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 7
Asian Stocks Rise as Tech Offsets Record Bond Yields
Asian markets climbed October 6 even as Treasury yields neared multi-decade highs. Here's what the split signal means for your holdings right now.
Gold Holds Near $4,140 as Dollar and Yields Pull Back
Gold is steady near $4,140 as a stronger dollar and rising yields offset fading rate-hike bets. Here's what the standoff means for your holdings.
Best Portfolio Tracker for Greece Investors in 2026
ATHEX shares, US stocks and crypto in one EUR view. How Greek investors track multi-currency portfolios, dividends and tax across brokers.
Warner Bros-Paramount Merger: What Skydance Means for Holders
The debt, streaming and sports calls facing the merged Skydance, and how to track a renamed, restructured holding across your portfolio.
Aramco Warns Oil Stockpiles Are 'Scarily Thin': What It Means for Energy Stocks
Why tight crude inventories could lift energy stocks and oil ETFs, plus how to check your sector exposure and set alerts on crude-sensitive holdings.
BT Buys TalkTalk for £400m: What the Rescue Deal Means
BT has agreed to buy TalkTalk out of administration for £400m, saving 900 jobs. What the deal means for BT shareholders and how to check your exposure.
Nippon Paint Buys Akzo's SE Asia Unit for $1.35B: What It Means
Nippon Paint is buying AkzoNobel's Southeast Asia decorative paints arm for $1.35B. See what the deal confirms and what's still unknown.
Schneider Electric Nears $20B Deal for PTC: What to Watch
Schneider Electric is reported close to buying US software maker PTC for over $20B. What's confirmed, what isn't, and what to check in your holdings.
OPEC+ Holds November Output Steady: What It Means for You
OPEC+ kept November oil quotas unchanged as Middle East conflict hits supply. What retail investors should check in their portfolios right now.
Best Portfolio Tracker for Portugal Investors in 2026
What to look for in a tracker if you hold Euronext Lisbon shares plus US stocks, ETFs and crypto in Portugal, and where the common tools fall short.
Selling a $500K Gain Inside an IRA: Why No Tax Bill
Gains inside an IRA are not taxed when you sell, but a brokerage account is. Here is what that means for rebalancing and tracking cost basis.
Best Portfolio Tracker for Austria Investors in 2026
What Austrian investors need in a portfolio tracker: Wiener Börse support, EUR conversion for US holdings, and tools Flatex and Degiro users outgrow.
Factory Orders Rise as G7 Weighs Diesel and Crude Release
US factory orders edged up in August and the G7 may release diesel and crude. What's confirmed, what isn't, and how to check your oil exposure now.
Best Portfolio Tracker for Finland Investors in 2026
What to look for in a portfolio tracker if you hold Nasdaq Helsinki shares plus US stocks and crypto, from EUR pricing to osakesäästötili basics.
China's Fuel Export Curbs: What They Mean for Energy Stocks
China cut fuel exports as inventories fall, tightening global energy markets. Here's how to find your refiner and energy exposure before it moves.
Europe Weighs Diesel Reserve Release: Why Oil Just Slumped
Europe is weighing a diesel reserve release after US pressure, and oil prices fell on the reports. Here's what's confirmed and what to watch next.
Amazon Offloads $8B of Nvidia Chips: What It Means for You
Amazon is reportedly moving $8bn of Nvidia chips off its balance sheet and hiking rental prices. Here's what retail investors should check right now.
Hong Kong Stocks Drop 3% as Markets Wait on US Jobs Data
Hong Kong led Asian losses with its worst slump since March while US futures edged up before the jobs report. What it means for your portfolio now.
Novartis Bets $7.8B on Abogen's mRNA: What to Know Now
Novartis signed a deal worth up to $7.8 billion with China's Abogen for RNA therapeutics. What's confirmed, what isn't, and how to check your exposure.
Best Portfolio Tracker for Turkey Investors in 2026
What to look for in a portfolio tracker if you hold BIST shares, US stocks and crypto: TRY pricing, multi-currency P&L and where local apps fall short.
