Features Markets Alerts Brokers Pricing Live Demo Blog About Sign In Start Free →
Category

Analysis

Technical and fundamental analysis tools inside your portfolio tracker: P/E ratio, EPS, benchmarking against S&P 500 and NASDAQ.

87 articles in this category

Numbers on their own do not tell you much. A P/E ratio means something relative to its sector, and a twelve per cent return means something relative to what the market did over the same stretch.

These articles cover the fundamentals shown next to your holdings, including P/E, EPS and dividend yield, and how to benchmark a portfolio against the S&P 500, the NASDAQ or gold across a period you choose. They also cover the traps: comparing against an index that does not resemble what you own, reading a return that was flattered by money you paid in, and mistaking a rising total for a rising portfolio.

Analysis

Buffett Steps Down at Berkshire: What It Means for YouNew

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.

Read article →
Analysis

Generac Jumps 18% on Amazon Data Center Deal: What to DoNew

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.

Read article →
Analysis

Bank of England Halts Long-Dated Gilt Sales: What It MeansNew

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.

Read article →
Analysis

China Is Selling US Treasuries: What It Means for Your BondsNew

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.

Read article →
Analysis

Retail Sales Jump 1.2% in August: What It Means for YouNew

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.

Read article →
Analysis

OpenAI's $1.5 Trillion Valuation: What It Means for YouNew

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.

Read article →
Analysis

Japan's Trade Deficit Widens: What It Means for the Yen and Your PortfolioNew

Japan's August trade deficit widened as oil-driven imports outpaced solid chip exports. What retail investors should check in their holdings today.

Read article →
Analysis

Bessent Defends Bond Market Intervention: What It MeansNew

Treasury Secretary Bessent defended the bond market intervention on Sept 15. Here is what retail investors should check in their portfolios right now.

Read article →
Analysis

Should I Buy LLY After the Drop? A Look at the 45% Upside CallNew

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.

Read article →
Analysis

LNG Deals Stack Up: Venture Global, Chevron, Metlen in a DayNew

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.

Read article →
Analysis

Amazon Pauses 21 Air After Miami Crash: What It MeansNew

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.

Read article →
Analysis

Michael Dell's Family Office Nears $4.1bn Baldwin DealNew

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.

Read article →
Analysis

ECB Holds Rates: What It Means for Your Euro HoldingsNew

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.

Read article →
Analysis

OpenAI IPO Not Happening in 2026, Says Sam AltmanNew

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.

Read article →
Analysis

What PE Fundraising Cycles Mean for Apollo Stock (APO)New

How private-equity fundraising and securitization deals move listed alt-asset managers like Apollo, and what to watch if you hold APO shares.

Read article →
Analysis

UK GDP Beats Forecasts: What It Means for FTSE and SterlingNew

The UK grew 0.4% in July, beating forecasts. Here's what stronger growth does to FTSE stocks, the pound, and your sterling holdings.

Read article →
Analysis

Diesel Hits $6 a Gallon: What It Means for Your PortfolioNew

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.

Read article →
Analysis

UK GDP Grew 0.4% in July: What It Means for Your HoldingsNew

The UK economy beat forecasts with 0.4% July growth. What retail investors should check in their portfolios now and what to watch next.

Read article →
Analysis

Saudi Oil Output Hits 1990 Low: What It Means for YouNew

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.

Read article →
Analysis

Adobe and Oracle Report Tonight: What Holders Do This MorningNew

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.

Read article →
Analysis

TSMC August Revenue Jumps 53%: What It Means for InvestorsNew

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.

Read article →
Analysis

GameStop's Collectibles Now Outsell Its Games: What It MeansNew

GME earns more from collectibles than video games now. What that revenue shift signals for holders, plus how to check your cost basis and set an earnings alert.

Read article →
Analysis

ECB Set to Hike Thursday: What Wall Street Is Bracing ForNew

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.

Read article →
Analysis

China Inflation Hits 0.8% as Energy Costs Climb: What It MeansNew

China's August consumer inflation rose to 0.8% on higher energy costs. What retail investors should check in their portfolios right now.

Read article →
Analysis

Visa's Stablecoin Settlement Hit $20B: What It Means for VNew

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.

Read article →
Analysis

China Exports Jump 25% in August: What It Means for YouNew

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.

Read article →
Analysis

Japan Q2 GDP Beats: What a BOJ Rate Hike Means for YouNew

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.

Read article →
Analysis

EverBank to Buy WaFd in $3.9B Deal: What Investors Do NowNew

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.

