -> Formula ;
+
+ -- (accountHolder ?Account ?Agent) means that ?Agent
+ -- is the account holder of the FinancialAccount ?Account.
+ fun accountHolder : El FinancialAccount -> El CognitiveAgent -> Formula ;
+
+ fun accountNumber : El FinancialAccount -> El PositiveInteger -> Formula ;
+
+ -- (accountStatus ?Account ?Status) holds if
+ -- ?Status describes the status of the account, such as Active, Locked,
+ -- New or Pending.
+ fun accountStatus : El FinancialAccount -> El StatusAttribute -> Formula ;
+ -- The accumulated coupon interest, paid to the seller of a
+ -- bond by the buyer unless the bond is in default.
+ fun accruedInterest : El Bond -> El Interest -> Formula ;
+ fun administrator : El FinancialAccount -> El Position -> Formula ;
+
+ -- (administratorStatus ?Administrator ?Status)
+ -- holds is ?Status describes the status of the administrator.
+ fun administratorStatus : El Position -> El StatusAttribute -> Formula ;
+
+ -- An amount (usually income) after taxes
+ -- have been subtracted.
+ fun afterTaxIncome : El Human -> El CurrencyMeasure -> El OrganizationalProcess -> Formula ;
+
+ -- (agreementActive ?Agreement ?Date) holds if
+ -- ?Agreement is in force at the time specified by ?Date.
+ fun agreementActive : El Contract -> El TimePosition -> Formula ;
+ -- (agreementMember ?Agreement ?Agent) means that
+ -- ?Agent is one of the participants of the Agreement.
+ fun agreementMember : El Contract -> El CognitiveAgent -> Formula ;
--- The highest rating given by bond rating agencies
-fun AAA_Rating : Ind FinancialRating ;
+ -- (agreementPeriod ?Agreement ?Period) holds if
+ -- ?Period specifies a Time interval during which ?Agreement is in force.
+ fun agreementPeriod : El Contract -> El TimeInterval -> Formula ;
+ -- (amountCharged ?Fee ?Amount) means that ?Amount is the amount of
+ -- the fee charged.
+ fun amountCharged : El ChargingAFee -> El CurrencyMeasure -> Formula ;
--- All_or_none order (AON) is a type of option order
--- which requires that the order be executed completely or not at all. An AON
--- order may be either a day order or a GTC order.
-fun AONOrder : Class ;
-fun AONOrder_Class : SubClass AONOrder FinancialOrder ;
+ -- (amountDue ?ACCOUNT ?AMOUNT ?DATE) means ?DATE is the
+ -- date on which the amount of Money ?AMOUNT of a particular ?ACCOUNT is due and payable
+ fun amountDue : El FinancialAccount -> El CurrencyMeasure -> El TimePosition -> Formula ;
--- (Automatic Teller Machine) A banking terminal that
--- accepts deposits and dispenses cash. ATMs are activated by inserting a cash or
--- credit card that contains the user's account number and PIN on a magnetic stripe.
--- The ATM calls up the bank's computers to verify the balance, dispenses the cash
--- and then transmits a completed transaction notice.
-fun ATMMachine : Class ;
-fun ATMMachine_Class : SubClass ATMMachine StationaryArtifact ;
+ fun appraisedValue : El Collateral -> El CurrencyMeasure -> Formula ;
--- A narrow opening in an ATM machine where cards are inserted.
-fun ATMSlot : Class ;
-fun ATMSlot_Class : SubClass ATMSlot Hole ;
+ -- (askPrice ?Obj ?Money ?Agent) means that ?Agent offers to sell
+ -- ?Obj for the amount of ?Money.
+ fun askPrice : El Object -> El CurrencyMeasure -> El Agent -> Formula ;
--- A unary function that maps a FinancialAsset to the FinancialAccount
--- associated with the Asset.
-fun AccountFn : El FinancialAsset -> Ind FinancialAccount ;
+ -- A term that describes an option with a strike
+ -- price that is equal to the current market price of the underlying stock.
+ fun atTheMoney : El Option -> El TimePosition -> Formula ;
+ -- (availableBalance ?Account ?Day ?Amount) means that ?Amount is
+ -- the balance which is available for withdrawal from the FinancialAccount ?Account.
+ fun availableBalance : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
-fun Active : Ind StatusAttribute ;
+ -- (availableCash ?Account ?Day ?Cash) holds if ?Cash is
+ -- a cash amount available for withdrawal from the FinancialAccount ?Account.
+ fun availableCash : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
--- An InterestBearingAccount in which
--- the interest rate is adjusted periodically, usually based on a standard
--- market rate outside the control of the bank or savings institution, such
--- as that prevailing on TreasuryBill or the primeInterestRate.
-fun AdjustableRateAccount : Class ;
-fun AdjustableRateAccount_Class : SubClass AdjustableRateAccount InterestBearingAccount ;
+ -- (bankAccount ?Type ?Bank) holds if ?Type is a
+ -- type of the financial accounts offered by the bank.
+ fun bankAccount: Desc FinancialAccount -> El Bank_FinancialOrganization -> Formula ;
-fun AmericanExpressCard : Class ;
-fun AmericanExpressCard_Class : SubClass AmericanExpressCard CreditCard ;
--- An option that can be exercised at any time
--- prior to its expiration date
-fun AmericanStyleOption : Ind Option ;
+ -- Income before taxes are deducted
+ fun beforeTaxIncome : El Human -> El CurrencyMeasure -> El OrganizationalProcess -> Formula ;
+ -- A standard by which something can be measured or judged.
+ fun benchmark : El Abstract -> El PerformanceMeasure -> Formula ;
--- A contract sold by an insurance company designed to provide
--- payments to the holder at specified intervals, usually after retirement. FixedAnnuities
--- guarantee a certain payment amount, while VariableAnnuities do not, but do have the
--- potential for greater returns, but both are relatively safe, low_yielding investments.
-fun Annuity : Class ;
-fun Annuity_Class : SubClass Annuity FinancialContract ;
+ -- (bidPrice ?Obj ?Money ?Agent) means that ?Agent offers to buy ?Obj for the amount of ?Money.
+ fun bidPrice : El Object -> El CurrencyMeasure -> El Agent -> Formula ;
--- The process of dividing investments among different kinds of
--- assets, such as Stocks, Bonds, RealEstate and cash, to optimize the risk/reward tradeoff based
--- on an individual's or institution's specific situation and goals.
-fun AssetAllocation : Class ;
-fun AssetAllocation_Class : SubClass AssetAllocation FinancialTransaction ;
-
--- An activity which approves or
--- disapproves a transaction.
-fun AuthorizationOfTransaction : Class ;
-fun AuthorizationOfTransaction_Class : SubClass AuthorizationOfTransaction (both ControllingAnAccount (both FinancialService RegulatoryProcess)) ;
+ -- A measure of the quality and safety of a bond,
+ -- based on the issuer's financial condition. More specifically, an
+ -- evaluation from a rating service indicating the likelihood that a debt
+ -- issuer will be able to meet scheduled interest and principal repayments.
+ -- Typically, AAA is highest (best), and D is lowest (worst).
+ fun bondRating : El Bond -> El FinancialRating -> Formula ;
+ -- (borrower ?Loan ?Agent) means that ?Agent is a borrower of the ?Loan
+ fun borrower : El Loan -> El CognitiveAgent -> Formula ;
--- Transactions which occur through computer
--- networks and which do not require direct management.
-fun AutomaticTransaction : Class ;
-fun AutomaticTransaction_Class : SubClass AutomaticTransaction FinancialTransaction ;
-
--- A mid_range rating given by bond rating agencies.
-fun B_Rating : Ind FinancialRating ;
-
-
--- A long_term loan, often a mortgage, that has
--- one large payment (the balloon payment) due upon maturity. Often done
--- when refinancing or a major cash flow event is anticipated.
-fun BalloonLoan : Class ;
-fun BalloonLoan_Class : SubClass BalloonLoan Loan ;
-
--- A CreditCard or a DebitCard issued by a
--- FinancialOrganization.
-fun BankCard : Class ;
-fun BankCard_Class : SubClass BankCard FinancialInstrument ;
-
--- A monthly report sent to a debtor or bank depositor.
-fun BankStatement : Class ;
-fun BankStatement_Class : SubClass BankStatement Proposition ;
-
--- A bank loan terminating in one year or more.
-fun BankTermLoan : Class ;
-fun BankTermLoan_Class : SubClass BankTermLoan Loan ;
-
--- An organization, chartered by a state or
--- federal government, which does most or all of the following: receives Deposits,
--- honors FinancialInstruments drawn on them, and pays Interest on them, discounts
--- Notes, makes Loans, and invests in SecuredLoans, collects Checks, Drafts
--- and Notes, certifies depositor's checks, and issues drafts and Cashier's checks.
-fun Bank_FinancialOrganization : Class ;
-fun Bank_FinancialOrganization_Class : SubClass Bank_FinancialOrganization FinancialOrganization ;
-
--- An adjective describing the opinion that a stock, or
--- a market in general, will decline in price __ a negative or pessimistic outlook.
-fun Bearish : Class ;
-fun Bearish_Class : SubClass Bearish InvestmentAttribute ;
-
--- Stock with a solid and stable earnings record from a
--- company that either leads or dominates or is a major player in a specific industry.
-fun BlueChipStock : Class ;
-fun BlueChipStock_Class : SubClass BlueChipStock Stock ;
-
--- A debt instrument issued for a period of more than one year with
--- the purpose of raising capital by borrowing. The Federal government, states, cities,
--- corporations, and many other types of institutions sell bonds. A bond is generally a
--- promise to repay the principal along with interest on a specified maturityDate.
-fun Bond : Class ;
-fun Bond_Class : SubClass Bond (both FinancialInstrument Investment) ;
-
-
--- Stock in a short sale.
-fun BorrowedStock : Class ;
-fun BorrowedStock_Class : SubClass BorrowedStock Stock ;
-
--- Short_term financing which is expected to be paid back relatively
--- quickly, such as by a subsequent longer_term loan.
-fun BridgeLoan : Class ;
-fun BridgeLoan_Class : SubClass BridgeLoan Loan ;
-
--- An individual or firm which acts as an intermediary between
--- a buyer and seller, usually charging a commisssion.
-fun Broker : Class ;
-fun Broker_Class : SubClass Broker CognitiveAgent ;
-
--- Money lent to brokers by banks, for financing
--- the underwriting of new issues, financing customer margin accounts, and
--- other purposes.
-fun BrokerLoan : Class ;
-fun BrokerLoan_Class : SubClass BrokerLoan Loan ;
-
--- A fund that a customer has entrusted to
--- a securities brokerage.
-fun BrokerageAccount : Ind InvestmentAccount ;
-
-
--- An attribute describing the opinion that a stock, or the
--- market in general, will rise in price __ a positive or optimistic outlook.
-fun Bullish : Class ;
-fun Bullish_Class : SubClass Bullish InvestmentAttribute ;
-
--- A complex option strategy that involves
--- selling two calls and buying two calls on the same or different markets,
--- with several maturity dates. One of the options has a higher exercise
--- price and the other has a lower exercise price than the other two options.
--- The payoff diagram resembles the shape of a butterfly.
-fun ButterflySpread : Class ;
-fun ButterflySpread_Class : SubClass ButterflySpread SpreadOption ;
-
--- A mid_range rating given by bond rating agencies.
-fun C_Rating : Ind FinancialRating ;
-
-
-fun Call : Class ;
-fun Call_Class : SubClass Call FinancialTransaction ;
--- An option contract that gives the holder the
--- right to buy a certain quantity (usually 100 shares) of an underlying
--- security from the writer of the option, at a specified price (the strike
--- price) up to a specified date (the expiration date).
-fun CallOption : Class ;
-fun CallOption_Class : SubClass CallOption Option ;
-
--- A bond which the issuer has the right to redeem
--- prior to its maturity date, under certain conditions.
-fun CallableBond : Class ;
-fun CallableBond_Class : SubClass CallableBond Bond ;
-
--- A loan that must repaid upon the lender's demand.