Lynas Stock Slides on $672M Meteoric Deal: What to Watch
Lynas Rare Earths is buying Meteoric Resources for $672M as the stock slides. See what the headlines confirm and what retail investors can check.
Best Portfolio Tracker for Israel Investors in 2026
What Israeli investors need to track TASE shares in ILS alongside US stocks and crypto, why multi-currency P&L matters, and where local tools fall short.
AIB Data Centers Signs 50 MW Nebius AI Deal: What to Watch
A 50 MW AI cloud deal, a billionaire dismissing bubble fears, and a Congressional NDA probe hit the same day. What it means for your exposure.
DeepSeek Backs Huawei Chips: What It Means for Nvidia Holders
DeepSeek is building software for Huawei AI chips to rival Nvidia. What Nvidia shareholders should check right now, and what remains unconfirmed.
NYC Ordered to Redo Its Pied-a-Terre Tax: What to Watch
A judge told NYC to cancel its second-home tax notices and start over. What we know, what we don't, and how to check your exposure now.
Best Portfolio Tracker for Taiwan Investors in 2026
A tracker that handles TWSE shares in TWD plus your US stocks, ETFs and crypto in one view, with converted P&L and WhatsApp price alerts.
The ECB Just Changed How It Sets Euro Rates: What It Means
The ECB's Sep 29 operational changes to euro-area rates, in plain terms, and how to check whether your European holdings are exposed.
Toyota Sales Fall for 7th Month: What It Means for TM Holders
Toyota's global sales dropped again amid a China slump, with output down 5.9%. Here's how to check your exposure and what to watch next.
Shein Hits Record Low as Profit Drops 67%: What It Means
Shein shares hit a record low after profit fell 67% in its debut earnings. What retail investors should check on exposure, allocation and alerts now.
Goldman Sachs CEO Succession: What the Waldron Reports Mean
Goldman's board has reportedly discussed naming COO John Waldron as its next CEO. Here is what is confirmed, what isn't, and what to check now.
Samsung Puts $1B Into KKR's Helix Digital AI Buildout
Samsung has committed $1 billion to KKR-backed Helix Digital. What retail investors should check on Samsung, KKR and Nvidia exposure right now.
Best Portfolio Tracker for South Korea Investors in 2026
The right way to track KRX shares, US stocks and crypto in one place, with everything converted to KRW, plus how Korean ISA and foreign dividends fit in.
Evercore Just Rated REZI Outperform: What It Means for You
What a fresh batch of analyst ratings on Resideo, Fortive and ADI Global actually tells you, and how to check if you hold any of them.
UK Homebuilders Surge on Loan Plan: What It Means Now
European stocks rose as UK homebuilders rallied on a loan plan, offsetting oil and bond pressure. What retail investors should check today.
China Industrial Profits Slow to 4.2%: What It Means
China's August industrial profit growth fell to 4.2%, the weakest this year. What the slowdown signals for your exposure and what to check right now.
Northern Star Rejects Gold Fields' $27bn Bid: What It Means
Northern Star turned down Gold Fields' $27bn takeover on Sept 28, 2026. What the rejection means for your gold exposure and what to watch next.
Barrick Averts Mali Gold Strike: What It Means for Holders
Barrick reached a deal with Mali unions on Sept 27, calling off planned strikes. Here is what shareholders should check now and what to watch next.
Best Portfolio Tracker for Mexico Investors in 2026
The right way to track BMV shares, US stocks and crypto in one place, with everything converted to pesos and where local broker apps fall short.
How to Judge an AI IPO That Has Almost No Revenue
What to check before buying a pre-revenue AI listing, plus how to log an IPO allocation and follow it from day one of trading.
US-China Cut Tariffs on $30B in Goods: What It Means Now
The US and China agreed to cut tariffs on $30 billion of goods and open an AI safety channel. What retail investors should check in their portfolios today.
