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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 6 of 7

Investing Basics

Nasdaq Stockholm Opening Hours and Holidays 2026

Nasdaq Stockholm hours: 09:00 to 17:30 Stockholm time, Monday to Friday. Next closure: Thu 24 to Fri 25 Dec 2026. Every 2027 holiday and early close.

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Investing Basics

Oslo Bors Opening Hours and Oslo Stock Exchange Holidays 2026

Oslo Bors hours: 09:00 to 16:25 Oslo time, Monday to Friday. Next closure: Thursday 24 to Friday 25 December 2026. Every 2027 holiday and early close.

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Investing Basics

Nasdaq Copenhagen Opening Hours and Holidays 2026

Nasdaq Copenhagen hours: 09:00 to 17:00 Copenhagen time, Monday to Friday. Next closure: Thursday 24 to Friday 25 December 2026. Every 2027 holiday.

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Investing Basics

B3 Brazil Stock Market Holidays 2026 and 2027, Trading Hours

Brazil stock market holidays: next closure Monday 2 November 2026. B3 trades 10:00 to 17:55 Sao Paulo time, Monday to Friday. Full 2027 list.

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Investing Basics

Mexican Stock Exchange (BMV) Trading Hours and Holidays 2026

BMV hours: 08:30 to 15:00 Mexico City time, Monday to Friday. Next closure: Monday 2 November 2026. Every 2027 holiday.

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Investing Basics

Israel Stock Market Holidays 2026, Tel Aviv (TASE) Trading Hours

Israel stock market holidays: next closure Tuesday 23 March 2027, Purim. TASE trades 09:45 to 17:35 Tel Aviv time, Monday to Friday. Full 2027 list.

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Investing Basics

Korea Stock Market Holidays 2026 and 2027, KRX Trading Hours

Korea stock market holidays: next closure Friday 25 December 2026. KRX trades 09:00 to 15:30 Seoul time, Monday to Friday. Full 2027 list.

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Investing Basics

Taiwan Stock Market Holidays 2026 and 2027, Trading Hours

Taiwan stock market holidays: next closure Thursday 31 December 2026. TWSE trades 09:00 to 13:30 Taipei time, Monday to Friday. Full 2027 list.

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Investing Basics

What Time Does the JSE Open? JSE Trading Hours and Holidays 2026

JSE hours: 09:00 to 17:00 Johannesburg time, Monday to Friday. Next closure: Wednesday 16 December 2026. Every 2027 holiday.

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Investing Basics

Singapore Stock Exchange (SGX) Trading Hours and Holidays 2026

SGX hours: 09:00 to 17:00 Singapore time, Monday to Friday. Next closure: Monday 9 November 2026. Early close Thursday 24 December 2026 at 12:00.

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Investing Basics

NSE and BSE Holidays 2026 and 2027, Indian Stock Market Hours

Indian stock market holidays: next closure Tuesday 10 November 2026. NSE and BSE trade 09:15 to 15:30 Mumbai time, Monday to Friday. Full 2027 list.

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Analysis

Aon's $17B USI Deal: What It Means for Your Shares

Aon is reportedly near a $17B deal to buy USI Insurance from KKR. What retail investors should check right now and what the headlines confirm.

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Investing Basics

Qatar Stock Exchange Trading Hours and Holidays 2026 and 2027

QSE hours: 09:30 to 13:15 Doha time, Sunday to Thursday. Next closure: Sunday 20 December 2026. Every 2027 holiday.

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Investing Basics

Abu Dhabi Securities Exchange Trading Hours and Holidays 2026

ADX hours: 10:00 to 15:00 Abu Dhabi time, Monday to Friday. Next closure: Wednesday 2 to Thursday 3 December 2026. Every 2027 holiday.

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Investing Basics

Saudi Market Hours and Tadawul Holidays 2026: Open Today?

Tadawul hours: 10:00 to 15:00 Riyadh time, Sunday to Thursday. Next closure: Monday 22 February 2027, Founding Day of Saudi Arabia. Every 2027 holiday.