-fun CallableLoan : Class ;
-fun CallableLoan_Class : SubClass CallableLoan Loan ;
-
-fun CancellingAnOrder : Class ;
-fun CancellingAnOrder_Class : SubClass CancellingAnOrder FinancialTransaction ;
--- Circulating paper money
-fun Cash : Class ;
-fun Cash_Class : SubClass Cash (both FinancialAsset FinancialInstrument) ;
-
-
--- CDs (certificates of deposit) are bank, credit union or savings
--- and loan instruments that allow the depositor to lock in an interest rate for a specific period of
--- time (e.g. six months, one year, five years). If the money is withdrawn from the CD before the CD
--- matures, there is likely to be an early_withdrawal penalty __ often three month's interest. Generally,
--- the longer the time period of the CD, the higher the interest paid.
-fun CertificateOfDeposit : Class ;
-fun CertificateOfDeposit_Class : SubClass CertificateOfDeposit SavingsAccount ;
-
--- A FinancialInstrument drawn against deposited funds,
--- to pay a specified amount of money to a specific person upon demand.
-fun Check : Class ;
-fun Check_Class : SubClass Check FinancialInstrument ;
-
--- A bank account against which the depositor can draw checks
-fun CheckingAccount : Class ;
-fun CheckingAccount_Class : SubClass CheckingAccount DepositAccount ;
-
--- The attribute which describes services that are
--- shut or closed.
-fun ClosedService : Ind ServiceAttribute ;
-
-
--- An activity of closing a financial account
-fun ClosingAnAccount : Class ;
-fun ClosingAnAccount_Class : SubClass ClosingAnAccount FinancialTransaction ;
-
--- Assets pledged by a borrower to secure a loan or other credit, and
--- subject to seizure in the event of FinancialDefault.
-fun Collateral : Class ;
-fun Collateral_Class : SubClass Collateral FinancialAsset ;
-
--- Securities representing equity, ownership in a
--- Corporation, providing voting rights, and entitling the holder to a share
--- of the company's success through dividends and/or capital appreciation.
--- In the event of liquidation, common stock holders have rights to a
--- company's assets only after bondholders, other debt holders, and
--- PreferredStock holders have been satisfied.
-fun CommonStock : Class ;
-fun CommonStock_Class : SubClass CommonStock Stock ;
-
--- The replacement of multiple loans with a single loan, often
--- with a lower monthly payment and a longer repayment period.
-fun ConsolidationLoan : Class ;
-fun ConsolidationLoan_Class : SubClass ConsolidationLoan Loan ;
-
--- An inflationary indicator that measures
--- the change in the cost of a fixed basket of products and services,
--- including housing, electricity, food, and transportation. The CPI is
--- published monthly.
-fun ConsumerPriceIndex : Class ;
-fun ConsumerPriceIndex_Class : SubClass ConsumerPriceIndex InflationIndex ;
-
--- Attribute that applies to Propositions where
--- something is promised in return, i.e. a reciprocal promise.
-fun Contract : Class ; -- make subclass with Promise
-
-
--- An activity of controlling a financial account
-fun ControllingAnAccount : Class ;
-fun ControllingAnAccount_Class : SubClass ControllingAnAccount FinancialTransaction ;
-
--- A mortgage that is not insured or guaranteed
--- by the government.
-fun ConventionalMortgage : Class ;
-fun ConventionalMortgage_Class : SubClass ConventionalMortgage Mortgage ;
-
--- Short_term option contracts.
-fun ConventionalOption : Class ;
-fun ConventionalOption_Class : SubClass ConventionalOption Option ;
-
--- This is the class of accounts held by corporations. This class
--- is disjoint with PersonalAccounts.
-fun CorporateAccount : Class ;
-fun CorporateAccount_Class : SubClass CorporateAccount FinancialAccount ;
-
--- A bond issued by a corporation. Such bonds usually have
--- a par value of 1,000, are taxable, have a term maturity, are paid for out of a sinking
--- fund accumulated for that purpose, and are traded on major exchanges.
-fun CorporateBond : Class ;
-fun CorporateBond_Class : SubClass CorporateBond (both Bond TaxableInvestment) ;
-
-
--- An unregistered, negotiable bond on which interest and principal
--- are payable to the holder, regardless of whom it was originally issued to. The coupons are
--- attached to the bond, and each coupon represents a single interest payment. The holder submits
--- a coupon, usually semi_annually, to the issuer or paying agent to receive payment. Coupon bonds
--- are being phased out in favor of registered bonds.
-fun CouponBond : Class ;
-fun CouponBond_Class : SubClass CouponBond Bond ;
-
--- Credit extended by a business to a customer
-fun CreditAccount : Class ;
-fun CreditAccount_Class : SubClass CreditAccount LiabilityAccount ;
-
--- Any card that may be used repeatedly to borrow money
--- or buy products and services on credit. Issued by banks, savings and loans, retail
--- stores, and other businesses.
-fun CreditCard : Class ;
-fun CreditCard_Class : SubClass CreditCard BankCard ;
-
--- A type of CreditAccount which uses a CreditCard for
--- FinancialTransactions.
-fun CreditCardAccount : Class ;
-fun CreditCardAccount_Class : SubClass CreditCardAccount CreditAccount ;
-
--- Credit unions are non_profit, member_owned, financial
--- cooperatives. They are operated entirely by and for their members. When you deposit
--- money in a credit union, you become a member of the union because your deposit is
--- considered partial ownership in the credit union. Many large organizations have
--- established credit unions for their employees.
-fun CreditUnion : Class ;
-fun CreditUnion_Class : SubClass CreditUnion FinancialOrganization ;
-
--- A unary function that maps a FinancialAccount to the
--- currency linked to the account.
-fun CurrencyFn : El FinancialAccount -> Ind FinancialInstrument ;
-
-
--- The lowest rating given by bond rating agencies.
-fun D_Rating : Ind FinancialRating ;
-
-
--- A bank loan to a broker for the purchase of securities pending delivery
--- through clearing later the same day.
-fun DayLoan : Class ;
-fun DayLoan_Class : SubClass DayLoan Loan ;
-
--- A type of option order which instructs the broker
--- to cancel any unfilled portion of the order at the close of trading on the
--- day the order is first entered.
-fun DayOrder : Class ;
-fun DayOrder_Class : SubClass DayOrder FinancialOrder ;
-
--- A card which allows customers to access their funds
--- immediately, electronically. Unlike a credit card, a debit card does not have
--- any float.
-fun DebitCard : Class ;
-fun DebitCard_Class : SubClass DebitCard BankCard ;
-
--- DefensiveStocks are stocks of food companies, drug
--- manufacturers and utility companies.
-fun DefensiveStock : Class ;
-fun DefensiveStock_Class : SubClass DefensiveStock Stock ;
-
--- A company retirement plan, such as
--- a 401(k) or 403(b), in which the employee elects to defer some amount of
--- his/her salary into the plan and bears the investment risk.
-fun DefinedContributionPlan : Class ;
-fun DefinedContributionPlan_Class : SubClass DefinedContributionPlan PensionPlan ;
-
--- An Activity of money being transferred into a customer's
--- account at a financial institution.
-fun Deposit : Class ;
-fun Deposit_Class : SubClass Deposit FinancialTransaction ;
-
--- An account where money is deposited for checking, savings or
--- brokerage use.
-fun DepositAccount : Class ;
-fun DepositAccount_Class : SubClass DepositAccount FinancialAccount ;
-
--- An activity of depositing a check into a
--- FinancialOrganization.
-fun DepositingACheck : Class ;
-fun DepositingACheck_Class : SubClass DepositingACheck UsingAnAccount ;
-
--- A distribution from qualified pension plan, 401(k)
--- plan, or 403(b) plan, that is remitted directly to the trustee, custodian, or
--- issuer of the receiving IRA and is reported to the IRS as a rollover. This can only
--- be done once per year, per account.
-fun DirectRollover : Class ;
-fun DirectRollover_Class : SubClass DirectRollover Rollover ;
-
-fun DiscoverCard : Class ;
-fun DiscoverCard_Class : SubClass DiscoverCard CreditCard ;
--- A taxable payment declared by a company's board of directors
--- and given to its shareHolders out of the company's current or retained earnings.
--- Usually quarterly. Usually given as cash, but it can also take the form of Stock or
--- other property.
-fun Dividend : Class ;
-fun Dividend_Class : SubClass Dividend Payment ;
-
--- A stock market transaction (or sometimes, a quote)
--- at a price lower than the preceding one for the same security.
-fun Downtick : Class ;
-fun Downtick_Class : SubClass Downtick StockMarketTransaction ;
-
--- An activity of paying by a check.
-fun DrawingACheck : Class ;
-fun DrawingACheck_Class : SubClass DrawingACheck UsingAnAccount ;
-
--- Data which provide information about or
--- predict the overall health of the economy or the financial markets,
--- examples are inflation, interest rates, employment, etc.
-fun EconomicIndicator : Class ;
-fun EconomicIndicator_Class : SubClass EconomicIndicator Proposition ;
-
-fun Employment : Class ;
-fun Employment_Class : SubClass Employment (both FinancialContract ServiceContract) ;
-
--- A subclass of AuthorizationOfTransaction where
--- a customer enters his/her personal identification number.
-fun EnteringAPin : Class ;
-fun EnteringAPin_Class : SubClass EnteringAPin AuthorizationOfTransaction ;
-
-fun EnteringAPing : Class ;
-fun EnteringAPing_Class : SubClass EnteringAPing ContentDevelopment ;
--- An option on shares of an individual common stock.
-fun EquityOption : Class ;
-fun EquityOption_Class : SubClass EquityOption Option ;
-
--- An option that can be exercised only during
--- a specified period of time just prior to its expiration.
-fun EuropeanStyleOption : Ind Option ;
-
-
--- A short_term loan which is continually renewed rather than repaid.
-fun EvergreenLoan : Class ;
-fun EvergreenLoan_Class : SubClass EvergreenLoan Loan ;
-
--- An activity when the owner of the the Option
--- contract invokes his rights. In the case of a call, the option owner buys the
--- underlying stock. In the case of a put, the option owner sells the underlying stock.
-fun ExerciseAnOption : Ind FinancialTransaction ;
-
-
--- A class of expired BankCards.
-fun ExpiredCard : Class ;
-fun ExpiredCard_Class : SubClass ExpiredCard BankCard ;
-
--- A subclass of FinancialTransactions from one
--- FinancialOrganization to another.
-fun ExternalTransfer : Class ;
-fun ExternalTransfer_Class : SubClass ExternalTransfer FinancialTransaction ;
-
--- A government mortgage that is insured by the Federal Housing
--- Administration (FHA).
-fun FHALoan : Class ;
-fun FHALoan_Class : SubClass FHALoan Mortgage ;
-
--- Fill_or_kill order is a type of option order
--- which requires that the order be executed completely or not at all. A
--- fill_or_kill order is similar to an all_or_none (AON) order. The
--- difference is that if the order cannot be completely executed (i.e.,
--- filled in its entirety) as soon as it is announced in the trading crowd,
--- it is to be 'killed' (i.e., cancelled) immediately. Unlike an AON order,
--- a FOK order cannot be used as part of a GTC order.
-fun FOKOrder : Class ;
-fun FOKOrder_Class : SubClass FOKOrder FinancialOrder ;
-
--- The communication of a printed page between remote locations.
-fun Fax : Class ;
-fun Fax_Class : SubClass Fax Communication ;
-
--- Fax machines scan a paper form and transmit a coded
--- image over the telephone system. The receiving machine prints a facsimile of
--- the original. A fax machine is made up of a scanner, printer and modem with
--- fax signaling.
-fun FaxMachine : Class ;
-fun FaxMachine_Class : SubClass FaxMachine Device ;
-
-fun FederalHousingAdministration : Class ;
-fun FederalHousingAdministration_Class : SubClass FederalHousingAdministration Government ;
--- Execute an order or buy or sell a security
--- or commodity.
-fun FillingAnOrder : Class ;
-fun FillingAnOrder_Class : SubClass FillingAnOrder FinancialTransaction ;
-
--- A financial agreement between two or more parties
-fun FinancialContract : Class ;
-
-
--- Failure to make required debt payments on a timely basis
--- or to comply with other conditions of an obligation or agreement.
-fun FinancialDefault : Class ;
-fun FinancialDefault_Class : SubClass FinancialDefault FinancialTransaction ;
-
--- A request from a client to a broker to buy (buy order) or sell
--- (sell order) a specified amount of a particular security or commodity at a specific
--- price or at the market price.
-fun FinancialOrder : Class ;
-fun FinancialOrder_Class : SubClass FinancialOrder ServiceContract ;
-
--- The class FinancialOrganization includes,
--- as subclasses, Bank_FinancialOrganization, CreditUnion and SavingsAnLoans.
