Technical and fundamental analysis tools inside your portfolio tracker: P/E ratio, EPS, benchmarking against S&P 500 and NASDAQ.
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.
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 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.
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.
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.
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.
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 August trade deficit widened as oil-driven imports outpaced solid chip exports. What retail investors should check in their holdings today.
Treasury Secretary Bessent defended the bond market intervention on Sept 15. Here is what retail investors should check in their portfolios right now.
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.
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 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 DFO is reportedly close to taking Baldwin Insurance private for $4.1bn. What retail holders should check on the news right now.
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.
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.
How private-equity fundraising and securitization deals move listed alt-asset managers like Apollo, and what to watch if you hold APO shares.
The UK grew 0.4% in July, beating forecasts. Here's what stronger growth does to FTSE stocks, the pound, and your sterling holdings.
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.
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 Arabia told OPEC its crude output slumped to the lowest since 1990. Here's what retail investors should check in their portfolios right now.
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 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.
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.
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's August consumer inflation rose to 0.8% on higher energy costs. What retail investors should check in their portfolios right now.
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'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'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 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.
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.
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.
China is recapitalizing major banks and insurers. What the headlines confirm, what's still unknown, and how to check your exposure right now.
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.
Tesla's Cybercab launch disappointed and NHTSA opened an investigation on Sept 4. What retail investors should check on exposure right now.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Japan's benchmark bond yield touched 3% on Sept 1, its highest since 1996. What retail investors should check in their portfolios right now.
Trump's 65bn-barrel Venezuela oil deal is drawing red flags from major producers. What retail investors should check in their portfolios right now.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
The difference between an analyst initiation and an upgrade, and how to compare two housing stocks side by side when the ratings disagree.
Index-replicating model portfolios, why they beat most stock-picking, and the exact way to measure your own returns against the S&P 500.
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.
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.
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.
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.
What a 500-truck Tesla order signals for TSLA revenue, EV-adjacent stocks, and how to measure your clean-transport exposure against a benchmark.
When executives sell and directors buy the same week, which move matters? How to read insider trades and set alerts before the crowd reacts.
How entry-price-weighted averaging actually handles partial buys and sells, and the exact mistakes that make manual P&L numbers drift off.
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.
What KTB's Q2 miss, revised FY26 guidance and the sudden CFO change mean for holders deciding whether to keep or trim the position.
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.
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.
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.
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.
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.
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.
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.
What happens to your shares if UniCredit takes over Commerzbank, and how to set an alert to watch both positions during the corporate action.
Why Wall Street now rewards AI spending tied to cloud revenue, and how the capex of Microsoft, Amazon and Alphabet actually compares.
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.
Humana beat estimates while Cognizant slid on the same day. Learn why earnings reactions differ and how to track them across your holdings.
Explore how DeepSeek's AI model reshapes semiconductor geopolitics. Learn to evaluate Taiwan, SK Hynix, and SMIC holdings amid China's tech autonomy push.
Learn how to monitor Metaplanet and other bitcoin-holder companies in PortfolioTrackr. Understand BTC allocation risk and make informed investment decisions.
Some AI names are priced for perfection and some are not. The multiples, the revenue actually arriving, and how concentrated your portfolio quietly became.
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.
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.
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.
Inflation erodes investment returns. Learn how portfolio trackers adjust for 4.2% inflation, calculate true dividend purchasing power, and optimize your asset allocation.
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.
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.
Common questions about portfolio analysis.
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.
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