Daniel Hartley
Daniel Hartley writes about the fundamentals of portfolio tracking at PortfolioTrackr: profit and loss, position sizing, and turning a messy multi-broker setup into one clear picture for everyday investors.
Articles by Daniel, page 1 of 7
Anthropic's Q3: Surging Revenue, Operating Loss Ahead of IPONew
Anthropic's revenue jumped but it swung to an operating loss as compute costs rose ahead of its IPO. What the numbers confirm and what stays unknown.
SpaceX Eyes Boost Mobile: Which Telecom Stocks Could MoveNew
SpaceX is reportedly weighing a Boost Mobile deal. Here's how to track takeover speculation and set alerts on telecom names a private SpaceX can't.
Apple and Palantir Report Today: An Earnings-Day ChecklistNew
AAPL and PLTR both report after the close today. Here's who prints when, the consensus estimates, and how to check your exposure before the numbers land.
PBOC Switches to Overnight Rate: What It Means for PortfoliosNew
China's central bank just made its overnight reverse repo the main policy anchor. Here's what the shift signals for funding and your exposure.
China PMI Splits: Private Gauge Beats, Official Slips to 49.3New
China's two factory gauges diverged in October while Japan and South Korea hit multi-month lows. What the mixed Asian PMI data means for your exposure.
Westpac Profit Misses as Loan Loss Provisions ClimbNew
Westpac's H2 2026 profit missed estimates as loan loss provisions rose and the CEO flagged economic uncertainty. What it means for your bank exposure.
OPEC+ Holds December Oil Output Steady: What It MeansNew
OPEC+ kept December output targets unchanged on November 1. Here's how to check your energy exposure and what to watch as the market reacts.
The Economic Calendar: Know What Hits Your Portfolio This WeekNew
A weekly economic calendar shows the earnings dates and data releases that can move your holdings, so a surprise never catches you unprepared.
Clean Science Hit Record Revenue, So Why Did the Stock Fall?New
Clean Science posted record Q2 revenue on Oct 31 and the stock still dropped. Here is why good earnings can sink a share price and what to check next.
OpenAI Cuts Funding Target by $10bn: What It Signals for AI StocksNew
OpenAI reportedly slashed its funding target by $10 billion amid AI jitters. What the FT report says, what it doesn't, and how to check your exposure.
Fed's Musalem Says a Rate Hike Is Needed Soon: What It MeansNew
A St. Louis Fed official says more rate hikes are needed soon to tame inflation. What the comment signals and how to review your exposure now.
CD&R Eyes $40bn Global Payments Buyout: What It MeansNew
CD&R is pursuing a buyout of $40bn card processor Global Payments, per the FT. Here is what retail investors know so far and what to check now.
Xponential Fitness Jumps on Reported Takeover Bid: What We KnowNew
Xponential Fitness shares spiked after reports an investor may bid for the Club Pilates owner. Here's what's confirmed, what isn't, and how to track it.
NatWest Falls on Net Interest Income Miss: What It MeansNew
NatWest shares fell after Q3 net interest income missed and income guidance disappointed. What the numbers confirm and what to check next.
Your Cash Is Part of Your Portfolio: Track It in Any CurrencyNew
A 20% year on your invested half is not a 20% year. How to track cash balances in multiple currencies next to your positions, honest limits included.
Earnings Today: Chevron, ExxonMobil, AbbVie, Regeneron ReportNew
Four big pre-market earnings land October 30. Who reports when, the consensus numbers, and how to check exposure and set alerts before the open.
Intel Plunges 20%, Amazon Slides: Tech Earnings Hit HardNew
Intel fell 20% on weak guidance and Amazon dropped over 6% after hours. Here is what the earnings reveal and which portfolio exposures to check.
US GDP Grows 3.4% as Inflation Heats Up: What It MeansNew
Q3 US GDP rose a better-than-expected 3.4% while September inflation accelerated. Here is what the mixed data means for your portfolio right now.
Apple's Touchscreen MacBook Pro: What It Means for AAPL HoldersNew
Apple unveiled a touchscreen OLED MacBook Pro starting at $2,899 on Oct 28. Here's how AAPL investors can check exposure and what to watch next.