-fun FinancialOrganization : Class ;
-fun FinancialOrganization_Class : SubClass FinancialOrganization Organization ;
-
--- The highest rating is usually AAA_Rating,
--- and the lowest is D_Rating.
-fun FinancialRating : Class ;
-fun FinancialRating_Class : SubClass FinancialRating RelationalAttribute ;
-
--- A request for financial data sent in order
--- to get a FinancialResponse.
-fun FinancialRequest : Class ;
-fun FinancialRequest_Class : SubClass FinancialRequest FinancialTransaction ;
-
--- The response data provided to fulfil a FinancialRequest.
-fun FinancialResponse : Class ;
-fun FinancialResponse_Class : SubClass FinancialResponse FinancialTransaction ;
-
--- An investment vehicle offered by an insurance company, that
--- guarantees a stream of fixed payments over the life of the annuity. The insurer, not the
--- insured, takes the investment risk.
-fun FixedAnnuity : Class ;
-fun FixedAnnuity_Class : SubClass FixedAnnuity Annuity ;
-
--- An InterestBearingAccount in which the interest rate does not
--- change during the entire term of the loan.
-fun FixedRateAccount : Class ;
-fun FixedRateAccount_Class : SubClass FixedRateAccount InterestBearingAccount ;
-
--- Good_'til_cancelled (GTC) order is a type of limit order
--- that remains in effect until it is either executed (filled) or cancelled, as opposed
--- to a day order, which expires if not executed by the end of the trading day. A GTC
--- option order is an order which if not executed will be automatically cancelled at the
--- option's expiration
-fun GTCOrder : Class ;
-fun GTCOrder_Class : SubClass GTCOrder FinancialOrder ;
-
--- A bond sold by the U.S. government.
-fun GovernmentBond : Class ;
-fun GovernmentBond_Class : SubClass GovernmentBond Bond ;
-
--- Investment term that is applied to a Stock that is expected
--- to appreciate in value at a high rate, pay big dividends or split.
-fun GrowthStock : Class ;
-fun GrowthStock_Class : SubClass GrowthStock Stock ;
-
--- An Attribute of FinancialAccounts which can be easily
--- converted to cash.
-fun HighLiquidity : Ind LiquidityAttribute ;
-
-
--- An Attribute that characterizes investments which are likely
--- to lose their principal.
-fun HighRisk : Ind RiskAttribute ;
-
-
--- An Attribute that characterizes accounts that are very profitable.
-fun HighYield : Ind YieldAttribute ;
-
-
--- Immediate or cancel Order is a type of option order
--- which gives the trading crowd one opportunity to take the other side of the
--- trade. After being announced, the order will be either partially or totally
--- filled with any remaining balance immediately cancelled. An IOC order, which
--- can be considered a type of day order, cannot be used as part of a GTC order
--- since it will be cancelled shortly after being entered. The difference between
--- fill_or_kill (FOK) orders and IOC orders is that a IOC order may be partially
--- executed.
-fun IOCOrder : Class ;
-fun IOCOrder_Class : SubClass IOCOrder FinancialOrder ;
-
--- A benchmark against which financial or economic performance is measured,
--- such as the S&P 500 or the Consumer Price Index.
-fun Index : Class ;
-fun Index_Class : SubClass Index PerformanceMeasure ;
-
--- A bond whose cash flow is inflation_adjusted, by
--- being linked to the purchasing power of a particular currency.
-fun IndexBond : Class ;
-fun IndexBond_Class : SubClass IndexBond Bond ;
-
--- An option whose underlying interest is an index.
--- Generally, index options are cash_settled.
-fun IndexOption : Class ;
-fun IndexOption_Class : SubClass IndexOption Option ;
-
--- A loan in which payments change in response to
--- changes in an index such as the Consumer Price Index.
-fun IndexedLoan : Class ;
-fun IndexedLoan_Class : SubClass IndexedLoan Loan ;
-
--- A tax_deferred retirement
--- account for an individual that permits individuals to set aside up to
--- 2,000 per year, with earnings tax_deferred until withdrawals begin at age
--- 59 1/2 or later (or earlier, with a 10% penalty). Only those who do not
--- participate in a pension plan at work or who do participate and meet
--- certain income guidelines can make deductible contributions to an IRA.
--- All others can make contributions to an IRA on a non_deductible basis.
--- Such contributions qualify as a deduction against income earned in that
--- year and interest accumulates tax_deferred until the funds are withdrawn.
-fun IndividualRetirementAccount : Class ;
-fun IndividualRetirementAccount_Class : SubClass IndividualRetirementAccount (both PensionPlan (both PersonalAccount SavingsAccount)) ;
-
-
--- The overall general upward price movement of
--- goods and services in an economy, usually as measured by the Consumer
--- Price Index and the Producer Price Index.
-fun Inflation : Class ;
-fun Inflation_Class : SubClass Inflation EconomicIndicator ;
-
-fun InflationIndex : Class ;
-fun InflationIndex_Class : SubClass InflationIndex Index ;
--- Money paid for the use of money.
-fun Interest : Class ;
-fun Interest_Class : SubClass Interest CurrencyMeasure ;
-
--- FinancialAccounts that have a fixed or adjustable interest rate.
-fun InterestBearingAccount : Class ;
-fun InterestBearingAccount_Class : SubClass InterestBearingAccount FinancialAccount ;
-
--- A non_amortized loan in which interest is
--- due at regular intervals until maturity, when the full principal on the
--- loan is due.
-fun InterestOnlyLoan : Class ;
-fun InterestOnlyLoan_Class : SubClass InterestOnlyLoan Loan ;
-
--- The usual way of calculating Interest, as a
--- percentage of the sum borrowed.
-fun InterestRate : Class ;
-fun InterestRate_Class : SubClass InterestRate (both ConstantQuantity EconomicIndicator) ;
-
-
--- A subclass of FinancialTransactions within
--- one FinancialOrganization.
-fun InternalTransfer : Class ;
-fun InternalTransfer_Class : SubClass InternalTransfer FinancialTransaction ;
-
--- An activity of commiting money or capital in order to
--- gain a financial return.
-fun Investing : Class ;
-fun Investing_Class : SubClass Investing FinancialTransaction ;
-
--- An account acquired for future financial return or benefit
-fun InvestmentAccount : Class ;
-fun InvestmentAccount_Class : SubClass InvestmentAccount DepositAccount ;
-
-fun InvestmentAttribute : Class ;
-fun InvestmentAttribute_Class : SubClass InvestmentAttribute RelationalAttribute ;
--- A person who purchases income_producing assets.
-fun Investor : Class ;
-fun Investor_Class : SubClass Investor SocialRole ;
-
--- An account owned by two or more people, usually sharing a household
--- and expenses. Each co_owner has equal access to the account. Most types of accounts, whether it's
--- basic checking, savings or money market, allow for joint use
-fun JointAccount : Class ;
-fun JointAccount_Class : SubClass JointAccount PersonalAccount ;
-
--- A high_risk, non_investment_grade bond with a low
--- credit rating, usually BB or lower, as a consequence, it usually has a high
--- yield.
-fun JunkBond : Class ;
-fun JunkBond_Class : SubClass JunkBond CorporateBond ;
-
--- Calls and puts with an expiration as long as
--- thirty_nine months. Currently, equity LEAPS have two series at any
--- time with a January expiration. For example, in October 2000, LEAPS
--- are available with expirations of January 2002 and January 2003.
-fun LEAPS : Class ;
-fun LEAPS_Class : SubClass LEAPS Option ;
-
--- A financial obligation, debt, claim, or potential loss
-fun Liability : Class ;
-fun Liability_Class : SubClass Liability FinancialContract ;
-
--- An account for which a person is liable
-fun LiabilityAccount : Class ;
-fun LiabilityAccount_Class : SubClass LiabilityAccount FinancialAccount ;
-
--- LimitOrder is an order to a Broker to buy a specified quantity
--- of a Security at or below a specified price, or to sell it at or above a specified limitPrice.
-fun LimitOrder : Class ;
-fun LimitOrder_Class : SubClass LimitOrder FinancialOrder ;
-
--- The class of events of selling all of a company's assets,
--- paying outstanding debts, and distribution of the remainder to shareholders, and them
--- going out of business.
-fun Liquidation : Class ;
-fun Liquidation_Class : SubClass Liquidation FinancialTransaction ;
-
--- A class of attributes which describe the degree to
--- which accounts can be easily converted to cash.
-fun LiquidityAttribute : Class ;
-fun LiquidityAttribute_Class : SubClass LiquidityAttribute RelationalAttribute ;
-
--- An arrangement in which a lender gives money or property to a borrower,
--- and the borrower agrees to return the property or repay the money, usually along with interest,
--- at some future point(s) in time.
-fun Loan : Class ;
-fun Loan_Class : SubClass Loan LiabilityAccount ;
-
--- A formal offer by a lender making explicit
--- the terms under which it agrees to lend money to a borrower over a certain
--- period of time.
-fun LoanCommitment : Class ;
-fun LoanCommitment_Class : SubClass LoanCommitment Contract ;
-
-fun Locked : Ind StatusAttribute ;
-
--- A straddle in which a long position is taken in
--- both a put and a call option
-fun LongStraddle : Class ;
-fun LongStraddle_Class : SubClass LongStraddle Straddle ;
-
--- An Attribute of FinancialAccounts which cannot be easily
--- converted to cash.
-fun LowLiquidity : Ind LiquidityAttribute ;
-
-
-fun LowRisk : Ind RiskAttribute ;
-
--- An Attribute that characterizes accounts that are not very profitable.
-fun LowYield : Ind YieldAttribute ;
-
-
--- A Market_not_held order is a type of market order
--- which allows the investor to give discretion to the floor broker regarding
--- the price and/or time at which a trade is executed.
-fun MNHOrder : Class ;
-fun MNHOrder_Class : SubClass MNHOrder FinancialOrder ;
-
--- A Market_on_close order is a type of option order
--- which requires that an order be executed at or near the close of trading on
--- the day the order is entered. A MOC order, which can be considered a type of
--- day order, cannot be used as part of a GTC order
-fun MOCOrder : Class ;
-fun MOCOrder_Class : SubClass MOCOrder FinancialOrder ;
-
--- One who directs a business or other enterprise.
-fun Manager : Ind Position ;
-
-
--- An order to buy or sell security at the best prices available.
-fun MarketOrder : Class ;
-fun MarketOrder_Class : SubClass MarketOrder FinancialOrder ;
-
--- A stock index in which each stock affects the
--- index in proportion to its number of shares outstanding.
-fun MarketShareWeightedIndex : Class ;
-fun MarketShareWeightedIndex_Class : SubClass MarketShareWeightedIndex Index ;
-
--- A stock index in which each stock
--- affects the index in proportion to its market value. Examples include
--- NASDAQ Composite Index, S&P 500, Wilshire 5000 Equity Index, Hang Seng
--- Index, and EAFE Index.
-fun MarketValueWeightedIndex : Class ;
-fun MarketValueWeightedIndex_Class : SubClass MarketValueWeightedIndex Index ;
-
-fun MasterCard : Class ;
-fun MasterCard_Class : SubClass MasterCard CreditCard ;
--- MoneyMarket is for borrowing and lending money for three years
--- or less. The securities in a money market can be U.S. government bonds, TreasuryBills and commercial
--- paper from banks and companies.
-fun MoneyMarket : Class ;
-fun MoneyMarket_Class : SubClass MoneyMarket SavingsAccount ;
-
--- A loan to finance the purchase of real estate, usually with specified payment
--- periods and interest rates.
-fun Mortgage : Class ;
-fun Mortgage_Class : SubClass Mortgage SecuredLoan ;
-
--- These are bonds generally bought through a
--- government agency that deals in the real estate market. They are bonds
--- issued by mortgage lenders.
-fun MortgageBond : Class ;
-fun MortgageBond_Class : SubClass MortgageBond CorporateBond ;
-
--- Bond issued by a state, city, or local government to
--- finance operations or special projects, interest on it is often tax_free.
-fun MunicipalBond : Class ;
-fun MunicipalBond_Class : SubClass MunicipalBond (both Bond TaxFreeInvestment) ;
-
-
--- An open_ended fund operated by an investment company which
--- raises money from shareholders and invests in a group of assets, in accordance with a stated
--- set of objectives. Benefits include diversification and professional money management. Shares
--- are issued and redeemed on demand, based on the fund's net asset value which is determined at
--- the end of each trading session.
