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 4
Koyfin Alternative: An Honest 2026 ComparisonNew
Koyfin is a Bloomberg-lite research powerhouse, but its portfolio tracking is manual and thin. Here is where it stops and when a switch makes sense.
REITs Look Cheap in a High-Rate World: Are They Worth Buying?New
Higher rates hammered REIT prices but left dividends standing. Here's how to judge whether real estate stocks are cheap or just falling.
Buffett Steps Down at Berkshire: What It Means for YouNew
Warren Buffett has left the Berkshire chairmanship, with his son Howard taking over. What is confirmed, what isn't, and what to check in your holdings now.
Generac Jumps 18% on Amazon Data Center Deal: What to DoNew
Generac surged as much as 19% on an Amazon data center generator deal. What the headlines confirm, what's still unknown, and how to check your exposure.
Bank of England Halts Long-Dated Gilt Sales: What It MeansNew
The Bank of England is rewriting how it unwinds QE and pausing long-dated gilt sales. What changed, what's still unclear, and what to check now.
Best Portfolio Tracker for Spain Investors in 2026New
What Spanish investors need from a tracker: BME shares in EUR, US stocks in one P&L view, dividend withholding realities, and where Degiro and IBKR stop.
China Is Selling US Treasuries: What It Means for Your BondsNew
China's Treasury holdings hit a 2008 low. Here's what a big foreign seller does to yields, and what it means for your fixed-income allocation.
Retail Sales Jump 1.2% in August: What It Means for YouNew
August US retail sales rose 1.2% and import prices surged. Here's what the rebound signals for your holdings and which moves make sense right now.
Ghostfolio Alternative: An Honest 2026 ComparisonNew
Ghostfolio is the best privacy-first self-hosted tracker. Where it stops, who should stay, and who is better served by broker sync and alerts.
BlackRock Wants Your 401(k) to Act Like a PensionNew
BlackRock's new target-date funds add lifetime income. What that means for your retirement savings and how to see them next to everything else you own.
OpenAI's $1.5 Trillion Valuation: What It Means for YouNew
OpenAI is reportedly weighing a funding round valuing it up to $1.5 trillion. Here's what retail investors know so far and how to check your AI exposure.
Japan's Trade Deficit Widens: What It Means for the Yen and Your PortfolioNew
Japan's August trade deficit widened as oil-driven imports outpaced solid chip exports. What retail investors should check in their holdings today.
Bessent Defends Bond Market Intervention: What It MeansNew
Treasury Secretary Bessent defended the bond market intervention on Sept 15. Here is what retail investors should check in their portfolios right now.
Best Portfolio Tracker for Italy Investors in 2026New
What Italian investors on Borsa Italiana and global markets should look for in a tracker: EUR pricing, multi-currency P&L, PIR plans and broker fit.
Agility Robotics IPO: How to Watch a Pre-IPO StockNew
Agility Robotics has $300M in Digit 5 orders ahead of a rumored listing. Here's how to build a watchlist and alerts so you're ready on day one.
Stock Events Alternative: An Honest 2026 ComparisonNew
What Stock Events does best, where it stops, and who should switch. A fair side-by-side on sync costs, AI caps, tax reports and desktop.
Should I Buy LLY After the Drop? A Look at the 45% Upside CallNew
Eli Lilly fell hard, then a major bank called 45% upside. Here is how to check your healthcare allocation, compare LLY to a benchmark, and time earnings.
LNG Deals Stack Up: Venture Global, Chevron, Metlen in a DayNew
Three LNG supply deals landed on September 14, 2026. What we actually know, what's still unclear, and how to check your energy exposure now.
Amazon Pauses 21 Air After Miami Crash: What It MeansNew
Amazon suspended cargo operations with 21 Air after a fatal Miami crash. Here is what is known, what isn't, and how to check your AMZN exposure now.
Michael Dell's Family Office Nears $4.1bn Baldwin DealNew
Michael Dell's DFO is reportedly close to taking Baldwin Insurance private for $4.1bn. What retail holders should check on the news right now.
Best Portfolio Tracker for Sweden Investors in 2026New
How to track Nasdaq Stockholm shares, US stocks and crypto in one SEK view, what ISK means for your records, and where Avanza and Nordnet stop.
