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.
Anthropic's revenue jumped but it swung to an operating loss as compute costs rose ahead of its IPO. What the numbers confirm and what stays unknown.
AAPL and PLTR both report after the close today. Here's who prints when, the consensus estimates, and how to check your exposure before the numbers land.
Blackstone leads a $3.1 billion purchase of Mitsubishi's LNG Canada stake. What the deal confirms, what's still unknown, and how to check your exposure.
China's central bank just made its overnight reverse repo the main policy anchor. Here's what the shift signals for funding and your exposure.
China's two factory gauges diverged in October while Japan and South Korea hit multi-month lows. What the mixed Asian PMI data means for your exposure.
Westpac's H2 2026 profit missed estimates as loan loss provisions rose and the CEO flagged economic uncertainty. What it means for your bank exposure.
OPEC+ kept December output targets unchanged on November 1. Here's how to check your energy exposure and what to watch as the market reacts.
Clean Science posted record Q2 revenue on Oct 31 and the stock still dropped. Here is why good earnings can sink a share price and what to check next.
OpenAI reportedly slashed its funding target by $10 billion amid AI jitters. What the FT report says, what it doesn't, and how to check your exposure.
A St. Louis Fed official says more rate hikes are needed soon to tame inflation. What the comment signals and how to review your exposure now.
CD&R is pursuing a buyout of $40bn card processor Global Payments, per the FT. Here is what retail investors know so far and what to check now.
Xponential Fitness shares spiked after reports an investor may bid for the Club Pilates owner. Here's what's confirmed, what isn't, and how to track it.
NatWest shares fell after Q3 net interest income missed and income guidance disappointed. What the numbers confirm and what to check next.
Four big pre-market earnings land October 30. Who reports when, the consensus numbers, and how to check exposure and set alerts before the open.
Intel fell 20% on weak guidance and Amazon dropped over 6% after hours. Here is what the earnings reveal and which portfolio exposures to check.
Q3 US GDP rose a better-than-expected 3.4% while September inflation accelerated. Here is what the mixed data means for your portfolio right now.
Apple unveiled a touchscreen OLED MacBook Pro starting at $2,899 on Oct 28. Here's how AAPL investors can check exposure and what to watch next.
ICE wants round-the-clock perpetual futures on stocks, commodities and crypto. Here is what nonstop markets mean for tracking your exposure.
Nine majors report October 29, from Mastercard and Lilly pre-market to Amazon, Intel and Coinbase after the close. Here's the slate and how to prepare.
Christine Lagarde will leave the ECB on 7 February 2027. Here is what the news confirms, what is still unknown, and how to check your exposure.
Eurozone yields fell ahead of the ECB decision and Japan's bonds held steady before the BOJ. Here is what the central bank setup means for your holdings.
Alphabet and Samsung results disappointed on Oct 29, dragging global tech lower on AI spending worries. What it means for your tech exposure.
The Fed kept rates unchanged on Oct 28 with two dissents from Cook and Hammack. Here is what the hold and the split signal for your holdings.
The UK budget cut energy bills, taxed banks and boosted defense while the OBR slashed 2027 growth. What it means for your portfolio exposure.
Trian's $1.4 billion all-cash bid for Wendy's lands October 28. What the offer covers, what's still unknown, and how to check your exposure.
Five companies report today, led by Microsoft and Alphabet after hours. Who prints when, the consensus numbers, and how to prep your positions.
GE Vernova agreed to buy grid-equipment maker Trench for $9 billion and raised its revenue forecast. What the deal means for your portfolio exposure.
Jio surged 21% in its Mumbai trading debut after India's biggest IPO. What retail investors can confirm right now and the exposure checks that matter.
KO, BA and PYPL print before the open and V reports after the close. Here are the consensus estimates and how to prep your exposure before each.
General Motors is shifting its stock listing from NYSE to Nasdaq. What changes for your shares, what doesn't, and what to watch next.
Nvidia is putting $3 billion into Meta stock and deepening an AI partnership on Muse models. Here is what is confirmed and what still matters.
Apple is replacing foldable iPhone Duo handsets with screen problems days after launch. Here is what retail investors know so far and what to watch next.
HSBC's Q3 pretax profit rose 32% yet missed estimates as it unveiled a $1 billion buyback and reaffirmed FY26 guidance. What it means for your exposure.
