Stock Portfolio Beta Calculator

Use the Stock Portfolio Beta Calculator to compute beta for a portfolio of stocks listed on a major U.S. stock exchange and supported by Alpha Vantage. Some stocks traded on non-U.S. exchanges are also supported. Indexes, exchange-traded funds (ETFs) and mutual funds are not supported.

Stock Portfolio Beta Calculator


$ Investment

Stock 1
Stock 2
Stock 3
Stock 4
Stock 5
Stock 6
Stock 7
Stock 8
Stock 9
Stock 10
Stock 11
Stock 12
Stock 13
Stock 14
Stock 15
Stock 16
Stock 17
Stock 18
Stock 19
Stock 20

Leave Stock Symbol and $ investment fields blank if the portfolio has fewer than twenty stocks.

Do not include a $ in the $ Investment field.

NOTE: Portfolios with more than ten stocks may be slow to display results.

All monthly closing prices are adjusted for splits and dividends.

The calculator computes the sum of all investments, the proportion of each stock's investment to the total investment and the weighted average of each stock's beta.

Portfolio Beta = Stock 1 proportion * Stock 1 beta + Stock 2 proportion * Stock 2 beta +.....+ Stock n proportion * Stock n beta

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