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Understand what you own, and how it is really doing
Short, practical guides to the ideas behind a portfolio: what you paid, what it is worth, how it is spread, and how to read the numbers honestly. Written by Compndr in plain English, for investors who hold shares, ETFs and crypto across more than one place.
These guides explain concepts. They are general information, not financial advice, and they never tell you what to buy or sell.
- Getting started · 6 min read
How to Track Crypto, Shares and ETFs in One Portfolio
Why investments end up scattered across brokers, exchanges and wallets, what that does to your view of allocation and performance, how currency fits in, and the real benefits and limits of tracking everything in one place.
Read guide → - Returns & performance · 6 min read
Understanding Cost Basis and Investment Returns
What cost basis and average purchase price mean, the difference between realised and unrealised returns, how fees fit in, and why missing purchase history should never be treated as zero — with worked examples.
Read guide → - Returns & performance · 6 min read
Understanding Your Portfolio Performance
Why portfolio value and investment return are different things, how contributions and withdrawals distort simple numbers, how time periods and currency affect results, and why a portfolio can lag its best holdings.
Read guide → - Returns & performance · 7 min read
Dollar Cost Averaging: How DCA Works and When It Makes Sense
A plain-English guide to dollar cost averaging: regular investing through changing markets, its effect on average cost, DCA versus lump-sum investing, fees, misconceptions and a worked numerical example.
Read guide → - Portfolio structure · 6 min read
Asset Allocation Explained
A plain-English guide to asset classes, allocation percentages, concentration and rebalancing, and why the overall structure of a portfolio can matter as much as the individual investments in it.
Read guide → - Portfolio structure · 6 min read
What Diversification Actually Means
Owning many investments is not the same as being diversified. How sectors, geography, asset classes and correlation affect real diversification, plus the most common misconceptions.
Read guide → - Portfolio structure · 6 min read
ETFs vs Individual Shares
What ETFs and individual shares are, and how they compare on diversification, fees, concentration, control and distributions. A balanced look at the practical trade-offs — not a recommendation.
Read guide → - Getting started · 5 min read
Tracking Investments Across Multiple Accounts
How to keep track of investments spread across brokers, exchanges, superannuation, cash accounts and self-custody wallets — and why consolidated tracking does not merge separate legal or tax ownership.
Read guide → - Crypto · 6 min read
How to Track Crypto Wallets Safely
Public addresses, private keys and seed phrases explained. How read-only wallet tracking works, what self-custody means, and why a portfolio tracker should never need custody or your keys to show a balance.
Read guide →