Apollo is near a deal for a near-10% stake in Mubadala Capital. Here's what's confirmed, what isn't, and how to check your APO exposure now.
Anthropic filed its IPO prospectus on October 26, with a mid-November listing on track. Here is what we know, what we don't, and how to prepare.
Lula's surprise fourth-term win is pressuring the real and emerging-market stocks. Here is what to check in your portfolio and what to watch next.
SpaceX closed a $40 billion debt deal for GPUs while Musk warned of a neocloud collapse. What the headlines confirm and what AI investors should check.
Bon Secours is near a $6bn takeover of Bain-backed Surgery Partners, per FT. Here's what the deal confirms, what's still unknown, and what to check.
Audi will build a $4.2B factory in Georgia and Volkswagen plans SC expansion. Here is what is confirmed, what isn't, and how to check your VW exposure.
What each period window actually measures, why your day and week numbers differ, and how to read portfolio returns without fooling yourself.
French company bonds yielding below the sovereign is rare and signals shifting risk. Here is what the convergence means and how to benchmark your holdings.
SLB and American Express both report pre-market on October 23. See who prints when, the consensus estimates, and how to prepare your positions.
UK retail sales dropped 0.4% in September and consumer confidence fell at its fastest pace since Covid. What it means for your exposure right now.
Volvo Group posted higher Q3 profit on truck demand in North America and Europe, lifting India and China estimates. What it means for your exposure.
SK Hynix pulled its Solidigm US IPO citing market conditions, and tech stocks fell further. Here's what it means for your chip exposure.
Japan's inflation hit a 9-month high and crossed the BOJ target, raising rate-hike odds. Here's how it touches the yen, Japanese stocks and your holdings.
US jobless claims fell to 194,000, near their lowest since the 1960s. What a low-layoff labor market signals for your portfolio and what to watch next.
Three pre-market reports land before the open on Oct 22: Procter & Gamble, Spotify and Honeywell. Consensus numbers and what holders check first.
Barclays will cut 5,000 jobs as it leans harder on AI. What the headlines confirm, what is still unknown, and how to check your bank exposure now.
Meta created a new class of stock to keep Mark Zuckerberg in California amid wealth-tax concerns. What the deal means for Meta shareholders now.
United slashed its 2026 profit forecast on rising fuel costs, but travelers keep booking. Here's what the headlines say and how to check your exposure.
Larry Fink's warning on AI infrastructure and power demand, plus how to spot data-center and utility exposure across your holdings and set alerts.
Six big names report October 21: AT&T and Philip Morris before the open, META, Tesla, TXN and IBM after close. What each timing means for holders.
Getty Images filed for Chapter 11 bankruptcy on October 21, advancing a plan to go private. Here is what is known, what isn't, and how to check exposure.
Super Micro raised its Q1 revenue forecast and sparked an AI stock rally across Asia and the US. What the headlines confirm, and what they don't.
Four industrials print before the open and Netflix reports after the close on Oct 20. Here's the timing, consensus, and how to prep exposure.
Prudential Financial is offloading its Brazilian and Mexican units to CNP for about $4 billion. What the deal means and how to check your exposure.
Maersk and Hateco signed a deal for a $3.5B rail terminal network in northern Vietnam. What retail investors know so far and what to check next.
A Korean AI IPO flopped 28% on its first day as Brent crude topped $111. Here is what it signals for your AI exposure and how to check it now.
UK unemployment fell ahead of Healey's budget, yet firms keep cutting vacancies. What this mixed labour signal means for your portfolio exposure.
AI and chip stocks rebounded today after a bruising selloff, with CoreWeave upgraded by Goldman. What the move means for your exposure and allocation.
China's growth picked up on an AI export surge while domestic demand stayed weak. Here is how to size your China-linked equity and ETF exposure.
Indonesia's selloff deepened on October 19 after an MSCI warning and exchange clarification request. What it means for emerging-market exposure.
China's Q3 growth accelerated on an export boom tied to AI demand, even as domestic weakness persists. What it means for your China exposure.
Anthropic is committing 5% of its shares to a public benefit fund ahead of a possible IPO. What retail investors know so far and what to watch next.
Brent hit $110 and WTI topped $100 on October 17, 2026, a 5-month high. Here is how to check your oil exposure and what to watch next.
Mexico opens Mexico City airports to new US routes while United and Air Canada expand their network for 2027. What it means for airline holdings.
