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Writer · Portfolio fundamentals

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.

413 articles
March 2026 first article
5+ years in the field

Articles by Daniel, page 5 of 7

Analysis

What ARK Just Bought and Sold: RKLB, XYZ, PLTR, TEM

The trades behind Cathie Wood's latest reshuffle, and how to see whether your own holdings in these names line up with ARK's bets.

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Analysis

Apple's $2,000 iPhone vs Huawei Foldables: What It Means

Apple targets premium buyers with a rumored $2,000 iPhone as Huawei and Xiaomi push high-end phones. What retail investors should check right now.

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Analysis

China Injects $54bn Into State Banks: What’s Confirmed, What’s Not

China is recapitalizing major banks and insurers. What the headlines confirm, what's still unknown, and how to check your exposure right now.

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Tools & Comparison

Simply Wall St Alternative: An Honest 2026 Comparison

Simply Wall St excels at visualizing fundamentals but skips crypto, real-time prices and anything beyond equities. See who should switch and why.

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Tools & Features

Should You Let an AI Agent Trade Your Portfolio?

The risks of handing your investments to AI trading bots, and how to use AI for analysis and alerts while keeping control of your own allocation.

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Investing Basics

Malawi Stock Exchange Trading Hours and Holidays 2026 and 2027

Malawi Stock Exchange hours: 09:30 to 14:30 Blantyre time, Monday to Friday. Next closure: Friday 25 December 2026. 2027 dates are projections.

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Investing Basics

Rwanda Stock Exchange Trading Hours and Holidays 2026 and 2027

Rwanda Stock Exchange hours: 09:00 to 12:00 Kigali time, Monday to Friday. Next closure: Friday 25 December 2026. 2027 dates are projections.

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Investing Basics

Taipei Exchange (TPEx) Trading Hours and Holidays 2026 and 2027

TPEx hours: 09:00 to 13:30 Taipei time, Monday to Friday. Next closure: Thursday 31 December 2026. 2027 dates are projections.

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Investing Basics

Cyprus Stock Exchange Trading Hours and Holidays 2026 and 2027

Cyprus Stock Exchange hours: 10:15 to 17:00 Nicosia time, Monday to Friday. Next closure: Thu 24 to Fri 25 Dec 2026. 2027 dates are projections.

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Investing Basics

Banja Luka Stock Exchange Trading Hours and Holidays 2026

Banja Luka Stock Exchange hours: 09:30 to 13:00 Banja Luka time, Monday to Friday. Next projected closure: Fri 1 Jan 2027. 2027 dates are projections.

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Investing Basics

Trinidad and Tobago Stock Exchange Hours and Holidays 2026

Trinidad and Tobago Stock Exchange hours: 09:30 to 12:00 Port of Spain time, Monday to Friday. Next closure: Mon 9 Nov 2026. 2027 dates are projections.

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Investing Basics

Bahamas Stock Exchange (BISX) Trading Hours and Holidays 2026

BISX hours: 09:30 to 16:00 Nassau time, Monday to Friday. Next closure: Friday 25 December 2026. 2027 dates are projections.

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Investing Basics

Eastern Caribbean Securities Exchange Hours and Holidays 2026

ECSE hours: 09:00 to 14:00 Basseterre time, Monday to Friday. Next closure: Friday 25 December 2026. 2027 dates are projections.

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Investing Basics

Cape Verde Stock Exchange (BVC) Trading Hours and Holidays 2026

Cape Verde hours: 09:00 to 13:00 Praia time, Monday to Friday. Next closure: Monday 2 November 2026. 2027 dates are projections.

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Investing Basics

Stock Exchange of Mauritius Trading Hours and Holidays 2026

Mauritius hours: 09:30 to 15:00 Port Louis time, Monday to Friday. Next closure: Monday 2 November 2026. Early close Thursday 24 December 2026 at 12:00.

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Investing Basics

Jamaica Stock Exchange Trading Hours and Holidays 2026 and 2027

Jamaica Stock Exchange hours: 09:30 to 13:00 Kingston time, Monday to Friday. Next closure: Friday 25 December 2026. 2027 dates are projections.

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Investing Basics

BRVM Trading Hours and Holidays 2026 and 2027

BRVM hours: 09:30 to 15:30 Abidjan time, Monday to Friday. Next closure: Friday 25 December 2026. 2027 dates are projections.

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Investing Basics

Uganda Securities Exchange Trading Hours and Holidays 2026

Uganda Securities Exchange hours: 10:00 to 15:00 Kampala time, Monday to Friday. Next closure: Friday 25 December 2026. 2027 dates are projections.

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Investing Basics

Algiers Stock Exchange (SGBV) Trading Hours and Holidays 2026

Algiers hours: 09:30 to 14:30 Algiers time, Sunday to Thursday. Next projected closure: Tuesday 12 January 2027. 2027 dates are projections.

