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 4 of 4
Track Stablecoin Yields and Reserve Returns
Learn how to monitor stablecoin holdings, track USDC/USDT yields, and integrate money market fund returns into your portfolio performance metrics.
Metaplanet Stock 2026: Track Bitcoin Holders in Your Portfolio
Learn how to monitor Metaplanet and other bitcoin-holder companies in PortfolioTrackr. Understand BTC allocation risk and make informed investment decisions.
Chip Stock Volatility: Using Alerts to Monitor Sector Concentration
Semiconductor stocks tanking? Learn how real-time portfolio alerts help you track chip exposure across US, Taiwan, and UAE exchanges to rebalance before losses.
Track Pharma M&A Targets: Monitor Insider Selling Signals
Learn to identify pharma acquisition targets using Form 144 filings and insider selling alerts. Protect your portfolio from consolidation risk in 2026.
SK Hynix IPO Guide for Retail Investors
Learn how to track SK Hynix IPO in your portfolio, set volatility alerts, and manage semiconductor sector concentration risk effectively.
Bitcoin Rebounds as AI Momentum Fades: Portfolio Rotation Guide
Discover why semiconductor losses signal a shift to crypto. Learn to rebalance tech-heavy portfolios and track Bitcoin vs. mega-cap tech correlation in real time.
Bitcoin and Support Levels: How Alerts Can Warn You Before a Break
Support levels break fast, and usually overnight. How to pick a level that means something and get told on WhatsApp or Telegram the moment it goes.
Tech Stocks 2026: The Winners, the Losers, and Your Risk
The mega caps have pulled apart in 2026. Which still earn their multiple, which do not, and how much of your portfolio now rides on five names.
PortfolioTrackr Now Live on Apple & Google App Stores
PortfolioTrackr is now available on Apple App Store and Google Play. Track stocks, crypto, and UAE markets in real-time from your mobile device.
TTWO Stock Before GTA 6: The Numbers, Not the Hype
GTA 6 is already partly priced into TTWO. What the valuation assumes, what a delay would cost, and the level worth watching before you buy.
Fed Rate Decision Week: Monitor Markets in Real-Time
Track Fed rate decisions, bond yields, and sector rotation signals live. Set alerts for financials, tech, and semiconductors. Stay ahead of inflation expectations.
US Inflation at 4.2%: Track Real Returns, Not Just Nominal Gains
Inflation erodes investment returns. Learn how portfolio trackers adjust for 4.2% inflation, calculate true dividend purchasing power, and optimize your asset allocation.
Track SpaceX IPO Gains: Pre-IPO Windfalls & Tax Guide
Learn how to model founder stakes, option exercises, and tax implications when mega-cap IPOs hit your portfolio. Track unrealized gains effectively.
Zcash Vulnerability: Track ZEC Losses and Tax Impact
Learn how to identify ZEC exposure, calculate losses from the Zcash counterfeiting vulnerability, and document the impact for tax reporting.
Rebalancing After Chip Stock Crashes With Sector Alerts
Learn how to recover from semiconductor volatility like Broadcom's 14% crash. Use sector alerts to decide on averaging down and rebalance your portfolio.
Track RWA Tokenization in Your Portfolio
Learn how to track real-world asset tokenization in your portfolio. Discover why Philippine SEC approval matters and how modern trackers handle blockchain RWAs.
SpaceX IPO: Track Portfolio Impact When It Joins S&P 500
Learn how SpaceX's IPO affects your portfolio. Set watchlist alerts, understand 401(k) allocation changes, and prepare with PortfolioTrackr's real-time tracking.
Binance US Stocks: Consolidate Your Portfolio Tracking
Learn how Binance's new US stock trading changes portfolio tracking. Consolidate crypto and equities, manage margin, and simplify tax reporting.
Track IPO Allocations & Pre-IPO Positions Easily
Learn how to track pre-IPO stakes and IPO allocations in your portfolio. Set alerts for IPO launches, log provisional shares, and monitor pre-public investments.
Best Portfolio Tracker 2026: Real Data Comparison of 6 Tools
PortfolioTrackr vs Sharesight vs Yahoo Finance vs Kubera vs Delta vs Empower, pricing, exchange support, alert channels, refresh rates, mobile apps and honest limitations.
