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 2 of 7
Prudential Sells Brazil, Mexico Units to CNP for $4BNew
Prudential Financial is offloading its Brazilian and Mexican units to CNP for about $4 billion. What the deal means and how to check your exposure.
Maersk and Hateco Plan $3.5B Vietnam Rail Freight NetworkNew
Maersk and Hateco signed a deal for a $3.5B rail terminal network in northern Vietnam. What retail investors know so far and what to check next.
Elice Drops 28% on Debut: AI Trade Jitters Spread WiderNew
A Korean AI IPO flopped 28% on its first day as Brent crude topped $111. Here is what it signals for your AI exposure and how to check it now.
UK Unemployment Falls Before the Budget, But Vacancies Keep DroppingNew
UK unemployment fell ahead of Healey's budget, yet firms keep cutting vacancies. What this mixed labour signal means for your portfolio exposure.
AI and Chip Stocks Bounce Back: CoreWeave Gets Goldman Upgrade
AI and chip stocks rebounded today after a bruising selloff, with CoreWeave upgraded by Goldman. What the move means for your exposure and allocation.
China's AI Export Boom: What It Means for Your Exposure
China's growth picked up on an AI export surge while domestic demand stayed weak. Here is how to size your China-linked equity and ETF exposure.
Indonesia Stocks Hit Six-Year Low as MSCI Warning Deepens Selloff
Indonesia's selloff deepened on October 19 after an MSCI warning and exchange clarification request. What it means for emerging-market exposure.
China Growth Picks Up as AI Exports Surge: Portfolio Impact
China's Q3 growth accelerated on an export boom tied to AI demand, even as domestic weakness persists. What it means for your China exposure.
Anthropic Sets Aside 5% of Shares for Public Benefit Fund
Anthropic is committing 5% of its shares to a public benefit fund ahead of a possible IPO. What retail investors know so far and what to watch next.
The Digital Euro Is Coming: What It Means for Euro Holdings
Lagarde says a digital euro is imminent. Here's what a central-bank digital currency changes for euro cash and how to track it alongside other currencies.
US Deficit Hits $2 Trillion: What It Means for Bond Holdings
The 2026 deficit jumped 12% and Treasury yields are climbing. Here's what higher-for-longer rates do to your bond allocation and how to benchmark it.
Brent Crude Tops $110: What the Oil Spike Means for Portfolios
Brent hit $110 and WTI topped $100 on October 17, 2026, a 5-month high. Here is how to check your oil exposure and what to watch next.
Two Upsized IPOs Price at Once: City Therapeutics and Strive
City Therapeutics raised $200M at $18 and Strive priced a $630M preferred deal at $90 on October 16. What's confirmed and what to check in your portfolio.
Oil Swings on Shadow Fleet Sanctions Reports: What It Means
Oil moved on conflicting reports Trump may ease shadow fleet restrictions on Russian and Iranian crude. Here's what's confirmed and how to check exposure.
Richemont and Signet Eye De Beers Stakes: What It Means
Richemont and Signet are reportedly in talks to join a bid for De Beers. Here is what is confirmed, what isn't, and how to check your exposure.
UK GDP Stalls at 0.1%: What It Means for FTSE and Sterling
UK growth crawled to 0.1% in August. Here's how sluggish GDP and a looming Budget hit FTSE stocks and sterling-denominated holdings worldwide.
Tesla Unveils 2026 Roadster at $200,000: What It Means for TSLA
Tesla debuted its long-delayed next-gen Roadster at $200,000-plus. Here is what is confirmed, what isn't, and how to check your TSLA exposure now.
UK GDP Grows 0.1% in August: What It Means for Portfolios
UK GDP beat forecasts with 0.1% August growth as the goods trade gap narrowed. What the data signals for UK-exposed portfolios and what to watch next.
Anthropic Revenue Hits $16.8B Ahead of Market Listing
Anthropic's quarterly revenue jumped 45% to nearly $17 billion ahead of a planned listing. What the numbers say, what's still unknown, and what to watch.
EU-China Hybrid Car Deal: What It Means for Auto Stocks
The EU struck a deal with China on hybrid vehicles and now eyes other sectors. Here's how to check your auto and trade exposure right now.
Seagate and Western Digital Drop on Toshiba HDD Expansion Report
Seagate and Western Digital shares fell October 2 after a report Toshiba aims to boost hard disk drive supply. What's known, what isn't, and what to check.
Bank Earnings Today: BAC, MS and BLK Report Pre-Market
BAC, MS and BlackRock report before the open on Oct 14. See the consensus numbers and which figures matter for your portfolio holdings.
Galderma Buys ZO Skin Health for $1.5B: What It Means
Galderma is buying ZO Skin Health from Blackstone for $1.5 billion in cash. Here is what retail investors know so far and how to check your exposure.
Philippine Central Bank in Focus: Inflation, Crisis Warning, Coins.ph
Three stories hit the Philippine central bank in hours: El Nino inflation risk, a crisis warning for Asia, and regulatory action against Coins.ph.
China's Exports Surge 36%: What a Record Trade Surplus Means
China's September trade surplus hit $133.53B as exports jumped 36.3%. See what the record print means for portfolio exposure and what to watch next.
Best Portfolio Tracker for Hungary Investors in 2026
BSE stocks in HUF, US holdings, crypto and TBSZ accounts in one view. How to track a mixed Hungarian portfolio without losing the currency picture.
Why Visa Stock Jumped on Oct 13: The Catalysts Behind the Rally
The real drivers behind Visa's Oct 13 surge, plus how to see if you hold V directly or through ETFs and set an alert before its next earnings.
Big Bank Earnings Today: JPM, GS, WFC, C Report Pre-Market
Six major names report before the open on October 13. Here are the consensus numbers, the timings, and how to check your exposure before the prints land.
Chip Stocks Slide as Broadcom Boss Calls AI a 'Casino'
Chip stocks fell Oct 13 after Broadcom's chief likened AI investing to a casino and watchdogs stepped up scrutiny. What it means for your exposure.
Visa Wins China Approval to Prepare Domestic Payments Business
Visa cleared to prepare a domestic payments business in China as of October 13, 2026. What it means for your exposure and what to watch next.
CSG Takes 9.5% of MDA Space: What the Deal Means for Holders
Czech arms maker CSG has become MDA Space's largest shareholder with a 9.5% stake. Here's what's confirmed, what isn't, and how to check your exposure.
Gold Near $4,160 as Middle East Fighting Lifts Oil
Gold slipped toward $4,160 and oil climbed as Middle East and Ukraine fighting stoked inflation fears. Here is what moved and how to check your exposure.
Best Portfolio Tracker for Czech Investors in 2026
The right way to track Prague Stock Exchange shares, US stocks and crypto in CZK, with DIP accounts, Fio, Patria and XTB all in one place.
HSBC Shifts to Wall Street Bonus Model: What It Means for HSBA
HSBC is swapping fixed allowances for bigger bonuses on Oct 12. Here is how the pay overhaul affects cost discipline and HSBA shareholder sentiment.
Why Your Foreign Stocks Need the Exchange Rate of the Day You Bought Them
Foreign holdings have two prices, and converting both at today's rate hides the currency effect. See why the purchase-day rate matters, with the numbers.
EU-China Hybrid Export Deal: What It Means for Carmakers
The EU and China agreed to curb Chinese hybrid car exports. Stellantis and Renault rose, Chinese lithium fell 10%. Here's where the exposure sits.
IMF Sees AI Keeping Global Growth at 3%: What It Means
The IMF says AI investment is holding global growth near 3% with big gains for Asia, while a jobs council warns of disruption. See what it means.
Best Portfolio Tracker for China Investors in 2026
A practical look at tracking A-shares, US stocks and crypto in one place, with CNY pricing, multi-currency P&L and alerts on WhatsApp or Telegram.
Rare Earth Stocks for 2027: How to Track the Thematic Basket
A framework for evaluating volatile critical-minerals stocks, grouping rare-earth names into one basket, and setting alerts on speculative positions.
China Car Sales Fall 24%: What It Means for Auto Stocks
China passenger vehicle sales dropped 24% in September and even EVs fell 12%. Here's how to gauge your exposure to automakers reliant on China.
Best Portfolio Tracker for Indonesia Investors in 2026
The right tracker for IDX shares, US stocks and crypto in one place, priced in IDR. Multi-currency P&L, the lot-of-100 rule and what local apps miss.
Tariffs Added 2.9 Points to Inflation: The Hit to Retail Margins
A New York Fed study pins 2.9 points of inflation on tariffs by February 2026. Here's how to spot the tariff-exposed consumer names in your portfolio.
ECB September Meeting Account: What It Signals for Euro Rates
The ECB account reveals the Governing Council's rate thinking. Here's what it means for European banks and bond ETFs, and how to benchmark them.
Delta Cuts 2026 Profit Outlook as Fuel Costs Outpace Fares
Delta lowered its 2026 profit forecast on surging fuel costs while its CEO says demand holds firm. What the cut means for airline exposure.
Apple Cuts iPhone 18 Orders, SpaceX Spectrum Deal Hits Telecoms
Apple reportedly cut iPhone 18 Pro orders and a SpaceX spectrum deal sent telecom stocks sliding on Oct 9. What it means for your holdings.
Pimco Warns 10-Year Yield Could Hit 6%: What It Means
Pimco's CIO sees the 10-year Treasury yield hitting 6%. See how that would ripple through stocks, bonds and your overall allocation.
SoftBank Seeks $100B From Gulf Investors for AI Push
SoftBank is reportedly seeking up to $100bn from Gulf investors for AI. What the FT report says, what's still unknown, and how to check your exposure.
Best Portfolio Tracker for Malaysia Investors in 2026
How to track Bursa Malaysia shares, US stocks and crypto in one place, with MYR pricing, multi-currency P&L and WhatsApp alerts for local investors.
Devon Sells Eagle Ford Shale to Crescent in $4.2B Deal
Devon Energy is selling its Eagle Ford assets to Crescent Energy for $4.2 billion. What the deal covers, what's unknown, and how to check your exposure.
PepsiCo Beats Q3 but Cuts Full-Year Forecast: The Details
PepsiCo topped Q3 estimates yet lowered its full-year outlook on Oct 8, 2026. What the mixed earnings mean and how to check your exposure.
Portfolio Glance: A Home Screen Widget for Your Portfolio
Portfolio Glance puts your portfolio value on your iPhone or Android home screen, and on the iPhone lock screen. What it shows, and how to add it.
Tencent Weighs $5B Bond Sale for AI: What Shares Did Next
Tencent is weighing a bond sale of up to $5 billion to fund its AI push, and the stock slipped on the news. Here's what we know and what to watch.
Samsung Posts Record $80bn Profit but Shares Slip: Why
Samsung's Q3 profit hit a record $80bn on the AI memory boom, yet the stock fell and missed high expectations. What it means for portfolios.
Best Portfolio Tracker for Thailand Investors in 2026
The right way to track SET shares in THB alongside US stocks, ETFs and crypto, plus how SSF, RMF and multi-currency P&L actually work together.
Blue Owl Plans Big Push Into Insurance: What It Means for OWL
Blue Owl told the FT it will expand into insurance capital. Here's what the news actually confirms, what's still unknown, and how to check your exposure.
Gold Holds Gains as Yields Ease and Oil Flows Recover
Gold held firm on October 7 as Treasury yields fell and oil supply recovered, cooling rate-hike bets. Here is what it means for your exposure.
Best Portfolio Tracker for Egypt Investors in 2026
The right tracker for EGX plus US stocks and crypto, with EGP pricing, multi-currency P&L and the Sunday-Thursday trading week done right.
Weekly-Paying ETFs: How to Track Every Distribution and Real Yield
Weekly ETF payouts like Roundhill's WEEK and WEKY make yield tracking harder. Here's how to log each distribution and measure your true return.
China's AI Giants Line Up Billions: DeepSeek, Moonshot, Kling
DeepSeek nears a $12B Tencent-backed round while Moonshot hits $50B and Kling eyes a Hong Kong IPO. What the China AI funding wave means for portfolios.
Trump Opens Dyed Diesel to Roads: What It Means for Fuel Stocks
Trump signed an order letting tax-exempt dyed diesel be used on roads amid soaring fuel prices. Here's how to check your exposure across energy holdings.