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Investing Basics

Philippine Stock Exchange Trading Hours and Holidays 2026

PSE hours: 09:30 to 15:15 Manila time, Monday to Friday. Next closure: Monday 30 November 2026. 2027 dates are projections.

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Investing Basics

Nigerian Exchange (NGX) Trading Hours and Holidays 2026 and 2027

NGX hours: 09:30 to 16:00 Lagos time, Monday to Friday. Next closure: Friday 25 December 2026. 2027 dates are projections.

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Investing Basics

Nairobi Securities Exchange Trading Hours and Holidays 2026

Nairobi hours: 09:30 to 15:00 Nairobi time, Monday to Friday. Next closure: Friday 25 December 2026. 2027 dates are projections.

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Investing Basics

Kazakhstan Stock Exchange (KASE) Trading Hours and Holidays 2026

KASE hours: 11:30 to 17:00 Almaty time, Monday to Friday. Next closure: Wednesday 16 December 2026. 2027 dates are projections.

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Investing Basics

Baku Stock Exchange Trading Hours and Holidays 2026 and 2027

Baku hours: 10:00 to 16:00 Baku time, Monday to Friday. Next closure: Monday 9 November 2026. 2027 dates are projections.

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Investing Basics

Lima Stock Exchange (BVL) Trading Hours and Holidays 2026

Lima hours: 08:30 to 15:00 Lima time, Monday to Friday. Next closure: Tuesday 8 to Wednesday 9 December 2026. 2027 dates are projections.

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Investing Basics

Ljubljana Stock Exchange Trading Hours and Holidays 2026

Ljubljana hours: 09:30 to 13:00 Ljubljana time, Monday to Friday. Next closure: Friday 25 December 2026. 2027 dates are projections.

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Investing Basics

Muscat Stock Exchange Trading Hours and Holidays 2026 and 2027

Muscat hours: 10:00 to 13:00 Muscat time, Sunday to Thursday. Next closure: Wednesday 18 to Thursday 19 November 2026. 2027 dates are projections.

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Investing Basics

Bahrain Bourse Trading Hours and Holidays 2026 and 2027

Bahrain Bourse hours: 09:30 to 13:00 Manama time, Sunday to Thursday. Next closure: Wednesday 16 to Thursday 17 December 2026. 2027 dates are projections.

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Investing Basics

Chittagong Stock Exchange Trading Hours and Holidays 2026

Chittagong hours: 10:00 to 14:30 Chittagong time, Sunday to Thursday. Next closure: Wednesday 16 December 2026. 2027 dates are projections.

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Investing Basics

Pakistan Stock Exchange Trading Hours and Holidays 2026 and 2027

PSX hours: 09:30 to 15:30 Karachi time, Monday to Friday. Next closure: Monday 9 November 2026. 2027 dates are projections.

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Investing Basics

Amman Stock Exchange Trading Hours and Holidays 2026 and 2027

Amman hours: 10:00 to 12:30 Amman time, Sunday to Thursday. Next projected closure: Tuesday 9 to Thursday 11 March 2027. 2027 dates are projections.

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Investing Basics

Zagreb Stock Exchange Trading Hours and Holidays 2026 and 2027

Zagreb hours: 09:00 to 16:00 Zagreb time, Monday to Friday. Next closure: Wednesday 18 November 2026. 2027 dates are projections.

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Investing Basics

Colombo Stock Exchange Trading Hours and Holidays 2026 and 2027

Colombo hours: 09:30 to 14:30 Colombo time, Monday to Friday. Next closure: Tuesday 24 November 2026. 2027 dates are projections.

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Investing Basics

Dhaka Stock Exchange Trading Hours and Holidays 2026 and 2027

Dhaka hours: 10:00 to 14:00 Dhaka time, Sunday to Thursday. Next closure: Wednesday 16 December 2026. 2027 dates are projections.

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Geo Guides

Best Portfolio Tracker for Switzerland Investors in 2026

What Swiss investors actually need to track SIX-listed shares, US stocks and crypto in one place, with everything converted to CHF and pillar 3a in view.

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Tools & Comparison

Delta Investment Tracker Alternative: An Honest 2026 Comparison

Delta is a crypto-native, mobile-first tracker with real strengths. Where its asset caps and PRO+ paywall push you to switch, and who should stay.

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Analysis

August Jobs Beat: 162,000 Payrolls and What It Means

U.S. payrolls rose 162,000 in August with unemployment at 4.1%. What the beat means for your rate exposure and how to check your portfolio now.

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Analysis

Tesla Stock Falls as Cybercab Launch Lands With a Thud

Tesla's Cybercab launch disappointed and NHTSA opened an investigation on Sept 4. What retail investors should check on exposure right now.