City Therapeutics raised $200M at $18 and Strive priced a $630M preferred deal at $90 on October 16. What's confirmed and what to check in your portfolio.
Oil moved on conflicting reports Trump may ease shadow fleet restrictions on Russian and Iranian crude. Here's what's confirmed and how to check exposure.
Richemont and Signet are reportedly in talks to join a bid for De Beers. Here is what is confirmed, what isn't, and how to check your exposure.
UK growth crawled to 0.1% in August. Here's how sluggish GDP and a looming Budget hit FTSE stocks and sterling-denominated holdings worldwide.
Tesla debuted its long-delayed next-gen Roadster at $200,000-plus. Here is what is confirmed, what isn't, and how to check your TSLA exposure now.
UK GDP beat forecasts with 0.1% August growth as the goods trade gap narrowed. What the data signals for UK-exposed portfolios and what to watch next.
Anthropic's quarterly revenue jumped 45% to nearly $17 billion ahead of a planned listing. What the numbers say, what's still unknown, and what to watch.
The EU struck a deal with China on hybrid vehicles and now eyes other sectors. Here's how to check your auto and trade exposure right now.
Seagate and Western Digital shares fell October 2 after a report Toshiba aims to boost hard disk drive supply. What's known, what isn't, and what to check.
BAC, MS and BlackRock report before the open on Oct 14. See the consensus numbers and which figures matter for your portfolio holdings.
Galderma is buying ZO Skin Health from Blackstone for $1.5 billion in cash. Here is what retail investors know so far and how to check your exposure.
China's September trade surplus hit $133.53B as exports jumped 36.3%. See what the record print means for portfolio exposure and what to watch next.
The real drivers behind Visa's Oct 13 surge, plus how to see if you hold V directly or through ETFs and set an alert before its next earnings.
Six major names report before the open on October 13. Here are the consensus numbers, the timings, and how to check your exposure before the prints land.
Chip stocks fell Oct 13 after Broadcom's chief likened AI investing to a casino and watchdogs stepped up scrutiny. What it means for your exposure.
Visa cleared to prepare a domestic payments business in China as of October 13, 2026. What it means for your exposure and what to watch next.
Czech arms maker CSG has become MDA Space's largest shareholder with a 9.5% stake. Here's what's confirmed, what isn't, and how to check your exposure.
Gold slipped toward $4,160 and oil climbed as Middle East and Ukraine fighting stoked inflation fears. Here is what moved and how to check your exposure.
HSBC is swapping fixed allowances for bigger bonuses on Oct 12. Here is how the pay overhaul affects cost discipline and HSBA shareholder sentiment.
The EU and China agreed to curb Chinese hybrid car exports. Stellantis and Renault rose, Chinese lithium fell 10%. Here's where the exposure sits.
The IMF says AI investment is holding global growth near 3% with big gains for Asia, while a jobs council warns of disruption. See what it means.
A framework for evaluating volatile critical-minerals stocks, grouping rare-earth names into one basket, and setting alerts on speculative positions.
China passenger vehicle sales dropped 24% in September and even EVs fell 12%. Here's how to gauge your exposure to automakers reliant on China.
A New York Fed study pins 2.9 points of inflation on tariffs by February 2026. Here's how to spot the tariff-exposed consumer names in your portfolio.
The ECB account reveals the Governing Council's rate thinking. Here's what it means for European banks and bond ETFs, and how to benchmark them.
Delta lowered its 2026 profit forecast on surging fuel costs while its CEO says demand holds firm. What the cut means for airline exposure.
Apple reportedly cut iPhone 18 Pro orders and a SpaceX spectrum deal sent telecom stocks sliding on Oct 9. What it means for your holdings.
Pimco's CIO sees the 10-year Treasury yield hitting 6%. See how that would ripple through stocks, bonds and your overall allocation.
SoftBank is reportedly seeking up to $100bn from Gulf investors for AI. What the FT report says, what's still unknown, and how to check your exposure.
Devon Energy is selling its Eagle Ford assets to Crescent Energy for $4.2 billion. What the deal covers, what's unknown, and how to check your exposure.
PepsiCo topped Q3 estimates yet lowered its full-year outlook on Oct 8, 2026. What the mixed earnings mean and how to check your exposure.
Tencent is weighing a bond sale of up to $5 billion to fund its AI push, and the stock slipped on the news. Here's what we know and what to watch.
