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 7
Amazon, Alphabet or Microsoft: Which Cloud Stock to Own
How to compare cloud exposure across AMZN, GOOGL and MSFT, spot overlapping holdings you already own, and benchmark each against tech.
China Imports 1,000 Tonnes of Gold: What It Means for You
China's gold imports topped 1,000 tonnes this year, a record. What retail investors should check in their portfolios right now and what to watch next.
Alibaba's V900 AI Chip: What Investors Need to Know Now
Alibaba unveiled its Zhenwu V900 AI chip and a 20 GW data center target. See what headlines confirm, what stays unknown, and what to check now.
Best Portfolio Tracker for Denmark Investors in 2026
Which portfolio tracker works for Danish investors holding Nasdaq Copenhagen shares plus US and global stocks, ETFs and crypto, all valued in DKK.
Uranium Enrichment vs Miners vs Reactors: Which Nuclear Bet?
The nuclear stock boom splits into three very different businesses. Here is how enrichment firms, miners and reactor developers actually make money.
Paramount-Warner Merger: What the Settlement Reports Mean
State AGs are split on the Paramount-Warner settlement and both stocks jumped. What retail investors know, what they don't, and what to watch.
Why Novo Nordisk Stock Fell 6% on Its 2030 Targets
Novo Nordisk dropped 6% after setting 2030 growth goals on Sept 21. What the headlines confirm, what's still unknown, and what to check now.
US-China Trade Talks Reopen: What It Means for Your Portfolio
US and China restarted trade talks in New York ahead of a Trump-Xi summit. Here is what moved, what is still unknown, and what to check now.
SoftBank's $11B Junk Bond for OpenAI: What It Means
SoftBank is raising over $11B in junk bonds to fund OpenAI bets. Here's what's confirmed, what isn't, and how to check your exposure right now.
Parqet Alternative: An Honest 2026 Comparison
Parqet is the fastest way for a German investor to sync a portfolio. Here is where it stops, and when a global tracker fits you better.
IBM Stock: The Five-Year Growth Case Against Its Valuation
The case for holding IBM without adding to it, how to test your thesis against the S&P 500, and when a long-term story actually justifies staying put.
Volvo Names Klaus Zellmer CEO: What Investors Need to Know
Volvo Cars just named Skoda boss Klaus Zellmer as its next CEO to lead a turnaround. What is confirmed, what is not, and what to check now.
SpaceX Hits 2.82% Nasdaq 100 Weight: What It Means for You
SpaceX's Nasdaq 100 weight is confirmed at 2.82% in the quarterly rebalance. What index-fund holders now own indirectly, and how to check your exposure.
Best Portfolio Tracker for Norway Investors in 2026
What actually works for tracking Oslo Børs shares, US stocks and crypto in one place, with everything converted to NOK and ASK accounts in mind.
S&P 500 Near a Record: What It Means for Portfolios
Whether to buy the S&P 500 near all-time highs or stage your entry, plus how to benchmark your full portfolio against the index before you decide.
28,700 Trades: Why a Timestamped Log Matters for You
A clean, timestamped record of every trade settles tax questions and proves who did what, when. Here's how to keep one that actually holds up.
Paramount-Warner Bros. Merger: What Settlement Talks Mean
Paramount is in advanced talks to settle the lawsuit blocking its Warner Bros. Discovery deal. Here is what retail investors should check right now.
Koyfin Alternative: An Honest 2026 Comparison
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: What Is Behind the Discount
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 You
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 It Means
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 Means
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 2026
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 Bonds
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 You
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 Comparison
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 Pension
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 You
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 Portfolio
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 Means
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 2026
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 Stock
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 Comparison
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.
LLY After the Drop: A Look at the 45% Upside Call
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 Day
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 Means
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 Deal
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 2026
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 Holdings
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 Altman
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 You
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)
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 2026
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 Sterling
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 Portfolio
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 Holdings
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 You
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 Comparison
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 Morning
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 Investors
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 2026
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 Means
GameStop now earns more from collectibles than video games. See what that revenue shift signals for GME holders ahead of earnings.
ECB Set to Hike Thursday: What Wall Street Is Bracing For
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 Means
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 Comparison
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 V
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 You
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 You
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 It Means for Holders
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 2026
See how to track Tadawul shares, US stocks and crypto from Saudi Arabia in one place, with SAR values and the Sunday-Thursday week done right.