Best Portfolio Tracker for Brazil Investors in 2026
How to track B3 shares, US stocks, BDRs and crypto in one place, see everything in BRL, and get price alerts on WhatsApp and Telegram.
LULU Is Slipping While Alo Books China Records: What It Means
Alo broke a Tmall record as Lululemon loses ground. Here's how to check your LULU exposure and benchmark it against apparel and discretionary peers.
Best Portfolio Tracker for Belgium Investors in 2026
What Belgian investors need in a tracker for Euronext Brussels shares, US stocks and crypto: EUR P&L, tax realities, and where local tools stop.
What a $1bn Impairment Does to ArcelorMittal's Earnings
A large impairment charge and a plant closure both hit reported profit. Here is how MT's Kryvyi Rih write-off works and how to check your steel exposure.
Nanexa Jumps 114% on $1.3B Novo Nordisk Deal: What It Means
Nanexa shares rocketed 114% on a Novo Nordisk licensing deal worth up to $1.3 billion. What the headlines confirm, what they don't, and your next moves.
AI Data Center Funding Fears: SoftBank Falls, Musk Doubles Down
SoftBank falls on Oracle's data-center warning as Musk ramps xAI's Nvidia chips and Japan tightens AI financing scrutiny, and what it means for holdings.
Treasury Yields Near Highs, Yen Nears 160: What It Means
U.S. yields sit near multiyear highs and the dollar hit a two-month high on Sept 25. Here is what it means for your exposure and where to look next.
Oracle Stock Falls on Project Jupiter Force Majeure Notice
Oracle triggered force majeure on its Project Jupiter data center and shares fell. What's confirmed, what isn't, and what to check in your portfolio.
Starbucks Closing 250 Stores: What It Means for SBUX Holders
Starbucks is shutting about 1% of its North American cafes. Here is what the news confirms, what it does not, and what to check in your portfolio.
Fervo Energy's Cape Station Hits First Power: What It Means
Fervo Energy's Utah geothermal plant achieved first power and the stock jumped. What retail investors should check on exposure and what to watch next.
Navexa Alternative: An Honest 2026 Comparison
Navexa builds the deepest ATO tax engine in any tracker. Where that helps, where it stops, and who should switch to a global-first alternative.
Rolls-Royce's New Engine Deal: How to Track Your RR Exposure
Rolls-Royce won an 18-engine order on Sep 24. Here's how to check your aerospace exposure, set an RR price alert, and compare it against industrials.
Rising Bond Yields Hit European Stocks: What It Means Now
Global bond yields are climbing and European stocks are slipping. Here's what the September 24 data actually shows and how to check your exposure.
US-China Trade Truce Extended to January 10: What It Means
The US and China extended their trade truce to January 10, per Bessent. What we know, what we don't, and how to check your exposure now.
Best Portfolio Tracker for Poland Investors in 2026
What Polish investors need from a tracker: GPW shares in PLN, US stocks, crypto, IKE and IKZE holdings, and how to see it all in one currency.
Airtel Money Plans London IPO at $9 Billion: What to Know
Airtel Money is targeting a $9 billion London listing, one of the year's biggest. Here's what's confirmed, what isn't, and what to check now.
OECD Says the Global Economy Is Holding Up. What It Means for You
The OECD says the world economy stayed resilient despite high oil prices and the Iran war, but flagged downside risks and a weaker UK outlook.
Goldman in Talks to Buy Palmer Square: What It Means
Goldman Sachs is reportedly in talks to acquire $37B credit firm Palmer Square. Here is what is confirmed, what is not, and what to check now.
Wealthica Alternative: An Honest 2026 Comparison
Wealthica leads on Canadian bank sync, but stops at delayed quotes and no price alerts. Where it fits, where it doesn't, and who should switch.
Ellison Takes Paramount and Warner Bros: What It Means for WBD
What a controlling ownership change means for your WBD or Paramount shares, and how to watch for the next round of media consolidation moves.