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Fundamental ratio analysis is an investment approach that focuses on specific relationships, or ratios, of the financial data of a company. This method offers a "snap shot" of a company's value, where the analysis is a review of a firm's financial report.

Recognizing the importance of these relationships and ratios, the BetterInvesting™ Portfolio Manager provides the investor with a comprehensive set of informative ratios that may be helpful in discovering undervalued securities. These variables can be imported automatically into Portfolio Manager by subscribing to the BetterInvesting S&P Data Services, using AAII’s Stock Investor Pro software, or can be entered manually. The various links below illustrate some of the analysis tools in Portfolio Manager that act to improve your decision-making process. Click on a thumbnail to learn more.

	BetterInvesting S&P Data Import Screen Use this selection to update common stock investments using either the BetterInvesting S&P Stock Data Service or AAII’s Stock Investor Pro software. In this feature, Portfolio Manager downloads (or imports) the necessary information and provides a table for review and import.
	Asset Library Screen The Asset Library stores the most recent asset information that is shared globally by portfolios. This current data is used for deriving values, reports, etc.
	Asset Library Variables Screen The screen shows the individual security information for the highlighted asset in the Current Asset List. This tab allows users to edit any individual security information. These variables can be imported automatically into Portfolio Manager by subscribing to the BetterInvesting S&P Stock Data Service or importing from AAII’s Stock Investor Pro software. These variables can also be entered manually..
	Valuation Ratios Screen Once the necessary variables have been imported (or entered manually), Portfolio Manager derives fundamental ratios that can be used for better investing decisions. Fundamental ratio analysis offers a "snap shot" of a company's value, where the analysis is a review of a firm's financial report.
	Valuation Ratios Screen - sorted by yield Investors will find the set of informative ratios helpful in discovering undervalued securities, especially since the table can be sorted in either ascending or descending order. For example, if you wanted to sort your asset library based upon dividend yield, listing the higher yielding stocks first, with just a couple of mouse clicks - presto! - you'll have the sort order as you requested.
The link provided below will open a PDF file which requires that you have Adobe Acrobat Reader installed. If you don"t have Acrobat Reader installed you can download it for free here. The visual quality of the file can be dependent on your systems monitor or display setting. After opening the file, use the Print option in Acrobat Reader to print the report.
	Valuation Ratios Report Once the valuation ratios have been sorted based on user choice, the option to 'Print Ratios' can be selected to print the coniciding Asset Library Valuation Ratios report.