Read article →
Analysis

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

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.

Read article →
Analysis

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

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.

Read article →
Analysis

China Injects $54bn Into State Banks: What’s Confirmed, What’s NotNew

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

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
Analysis

Asia Services PMI Beats: China, Japan and Australia Surprise

China, Japan and Australia posted stronger services and trade data on Sept 3. Here is what the numbers show and how to check your Asia exposure.

Read article →
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.

Read article →
Analysis

Uber Launches London Robotaxis: What Investors Should Do

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.

Read article →
Analysis

Chevron's $7B Venezuela Bet: What CVX Holders Risk

Chevron plans to double Venezuela output in a $7B push. Here's the geopolitical and oil-price risk to CVX shareholders and how to watch it.

Read article →
Analysis

Broadcom and Snowflake Report Tonight: What Holders Do This Morning

AVGO and SNOW both report after the close today. Here's how after-hours prints work, why gaps happen at the open, and what to check before the numbers land.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
Analysis

Buy the Dip or Brace for a Selloff? 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.

Read article →
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.

Read article →
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. Here's what a narrowed guidance range really means for DE holders.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
Analysis

Dillard's Beat Earnings: Should You Buy a Retailer After a Beat?

Dillard's posted $6.25 EPS and Williams-Sonoma drew a target raise. Here's how to judge a retailer after an earnings beat instead of chasing it.

Read article →
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.

Read article →
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.

Read article →
Analysis

When a Stock's Fundamentals Turn: The 3 Numbers to Watch

The P/E, EPS and debt-to-equity shifts that warn a held position is deteriorating before the price does, and how to read them in real time.

Read article →
Analysis

How UK Fiscal Jitters Hit Gilts, Sterling and UK Stocks

What UK budget-rule worries do to gilt yields, the pound and UK-listed shares, and how to benchmark your UK holdings against a global index.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
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.

Read article →
Analysis

UniCredit and Commerzbank: What a Merger Means for Shareholders

What happens to your shares if UniCredit takes over Commerzbank, and how to set an alert to watch both positions during the corporate action.

Read article →
Analysis

AI Capex Only Pays Off With Cloud: Microsoft, Amazon, Alphabet

Why Wall Street now rewards AI spending tied to cloud revenue, and how the capex of Microsoft, Amazon and Alphabet actually compares.

Read article →
Analysis

Datroway's EU Approval: What It Means for AZN and Daiichi

A July 31 EU label win for Datroway moved two pharma names. Here's how to track exposure across AstraZeneca, Daiichi Sankyo and drug-approval catalysts.

Read article →
Analysis

Why Beating Earnings Doesn't Always Move a Stock

Humana beat estimates while Cognizant slid on the same day. Learn why earnings reactions differ and how to track them across your holdings.

Read article →
Analysis

DeepSeek AI and Chip Fragmentation: Portfolio Impact

Explore how DeepSeek's AI model reshapes semiconductor geopolitics. Learn to evaluate Taiwan, SK Hynix, and SMIC holdings amid China's tech autonomy push.

Read article →
Analysis

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.

Read article →
Analysis

AI Stocks 2026: Where the Valuations Stop Making Sense

Some AI names are priced for perfection and some are not. The multiples, the revenue actually arriving, and how concentrated your portfolio quietly became.

Read article →
Analysis

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.

Read article →
Analysis

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.

Read article →
Analysis

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.

Read article →
Analysis

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.

Read article →
Analysis

How to Read Stock Fundamentals Inside Your Portfolio Tracker (2026)

PortfolioTrackr shows live P/E ratio, EPS, market cap, and revenue for every position, without leaving your portfolio. Here's what each metric means and how to use it.

Read article →
Analysis

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.

Read article →

FAQ: Analysis

Common questions about portfolio analysis.

What topics does the Analysis category cover?

The Analysis category covers Technical and fundamental analysis tools inside your portfolio tracker: P/E ratio, EPS, benchmarking against S&P 500 and NASDAQ. It is updated as new PortfolioTrackr guides in this topic area are published.

How often are new Analysis articles published?

We publish new articles across all topics approximately twice a week, on Mondays and Thursdays. Follow the RSS feed at /blog/rss.php to get new posts automatically.

Where should I start if I am new to portfolio analysis?

Start with the oldest articles in this category — they are usually the foundational guides. Work forward in date order for more advanced or niche topics. Use the search on the main blog to find specific tickers, brokers, or markets.

← Back to all articles