NYSE Owner Plans 24/7 Perpetual Futures: What ChangesNew
ICE wants round-the-clock perpetual futures on stocks, commodities and crypto. Here is what nonstop markets mean for tracking your exposure.
Earnings Oct 29: Amazon, Lilly, Mastercard and 6 More ReportNew
Nine majors report October 29, from Mastercard and Lilly pre-market to Amazon, Intel and Coinbase after the close. Here's the slate and how to prepare.
Lagarde to Step Down as ECB President: What It MeansNew
Christine Lagarde will leave the ECB on 7 February 2027. Here is what the news confirms, what is still unknown, and how to check your exposure.
Bond Yields Slip Before ECB, BOJ: What Moves PortfoliosNew
Eurozone yields fell ahead of the ECB decision and Japan's bonds held steady before the BOJ. Here is what the central bank setup means for your holdings.
Alphabet, Samsung Earnings Miss: AI Spending Fears Hit TechNew
Alphabet and Samsung results disappointed on Oct 29, dragging global tech lower on AI spending worries. What it means for your tech exposure.
Fed Holds Rates Steady: What the Split Decision MeansNew
The Fed kept rates unchanged on Oct 28 with two dissents from Cook and Hammack. Here is what the hold and the split signal for your holdings.
UK Budget 2026: Energy Relief, Bank Tax and a Growth CutNew
The UK budget cut energy bills, taxed banks and boosted defense while the OBR slashed 2027 growth. What it means for your portfolio exposure.
Peltz's Trian Offers $1.4 Billion to Take Wendy's PrivateNew
Trian's $1.4 billion all-cash bid for Wendy's lands October 28. What the offer covers, what's still unknown, and how to check your exposure.
Oct 28 Earnings: Microsoft, Alphabet and ServiceNow After the BellNew
Five companies report today, led by Microsoft and Alphabet after hours. Who prints when, the consensus numbers, and how to prep your positions.
GE Vernova Buys Trench for $9B and Lifts Revenue OutlookNew
GE Vernova agreed to buy grid-equipment maker Trench for $9 billion and raised its revenue forecast. What the deal means for your portfolio exposure.
How Price Alerts Actually Work and Why Yours Fire When They DoNew
Price alerts fire server-side every minute, even with every app closed. Here is when yours trigger, how they reach you, and where the limits are.
Earnings Today: Coca-Cola, Boeing, PayPal and Visa ReportNew
KO, BA and PYPL print before the open and V reports after the close. Here are the consensus estimates and how to prep your exposure before each.
GM Moves Its Listing From NYSE to Nasdaq: What It MeansNew
General Motors is shifting its stock listing from NYSE to Nasdaq. What changes for your shares, what doesn't, and what to watch next.
Nvidia Invests $3B in Meta: What the AI Deal MeansNew
Nvidia is putting $3 billion into Meta stock and deepening an AI partnership on Muse models. Here is what is confirmed and what still matters.
Apple to Replace Faulty iPhone Duo Units: Investor ViewNew
Apple is replacing foldable iPhone Duo handsets with screen problems days after launch. Here is what retail investors know so far and what to watch next.
HSBC Q3 Profit Jumps 32% but Misses: $1B Buyback AnnouncedNew
HSBC's Q3 pretax profit rose 32% yet missed estimates as it unveiled a $1 billion buyback and reaffirmed FY26 guidance. What it means for your exposure.
Apollo Buys ~10% of Mubadala Capital: What It Means for APONew
Apollo is near a deal for a near-10% stake in Mubadala Capital. Here's what's confirmed, what isn't, and how to check your APO exposure now.
Anthropic Files for IPO: What the S-1 Means for InvestorsNew
Anthropic filed its IPO prospectus on October 26, with a mid-November listing on track. Here is what we know, what we don't, and how to prepare.
Group Holdings by Asset Type: Stocks, ETFs, Crypto and MoreNew
Turn a flat list of mixed holdings into clear groups by asset type, so stocks, ETFs, crypto and commodities each read as their own slice.
Lula Wins Brazil Election: What It Means for the Real and EM StocksNew
Lula's surprise fourth-term win is pressuring the real and emerging-market stocks. Here is what to check in your portfolio and what to watch next.
Musk's $40B SpaceX GPU Deal and His AI Lending WarningNew
SpaceX closed a $40 billion debt deal for GPUs while Musk warned of a neocloud collapse. What the headlines confirm and what AI investors should check.