ECB Holds Rates: What It Means for Your Euro HoldingsNew
What steady ECB rates do to euro bonds and bank stocks, and how to spot which positions in your portfolio move most when rates stay put.
OpenAI IPO Not Happening in 2026, Says Sam AltmanNew
Sam Altman ruled out an OpenAI IPO this year. What that means for your AI exposure, and the indirect plays to check in your portfolio now.
Getquin Alternative: What Its Community Can't Do for YouNew
Getquin runs the biggest investor community in portfolio tracking. Here's exactly where it stops on tax, multi-currency and non-European brokers.
What PE Fundraising Cycles Mean for Apollo Stock (APO)New
How private-equity fundraising and securitization deals move listed alt-asset managers like Apollo, and what to watch if you hold APO shares.
Best Portfolio Tracker for New Zealand Investors in 2026New
What NZX and global investors in New Zealand need in a tracker: NZD pricing, multi-currency P&L, FIF and KiwiSaver context, and where local tools stop.
UK GDP Beats Forecasts: What It Means for FTSE and SterlingNew
The UK grew 0.4% in July, beating forecasts. Here's what stronger growth does to FTSE stocks, the pound, and your sterling holdings.
Diesel Hits $6 a Gallon: What It Means for Your PortfolioNew
US diesel just topped $6 a gallon for the first time ever on an Iran supply shock. What retail investors should check right now and watch next.
UK GDP Grew 0.4% in July: What It Means for Your HoldingsNew
The UK economy beat forecasts with 0.4% July growth. What retail investors should check in their portfolios now and what to watch next.
Saudi Oil Output Hits 1990 Low: What It Means for YouNew
Saudi Arabia told OPEC its crude output slumped to the lowest since 1990. Here's what retail investors should check in their portfolios right now.
Snowball Analytics Alternative: An Honest 2026 ComparisonNew
Snowball Analytics leads on dividend tracking. Here's exactly where it stops, what it costs, and who should switch versus who should stay.
Adobe and Oracle Report Tonight: What Holders Do This MorningNew
Both Adobe and Oracle report after the close today. Here is how to check your exposure, set alerts before the print, and read the gaps at tomorrow's open.
TSMC August Revenue Jumps 53%: What It Means for InvestorsNew
TSMC posted a record 53% August revenue jump on AI demand. What the number does and doesn't tell you, and how to check your chip exposure now.
Best Portfolio Tracker for Qatar Investors in 2026New
What actually works for tracking QSE shares alongside US stocks and crypto from Qatar, in QAR, with the Sunday-Thursday trading week done right.
GameStop's Collectibles Now Outsell Its Games: What It MeansNew
GME earns more from collectibles than video games now. What that revenue shift signals for holders, plus how to check your cost basis and set an earnings alert.
ECB Set to Hike Thursday: What Wall Street Is Bracing ForNew
The ECB is virtually certain to raise rates Thursday. What analysts expect next, why euro gains may stay limited, and how to check your exposure now.
China Inflation Hits 0.8% as Energy Costs Climb: What It MeansNew
China's August consumer inflation rose to 0.8% on higher energy costs. What retail investors should check in their portfolios right now.
Kubera Alternative: An Honest 2026 ComparisonNew
Kubera tracks your whole net worth, but stops short on dividends, alerts and trade-level P&L. Here's who it fits and who should switch.
Visa's Stablecoin Settlement Hit $20B: What It Means for VNew
Visa's stablecoin settlement jumped 15x to a $20B run rate. Here's what that shift means for V shareholders and how payments investors should read it.
China Exports Jump 25% in August: What It Means for YouNew
China's August trade surplus widened to $119.1B as exports surged 25% and imports missed. What the numbers say, and how to check your exposure now.
Japan Q2 GDP Beats: What a BOJ Rate Hike Means for YouNew
Japan's Q2 GDP grew 1.4% annualized, strengthening the case for a BOJ rate hike. What retail investors should check in their portfolios now.
EverBank to Buy WaFd in $3.9B Deal: What Investors Do NowNew
EverBank and WaFd are combining in a $3.9B reverse merger to form a $75B bank. What the headlines confirm, what's unknown, and steps to take now.