Samsung's Q3 profit hit a record $80bn on the AI memory boom, yet the stock fell and missed high expectations. What it means for portfolios.
HSBC is reportedly cutting UK wealth management jobs, with advisers down around 70% amid an AI push. Here is what we know and how to check your exposure.
Blue Owl told the FT it will expand into insurance capital. Here's what the news actually confirms, what's still unknown, and how to check your exposure.
India's central bank lifted rates 25bps on Oct 7, its first hike in nearly four years. What the move means for your India exposure and what to watch next.
Gold held firm on October 7 as Treasury yields fell and oil supply recovered, cooling rate-hike bets. Here is what it means for your exposure.
DeepSeek nears a $12B Tencent-backed round while Moonshot hits $50B and Kling eyes a Hong Kong IPO. What the China AI funding wave means for portfolios.
The World Bank raised its 2026 East Asia forecast to 4.5% on the AI boom, but flagged concentration and capex risks. See what it means for portfolios.
Trump signed an order letting tax-exempt dyed diesel be used on roads amid soaring fuel prices. Here's how to check your exposure across energy holdings.
Asian markets climbed October 6 even as Treasury yields neared multi-decade highs. Here's what the split signal means for your holdings right now.
Gold is steady near $4,140 as a stronger dollar and rising yields offset fading rate-hike bets. Here's what the standoff means for your holdings.
The debt, streaming and sports calls facing the merged Skydance, and how to track a renamed, restructured holding across your portfolio.
Why tight crude inventories could lift energy stocks and oil ETFs, plus how to check your sector exposure and set alerts on crude-sensitive holdings.
BT has agreed to buy TalkTalk out of administration for £400m, saving 900 jobs. What the deal means for BT shareholders and how to check your exposure.
France's fiscal worries sent the euro to a 17-month low on October 5, even as euro zone business growth hit a 3.5-year high. What it means for portfolios.
Nippon Paint is buying AkzoNobel's Southeast Asia decorative paints arm for $1.35B. See what the deal confirms and what's still unknown.
Schneider Electric is reported close to buying US software maker PTC for over $20B. What's confirmed, what isn't, and what to check in your holdings.
OPEC+ kept November oil quotas unchanged as Middle East conflict hits supply. What retail investors should check in their portfolios right now.
US factory orders edged up in August and the G7 may release diesel and crude. What's confirmed, what isn't, and how to check your oil exposure now.
China cut fuel exports as inventories fall, tightening global energy markets. Here's how to find your refiner and energy exposure before it moves.
Europe is weighing a diesel reserve release after US pressure, and oil prices fell on the reports. Here's what's confirmed and what to watch next.
Amazon is reportedly moving $8bn of Nvidia chips off its balance sheet and hiking rental prices. Here's what retail investors should check right now.
Hong Kong led Asian losses with its worst slump since March while US futures edged up before the jobs report. What it means for your portfolio now.
Novartis signed a deal worth up to $7.8 billion with China's Abogen for RNA therapeutics. What's confirmed, what isn't, and how to check your exposure.
Lynas Rare Earths is buying Meteoric Resources for $672M as the stock slides. See what the headlines confirm and what retail investors can check.
A 50 MW AI cloud deal, a billionaire dismissing bubble fears, and a Congressional NDA probe hit the same day. What it means for your exposure.
DeepSeek is building software for Huawei AI chips to rival Nvidia. What Nvidia shareholders should check right now, and what remains unconfirmed.
The ECB's Sep 29 operational changes to euro-area rates, in plain terms, and how to check whether your European holdings are exposed.
Toyota's global sales dropped again amid a China slump, with output down 5.9%. Here's how to check your exposure and what to watch next.
Shein shares hit a record low after profit fell 67% in its debut earnings. What retail investors should check on exposure, allocation and alerts now.
Goldman's board has reportedly discussed naming COO John Waldron as its next CEO. Here is what is confirmed, what isn't, and what to check now.
Anthropic filed for a reported $2tn IPO while warning AI could pose existential risks to humanity. Here's what the prospectus shows and what it doesn't.
Samsung has committed $1 billion to KKR-backed Helix Digital. What retail investors should check on Samsung, KKR and Nvidia exposure right now.
What a fresh batch of analyst ratings on Resideo, Fortive and ADI Global actually tells you, and how to check if you hold any of them.
European stocks rose as UK homebuilders rallied on a loan plan, offsetting oil and bond pressure. What retail investors should check today.
