Is it possible to calculate portfolio beta with an index?

[Robbo14000]

Is there a way to calculate the portfolio's beta compared to an index such as the S&P 500?

[Mark]

Hi Robbo14000,

Yes, in the Professional and Advisor versions you can display Beta in the Custom report. You can calculate Beta for any individual investment (or index) and a portfolio. If you're interested in the details of how to calculate Beta, see the documentation here:

http://www.fundmanagersoftware.com/help ... ation.html