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Investing Basics

Xetra and Frankfurt Stock Exchange Trading Hours, Holidays 2026

Xetra hours: 09:00 to 17:30 Frankfurt time, Monday to Friday. Next closure: Thursday 24 to Friday 25 December 2026. Every 2027 holiday.

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Investing Basics

SIX Swiss Exchange Opening Hours and Holidays 2026: Open Today?

SIX Swiss Exchange hours: 09:00 to 17:30 Zurich time, Monday to Friday. Next closure: Thursday 24 to Friday 25 December 2026. Every 2027 holiday.

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Investing Basics

Dubai Financial Market Trading Hours and Holidays 2026 and 2027

DFM hours: 10:00 to 15:00 Dubai time, Monday to Friday. Next closure: Wednesday 2 to Thursday 3 December 2026. Every 2027 holiday.

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Investing Basics

Tokyo Stock Exchange (JPX) Hours and Holidays 2026 and 2027

Tokyo Stock Exchange hours: 09:00 to 15:30 Tokyo time, Monday to Friday. Next closure: Tuesday 3 November 2026. Every 2027 holiday.

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Investing Basics

Euronext Trading Hours and Holidays 2026 (Paris, Amsterdam)

Euronext hours: 09:00 to 17:30 Paris/Amsterdam time, Monday to Friday. Early close Thu 24 Dec 2026 at 14:05. Next closure: Fri 25 Dec 2026.

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Investing Basics

Toronto Stock Exchange (TSX) Trading Hours and Holidays 2026

TSX hours: 09:30 to 16:00 Toronto time, Monday to Friday. Early close Thursday 24 December 2026 at 13:00. Next closure: Friday 25 December 2026.

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Investing Basics

ASX Trading Hours and Holidays 2026: Is the ASX Open Today?

ASX hours: 10:00 to 16:00 Sydney time, Monday to Friday. Early close Thursday 24 December 2026 at 14:10. Next closure: Friday 25 December 2026.

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Investing Basics

Hong Kong Stock Exchange (HKEX) Trading Hours and Holidays 2026

HKEX hours: 09:30 to 16:00 Hong Kong time, Monday to Friday. Early close Thursday 24 December 2026 at 12:00. Next closure: Friday 25 December 2026.

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Investing Basics

Nasdaq Hours and Holidays 2026 and 2027: Is It Open Today?

Nasdaq hours: 09:30 to 16:00 New York time, Monday to Friday. Next closure: Thursday 26 November 2026. Early close Friday 27 November 2026 at 13:00.

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Investing Basics

London Stock Exchange Hours and Holidays 2026: Is It Open Today?

LSE hours: 08:00 to 16:30 London time, Monday to Friday. Early close Thursday 24 December 2026 at 12:30. Next closure: Friday 25 December 2026.

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Investing Basics

NYSE Trading Hours and Holidays 2026 and 2027: Is It Open Today?

NYSE hours: 09:30 to 16:00 New York time, Monday to Friday. Next closure: Thursday 26 November 2026. Early close Friday 27 November 2026 at 13:00.

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Analysis

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.

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Tax & Reporting

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.

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Analysis

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.

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Analysis

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.

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Analysis

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.

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Analysis

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.

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Tools & Features

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.

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Analysis

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.

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Analysis

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.

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Tools & Features

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.

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Analysis

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.

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Tools & Features

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.

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Analysis

Dip or Deeper Selloff? Why 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.

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Analysis

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.

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Tools & Comparison

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.

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Analysis

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. See what the narrowed guidance means for DE holders.

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Analysis

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.

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Analysis

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.

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Analysis

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.

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Analysis

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.

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Alerts & Automation

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 alerts at your own levels on the stocks you hold.

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Geo Guides

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.

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Analysis

Dillard's Beat Earnings: How to Read a Retailer's Beat

Dillard's posted $6.25 EPS and Williams-Sonoma drew a target raise. Here's how to read a retailer's earnings beat and what it does not tell you.

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Analysis

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.

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Analysis

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.

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Tools & Features

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.

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Analysis

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.

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Tax & Reporting

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 your capital gains records.

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Income Investing

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.

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Analysis

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.

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Analysis

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.

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Alerts & Automation

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.

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Analysis

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.

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Geo Guides

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.

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