Re: portfolio beta not displaying in custom report

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Posted by Mark on January 07, 2007 at 09:59:44:

In Reply to: Re: portfolio beta not displaying in custom report posted by SS on January 06, 2007 at 17:57:04:

: Mark,

: Thanks. Makes sense. One question, though: several of my stocks are very thinly traded, changing hands as infrequently as every few weekls. Will the software calculate a beta if I have quotations perhaps once per month or so, or must data be available for daily quotes? Is there any way to modify this requirement if daily quotes are required?

Hi SS,

You don't have to have daily quotes. If you look under "Options / Yield Interpolation Range..." you can set how far you want to allow FM to interpolate a price. You can even turn off enforcing a maximum interpolation range, so FM will always interpolate a price. To ensure better accuracy, you are better off leaving this enforcement on, and recording closing prices more frequently.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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