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portfolio PE

Questions on using, creating, or understanding data in Fund Manager reports.

Postby getrich » Mon Feb 21, 2022 11:02 pm

Is it possible to calculate the PE of a portfolio weighted by investment amount.
getrich
 
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Postby Mark » Tue Feb 22, 2022 7:16 am

Hi getrich,

Yes, you would use a Custom Investment Property. We have a very similar FAQ on tracking expense ratio here:

https://www.fundmanagersoftware.com/expense_ratio.php

You would use the same procedure for tracking P/E ratio, and summing it at the portfolio level in a weighted manner.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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