-fun MutualFundAccount : Class ;
-fun MutualFundAccount_Class : SubClass MutualFundAccount InvestmentAccount ;
-
--- National Association of Securities Dealers Automated Quotations
--- system.
-fun NASDAQ : Ind Organization ;
-
-
--- A market_value weighted index of all common stocks
--- listed on NASDAQ.
-fun NASDAQCompositeIndex : Class ;
-fun NASDAQCompositeIndex_Class : SubClass NASDAQCompositeIndex Index ;
-
--- A not_held order is a type of order which releases
--- normal obligations implied by the other terms of the order. For example, a
--- limit order designated as 'not_held' allows discretion to the floor trader in
--- filling the order when the market trades at the limit price of the order. In
--- this case, there is no obligation to provide the customer with an execution if
--- the market trades through the limit price on the order.
-fun NHOrder : Class ;
-fun NHOrder_Class : SubClass NHOrder FinancialOrder ;
-
-fun New : Ind StatusAttribute ;
-
--- Index of 225 leading stocks traded on the Tokyo Stock
--- Exchange.
-fun NikkeiIndex : Class ;
-fun NikkeiIndex_Class : SubClass NikkeiIndex Index ;
-
--- A legal document that obligates a borrower to repay a loan
--- at a specified interestRate during a specified period of time or on demand
-fun Note : Class ;
-fun Note_Class : SubClass Note FinancialInstrument ;
-
--- One_cancels_other order (OCO) is a type of option
--- order which treats two or more option orders as a package, whereby the execution
--- of any one of the orders causes all the orders to be reduced by the same amount.
--- For example, the investor would enter an OCO order if he/she wished to buy
--- 10 May 60 calls or 10 June 60 calls or any combination of the two which when
--- summed equaled 10 contracts. An OCO order may be either a day order or a GTC order
-fun OCOOrder : Class ;
-fun OCOOrder_Class : SubClass OCOOrder FinancialOrder ;
-
--- The attribute which describes services that
--- are ready to transact business.
-fun OpenService : Ind ServiceAttribute ;
-
-
--- An activity of opening a financial account
-fun OpeningAnAccount : Class ;
-fun OpeningAnAccount_Class : SubClass OpeningAnAccount FinancialTransaction ;
-
--- An option is a contract to buy or sell 100 shares
--- of a stock at a fixed price (the strike price) on or before a fixed date.
-fun Option : Class ;
-fun Option_Class : SubClass Option FinancialContract ;
-
--- A collection of buying/selling options
--- whose purpose is to result in an optimal profit for the investor.
-fun OptionStrategy : Class ;
-fun OptionStrategy_Class : SubClass OptionStrategy FinancialTransaction ;
-
--- A check issued to an employee in payment of salary or wages
-fun PayCheck : Class ;
-fun PayCheck_Class : SubClass PayCheck Check ;
-
--- The partial or complete discharge of an obligation by
--- its settlement in the form of the transfer of funds, assets, or services equal
--- to the monetary value of part or all of the debtor's obligation.
-fun Payment : Class ;
-fun Payment_Class : SubClass Payment FinancialTransaction ;
-
--- A fee charged as a penalty.
-fun Penalty : Class ;
-fun Penalty_Class : SubClass Penalty ChargingAFee ;
-
-fun Pending : Ind StatusAttribute ;
-
--- Extremely speculative, high_risk Stock, usually
--- with a price of less than 5 dollars per share. In the U.S., nearly all
--- are traded on the over_the_counter bulletin board.
-fun PennyStock : Class ;
-fun PennyStock_Class : SubClass PennyStock Stock ;
-
--- A bond issued by an insurance company to
--- guarantee satisfactory completion of a project by a contractor.
-fun PerformanceBond : Class ;
-fun PerformanceBond_Class : SubClass PerformanceBond Bond ;
-
-fun PerformanceMeasure : Class ;
-fun PerformanceMeasure_Class : SubClass PerformanceMeasure PhysicalQuantity ;
--- This is the class of personal accounts, as opposed to
--- CorporateAccounts.
-fun PersonalAccount : Class ;
-fun PersonalAccount_Class : SubClass PersonalAccount FinancialAccount ;
-
--- Two lenders participating in the same loan.
-fun PiggybankLoan : Class ;
-fun PiggybankLoan_Class : SubClass PiggybankLoan Loan ;
-
-fun PlacingAnOrder : Class ;
-fun PlacingAnOrder_Class : SubClass PlacingAnOrder FinancialTransaction ;
--- CapitalStock which provides a specific Dividend
--- that is paid before any dividends are paid to common stock holders, and which takes
--- precedence over common stock in the event of a liquidation. Usually does not carry
--- voting rights.
-fun PreferredStock : Class ;
-fun PreferredStock_Class : SubClass PreferredStock Stock ;
-
--- Prepayment is the payment of all or part of a debt
--- prior to its due date.
-fun Prepayment : Class ;
-fun Prepayment_Class : SubClass Prepayment Payment ;
-
--- A stock index in which each stock affects the index
--- in proportion to its price per share.
-fun PriceWeightedIndex : Class ;
-fun PriceWeightedIndex_Class : SubClass PriceWeightedIndex Index ;
-
--- An activity of paying the amount specified on the
--- check from funds on deposit.
-fun ProcessingACheck : Class ;
-fun ProcessingACheck_Class : SubClass ProcessingACheck (both AuthorizationOfTransaction ControllingAnAccount) ;
-
-
--- An inflationary indicator published by the U.S. Bureau
--- of Labor Statistics to evaluate wholesale price levels in the economy.
-fun ProducerPriceIndex : Class ;
-fun ProducerPriceIndex_Class : SubClass ProducerPriceIndex InflationIndex ;
-
--- An option contract that gives the holder the
--- right to sell a certain quantity of an underlying security to the writer
--- of the option, at a specified price (strike price) up to a specified date
--- (expiration date).
-fun PutOption : Class ;
-fun PutOption_Class : SubClass PutOption Option ;
-
--- Land, including all the natural resources and permanent buildings on it.
-fun RealEstate : Class ;
-fun RealEstate_Class : SubClass RealEstate (both CorpuscularObject (both FinancialAsset Region)) ;
-
-
--- A written acknowledgment that a specified article,
--- sum of money, or shipment of merchandise has been received.
-fun Receipt : Ind FinancialInstrument ;
-
-
--- Paying off an existing loan with the proceeds from a new loan, using
--- the same property as collateral.
-fun Refinancing : Class ;
-fun Refinancing_Class : SubClass Refinancing FinancialTransaction ;
-
--- A bond issued with the name of the owner printed on the
--- face of the certificate. It can be transferred to another individual only with the
--- owner's endorsement.
-fun RegisteredBond : Class ;
-fun RegisteredBond_Class : SubClass RegisteredBond Bond ;
-
--- Securities, usually issued in private placements, that
--- have limited transferability.
-fun RestrictedStock : Class ;
-fun RestrictedStock_Class : SubClass RestrictedStock Stock ;
-
--- A class of attributes which describe the degree of risk
--- of a particular investment.
-fun RiskAttribute : Class ;
-fun RiskAttribute_Class : SubClass RiskAttribute RelationalAttribute ;
-
--- A tax_free reinvestment of a distribution from a
--- qualified retirement plan into an IRA or other qualified plan within 60 days.
--- Also called IRA rollover. Or more generally, a movement of funds from one investment
--- to another.
-fun Rollover : Class ;
-fun Rollover_Class : SubClass Rollover FinancialTransaction ;
-
--- An individual retirement account in which a person
--- can set aside after_tax income up to a specified amount each year. Earnings on the
--- account are tax_free, and tax_free withdrawals may be made at retirement age.
-fun RothIRAAccount : Class ;
-fun RothIRAAccount_Class : SubClass RothIRAAccount IndividualRetirementAccount ;
-
-fun SARSEPPlan : Class ;
-fun SARSEPPlan_Class : SubClass SARSEPPlan DefinedContributionPlan ;
--- An account in a bank on which interest is usually paid and from
--- which withdrawals can be made usually only by presentation of a passbook or by written authorization
--- on a prescribed form.
-fun SavingsAccount : Class ;
-fun SavingsAccount_Class : SubClass SavingsAccount (both DepositAccount InterestBearingAccount) ;
-
-
--- A federally or state chartered FinancialOrganization
--- that takes Deposits from individuals, funds Mortgages, and pays Dividends.
-fun SavingsAndLoans : Class ;
-fun SavingsAndLoans_Class : SubClass SavingsAndLoans FinancialOrganization ;
-
--- A defined contribution plan offered by a
--- corporation to its employees, which allows employees to set aside
--- tax_deferred income for retirement purposes. The name 401(k) comes from
--- the IRS section describing the program.
-fun SavingsPlan_401K : Class ;
-fun SavingsPlan_401K_Class : SubClass SavingsPlan_401K DefinedContributionPlan ;
-
--- A retirement plan similar to a 401(k) plan, but
--- one which is offered by non_profit organizations, such as universities and
--- some charitable organizations, rather than corporations.
-fun SavingsPlan_403B : Class ;
-fun SavingsPlan_403B_Class : SubClass SavingsPlan_403B DefinedContributionPlan ;
-
--- A simpler alternative to a 401(k) plan available
--- only to companies with 25 or fewer employees, which gives employees the
--- opportunity to make contributions to their SEP accounts with pre_tax
--- dollars and reduce their current year's net income.
-fun SavingsPlan_408K : Class ;
-fun SavingsPlan_408K_Class : SubClass SavingsPlan_408K PensionPlan ;
-
--- Bond backed by collateral, such as a mortgage
--- or lien, the title to which would be transferred to the bondholders in the
--- event of default.
-fun SecuredBond : Class ;
-fun SecuredBond_Class : SubClass SecuredBond Bond ;
-
-fun SecuredLoan : Class ;
-fun SecuredLoan_Class : SubClass SecuredLoan Loan ;
--- An investment instrument, other than an insurance policy or
--- FixedAnnuity insurance policy or fixed annuity issued by a corporation, government,
--- or other organization which offers evidence of debt or equity.
-fun Security : Class ;
-fun Security_Class : SubClass Security FinancialInstrument ;
-
--- The class of attributes which describe
--- CommercialServices, such as OpenService and ClosedService.
-fun ServiceAttribute : Class ;
-fun ServiceAttribute_Class : SubClass ServiceAttribute RelationalAttribute ;
-
--- A Contract where an Agent agrees to
--- perform a service for another Agent (usually for a price).
-fun ServiceContract : Class ;
-fun ServiceContract_Class : SubClass ServiceContract Contract ;
-
--- Certificate, representing one unit of ownership in a corporation,
--- MutualFund, or limited partnership.
-fun Share : Class ;
-fun Share_Class : SubClass Share (both CurrencyMeasure Security) ;
-
-
--- Borrowing a security (or commodity futures
--- contract) from a broker and selling it, with the understanding that it
--- must later be bought back (hopefully at a lower price) and returned to the
--- broker. SEC rules allow investors to sell short only on an uptick or a
--- zero_plus tick, to prevent 'pool operators' from driving down a stock
--- price through heavy short_selling, then buying the shares for a large
--- profit.
-fun ShortSale : Class ;
-fun ShortSale_Class : SubClass ShortSale FinancialTransaction ;
-
--- A put or call option by itself, as opposed to
--- multiple options as used in a spread or straddle.
-fun SingleOption : Class ;
-fun SingleOption_Class : SubClass SingleOption OptionStrategy ;
-
--- A loan whose principal is due in total with a single
--- payment at maturity.
-fun SinglePaymentLoan : Class ;
-fun SinglePaymentLoan_Class : SubClass SinglePaymentLoan Loan ;
-
--- The purchase of one option and the
--- simultaneous sale of a related option, such as two options of the same
--- class but different strike prices and/or expiration dates.
-fun SpreadOption : Class ;
-fun SpreadOption_Class : SubClass SpreadOption OptionStrategy ;
-
--- A class of four Attributes indicating the
--- status of a FinancialAccount, viz. Active, Locked, New, and Pending.
-fun StatusAttribute : Class ;
-fun StatusAttribute_Class : SubClass StatusAttribute RelationalAttribute ;
-
--- Any index which is intended to gauge upward or downward trends
--- in stock prices.
-fun StockIndex : Class ;
-fun StockIndex_Class : SubClass StockIndex Index ;
-
--- General term for the organized trading of stocks through
--- exchanges and over_the_counter.
