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Investment Guides & Articles
Free educational resources to help you invest smarter, track your portfolio, and build long-term wealth.
Investment Fundamentals
Master the core concepts every investor should know
Compound Interest: The 8th Wonder of the World
Understand how compound interest works and use our calculator to see how your money can grow exponentially over time.
Portfolio Returns: TWR vs MWR Explained
Learn the difference between Time-Weighted and Money-Weighted returns, and when to use each method for accurate performance tracking.
Bogleheads 3-Fund Portfolio
The simple, low-cost investment strategy that has outperformed most professional fund managers. Learn how to build your own.
Asset Allocation by Age
Learn how to adjust your portfolio mix as you age. From aggressive growth in your 20s to capital preservation near retirement.
Portfolio Rebalancing Guide
When and how to rebalance your portfolio. Learn threshold-based strategies and tax-efficient rebalancing techniques.
Income & Growth Strategies
Build passive income and grow your wealth over time
Dividend Growth Investing
Build a portfolio of stocks that pay increasing dividends year after year. Create a growing passive income stream.
FIRE Movement: Financial Independence Guide
Learn how to achieve financial independence and retire early. Calculate your FIRE number and build your path to freedom.
UK ISA Investing Guide
Maximize your tax-free allowance with ISAs. Understand the different types and strategies to grow your wealth tax-efficiently.
DRIP: Dividend Reinvestment Plans
Automatically reinvest dividends to accelerate compound growth. Compare broker DRIPs vs company DRIPs and learn the pros and cons.
Dollar Cost Averaging (DCA)
Invest consistently regardless of market conditions. Learn how DCA reduces timing risk and why it beats lump sum investing for most people.
Investment Strategies
Different approaches to growing your wealth
Value Investing Guide
Learn the strategies of Warren Buffett and Benjamin Graham. Find undervalued stocks with strong fundamentals and margin of safety.
Growth vs Value Investing
Understand the key differences between growth and value investing. Which style fits your goals? Or should you blend both?
Asset Classes
Understand different types of investments
Bond Investing Guide
Learn how bonds work, understand yields and duration, and discover how to build a bond ladder for steady income.
ETF Investing Guide
Exchange-traded funds explained. Learn about expense ratios, tracking difference, and how to build a diversified portfolio with ETFs.
Options Trading Guide
Understand calls, puts, and options strategies. From covered calls for income to protective puts for hedging your portfolio.
Crypto Portfolio Management
How to track and manage cryptocurrency investments. Learn about allocation strategies, security best practices, and tax implications.
Tax Optimization
Keep more of your returns with smart tax strategies
Tax-Loss Harvesting Guide
Turn investment losses into tax savings. Learn the wash sale rules, strategies, and how much you could save each year.
Capital Gains Tax Guide
Understand short-term vs long-term capital gains, tax brackets, and strategies to minimize your tax bill when selling investments.
Dividend Withholding Tax
Learn about international dividend taxes, tax treaty rates by country, W-8BEN forms, and how to reclaim overpaid withholding tax.
FIFO vs LIFO: Cost Basis Methods
Compare different cost basis methods for calculating capital gains. Learn when FIFO, LIFO, or Specific ID can save you the most on taxes.
Stock Events & Corporate Actions
Understand how corporate actions affect your portfolio
Platform Comparisons & Alternatives
Find the best portfolio tracker for your needs
Best Getquin Alternatives
Looking for a getquin alternative? Compare top portfolio trackers with better CSV imports, tax calculations, and bond support.
Best Sharesight Alternatives
Explore Sharesight alternatives with advanced analytics, options tracking, and multi-jurisdiction tax support at lower cost.
Best Snowball Analytics Alternatives
Find Snowball Analytics alternatives with bond tracking, options Greeks, and comprehensive tax reporting features.
Best Portfolio Performance Alternatives
Looking beyond Portfolio Performance? Discover web-based alternatives with broker sync, mobile apps, and cloud backup.
Best DivTracker Alternatives
Compare DivTracker alternatives with more asset classes, tax tools, and comprehensive portfolio analytics beyond dividends.
Full Comparison Table
Side-by-side feature comparison of all major portfolio trackers. Filter by features, pricing, and supported regions.
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