TrackEdge Blog
Practical guides for traders and investors.
portfolio
How to Track Your Portfolio Performance (And Compare It to the S&P 500)
Raw portfolio returns can be misleading. Here's how to properly measure your performance, why benchmarking against the S&P 500 matters, and how to do it.
7 min read
taxCapital Gains Tax for Retail Investors: What to Track and Why It Matters
Short-term vs long-term capital gains, what records you need to keep, and why most retail investors get caught out at tax time.
8 min read
tradingWin Rate, Profit Factor, and Expectancy: The Three Metrics Every Trader Needs
Win rate alone tells you almost nothing. Here's how to calculate profit factor and expectancy — and what each number actually means for your trading.
8 min read
tradingHow to Keep a Trading Journal (And Why Most Traders Don't)
A trading journal is the single most effective tool for improving performance. Here's exactly what to log, how to structure it, and why most traders still skip it.
7 min read