-fun StockMarket : Class ;
-fun StockMarket_Class : SubClass StockMarket Organization ;
-
--- Any FinancialTransaction which involves
--- Stock and which occurs in a StockMarket.
-fun StockMarketTransaction : Class ;
-fun StockMarketTransaction_Class : SubClass StockMarketTransaction FinancialTransaction ;
-
--- An option in which the underlier is the
--- common stock of a corporation, giving the holder the right to buy or
--- sell its stock, at a specified price, by a specific date.
-fun StockOption : Class ;
-fun StockOption_Class : SubClass StockOption Option ;
-
--- Exchange of the number of shares of stock outstanding
--- for a larger number.
-fun StockSplit : Class ;
-fun StockSplit_Class : SubClass StockSplit FinancialTransaction ;
-
--- A market order to buy or sell a certain quantity of
--- a certain security if a specified price (the stopPrice) is reached or passed.
-fun StopOrder : Class ;
-fun StopOrder_Class : SubClass StopOrder FinancialOrder ;
-
--- The purchase or sale of an equal number of puts and
--- calls, with the same strike price and expiration dates.
-fun Straddle : Class ;
-fun Straddle_Class : SubClass Straddle OptionStrategy ;
-
-fun TaxFreeInvestment : Class ;
-fun TaxFreeInvestment_Class : SubClass TaxFreeInvestment Investment ;
-fun TaxableInvestment : Class ;
-fun TaxableInvestment_Class : SubClass TaxableInvestment Investment ;
--- The instrument, such as a deed, that constitutes evidence
--- of a legal right of possession or control.
-fun Title : Class ;
-fun Title_Class : SubClass Title FinancialInstrument ;
-
--- Accounts that pay interest, usually at below_market
--- interest rates, that do not have a specific maturity, and that usually can be withdrawn upon demand
-fun TraditionalSavingsAccount : Class ;
-fun TraditionalSavingsAccount_Class : SubClass TraditionalSavingsAccount SavingsAccount ;
-
--- A negotiable debt obligation issued by the U.S. government and backed
--- by its full faith and credit, having a maturity of one year or less. Exempt from state and local taxes
-fun TreasuryBill : Class ;
-fun TreasuryBill_Class : SubClass TreasuryBill SavingsAccount ;
-
--- A negotiable, coupon_bearing debt obligation
--- issued by the U.S. government and backed by its full faith and credit, having
--- a maturity of more than 7 years. Interest is paid semi_annually. Exempt from
--- state and local taxes.
-fun TreasuryBond : Class ;
-fun TreasuryBond_Class : SubClass TreasuryBond Bond ;
-
-fun UnsecuredLoan : Class ;
-fun UnsecuredLoan_Class : SubClass UnsecuredLoan Loan ;
--- To change data in a file or database
-fun Update : Class ;
-fun Update_Class : SubClass Update (both ContentDevelopment FinancialTransaction) ;
-
-
--- A stock market transaction (or sometimes, a quote)
--- at a price higher than the preceding one for the same security.
-fun Uptick : Class ;
-fun Uptick_Class : SubClass Uptick StockMarketTransaction ;
-
--- An activity of using a financial account
-fun UsingAnAccount : Class ;
-fun UsingAnAccount_Class : SubClass UsingAnAccount FinancialTransaction ;
+ -- (buyingPowerAmount ?Account ?Day ?Amount) holds if ?Amount is
+ -- the buying power amount of the FinancialAccount ?Account on the Day ?Day.
+ fun buyingPowerAmount : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
--- A class of valid BankCards
-fun ValidCard : Class ;
-fun ValidCard_Class : SubClass ValidCard BankCard ;
+ -- Date, prior to maturity, on which a callable bond may be redeemed.
+ fun callDate : El Bond -> El Day -> Formula ;
--- When the shares in a company are considered attractive because
--- the company is undervalue, usually because it has a low P/E ratio.
-fun ValueStock : Class ;
-fun ValueStock_Class : SubClass ValueStock Stock ;
+ -- (cardAccount ?Card ?Account) means that ?Account is
+ -- the FinancialAccount linked to a BankCard ?Card.
+ fun cardAccount : El BankCard -> El FinancialAccount -> Formula ;
--- An investment vehicle offered by an insurance company that
--- does not guarantee a payment amount but does have the potential for greater returns than
--- a FixedAnnuity.
-fun VariableAnnuity : Class ;
-fun VariableAnnuity_Class : SubClass VariableAnnuity Annuity ;
+ -- (cardCode ?Code ?Card) means that ?Code represents
+ -- the account number of the BankCard ?Card.
+ fun cardCode : El ContentBearingObject -> El BankCard -> Formula ;
--- A subclass of AuthorizationOfTransaction
--- where an ATM machine checks the code of the BankCard inserted to this machine.
-fun VerifyingCardCode : Class ;
-fun VerifyingCardCode_Class : SubClass VerifyingCardCode AuthorizationOfTransaction ;
+ -- (checkAccount ?Check ?Account) means that ?Account
+ -- is the FinancialAccount from which the amount specifed on the check is paid.
+ fun checkAccount : El Check -> El FinancialAccount -> Formula ;
-fun VisaCard : Class ;
-fun VisaCard_Class : SubClass VisaCard CreditCard ;
--- An activity of money being transferred from a customer's
--- account at a financial institution.
-fun Withdrawal : Class ;
-fun Withdrawal_Class : SubClass Withdrawal FinancialTransaction ;
+ fun checkNumber : El Check -> El PositiveInteger -> Formula;
--- A class of attributes which describe the degree to which
--- accounts are profitable.
-fun YieldAttribute : Class ;
-fun YieldAttribute_Class : SubClass YieldAttribute RelationalAttribute ;
+ -- (closingPrice ?Stock ?Amount ?Day) means that the closing
+ -- price of the Stock ?Stock on the Day ?Day was ?Amount.
+ fun closingPrice : El Stock -> El CurrencyMeasure -> El Day -> Formula ;
--- A bond in which no periodic coupon is paid over the
--- life of the contract. Instead, both the principal and the interest are paid at the
--- maturity date.
-fun ZeroCouponBond : Class ;
-fun ZeroCouponBond_Class : SubClass ZeroCouponBond Bond ;
+ -- The total monetary value an employee receives during a certain time period.
+ fun compensationPackage : El Human -> El CurrencyMeasure -> El TimePosition -> Formula ;
--- (accountAt ?Account ?Bank) means that ?Account is a
--- FinancialAccount opened in the FinancialOrganization ?Bank.
-fun accountAt : El FinancialAccount -> El FinancialOrganization -> Formula ;
+ -- (compoundInterest ?Account ?Amount ?Time) means
+ -- that ?Amount is the interest which is calculated not only on the initial principal
+ -- but also the accumulated interest of prior periods. Compound interest can be
+ -- calculated annually, semi_annually, quartely, monthly, or daily.
+ fun compoundInterest : El FinancialAccount -> El Interest -> El TimeInterval -> Formula ;
+ fun confirmationNumber : El FinancialTransaction -> El SymbolicString -> Formula ;
--- (accountHolder ?Account ?Agent) means that ?Agent
--- is the account holder of the FinancialAccount ?Account.
-fun accountHolder : El FinancialAccount -> El CognitiveAgent -> Formula ;
+ -- (couponInterest ?BOND ?INTEREST) means that ?INTEREST is
+ -- the periodic interest payment made to bondholders during the life of the ?BOND.
+ fun couponInterest : El Bond -> El Interest -> Formula ;
+ -- (creditLimit ?ACCOUNT ?AMNT) holds if ?AMNT is the
+ -- maximum amount of credit that a bank or other lender will extend to a customer.
+ fun creditLimit : El CreditAccount -> El CurrencyMeasure -> Formula ;
-fun accountNumber : El FinancialAccount -> El PositiveInteger -> Formula ;
+ -- (creditRanking ?Agent ?Rating) holds if ?Rating is a FinancialRating
+ -- based on financial analysis by a credit bureau, of one's financial history,
+ -- specifically as it relates to one's ability to meet debt obligations.
+ -- Lenders use this information to decide whether to approve a loan.
+ fun creditRanking : El CognitiveAgent -> El FinancialRating -> Formula ;
--- (accountStatus ?Account ?Status) holds if
--- ?Status describes the status of the account, such as Active, Locked,
--- New or Pending.
-fun accountStatus : El FinancialAccount -> El StatusAttribute -> Formula ;
+ -- (creditsPerPeriod ?Account ?Amount ?Period) holds if ?Amount is the amount credited to
+ -- the FinancialAccount ?Account during the time period ?Period.
+ fun creditsPerPeriod : El FinancialAccount -> El CurrencyMeasure -> El TimeInterval -> Formula ;
+ -- (currentAccountBalance ?Account ?Date ?Amount) means that ?Amount is the balance of
+ -- the FinancialAccount ?Account as of the date ?Date.
+ fun currentAccountBalance : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
--- The accumulated coupon interest, paid to the seller of a
--- bond by the buyer unless the bond is in default.
-fun accruedInterest : El Bond -> El Interest -> Formula ;
+ -- (currentInterestRate ?Account ?Day ?Rate) means that ?Rate is the interest rate of
+ -- the Account on a specific day ?Day.
+ fun currentInterestRate : El FinancialAccount -> El Day -> El InterestRate -> Formula ;
+ -- A very general relation that exists whenever there is a FinancialTransaction between
+ -- the two Agents such that the first is the destination of the FinancialTransaction and
+ -- the second is the agent.
+ fun customer : El CognitiveAgent -> El CognitiveAgent -> Formula ;
-fun administrator : El FinancialAccount -> El Position -> Formula ;
+ -- (customerRepresentative ?PERSON1 ?PERSON2 ?ORG) means that ?PERSON1 acts as a representative
+ -- of Organization ?ORG in a SocialInteraction involving ?PERSON2.
+ fun customerRepresentative : El CognitiveAgent -> El CognitiveAgent -> El Organization -> Formula ;
--- (administratorStatus ?Administrator ?Status)
--- holds is ?Status describes the status of the administrator.
-fun administratorStatus : El Position -> El StatusAttribute -> Formula ;
+ -- (dailyLimit ?Account ?TransactionType ?Amount) means that ?Amount is the daily limit of
+ -- the ?Account for the type of FinancialTransactions ?TransactionType.
+ fun dailyLimit: El FinancialAccount -> Desc FinancialTransaction -> El CurrencyMeasure -> Formula ;
+ -- (dateOfStatement ?Statement ?Date) holds if ?Date is the date when BankStatement was issued.
+ fun dateOfStatement : El BankStatement -> El Day -> Formula ;
--- An amount (usually income) after taxes
--- have been subtracted.
-fun afterTaxIncome : El Human -> El CurrencyMeasure -> El OrganizationalProcess -> Formula ;
+ -- (dayPhone ?Phone ?Agent) means that ?Phone is a phone
+ -- number corresponding to the location where ?Agent can be reached during the day.
+ fun dayPhone : El SymbolicString -> El Agent -> Formula ;
+ -- The part of the purchase price paid in cash up front,
+ -- reducing the amount of the loan or mortgage.
+ fun downPayment : El Loan -> El CurrencyMeasure -> Formula ;
--- (agreementActive ?Agreement ?Date) holds if
--- ?Agreement is in force at the time specified by ?Date.
-fun agreementActive : El Contract -> El TimePosition -> Formula ;
+ -- Legal date an agreement or document goes into force.
+ fun effectiveDate : El Contract -> El Day -> Formula ;
+ -- (emailAddress ?Address ?Agent) means that ?Address is
+ -- an electronic address of the location where ?Agent can be reached.
+ fun emailAddress : El SymbolicString -> El Agent -> Formula ;
--- (agreementMember ?Agreement ?Agent) means that
--- ?Agent is one of the participants of the Agreement.
-fun agreementMember : El Contract -> El CognitiveAgent -> Formula ;
+ -- An individual's contribution to his/her
+ -- own retirement plan, often tax_deferred.
+ fun employeeContribution : El Human -> El CurrencyMeasure -> El TimeInterval -> Formula ;
+ -- (eveningPhone ?Phone ?Agent) means that ?Phone is a phone number
+ -- corresponidng to the location where ?Agent can be reached during the evening.
+ fun eveningPhone : El SymbolicString -> El Agent -> Formula ;
--- (agreementPeriod ?Agreement ?Period) holds if
--- ?Period specifies a Time interval during which ?Agreement is in force.