China's August industrial profit growth fell to 4.2%, the weakest this year. What the slowdown signals for your exposure and what to check right now.
Northern Star turned down Gold Fields' $27bn takeover on Sept 28, 2026. What the rejection means for your gold exposure and what to watch next.
Barrick reached a deal with Mali unions on Sept 27, calling off planned strikes. Here is what shareholders should check now and what to watch next.
What to check before buying a pre-revenue AI listing, plus how to log an IPO allocation and follow it from day one of trading.
The US and China agreed to cut tariffs on $30 billion of goods and open an AI safety channel. What retail investors should check in their portfolios today.
Alo broke a Tmall record as Lululemon loses ground. Here's how to check your LULU exposure and benchmark it against apparel and discretionary peers.
A large impairment charge and a plant closure both hit reported profit. Here is how MT's Kryvyi Rih write-off works and how to check your steel exposure.
Nanexa shares rocketed 114% on a Novo Nordisk licensing deal worth up to $1.3 billion. What the headlines confirm, what they don't, and your next moves.
SoftBank falls on Oracle's data-center warning as Musk ramps xAI's Nvidia chips and Japan tightens AI financing scrutiny, and what it means for holdings.
U.S. yields sit near multiyear highs and the dollar hit a two-month high on Sept 25. Here is what it means for your exposure and where to look next.
Oracle triggered force majeure on its Project Jupiter data center and shares fell. What's confirmed, what isn't, and what to check in your portfolio.
Starbucks is shutting about 1% of its North American cafes. Here is what the news confirms, what it does not, and what to check in your portfolio.
Fervo Energy's Utah geothermal plant achieved first power and the stock jumped. What retail investors should check on exposure and what to watch next.
Rolls-Royce won an 18-engine order on Sep 24. Here's how to check your aerospace exposure, set an RR price alert, and compare it against industrials.
Global bond yields are climbing and European stocks are slipping. Here's what the September 24 data actually shows and how to check your exposure.
The US and China extended their trade truce to January 10, per Bessent. What we know, what we don't, and how to check your exposure now.
Airtel Money is targeting a $9 billion London listing, one of the year's biggest. Here's what's confirmed, what isn't, and what to check now.
The OECD says the world economy stayed resilient despite high oil prices and the Iran war, but flagged downside risks and a weaker UK outlook.
September PMI data show the eurozone accelerating to a 41-month high while UK growth cools. What it means for your European exposure and what to watch.
Goldman Sachs is reportedly in talks to acquire $37B credit firm Palmer Square. Here is what is confirmed, what is not, and what to check now.
What a controlling ownership change means for your WBD or Paramount shares, and how to watch for the next round of media consolidation moves.
How to compare cloud exposure across AMZN, GOOGL and MSFT, spot overlapping holdings you already own, and benchmark each against tech.
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 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.
The nuclear stock boom splits into three very different businesses. Here is how enrichment firms, miners and reactor developers actually make money.
What the Bank of England's QT pace means for gilt yields and rate-sensitive UK shares, and how to keep tabs on UK-listed holdings from anywhere.
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.
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 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 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.
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 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'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.
Paramount is in advanced talks to settle the lawsuit blocking its Warner Bros. Discovery deal. Here is what retail investors should check right now.
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.
GameStop now earns more from collectibles than video games. See what that revenue shift signals for GME holders ahead of earnings.
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. See how after-hours prints work, why opening gaps happen, and what to check first.
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. See what the narrowed guidance 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 read a retailer's earnings beat and what it does not tell you.
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 keep an eye on them.
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.
See how to follow Metaplanet and other bitcoin-holder companies in PortfolioTrackr, gauge BTC allocation risk, and read the numbers behind each position.
Some AI names are priced for perfection and some are not. The multiples, the revenue actually arriving, and how concentrated your portfolio quietly became.
See why semiconductor losses are feeding a rotation into crypto, and what Bitcoin's rebound against mega-cap tech means for tech-heavy portfolios.
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.
With 4.2% inflation, see how to adjust returns, measure real dividend purchasing power, and gauge asset allocation beyond nominal gains.
PortfolioTrackr overlays S&P 500, NASDAQ-100, and Gold onto your P&L chart, so you can see how your portfolio stacks up against 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.
New articles across all topics are published regularly; this hub lists the Analysis ones newest first. Follow the RSS feed at /blog/rss to get each new post as it is published.
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.