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Income Investing

10-Year Yields Near 5%: What It Means for Your Bonds and Stocks

Higher yields hurt equities but pay income investors more. Here's how to check your fixed-income allocation and set price alerts around key yield levels.

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Investing Basics

Tokenized Stocks vs Real Shares: What You Actually Own

AMC's CEO called Robinhood's stock tokens 'vile' for a reason. Here's the difference between owning a share and holding a derivative token.

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Geo Guides

Best Portfolio Tracker for Hong Kong Investors in 2026

What actually works for tracking HKEX shares, US stocks and crypto together in HKD, why most Hong Kong brokers stop short, and how to fill the gap.

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Analysis

Nvidia Buys Hugging Face for $12.9B: What It Means for You

Nvidia's $12.9B deal for Hugging Face lands September 2026. What retail investors know, what's still unclear, and how to check your NVDA exposure now.

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Analysis

ByteDance's $30B AI Loan: What It Means for Investors

ByteDance secured a $30B loan on Sept 3 to fund AI. Here's what's confirmed, what isn't, and how to check your exposure to the AI and China trade.

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Analysis

Diversified Energy Buys Birch for $1.8B: What It Means

Diversified Energy has agreed to buy Elliott-backed Birch for $1.8 billion. What the deal covers, what stays unknown, and how to check your exposure.

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Analysis

Uber Launches London Robotaxis: What It Means for Investors

Uber and Wayve began testing autonomous rides in London on September 3, 2026. What the news actually confirms, and how to check your exposure now.

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Tools & Comparison

Empower Personal Dashboard Alternative: An Honest 2026 Look

Empower is the best free US net-worth aggregator, but it's USD-only with no price alerts. Where it stops, and who should switch, laid out plainly.

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Analysis

Broadcom and Snowflake Report Tonight: What Holders Do This Morning

AVGO and SNOW both report after the close today. See how after-hours prints work, why opening gaps happen, and what to check first.

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Analysis

Chevron's $7B Venezuela Plan: What It Means for CVX Holders

Chevron will spend over $7 billion in five years to double Venezuelan output. What the headlines confirm, what's unknown, and what to check now.

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Analysis

BP Names Ian Tyler Chairman: What It Means for Investors

BP appointed Ian Tyler as chairman after Albert Manifold's exit. What's confirmed, what isn't, and the exposure checks to run on your holdings now.

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Geo Guides

Best Portfolio Tracker for Japan Investors in 2026

What Japan investors need in a tracker for TSE shares, US stocks and crypto: JPY pricing, multi-currency P&L, NISA and iDeCo, and where local tools stop.

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Analysis

Enovis Buys eCential Robotics: What a Binding Offer Means for You

What happens to your shares when a company you own makes a binding acquisition offer, and how a pending deal differs from a closed one.

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Income Investing

Do Bond ETF Payouts Rise With Rates? Floating vs High Yield

When yields spike, floating-rate ETF income climbs while high-yield holds steadier. Here's how each payout behaves and how to forecast your monthly income.

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Analysis

Japan's 10-Year Yield Hits 3%: What It Means for Your Portfolio

Japan's benchmark bond yield touched 3% on Sept 1, its highest since 1996. What retail investors should check in their portfolios right now.

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Analysis

Trump's Venezuela Oil Deal: What Exxon's Return Means for You

Trump's 65bn-barrel Venezuela oil deal is drawing red flags from major producers. What retail investors should check in their portfolios right now.

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Analysis

Shein Slides 10% on Hong Kong Debut: What It Means for You

Shein dropped 10% on its Hong Kong trading debut. What retail investors should check right now, from exposure to price alerts, and what to watch next.

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Geo Guides

Best Portfolio Tracker for US Investors in 2026

See what works for tracking NYSE and NASDAQ stocks, ETFs and crypto in one place, how multi-currency P&L works, and where popular broker apps fall short.

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Analysis

Solar Stocks Are Down: Is Longi Dragging Your Green ETF?

Find out whether your clean-energy ETFs hold Longi and struggling solar peers, spot which holding is hurting returns, and set alerts on the sector.

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Analysis

OpenAI's $5.5B SB Energy Warrants: What Investors Know Now

SB Energy offered OpenAI $5.5 billion in warrants to land a data-center deal, per WSJ. What the headline confirms, what it doesn't, and what to check.

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Analysis

China Factory PMI Hits 49.8: Still Shrinking, But Less

China's August manufacturing PMI came in at 49.8, a second month of contraction that still beat estimates. What it means for your exposure now.

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Investing Basics

New Zealand Exchange (NZX) Trading Hours and Holidays 2026

NZX hours: 10:00 to 16:45 Wellington time, Monday to Friday. Next closure: Friday 25 December 2026. Every 2027 holiday and early close.

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