Bon Secours Nears $6B Surgery Partners Deal: What It MeansNew
Bon Secours is near a $6bn takeover of Bain-backed Surgery Partners, per FT. Here's what the deal confirms, what's still unknown, and what to check.
529 Plans: What Counts as Tax-Free Beyond TuitionNew
Rent, food and other costs a 529 can cover tax-free, plus how to tag qualified withdrawals and keep education accounts clean at tax time.
Audi's $4.2B Georgia Plant: What It Means for VW InvestorsNew
Audi will build a $4.2B factory in Georgia and Volkswagen plans SC expansion. Here is what is confirmed, what isn't, and how to check your VW exposure.
WTD, MTD, QTD, YTD: How to Read Portfolio Returns RightNew
What each period window actually measures, why your day and week numbers differ, and how to read portfolio returns without fooling yourself.
French Corporate Bonds Now Yield Less Than Paris DebtNew
French company bonds yielding below the sovereign is rare and signals shifting risk. Here is what the convergence means and how to benchmark your holdings.
SLB and American Express Report Today: A Holder's Morning ChecklistNew
SLB and American Express both report pre-market on October 23. See who prints when, the consensus estimates, and how to prepare your positions.
UK Retail Sales Fall 0.4% as Confidence Hits Six-Month LowNew
UK retail sales dropped 0.4% in September and consumer confidence fell at its fastest pace since Covid. What it means for your exposure right now.
Volvo Q3 Profit Rises as Truck Deliveries Jump 11%New
Volvo Group posted higher Q3 profit on truck demand in North America and Europe, lifting India and China estimates. What it means for your exposure.
SK Hynix Scraps Solidigm IPO as Tech Selloff DeepensNew
SK Hynix pulled its Solidigm US IPO citing market conditions, and tech stocks fell further. Here's what it means for your chip exposure.
Japan Inflation Tops BOJ Target: What It Means for PortfoliosNew
Japan's inflation hit a 9-month high and crossed the BOJ target, raising rate-hike odds. Here's how it touches the yen, Japanese stocks and your holdings.
Jobless Claims Hit 194,000, Near 57-Year Low: What It MeansNew
US jobless claims fell to 194,000, near their lowest since the 1960s. What a low-layoff labor market signals for your portfolio and what to watch next.
Earnings Today: PG, Spotify and Honeywell Report Pre-MarketNew
Three pre-market reports land before the open on Oct 22: Procter & Gamble, Spotify and Honeywell. Consensus numbers and what holders check first.
Barclays to Cut 5,000 Jobs on AI Drive: What It MeansNew
Barclays will cut 5,000 jobs as it leans harder on AI. What the headlines confirm, what is still unknown, and how to check your bank exposure now.
Meta's New Stock Class Keeps Zuckerberg in CaliforniaNew
Meta created a new class of stock to keep Mark Zuckerberg in California amid wealth-tax concerns. What the deal means for Meta shareholders now.
United Cuts 2026 Profit Outlook on Fuel: What It MeansNew
United slashed its 2026 profit forecast on rising fuel costs, but travelers keep booking. Here's what the headlines say and how to check your exposure.
Fink Says Data Center Pushback Means Higher InflationNew
Larry Fink's warning on AI infrastructure and power demand, plus how to spot data-center and utility exposure across your holdings and set alerts.
Earnings Today: META, Tesla, AT&T, IBM and TXN ReportNew
Six big names report October 21: AT&T and Philip Morris before the open, META, Tesla, TXN and IBM after close. What each timing means for holders.
Getty Images Files Chapter 11 to Go Private: What It MeansNew
Getty Images filed for Chapter 11 bankruptcy on October 21, advancing a plan to go private. Here is what is known, what isn't, and how to check exposure.
Super Micro's Surprise Update Lifts AI Chip Stocks WorldwideNew
Super Micro raised its Q1 revenue forecast and sparked an AI stock rally across Asia and the US. What the headlines confirm, and what they don't.
Earnings Today: GE, RTX, 3M, Halliburton and Netflix ReportNew
Four industrials print before the open and Netflix reports after the close on Oct 20. Here's the timing, consensus, and how to prep exposure.