-fun agreementPeriod : El Contract -> El TimeInterval -> Formula ;
+ -- (expirationDate ?Contract ?Date) means that ?Date is the date on which ?Contract expires.
+ fun expirationDate : El Contract -> El Day -> Formula ;
+ -- The nominal dollar amount assigned to a security by the issuer.
+ -- For an equity security, par is usually a very small amount that bears no relationship to
+ -- its market price, except for preferred stock, in which case par is used to calculate dividend
+ -- payments. For a debt security, par is the amount repaid to the investor when the bond matures
+ -- (usually, corporate bonds have a par value of 1000, municipal bonds 5000, and federal bonds
+ -- 10,000).
+ fun faceValue : El Collateral -> El CurrencyMeasure -> Formula ;
--- (amountCharged ?Fee ?Amount) means that ?Amount is the amount of
--- the fee charged.
-fun amountCharged : El ChargingAFee -> El CurrencyMeasure -> Formula ;
+ fun finalPrice : El Stock -> El CurrencyMeasure -> Formula ;
+ -- (financialResponseTo ?Response ?Request) means that
+ -- ?Response is a FinancialResponse to the FinancialRequest ?Request.
+ fun financialResponseTo : El FinancialResponse -> El FinancialRequest -> Formula ;
--- (amountDue ?ACCOUNT ?AMOUNT ?DATE) means ?DATE is the
--- date on which the amount of Money ?AMOUNT of a particular ?ACCOUNT is due and payable
-fun amountDue : El FinancialAccount -> El CurrencyMeasure -> El TimePosition -> Formula ;
+ -- (fixedInterestRate ?Account ?Rate) holds if ?Rate is the interest rate that
+ -- does not change during the entire term of the account.
+ fun fixedInterestRate : El FinancialAccount -> El InterestRate -> Formula ;
+ -- A minimum amount that a lender is willing to loan
+ fun floorLoan : El Loan -> El CurrencyMeasure -> Formula ;
-fun appraisedValue : El Collateral -> El CurrencyMeasure -> Formula ;
+ -- A call option is in the money if the stock
+ -- price is above the strike price. A put option is in the money if the
+ -- stock price is below the strike price.
+ fun inTheMoney : El Option -> El TimePosition -> Formula ;
--- (askPrice ?Obj ?Money ?Agent) means that ?Agent offers to sell
--- ?Obj for the amount of ?Money.
-fun askPrice : El Object -> El CurrencyMeasure -> El Agent -> Formula ;
+ -- (incomeOf ?Agent ?Money ?Period) means that
+ -- ?Money is the amount of money or its equivalent received during a period
+ -- of time in exchange for labor or services, from the sale of goods or
+ -- property, or as profit from financial investments
+ fun income : El Human -> El CurrencyMeasure -> El TimeInterval -> Formula ;
+ -- (incomeEarned ?Agent ?Money ?Action) means that ?Agent earned
+ -- the amount of money ?Money from performing ?Action. Note that incomeEarned
+ -- denotes that amount of money made before taxes are deducted.
+ fun incomeEarned : El Human -> El CurrencyMeasure -> El OrganizationalProcess -> Formula ;
--- A term that describes an option with a strike
--- price that is equal to the current market price of the underlying stock.
-fun atTheMoney : El Option -> El TimePosition -> Formula ;
+ -- The percentage increase in the price of goods and services, usually annually.
+ fun inflationRate : El Inflation -> El RealNumber -> Formula ;
+ -- The annually percentage increase
+ -- in the price of goods and services for the given Nation.
+ fun inflationRateInCountry : El Nation -> El RealNumber -> Formula ;
--- (availableBalance ?Account ?Day ?Amount) means
--- that ?Amount is the balance which is available for withdrawal from the FinancialAccount
--- ?Account.
-fun availableBalance : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
+ -- (insured ?Contract ?Org) means that ?Contract is insured
+ -- by the ?Organization.
+ fun insured : El Contract -> El Organization -> Formula ;
+ -- (interestEarned ?Account ?Interest ?Period) means that ?Interest is
+ -- the amount earned on the FinancialAccount ?Account, for the duration ?Period.
+ fun interestEarned : El FinancialAccount -> El Interest -> El TimeInterval -> Formula ;
--- (availableCash ?Account ?Day ?Cash) holds if
--- ?Cash is a cash amount available for withdrawal from the FinancialAccount
--- ?Account.
-fun availableCash : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
+ -- (interestRatePerPeriod ?ACCOUNT ?RATE ?TIME) means that ?RATE is the interest
+ -- per the period TIME divided by principal amount, expressed as a percentage
+ fun interestRatePerPeriod : El FinancialAccount -> El InterestRate -> El TimeInterval -> Formula ;
+ -- (issuedBy ?Instrument ?Agent) means that a
+ -- FinancialInstrument ?Instrument is produced and offered by ?Agent.
+ fun issuedBy : El FinancialInstrument -> El CognitiveAgent -> Formula ;
--- (bankAccount ?Type ?Bank) holds if ?Type is a
--- type of the financial accounts offered by the bank.
-fun bankAccount: Desc FinancialAccount -> El Bank_FinancialOrganization -> Formula ;
+ -- (lastStatement ?Account ?Statement) means that
+ -- ?Statement is the most recent monthly report sent to a debtor or bank depositor.
+ fun lastStatement : El FinancialAccount -> El BankStatement -> Formula ;
+ -- (lastStatementBalance ?Account ?Amount) holds if ?Amount is the balance
+ -- shown on the last statement.
+ fun lastStatementBalance : El FinancialAccount -> El CurrencyMeasure -> Formula ;
--- Income before taxes are deducted
-fun beforeTaxIncome : El Human -> El CurrencyMeasure -> El OrganizationalProcess -> Formula ;
+ -- (lender ?Loan ?Agent) means that ?Agent is a private, public or
+ -- institutional entity that put up the funds for the ?Loan.
+ fun lender : El Loan -> El CognitiveAgent -> Formula ;
+ -- (limitPrice ?Order ?Money) means that ?Money is the limit price
+ -- for the limit order ?Order. If ?Order is a buy order, then ?Money specifies the maximum price
+ -- to be paid. If ?Order is a sell order, then ?Money specifies the minimum price to be paid.
+ fun limitPrice : El LimitOrder -> El CurrencyMeasure -> Formula ;
--- A standard by which something can be measured or judged.
-fun benchmark : El Abstract -> El PerformanceMeasure -> Formula ;
+ -- Degree to which accounts can be easily converted to cash.
+ fun liquidity : El FinancialAccount -> El LiquidityAttribute -> Formula ;
+ fun listedOn : El Stock -> El Organization -> Formula ;
--- (bidPrice ?Obj ?Money ?Agent) means that ?Agent offers to buy
--- ?Obj for the amount of ?Money.
-fun bidPrice : El Object -> El CurrencyMeasure -> El Agent -> Formula ;
+ -- (loanFeeAmount ?Loan ?Amount) means that
+ -- ?Amount is the fee amount of the Loan ?Loan.
+ fun loanFeeAmount : El Loan -> El CurrencyMeasure -> Formula ;
+ -- (loanForPurchase ?ACCOUNT ?PRODUCT) means that ?ACCOUNT is a
+ -- loan to finance the purchase of ?PRODUCT.
+ fun loanForPurchase : El Loan -> El Object -> Formula ;
--- A measure of the quality and safety of a bond,
--- based on the issuer's financial condition. More specifically, an
--- evaluation from a rating service indicating the likelihood that a debt
--- issuer will be able to meet scheduled interest and principal repayments.
--- Typically, AAA is highest (best), and D is lowest (worst).
-fun bondRating : El Bond -> El FinancialRating -> Formula ;
+ fun loanInterest : El Loan -> El CurrencyMeasure -> Formula ;
+ -- (marginBalanceAmount ?Account ?Day ?Amount)
+ -- holds if ?Amount is the margin balance amount of the FinancialAccount ?Account
+ -- on the Day ?Day.
+ fun marginBalanceAmount : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
--- (borrower ?Loan ?Agent) means that ?Agent is a borrower of the ?Loan
-fun borrower : El Loan -> El CognitiveAgent -> Formula ;
+ fun marketValueAmount : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
+ -- The date on which the principal amount of the account
+ -- becomes due and payable.
+ fun maturityDate : El FinancialAccount -> El Day -> Formula ;
--- (buyingPowerAmount ?Account ?Day ?Amount) holds
--- if ?Amount is the buying power amount of the FinancialAccount ?Account on the Day
--- ?Day.
-fun buyingPowerAmount : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
+ -- (minimumBalance ?Account ?ActivityType ?Amount)
+ -- means that ?Amount is the mimimum amount required by the type of
+ -- FinancialTransaction ?ActivityType.
+ fun minimumBalance: El FinancialAccount -> Desc FinancialTransaction -> El CurrencyMeasure -> Formula ;
+ -- The smallest amount which can be paid on a revolving
+ -- charge account to avoid a penalty.
+ fun minimumPayment : El LiabilityAccount -> El CurrencyMeasure -> El TimeDuration -> Formula ;
--- Date, prior to maturity, on which a callable bond
--- may be redeemed.
-fun callDate : El Bond -> El Day -> Formula ;
+ -- (monthlyIncome ?Agent ?Money) means that ?Money is the amount of money received
+ -- during one month period
+ fun monthlyIncome : El Human -> El CurrencyMeasure -> Formula ;
+ -- The amount due the supplier after commissions have been deducted.
+ fun netAmount : El Investment -> El CurrencyMeasure -> Formula ;
--- (cardAccount ?Card ?Account) means that ?Account is
--- the FinancialAccount linked to a BankCard ?Card.
-fun cardAccount : El BankCard -> El FinancialAccount -> Formula ;
+ -- Total assets minus total liabilities of an individual or company.
+ fun netWorth : El CognitiveAgent -> El CurrencyMeasure -> El Day -> Formula ;
+ -- (optionHolder ?Option ?Agent) means that ?Agent is the holder of the option.
+ fun optionHolder : El Option -> El CognitiveAgent -> Formula ;
--- (cardCode ?Code ?Card) means that ?Code represents
--- the account number of the BankCard ?Card.
-fun cardCode : El ContentBearingObject -> El BankCard -> Formula ;
+ -- (optionSeller ?Option ?Agent) means that ?Agent is the writer of the option.
+ fun optionSeller : El Option -> El CognitiveAgent -> Formula ;
+ -- (orderFor ?Order ?Transaction ?Security) means that the content of ?Order
+ -- is to realize an instance of ?Transaction where ?Security is the patient of ?Transaction.
+ fun orderFor: El FinancialTransaction -> Desc FinancialTransaction -> El Security -> Formula ;
--- (checkAccount ?Check ?Account) means that ?Account
--- is the FinancialAccount from which the amount specifed on the check is paid.
-fun checkAccount : El Check -> El FinancialAccount -> Formula ;
+ -- (originalBalance ?ACCOUNT ?BALANCE) means that ?BALANCE is
+ -- the balance of the account at the time the account is opened.
+ fun originalBalance : El FinancialAccount -> El CurrencyMeasure -> Formula ;
+ -- A call option is out of the money if the
+ -- stock price is below its strike price. A put option is out of the money
+ -- if the stock price is above its strike price.
+ fun outOfTheMoney : El Option -> El TimePosition -> Formula ;
-fun checkNumber : El Check -> El PositiveInteger -> Formula;
+ -- The amount by which withdrawals exceed deposits.
+ fun overdraft : El FinancialAccount -> El CurrencyMeasure -> El Day -> Formula ;
--- (closingPrice ?Stock ?Amount ?Day) means that the closing
--- price of the Stock ?Stock on the Day ?Day was ?Amount.
-fun closingPrice : El Stock -> El CurrencyMeasure -> El Day -> Formula ;
+ -- (paymentsPerPeriod ?Account ?Amount ?Period) holds if ?Amount is
+ -- the amount paid on the FinancialAccount ?Account during the time period ?Period.
+ fun paymentsPerPeriod : El FinancialAccount -> El CurrencyMeasure -> El TimeInterval -> Formula ;
+ -- (periodicPayment ?Pay ?Amount ?Period) holds if ?Pay is one of the periodic payments for the amount ?Amount.
+ fun periodicPayment : El FinancialAccount -> El CurrencyMeasure -> El TimeDuration -> Formula ;
--- The total monetary value an employee
--- receives during a certain time period.