Best Portfolio Tracker for Saudi Arabia Investors 2026New
What actually works for tracking Tadawul shares, US stocks and crypto from Saudi Arabia in one place, with SAR values and the Sunday-Thursday week done right.
What ARK Just Bought and Sold: RKLB, XYZ, PLTR, TEMNew
The trades behind Cathie Wood's latest reshuffle, and how to see whether your own holdings in these names line up with ARK's bets.
Apple's $2,000 iPhone vs Huawei Foldables: What It MeansNew
Apple targets premium buyers with a rumored $2,000 iPhone as Huawei and Xiaomi push high-end phones. What retail investors should check right now.
China Injects $54bn Into State Banks: What’s Confirmed, What’s NotNew
China is recapitalizing major banks and insurers. What the headlines confirm, what's still unknown, and how to check your exposure right now.
Simply Wall St Alternative: An Honest 2026 ComparisonNew
Simply Wall St turns fundamentals into visuals better than anyone. Where it stops: no crypto, no real-time prices, equities only. Who should switch and why.
Should You Let an AI Agent Trade Your Portfolio?New
The risks of handing your investments to AI trading bots, and how to use AI for analysis and alerts while keeping control of your own allocation.
Malawi Stock Exchange: Trading Hours and Holidays 2026-2027New
Malawi Stock Exchange trading hours in Blantyre time, the weekend schedule, every projected 2027 closure, whether the market is open right now, and how PortfolioTrackr prices it.
Rwanda Stock Exchange: Trading Hours and Holidays 2026-2027New
Rwanda Stock Exchange trading hours in Kigali time, the weekend schedule, every projected 2027 closure, whether the market is open right now, and how PortfolioTrackr prices it.
Taipei Exchange (TPEx): Trading Hours and Holidays 2026-2027New
Taipei Exchange (TPEx) trading hours in Taipei time, the weekend schedule, every projected 2027 closure, whether the market is open right now, and how PortfolioTrackr prices it.
Cyprus Stock Exchange: Trading Hours and Holidays 2026-2027New
Cyprus Stock Exchange trading hours in Nicosia time, the weekend schedule, every projected 2027 closure, whether the market is open right now, and how PortfolioTrackr prices it.
Banja Luka Stock Exchange: Trading Hours and Holidays 2026-2027New
Banja Luka Stock Exchange trading hours in Banja Luka time, the weekend schedule, every projected 2027 closure, whether the market is open right now, and how PortfolioTrackr prices it.
Trinidad and Tobago Stock Exchange: Trading Hours and Holidays 2026-2027New
Trinidad and Tobago Stock Exchange trading hours in Port of Spain time, the weekend schedule, every projected 2027 closure, whether the market is open right now, and how PortfolioTrackr prices it.
Bahamas International Securities Exchange (BISX): Trading Hours and Holidays 2026-2027New
Bahamas International Securities Exchange (BISX) trading hours in Nassau time, the weekend schedule, every projected 2027 closure, whether the market is open right now, and how PortfolioTrackr prices it.
Eastern Caribbean Securities Exchange: Trading Hours and Holidays 2026-2027New
Eastern Caribbean Securities Exchange trading hours in Basseterre time, the weekend schedule, every projected 2027 closure, whether the market is open right now, and how PortfolioTrackr prices it.
Bolsa de Valores de Cabo Verde: Trading Hours and Holidays 2026-2027New
Bolsa de Valores de Cabo Verde trading hours in Praia time, the weekend schedule, every projected 2027 closure, whether the market is open right now, and how PortfolioTrackr prices it.
Stock Exchange of Mauritius: Trading Hours and Holidays 2026-2027New
Stock Exchange of Mauritius trading hours in Port Louis time, the weekend schedule, every projected 2027 closure, whether the market is open right now, and how PortfolioTrackr prices it.
Jamaica Stock Exchange: Trading Hours and Holidays 2026-2027New
Jamaica Stock Exchange trading hours in Kingston time, the weekend schedule, every projected 2027 closure, whether the market is open right now, and how PortfolioTrackr prices it.
BRVM Trading Hours and Holidays 2026-2027New
BRVM trading hours in Abidjan time, the weekend schedule, every projected 2027 closure, whether the market is open right now, and how PortfolioTrackr prices it.