Portfolio tracking, explained properly.
Calculation methods, double-entry accounting, and everything you need to read your real performance numbers.
Real Geographic Exposure: Why Where a Stock Trades Isn't Where Its Revenue Comes From
A stock listed in Paris can generate most of its revenue outside Europe. How to check the real geographic exposure of each holding, not just its listing.
Read the article →Portfolio Rebalancing: How to Read the Gap Between Target and Actual Allocation
Feeling "too exposed" to a sector isn't a number. How to set a target allocation by sector and read the real gap against your current portfolio.
Read the article →August 21, 2026Tracking Multiple Brokerage Accounts in One View
ISA, taxable account, foreign broker: how to aggregate multiple brokerage accounts into one view without the tool imposing its own structure.
Read the article →August 21, 2026Why Your Portfolio Value Moves Even When Your Stocks Don't
No trades, no news, yet your total changed. How to separate your holdings' real performance from pure currency-exchange effects.
Read the article →August 21, 2026Migrating from Portfolio Performance to Anelior Without Losing Your History
XML export, a 3-step import, cost basis/TTWROR/IRR recalculated automatically: the full guide to migrating without re-typing your history.
Read the article →August 21, 2026Tracking Portfolio Dividends: Net Amounts, Multi-Currency, and the Full Picture
Gross vs net, multiple currencies added without conversion: two traps that distort dividend tracking. How to avoid them and read your real passive income.
Read the article →August 21, 2026Portfolio Diversification: How to Analyze Your Allocation by Sector, Region and Asset Class
The number of holdings you own says nothing about real diversification. How to read a sector, geography and asset-class breakdown at current value.
Read the article →August 21, 2026Importing a Broker Trade Confirmation (PDF): The End of Manual Transaction Entry
Re-typing every buy or sell from a PDF trade confirmation is tedious and error-prone. Here's how to automate that entry without losing control over your data.
Read the article →August 21, 2026Trade Republic Portfolio Tracking: What the App Doesn't Show You
The Trade Republic app is built for trading, not for measuring performance. TWR, IRR, double-entry accounting: what it doesn't calculate, and how to get it.
Read the article →August 20, 2026Portfolio Performance Alternative: The Best Web Option in 2026
Portfolio Performance is rigorous but desktop-only. Anelior brings the same rigor (cost basis, TTWROR, IRR) to your browser.
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