An exciting new capability is the integration of the Real Time System with Valuation Tutor (VT in what follows). What it lets you do is conduct a fundamental analysis of your portfolio and also helps with stock selection. I will describe the latter capability in a more general posting about using VT for stock selection. Here, I will focus on the portfolio analysis.
Recall that in VT, you can analyze and compare companies along many dimensions. These include common size analysis, cost-volume profit analysis, efficiency ratios, as well as price ratios. Now, you can do the same for your stock portfolio. This lets you answer questions such as: what is the ROE of my portfolio? How does it compare to the stocks in my trading case? How does it compare to specific industries or sectors? And ROE is just one metric; you can compare your portfolio to any subset of stocks (in the VT dataset), sector and industry averages, and see exactly what are the fundamentals of your portfolio along any dimension covered by VT.
To use the capability, launch the FTS Real Time client and log in to one of our US Equity cases. I will use the simplest case, the 30 stock case to illustrate the connection. After you log in, click on the (new) Valuation Tutor tab:
