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 3 of 4
SIX Swiss Exchange: Trading Hours and Holidays 2026-2027
SIX Swiss Exchange trading hours in Zurich time, every official 2027 holiday and early close, the weekend schedule, and whether the market is open right now.
Dubai Financial Market: Trading Hours and Holidays 2026-2027
Dubai Financial Market trading hours in Dubai time, every 2027 holiday and early close, the weekend schedule, and whether the market is open right now.
Tokyo Stock Exchange Hours and Holidays 2026-2027
Tokyo Stock Exchange (JPX) trading hours in Tokyo time, every official 2027 holiday and early close, the weekend schedule, and whether the market is open right now.
Euronext Trading Hours and Holidays 2026-2027
Euronext trading hours in Paris/Amsterdam time, every 2027 holiday and early close, the weekend schedule, and whether the market is open right now.
Toronto Stock Exchange: Trading Hours and Holidays 2026-2027
Toronto Stock Exchange trading hours in Toronto time, every 2027 holiday and early close, the weekend schedule, and whether the market is open right now.
Australian Securities Exchange: Trading Hours and Holidays 2026-2027
Australian Securities Exchange trading hours in Sydney time, every 2027 holiday and early close, the weekend schedule, and whether the market is open right now.
Hong Kong Exchanges: Trading Hours and Holidays 2026-2027
Hong Kong Exchanges trading hours in Hong Kong time, every official 2027 holiday and early close, the weekend schedule, and whether the market is open right now.
Nasdaq Trading Hours and Holidays 2026-2027
Nasdaq trading hours in New York time, every 2027 holiday and early close, the weekend schedule, and whether the market is open right now.
London Stock Exchange: Trading Hours and Holidays 2026-2027
London Stock Exchange trading hours in London time, every official 2027 holiday and early close, the weekend schedule, and whether the market is open right now.
New York Stock Exchange: Trading Hours and Holidays 2026-2027
New York Stock Exchange trading hours in New York time, every official 2027 holiday and early close, the weekend schedule, and whether the market is open right now.
Aon's $17B USI Deal: What It Means for Your Portfolio
Aon nears a roughly $17B deal to buy insurance broker USI from KKR. What retail investors know so far, and what to check in your holdings now.
Private-Placement Life Insurance: The Tax Break for the Rich
What private-placement life insurance actually is, why you probably can't buy it, and the tax-advantaged accounts that are open to everyone else.
VW Restructuring Vote: What It Means for VOW3 Shareholders
How Volkswagen's cost-cutting and board decisions move the VOW3 share price, plus how to set an alert and check your auto-sector exposure.
Why NSE and BSE Show Different Prices for the Same Stock
Indian bank stocks closed at different prices on NSE and BSE on Aug 29. Here is why dual-listed prices split and which one your tracker should use.
MINISO Beat Its Guidance and the Stock Still Fell. Why?
MINISO topped H1 2026 revenue estimates yet dropped in premarket. Here's what makes a stock fall on good news and how to read the signal.
Parsons Wins $14B COMET Contract: What It Means for PSN
How a $14B defense IDIQ award actually flows to a stock like Parsons, and how to build a defense and aerospace watchlist that catches the next win.
Why Dark Mode Wins for Reading Numbers on a Phone
Bright white finance screens tire your eyes fast on mobile. Here's what makes dark interfaces easier to read charts, tickers and portfolio numbers on.
Bond Yields Are Shifting: What It Means for Your Stock-Bond Mix
Rising and falling bond yields change what your portfolio should hold. Here's how to read the signals and check your stock-bond split against a benchmark.
Wells Fargo Rates Fortune Brands Over Whirlpool: What It Means
The difference between an analyst initiation and an upgrade, and how to compare two housing stocks side by side when the ratings disagree.
Install a Portfolio Tracker Without the App Store
How to add PortfolioTrackr to your iPhone or Android home screen in seconds, what a PWA does as well as a native app, and where it still falls short.
How to Compare Your Portfolio's Returns to the S&P 500
Index-replicating model portfolios, why they beat most stock-picking, and the exact way to measure your own returns against the S&P 500.
From Watchlist to Position: When to Actually Buy
How to stage potential trades, set alerts before you enter, and turn a watched stock into a tracked position without second-guessing the timing.
Buy the Dip or Brace for a Selloff? Wall Street Can't Agree
HSBC and BofA warn of a risk-asset pullback while Citi says buy the dip. Here's how to weigh the mixed calls against your own portfolio.
How to Track Robotics IPOs Before They List: A Watchlist Plan
Chery's AiMOGA is eyeing an overseas IPO. Here's how to build a robotics and AI watchlist, follow pre-IPO names, and judge an overseas listing.
The Real Cost of Tracking Your Portfolio in a Spreadsheet
Broken formulas, wrong currency totals and dividend dates you missed. What a manual spreadsheet actually costs you every year, and where it breaks.
Deere Cut the Wait to 2027: What Its Guidance Actually Says
Deere raised the low end of its 2025 outlook but pushed the farm-equipment rebound to 2027. Here's what a narrowed guidance range really means for DE holders.
Fanatics-NFL Betting Deal: What It Means for DraftKings
The Fanatics NFL sportsbook deal reshapes the betting market. Here's what it does to DraftKings and Flutter, and how to check your gaming exposure.
Einride's 500 Tesla Trucks: What Fleet Deals Mean for TSLA
What a 500-truck Tesla order signals for TSLA revenue, EV-adjacent stocks, and how to measure your clean-transport exposure against a benchmark.
Insider Buying vs Selling: What the Signal Really Means
When executives sell and directors buy the same week, which move matters? How to read insider trades and set alerts before the crowd reacts.
Why Your Spreadsheet Gets Average Cost Wrong on Partial Sells
How entry-price-weighted averaging actually handles partial buys and sells, and the exact mistakes that make manual P&L numbers drift off.
KTB Price Target Hits $105: How to Catch the Next Analyst Move
BTIG lifted Kontoor Brands to $105 while activist pressure builds at Commerzbank. Here's how to set price-target and news alerts on the stocks you hold.
Korea's Stock Rally and the Leveraged ETF Crackdown
Why Seoul is curbing leveraged ETFs during the Korea rally, how to get clean exposure through ETFs, and where to watch for sector overheating.
Dillard's Beat Earnings: Should You Buy a Retailer After a Beat?
Dillard's posted $6.25 EPS and Williams-Sonoma drew a target raise. Here's how to judge a retailer after an earnings beat instead of chasing it.
Kontoor Brands: A Mixed Quarter and a New CFO on the Same Day
What KTB's Q2 miss, revised FY26 guidance and the sudden CFO change mean for holders deciding whether to keep or trim the position.
Is Your Portfolio Actually Beating the S&P 500?
How to read a cumulative return chart that stacks your portfolio against the S&P 500, NASDAQ, and gold, and what the gaps really tell you.
Can AI Read a Balance Sheet? Testing Claude on Your Stocks
What an AI model can tell you about a stock's valuation, debt load and analyst ratings in plain English, and where it still falls short.
How to Get Copper Exposure Through Miners and ETFs
Copper hit record highs on tight supply. Here are the miners and ETFs that give you exposure, and how to catch the next breakout before it runs.
FIFO vs LIFO: Which Cost Basis Cuts Your Capital Gains Tax
How FIFO and LIFO change your capital gains bill, what the UK, US, Canada and UAE actually require, and how to export tax-ready records.
Blackstone's BDC Profit Fell 94%: What It Means for You
Why a private-credit fund's net asset value can drop while loans still perform, and how to spot NAV warning signs before your dividend does.
Uber Beat EPS but Missed Revenue: How to Read Mixed Earnings
Uber's Q2 topped EPS by a penny but missed sales by $70M. Here's how to judge a mixed report, log it, and benchmark it against tech peers.
Kenya's New AI ETF: How to Research a Frontier-Market Fund
What a themed AI ETF from a frontier market actually holds, how to vet a brand-new listing, and how it stacks up against global AI benchmarks.
Price Alerts That Actually Reach You: WhatsApp vs SMS
Which alert channel gets to your phone fastest and never gets lost: real latency and deliverability numbers for WhatsApp, Telegram, SMS and email.
Aptiv Beat on EPS, Missed Revenue: Reading a Mixed Print
Aptiv's Q2 topped EPS forecasts but fell short on sales. Here's what a mixed earnings result really tells you and which number to trust.
Tracking Tadawul Stocks Alongside Your Global Portfolio
What Saudi investors need from a tracker in 2026: SAR pricing, Tadawul broker support, and one view for local and international holdings.
UniCredit and Commerzbank: What a Merger Means for Shareholders
What happens to your shares if UniCredit takes over Commerzbank, and how to set an alert to watch both positions during the corporate action.
AI Capex Only Pays Off With Cloud: Microsoft, Amazon, Alphabet
Why Wall Street now rewards AI spending tied to cloud revenue, and how the capex of Microsoft, Amazon and Alphabet actually compares.
Dhoot Transmission IPO: How to Track It Before Listing Day
Add a pre-listing IPO to your watchlist, log your allocation before it trades, and set a listing-day alert to benchmark day-one performance.
Datroway's EU Approval: What It Means for AZN and Daiichi
A July 31 EU label win for Datroway moved two pharma names. Here's how to track exposure across AstraZeneca, Daiichi Sankyo and drug-approval catalysts.
Sharesight Alternative: When to Switch, and When Not To
Sharesight is built for tax time and it is very good at it. Where it stops is holdings caps, email only alerts and a read only app. An honest comparison.
Multi-Currency Portfolio Tracking: The 2026 FX Guide
Track stocks in USD, AED, GBP, and EUR the right way. Learn how FX conversion distorts your real P&L and why most portfolio trackers get it wrong.
Why Beating Earnings Doesn't Always Move a Stock
Humana beat estimates while Cognizant slid on the same day. Learn why earnings reactions differ and how to track them across your holdings.
How Acquisitions Affect Your Stock Holdings and Portfolio
Learn what M&A means for your positions, how to log corporate actions in PortfolioTrackr, and how to set alerts for acquisitions involving stocks you own.
Yahoo Finance Alternative: An Honest 2026 Comparison
Yahoo Finance links brokers in the US only, gives each portfolio one currency and documents no tax report. What that costs you, and when to switch.
Catch Earnings Surprises with Automated Portfolio Alerts
Learn to use threshold-based alerts to detect earnings beats and misses before market repricing. Real data from major stocks included.
Track Central Bank Signals to Understand Your Portfolio's Rate Risk
Monitor ECB and Fed rate decisions with interest rate sensitivity scoring. Get alerts on central bank meetings and duration risk for bonds before volatility spikes.
Spot Deepfake Market Alerts and Verify Breaking News
Learn to identify AI-generated fake news affecting your portfolio. Set up confirmation rules for price spikes and protect against misinformation alerts.
AI Tax Reporting: Reduce Accountant Reliance
AI is transforming tax workflows. Learn how portfolio trackers with smart tax imports and capital gains calculations help you handle reporting independently.
Track Energy Stocks & Bond Yields During Oil Price Surges
Monitor energy stock exposure and interest-rate sensitivity as oil climbs. Learn sector alerts and rebalancing strategies for commodity volatility.
DeepSeek AI and Chip Fragmentation: Portfolio Impact
Explore how DeepSeek's AI model reshapes semiconductor geopolitics. Learn to evaluate Taiwan, SK Hynix, and SMIC holdings amid China's tech autonomy push.
Japanese Inflation Impact on Asia-Pacific Portfolios
Understand how Bank of Japan policies affect dividend yields, Nikkei exposure, and EM currencies. Track Japanese inflation with alerts within a minute on PortfolioTrackr.