Portfolio Analyzer: The portfolio analyzer is a powerful tool to gain a better understanding of the make-up of the portfolio itself. By selecting a single or all of your portfolios, you can view a breakdown of the portfolio by Geography, Sector and Asset Allocation. The breakdown is offered in tables and via a pie chart.

• Stock statistics:
  AVG P/E - this is the simple average of all stocks in the portfolio that have a P/E ratio that appears on the quarterly financial report in globeinvestor (based on previous days close, updated daily). AVG P/B - this is the simple average of all stocks in the portfolio that have a Recent Price/Book Value ratio that appears on the ratios financial report in globeinvestor (based on previous days close, updated daily). AVG ROA - this is the simple average of all stocks in the portfolio that have a Return on Assets ratio that appears on the ratios financial report in globeinvestor, this is calculated from the most recent annual results.


• Fund Statistics:
  AVG P/E Ratio - each fund has an Avg P/E calculated from the full holdings. We simply add up the Avg P/Es for each fund in the portfolio and divided by the number of funds in the portfolio. Updated monthly. AVG P/B Ratio - each fund has an Avg P/B calculated from the full holdings. We simply add up the Avg P/Bs for each fund in the portfolio and divided by the number of funds in the portfolio. Updated monthly. Avg MER - sum all MER in the porfolio and divide by number of fund in portfolio. Updated monthly.