-fun compensationPackage : El Human -> El CurrencyMeasure -> El TimePosition -> Formula ;
+ -- (phoneNumber ?Phone ?Agent) holds if ?Phone is a phone number corresponding to the Telephone ?Phone.
+ fun phoneNumber : El SymbolicString -> El Telephone -> Formula ;
+ -- (pin ?PIN ?Card) means that ?PIN is a personal identification number linked to the ?Card.
+ fun pin : El SymbolicString -> El BankCard -> Formula ;
--- (compoundInterest ?Account ?Amount ?Time) means
--- that ?Amount is the interest which is calculated not only on the initial principal
--- but also the accumulated interest of prior periods. Compound interest can be
--- calculated annually, semi_annually, quartely, monthly, or daily.
-fun compoundInterest : El FinancialAccount -> El Interest -> El TimeInterval -> Formula ;
+ -- The maximum amount of money the Agent can lose by choosing this type of Investment.
+ fun potentialLoss : El CognitiveAgent -> El Investment -> El CurrencyMeasure -> Formula ;
+ -- Total price of an option.
+ fun premium : El Option -> El CurrencyMeasure -> Formula ;
-fun confirmationNumber : El FinancialTransaction -> El SymbolicString -> Formula ;
+ -- (price ?Obj ?Money ?Agent) means that ?Agent pays the amount of
+ -- money ?Money for ?Obj.
+ fun price : El Physical -> El CurrencyMeasure -> El Agent -> Formula ;
--- (couponInterest ?BOND ?INTEREST) means that ?INTEREST is
--- the periodic interest payment made to bondholders during the life of the ?BOND.
-fun couponInterest : El Bond -> El Interest -> Formula ;
+ -- The interest rate that commercial banks charge their most creditworthy borrowers,
+ -- such as large corporations. The prime rate is a lagging indicator.
+ fun primeInterestRate : El Day -> El InterestRate -> Formula ;
+ -- (principalAmount ?ACCOUNT ?BALANCE) means that ?BALANCE is the amount borrowed,
+ -- or the part of the amount borrowed which remains unpaid (excluding interest).
+ fun principalAmount : El FinancialAccount -> El CurrencyMeasure -> Formula ;
--- (creditLimit ?ACCOUNT ?AMNT) holds if ?AMNT is the
--- maximum amount of credit that a bank or other lender will extend to a customer.
-fun creditLimit : El CreditAccount -> El CurrencyMeasure -> Formula ;
+ -- The positive gain from an investment or business operation after
+ -- subtracting for all expenses.
+ fun profit : El FinancialTransaction -> El CurrencyMeasure -> Formula ;
+ -- (purchasesPerPeriod ?Account ?Amount ?Period)
+ -- holds if ?Amount is the amount of purchases added to the FinancialAccount ?Account
+ -- during the time period ?Period.
+ fun purchasesPerPeriod : El FinancialAccount -> El CurrencyMeasure -> El TimeInterval -> Formula ;
--- (creditRanking ?Agent ?Rating) holds if
--- ?Rating is a FinancialRating based on financial analysis by a credit
--- bureau, of one's financial history, specifically as it relates to one's
--- ability to meet debt obligations. Lenders use this information to decide
--- whether to approve a loan.
-fun creditRanking : El CognitiveAgent -> El FinancialRating -> Formula ;
+ -- Relates an instance of Investing to the level of risk associated
+ -- with the investment.
+ fun riskLevel : El Investment -> El RiskAttribute -> Formula ;
+ fun riskTolerance : El Investor -> El RiskAttribute -> Formula ;
--- (creditsPerPeriod ?Account ?Amount ?Period)
--- holds if ?Amount is the amount credited to the FinancialAccount ?Account during
--- the time period ?Period.
-fun creditsPerPeriod : El FinancialAccount -> El CurrencyMeasure -> El TimeInterval -> Formula ;
+ -- Assets pledged by a borrower to secure a loan
+ -- or other credit, and subject to seizure in the event of FinancialDefault.
+ fun securedBy : El FinancialAccount -> El Collateral -> Formula ;
+ -- A charge to the customer levied by a FinancialOrganization
+ -- for a FinancialTransaction, such as OpeningAnAccount or UsingAnAccount.
+ fun serviceFee : El FinancialOrganization -> El FinancialTransaction -> El CurrencyMeasure -> Formula ;
--- (currentAccountBalance ?Account ?Date ?Amount) means that ?Amount is the balance of the FinancialAccount ?Account as of the date
--- ?Date.
-fun currentAccountBalance : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
+ -- (shareHolder ?Stock ?Agent) means that ?Agent possesses
+ -- shares of Stock in a corporation or mutual fund.
+ fun shareHolder : El Share -> El CognitiveAgent -> Formula ;
+ fun shareOf : El Share -> El Organization -> Formula ;
--- (currentInterestRate ?Account ?Day ?Rate)
--- means that ?Rate is the interest rate of the Account on a specific day ?Day.
-fun currentInterestRate : El FinancialAccount -> El Day -> El InterestRate -> Formula ;
+ -- (marketvalueAmount ?Account ?Day ?Amount) holds
+ -- if ?Amount is the market value amount of the FinancialAccount ?Account on the Day
+ -- ?Day. shortBalanceAmount (shortBalanceAmount ?Account ?Day ?Amount)
+ -- holds if ?Amount is the short balance amount of the FinancialAccount ?Account
+ -- on the Day ?Day.
+ fun shortBalanceAmount : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
+ -- (signedBy ?Instrument ?Agent) means that ?Instrument
+ -- has been signed by ?Agent.
+ fun signedBy : El Certificate -> El CognitiveAgent -> Formula ;
--- A very general relation that exists whenever there
--- is a FinancialTransaction between the two Agents such that the first is
--- the destination of the FinancialTransaction and the second is the
--- agent.
-fun customer : El CognitiveAgent -> El CognitiveAgent -> Formula ;
+ -- (simpleInterest ?Account ?Amount ?Time) means
+ -- that ?Amount is the interest calculated on a principal sum, not compounded on
+ -- earned interest, for the duration ?Time.
+ fun simpleInterest : El FinancialAccount -> El Interest -> El TimeInterval -> Formula ;
+ fun splitFor : El StockSplit -> El Integer -> El Integer -> Formula ;
--- (customerRepresentative
--- ?PERSON1 ?PERSON2 ?ORG) means that ?PERSON1 acts as a representative
--- of Organization ?ORG in a SocialInteraction involving ?PERSON2.
-fun customerRepresentative : El CognitiveAgent -> El CognitiveAgent -> El Organization -> Formula ;
+ -- (statementAccount ?Statement ?Account) means
+ -- that ?Account is the account of the BankStatement ?Statement.
+ fun statementAccount : El BankStatement -> El FinancialAccount -> Formula ;
+ -- (statementInterest ?Statement ?Amount) holds
+ -- if ?Amount is the interest amount as shown on the BankStatement ?Statement.
+ fun statementInterest : El BankStatement -> El CurrencyMeasure -> Formula ;
--- (dailyLimit ?Account ?TransactionType ?Amount)
--- means that ?Amount is the daily limit of the ?Account for the type of
--- FinancialTransactions ?TransactionType.
-fun dailyLimit: El FinancialAccount -> Desc FinancialTransaction -> El CurrencyMeasure -> Formula ;
+ -- (statementPeriod ?Statement ?Period) means that
+ -- ?Period is the time period of the BankStatement ?Statement.
+ fun statementPeriod : El BankStatement -> El TimeInterval -> Formula ;
+ -- A unique symbol assigned to a security. NYSE and
+ -- AMEX listed stocks have symbols of three characters or less. NASDAQ_listed
+ -- securities have four or five characters.
+ fun stockSymbol : El Stock -> El SymbolicString -> Formula ;
--- (dateOfStatement ?Statement ?Date) holds if
--- ?Date is the date when BankStatement was issued.
-fun dateOfStatement : El BankStatement -> El Day -> Formula ;
+ -- The specified price on an option contract at
+ -- which the contract may be exercised, whereby a call option buyer can buy
+ -- the underlier or a put option buyer can sell the underlier.
+ fun strikePrice : El FinancialInstrument -> El CurrencyMeasure -> Formula ;
+ -- Income whose taxes can be postponed
+ -- until a later date. Examples include IRA, 401(k), Keogh Plan, annuity,
+ -- Savings Bond and Employee Stock Ownership Plan.
+ fun taxDeferredIncome : El Human -> El CurrencyMeasure -> El OrganizationalProcess -> Formula ;
--- (dayPhone ?Phone ?Agent) means that ?Phone is a phone
--- number corresponding to the location where ?Agent can be reached during the day.
-fun dayPhone : El SymbolicString -> El Agent -> Formula ;
+ -- (underlier ?Option ?Instrument) means that
+ -- ?Instrument is a security which is subject to delivery upon exercise of
+ -- ?Option.
+ fun underlier : El Option -> El FinancialInstrument -> Formula ;
+ -- The annual rate of return on an investment, expressed as a
+ -- percentage. For bonds and notes, it is the coupon rate divided by the market price.
+ fun yield : El Investment -> El FunctionQuantity -> Formula ;
--- The part of the purchase price paid in cash up front,
--- reducing the amount of the loan or mortgage.
-fun downPayment : El Loan -> El CurrencyMeasure -> Formula ;
+ -- A profit obtained from an investment. yieldLevel Relates a FinancialAccount to
+ -- the yield level (i.e. the type of profit) which can be expected from the account.
+ fun yieldLevel : El FinancialAccount -> El YieldAttribute -> Formula ;
-
--- Legal date an agreement or document goes into force.
-fun effectiveDate : El Contract -> El Day -> Formula ;
-
-
--- (emailAddress ?Address ?Agent) means that ?Address is
--- an electronic address of the location where ?Agent can be reached.
-fun emailAddress : El SymbolicString -> El Agent -> Formula ;
-
-
--- An individual's contribution to his/her
--- own retirement plan, often tax_deferred.
-fun employeeContribution : El Human -> El CurrencyMeasure -> El TimeInterval -> Formula ;
-
-
--- (eveningPhone ?Phone ?Agent) means that ?Phone
--- is a phone number corresponidng to the location where ?Agent can be reached
--- during the evening.
-fun eveningPhone : El SymbolicString -> El Agent -> Formula ;
-
-
--- (expirationDate ?Contract ?Date) means that
--- ?Date is the date on which ?Contract expires.
-fun expirationDate : El Contract -> El Day -> Formula ;
-
-
--- The nominal dollar amount assigned to a security by the issuer.
--- For an equity security, par is usually a very small amount that bears no relationship to
--- its market price, except for preferred stock, in which case par is used to calculate dividend
--- payments. For a debt security, par is the amount repaid to the investor when the bond matures
--- (usually, corporate bonds have a par value of 1000, municipal bonds 5000, and federal bonds
--- 10,000).
-fun faceValue : El Collateral -> El CurrencyMeasure -> Formula ;
-
-
-fun finalPrice : El Stock -> El CurrencyMeasure -> Formula ;
-
--- (financialResponseTo ?Response ?Request) means that
--- ?Response is a FinancialResponse to the FinancialRequest ?Request.
-fun financialResponseTo : El FinancialResponse -> El FinancialRequest -> Formula ;
-
-
--- (fixedInterestRate ?Account ?Rate) holds if
--- ?Rate is the interest rate that does not change during the entire term of the
--- account.
-fun fixedInterestRate : El FinancialAccount -> El InterestRate -> Formula ;
-
-
--- A minimum amount that a lender is willing to loan
-fun floorLoan : El Loan -> El CurrencyMeasure -> Formula ;
-
-
--- A call option is in the money if the stock
--- price is above the strike price. A put option is in the money if the
--- stock price is below the strike price.
-fun inTheMoney : El Option -> El TimePosition -> Formula ;
-
-
--- (incomeOf ?Agent ?Money ?Period) means that
--- ?Money is the amount of money or its equivalent received during a period
--- of time in exchange for labor or services, from the sale of goods or
--- property, or as profit from financial investments
-fun income : El Human -> El CurrencyMeasure -> El TimeInterval -> Formula ;
-
-
--- (incomeEarned ?Agent ?Money ?Action) means
--- that ?Agent earned the amount of money ?Money from performing ?Action. Note
--- that incomeEarned denotes that amount of money made before taxes are
--- deducted.