Earn 50% Commission with the PortfolioTrackr Affiliate Program (2026)
Join the PortfolioTrackr affiliate program and earn 50% recurring commission on every referral. No cap, no minimum term. Paid monthly worldwide.
How to Monetise a Finance Blog or YouTube Channel with Affiliate Programs (2026)
A practical guide to earning passive income from a finance blog, newsletter or YouTube channel using affiliate programs, including the PortfolioTrackr affiliate program with 50% recurring commission.
How to Use the Watchlist: Track Stocks Before You Buy (2026)
PortfolioTrackr's watchlist lets you monitor up to 50 stocks, crypto, and ETFs with full price target and stop-loss alerts, without adding them to your portfolio. Here's how to use it.
How to Generate a Capital Gains Tax Report for Your Stock Portfolio (2026)
PortfolioTrackr's built-in capital gains report calculates your realised gains and losses using FIFO, by tax year, per trade, with short vs. long-term split. Everything your accountant needs in one click.
Compare Your Portfolio Against S&P 500, NASDAQ & Gold
See how your investments stack up against the market. PortfolioTrackr overlays S&P 500, NASDAQ-100, and Gold onto your P&L chart so you know if you are beating the market.
PortfolioTrackr 2026 Update: Multiple Portfolios, AI Import & Portfolio Sharing
PortfolioTrackr just launched multiple portfolio isolation, AI trade import from screenshots, combined portfolio view, and read-only portfolio sharing. Here's what's new and how to use each feature.
How to Manage Multiple Investment Portfolios in One Place (2026)
Running separate portfolios for ISA, trading, crypto and UAE stocks? Here's how to manage multiple portfolios with full isolation, each with its own P&L, dividends and trade history.
How to Share Your Investment Portfolio Online: Read-Only Link (2026)
Share your live stock portfolio with an advisor, partner or audience using a secure read-only link. No account needed to view. Revoke access any time. Here's how.
See All Your Portfolios in One View: Combined P&L and Allocation (2026)
The ALL PORTFOLIOS combined view in PortfolioTrackr aggregates your entire investment picture, combined P&L chart, total allocation, dividends and trade log across all portfolios at once.
Best Portfolio Tracker for Investors with Multiple Accounts in 2026
Most portfolio trackers only support one portfolio. We compared the top tools on multi-portfolio support, isolation, combined views, and pricing, here's what actually works.
Realized vs Unrealized P&L Explained: And How to Track Both (2026)
What's the difference between realized and unrealized P&L? Why do both matter for investors? Learn how to track realized gains and unrealized performance across your portfolio.
Portfolio Tracker AI Features: What AI Can Do for Investors in 2026
AI is changing portfolio management. From screenshot trade import to smart signals, here's what AI-powered portfolio tracking looks like in 2026 and how to use it.
Best Portfolio Tracker with WhatsApp Alerts 2026
Looking for a portfolio tracker that sends WhatsApp alerts when your stocks hit target prices? Here's the only tool built for it in 2026.
How to Set Up Telegram Price Alerts for Stocks and Crypto
Pick a price, get a Telegram message the moment it hits. Works for stocks, bitcoin and commodities, with no bot to build. Full setup, step by step.
What is P&L in Investing and How to Track It
P&L stands for Profit and Loss, the most fundamental metric in investing. Learn what P&L means, how it's calculated, and how to track it across your entire portfolio in real time.
Portfolio Tracker with No App Download Required 2026
PortfolioTrackr works entirely in your browser, any device, any platform, no app download needed. Prefer a native app? It's now on Google Play and the App Store too.
How to Track Your Stock Portfolio in 2026
A step-by-step guide to tracking your stock portfolio in real time, live P&L, position sizing and performance across stocks, crypto and commodities.
Best Portfolio Tracker App 2026: Honest Comparison & Verdict
Choosing a portfolio tracker app in 2026? We compared 4, PortfolioTrackr, Sharesight, Stock Events, Delta, on real-time data, exchanges, pricing.
How to Set Stock Price Alerts via WhatsApp, Telegram & Email
Price alerts are the most underused tool in investing. Learn how to set stock price alerts via WhatsApp, Telegram, email and SMS so you never miss a target price.
Portfolio Tracker vs Spreadsheet: Which Is Better in 2026?
Spreadsheets are free and flexible, but are they actually better than a dedicated portfolio tracker for managing investments in 2026? An honest comparison.