-fun incomeEarned : El Human -> El CurrencyMeasure -> El OrganizationalProcess -> Formula ;
-
-
--- The percentage increase in the price of goods and services,
--- usually annually.
-fun inflationRate : El Inflation -> El RealNumber -> Formula ;
-
-
--- The annually percentage increase
--- in the price of goods and services for the given Nation.
-fun inflationRateInCountry : El Nation -> El RealNumber -> Formula ;
-
-
--- (insured ?Contract ?Org) means that ?Contract is insured
--- by the ?Organization.
-fun insured : El Contract -> El Organization -> Formula ;
-
-
--- (interestEarned ?Account ?Interest ?Period) means
--- that ?Interest is the amount earned on the FinancialAccount ?Account, for the
--- duration ?Period.
-fun interestEarned : El FinancialAccount -> El Interest -> El TimeInterval -> Formula ;
-
-
--- (interestRatePerPeriod ?ACCOUNT ?RATE ?TIME) means that ?RATE is the interest
--- per the period TIME divided by principal amount, expressed as a percentage
-fun interestRatePerPeriod : El FinancialAccount -> El InterestRate -> El TimeInterval -> Formula ;
-
-
--- (issuedBy ?Instrument ?Agent) means that a
--- FinancialInstrument ?Instrument is produced and offered by ?Agent.
-fun issuedBy : El FinancialInstrument -> El CognitiveAgent -> Formula ;
-
-
--- (lastStatement ?Account ?Statement) means that
--- ?Statement is the most recent monthly report sent to a debtor or bank depositor.
-fun lastStatement : El FinancialAccount -> El BankStatement -> Formula ;
-
-
--- (lastStatementBalance ?Account ?Amount)
--- holds if ?Amount is the balance shown on the last statement.
-fun lastStatementBalance : El FinancialAccount -> El CurrencyMeasure -> Formula ;
-
-
--- (lender ?Loan ?Agent) means that ?Agent is a private, public or
--- institutional entity that put up the funds for the ?Loan.
-fun lender : El Loan -> El CognitiveAgent -> Formula ;
-
-
--- (limitPrice ?Order ?Money) means that ?Money is the limit price
--- for the limit order ?Order. If ?Order is a buy order, then ?Money specifies the maximum price
--- to be paid. If ?Order is a sell order, then ?Money specifies the minimum price to be paid.
-fun limitPrice : El LimitOrder -> El CurrencyMeasure -> Formula ;
-
-
--- Degree to which accounts can be easily converted to cash.
-fun liquidity : El FinancialAccount -> El LiquidityAttribute -> Formula ;
-
-
-fun listedOn : El Stock -> El Organization -> Formula ;
-
--- (loanFeeAmount ?Loan ?Amount) means that
--- ?Amount is the fee amount of the Loan ?Loan.
-fun loanFeeAmount : El Loan -> El CurrencyMeasure -> Formula ;
-
-
--- (loanForPurchase ?ACCOUNT ?PRODUCT) means that ?ACCOUNT is a
--- loan to finance the purchase of ?PRODUCT.
-fun loanForPurchase : El Loan -> El Object -> Formula ;
-
-
-fun loanInterest : El Loan -> El CurrencyMeasure -> Formula ;
-
--- (marginBalanceAmount ?Account ?Day ?Amount)
--- holds if ?Amount is the margin balance amount of the FinancialAccount ?Account
--- on the Day ?Day.
-fun marginBalanceAmount : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
-
-
-fun marketValueAmount : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
-
--- The date on which the principal amount of the account
--- becomes due and payable.
-fun maturityDate : El FinancialAccount -> El Day -> Formula ;
-
-
--- (minimumBalance ?Account ?ActivityType ?Amount)
--- means that ?Amount is the mimimum amount required by the type of
--- FinancialTransaction ?ActivityType.
-fun minimumBalance: El FinancialAccount -> Desc FinancialTransaction -> El CurrencyMeasure -> Formula ;
-
-
--- The smallest amount which can be paid on a revolving
--- charge account to avoid a penalty.
-fun minimumPayment : El LiabilityAccount -> El CurrencyMeasure -> El TimeDuration -> Formula ;
-
-
--- (monthlyIncome ?Agent ?Money) means that
--- ?Money is the amount of money received during one month period
-fun monthlyIncome : El Human -> El CurrencyMeasure -> Formula ;
-
-
--- The amount due the supplier after commissions
--- have been deducted.
-fun netAmount : El Investment -> El CurrencyMeasure -> Formula ;
-
-
--- Total assets minus total liabilities of an individual or company.
-fun netWorth : El CognitiveAgent -> El CurrencyMeasure -> El Day -> Formula ;
-
-
--- (optionHolder ?Option ?Agent) means that
--- ?Agent is the holder of the option.
-fun optionHolder : El Option -> El CognitiveAgent -> Formula ;
-
-
--- (optionSeller ?Option ?Agent) means that
--- ?Agent is the writer of the option.
-fun optionSeller : El Option -> El CognitiveAgent -> Formula ;
-
-
--- (orderFor ?Order ?Transaction ?Security) means that the content of ?Order
--- is to realize an instance of ?Transaction where ?Security is the patient of ?Transaction.
-fun orderFor: El FinancialTransaction -> Desc FinancialTransaction -> El Security -> Formula ;
-
-
--- (originalBalance ?ACCOUNT ?BALANCE) means that
--- ?BALANCE is the balance of the account at the time the account is opened.
-fun originalBalance : El FinancialAccount -> El CurrencyMeasure -> Formula ;
-
-
--- A call option is out of the money if the
--- stock price is below its strike price. A put option is out of the money
--- if the stock price is above its strike price.
-fun outOfTheMoney : El Option -> El TimePosition -> Formula ;
-
-
--- The amount by which withdrawals exceed deposits.
-fun overdraft : El FinancialAccount -> El CurrencyMeasure -> El Day -> Formula ;
-
-
--- (paymentsPerPeriod ?Account ?Amount ?Period)
--- holds if ?Amount is the amount paid on the FinancialAccount ?Account during the
--- time period ?Period.
-fun paymentsPerPeriod : El FinancialAccount -> El CurrencyMeasure -> El TimeInterval -> Formula ;
-
-
--- (periodicPayment ?Pay ?Amount ?Period) holds if
--- ?Pay is one of the periodic payments for the amount ?Amount.
-fun periodicPayment : El FinancialAccount -> El CurrencyMeasure -> El TimeDuration -> Formula ;
-
-
--- (phoneNumber ?Phone ?Agent) holds if ?Phone is
--- a phone number corresponding to the Telephone ?Phone.
-fun phoneNumber : El SymbolicString -> El Telephone -> Formula ;
-
-
--- (pin ?PIN ?Card) means that ?PIN is a personal identification
--- number linked to the ?Card.
-fun pin : El SymbolicString -> El BankCard -> Formula ;
-
-
--- The maximum amount of money the Agent can lose by choosing
--- this type of Investment.
-fun potentialLoss : El CognitiveAgent -> El Investment -> El CurrencyMeasure -> Formula ;
-
-
--- Total price of an option.
-fun premium : El Option -> El CurrencyMeasure -> Formula ;
-
-
--- (price ?Obj ?Money ?Agent) means that ?Agent pays the amount of
--- money ?Money for ?Obj.
-fun price : El Physical -> El CurrencyMeasure -> El Agent -> Formula ;
-
-
--- The interest rate that commercial banks charge
--- their most creditworthy borrowers, such as large corporations. The prime rate is
--- a lagging indicator.
-fun primeInterestRate : El Day -> El InterestRate -> Formula ;
-
-
--- (principalAmount ?ACCOUNT ?BALANCE) means
--- that ?BALANCE is the amount borrowed, or the part of the amount borrowed
--- which remains unpaid (excluding interest).
-fun principalAmount : El FinancialAccount -> El CurrencyMeasure -> Formula ;
-
-
--- The positive gain from an investment or business operation after
--- subtracting for all expenses.
-fun profit : El FinancialTransaction -> El CurrencyMeasure -> Formula ;
-
-
--- (purchasesPerPeriod ?Account ?Amount ?Period)
--- holds if ?Amount is the amount of purchases added to the FinancialAccount ?Account
--- during the time period ?Period.
-fun purchasesPerPeriod : El FinancialAccount -> El CurrencyMeasure -> El TimeInterval -> Formula ;
-
-
--- Relates an instance of Investing to the level of risk associated
--- with the investment.
-fun riskLevel : El Investment -> El RiskAttribute -> Formula ;
-
-
-fun riskTolerance : El Investor -> El RiskAttribute -> Formula ;
-
--- Assets pledged by a borrower to secure a loan
--- or other credit, and subject to seizure in the event of FinancialDefault.
-fun securedBy : El FinancialAccount -> El Collateral -> Formula ;
-
-
--- A charge to the customer levied by a FinancialOrganization
--- for a FinancialTransaction, such as OpeningAnAccount or UsingAnAccount.
-fun serviceFee : El FinancialOrganization -> El FinancialTransaction -> El CurrencyMeasure -> Formula ;
-
-
--- (shareHolder ?Stock ?Agent) means that ?Agent possesses
--- shares of Stock in a corporation or mutual fund.
-fun shareHolder : El Share -> El CognitiveAgent -> Formula ;
-
-
-fun shareOf : El Share -> El Organization -> Formula ;
-
--- (marketvalueAmount ?Account ?Day ?Amount) holds
--- if ?Amount is the market value amount of the FinancialAccount ?Account on the Day
--- ?Day. shortBalanceAmount (shortBalanceAmount ?Account ?Day ?Amount)
--- holds if ?Amount is the short balance amount of the FinancialAccount ?Account
--- on the Day ?Day.
-fun shortBalanceAmount : El FinancialAccount -> El Day -> El CurrencyMeasure -> Formula ;
-
-
--- (signedBy ?Instrument ?Agent) means that ?Instrument
--- has been signed by ?Agent.
-fun signedBy : El Certificate -> El CognitiveAgent -> Formula ;
-
-
--- (simpleInterest ?Account ?Amount ?Time) means
--- that ?Amount is the interest calculated on a principal sum, not compounded on
--- earned interest, for the duration ?Time.
-fun simpleInterest : El FinancialAccount -> El Interest -> El TimeInterval -> Formula ;
-
-
-fun splitFor : El StockSplit -> El Integer -> El Integer -> Formula ;
-
--- (statementAccount ?Statement ?Account) means
--- that ?Account is the account of the BankStatement ?Statement.
-fun statementAccount : El BankStatement -> El FinancialAccount -> Formula ;
-
-
--- (statementInterest ?Statement ?Amount) holds
--- if ?Amount is the interest amount as shown on the BankStatement ?Statement.
-fun statementInterest : El BankStatement -> El CurrencyMeasure -> Formula ;
-
-
--- (statementPeriod ?Statement ?Period) means that
--- ?Period is the time period of the BankStatement ?Statement.
-fun statementPeriod : El BankStatement -> El TimeInterval -> Formula ;
-
-
--- A unique symbol assigned to a security. NYSE and
--- AMEX listed stocks have symbols of three characters or less. NASDAQ_listed
--- securities have four or five characters.
-fun stockSymbol : El Stock -> El SymbolicString -> Formula ;
-
-
--- The specified price on an option contract at
--- which the contract may be exercised, whereby a call option buyer can buy
--- the underlier or a put option buyer can sell the underlier.
-fun strikePrice : El FinancialInstrument -> El CurrencyMeasure -> Formula ;
-
-
--- Income whose taxes can be postponed
--- until a later date. Examples include IRA, 401(k), Keogh Plan, annuity,
--- Savings Bond and Employee Stock Ownership Plan.
-fun taxDeferredIncome : El Human -> El CurrencyMeasure -> El OrganizationalProcess -> Formula ;
-
-
--- (underlier ?Option ?Instrument) means that
--- ?Instrument is a security which is subject to delivery upon exercise of
--- ?Option.
-fun underlier : El Option -> El FinancialInstrument -> Formula ;
-
-
--- The annual rate of return on an investment, expressed as a
--- percentage. For bonds and notes, it is the coupon rate divided by the market price.
-fun yield : El Investment -> El FunctionQuantity -> Formula ;
-
-
--- A profit obtained from an investment. yieldLevel Relates a FinancialAccount to the yield level (i.e. the type of profit)
---which can be expected from the account.
-fun yieldLevel : El FinancialAccount -> El YieldAttribute -> Formula ;
}
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