{"id":365,"date":"2026-06-23T17:25:51","date_gmt":"2026-06-23T17:25:51","guid":{"rendered":"https:\/\/avexai.io\/blog\/?page_id=365"},"modified":"2026-10-26T21:08:45","modified_gmt":"2026-10-26T21:08:45","slug":"blog-home","status":"publish","type":"page","link":"https:\/\/avexai.io\/blog\/","title":{"rendered":"Blog Home"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"365\" class=\"elementor elementor-365\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dcd80de e-flex e-con-boxed e-con e-parent\" data-id=\"dcd80de\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-42cf7dee elementor-widget elementor-widget-text-editor\" data-id=\"42cf7dee\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<style>\n\/* ===== reset\u0103ri fa\u021b\u0103 de CSS-ul global de articol (text-editor) ===== *\/\nbody.home .elementor-widget-text-editor{max-width:none!important;margin-left:0!important;margin-right:0!important}\nbody.home .elementor-365,body.home .elementor-widget-text-editor .elementor-widget-container{overflow-x:hidden!important;max-width:100%!important}\n@media(min-width:1100px){body.home .elementor-365 .e-con{--container-max-width:1240px!important;--content-width:1240px!important}body.home .elementor-365 .e-con.e-con-boxed>.e-con-inner{max-width:1240px!important}}\n@media(max-width:1099px){body.home .elementor-365 .e-con{--container-max-width:100%!important;--content-width:100%!important}body.home .elementor-365 .e-con.e-con-boxed>.e-con-inner{max-width:100%!important}}\n.elementor-widget-text-editor .avex-h3 h1,.elementor-widget-text-editor .avex-h3 h2,.elementor-widget-text-editor .avex-h3 h3,.elementor-widget-text-editor .avex-h3 h4{letter-spacing:0!important;margin:0!important;line-height:1.25!important}\n.elementor-widget-text-editor .avex-h3 p{font-size:inherit!important;line-height:inherit!important;color:inherit!important;margin:0!important}\n.elementor-widget-text-editor .avex-h3 .avex-h3-wrap a{color:inherit!important;border-bottom:0!important;text-decoration:none!important}\n.elementor-widget-text-editor .avex-h3 .avex-h3-wrap a:hover{color:#ea580c!important}\n.elementor-widget-text-editor .avex-h3 .avex-h3-wrap a.avex-h3-btn,.elementor-widget-text-editor .avex-h3 .avex-h3-wrap a.avex-h3-btn:hover{color:#fff!important}\n.elementor-widget-text-editor .avex-h3 .avex-h3-wrap a.avex-h3-feat,.elementor-widget-text-editor .avex-h3 .avex-h3-wrap a.avex-h3-feat:hover,.elementor-widget-text-editor .avex-h3 .avex-h3-wrap .avex-h3-feat h2{color:#fff!important}\n.elementor-widget-text-editor .avex-h3 .avex-h3-wrap .avex-h3-topics a.on{color:#fff!important}\n.elementor-widget-text-editor .avex-h3 .avex-h3-wrap .avex-h3-sech a,.elementor-widget-text-editor .avex-h3 .avex-h3-wrap .avex-h3-more,.elementor-widget-text-editor .avex-h3 .avex-h3-wrap .avex-h3-trustline a{color:#c2410c!important}\n.elementor-widget-text-editor .avex-h3 ul,.elementor-widget-text-editor .avex-h3 li{font-size:inherit!important;line-height:inherit!important;color:inherit!important;margin:0!important;padding:0!important;list-style:none!important}\n.elementor-widget-text-editor .avex-h3 strong{color:inherit!important}\n.elementor-widget-text-editor .avex-h3 h1.avex-h3-title{font-size:15px!important;font-weight:600!important;color:#777!important;margin:14px 0 0!important}\n\/* ============================================\n   AVEX BLOG HOMEPAGE v3 \u2014 27 oct 2026 (prefix avex-h3-, nu se amestec\u0103 cu v2\/kit)\n   ============================================ *\/\n.avex-h3{font-family:'Inter',-apple-system,BlinkMacSystemFont,'Segoe UI',sans-serif !important; 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height:160px !important}}\n<\/style>\n<div class=\"avex-h3\">\n<div class=\"avex-h3-wrap\">\n\n<h1 class=\"avex-h3-title\">Avex AI Blog: guides, tools and templates for self-directed investors<\/h1>\n\n<details class=\"avex-h3-catdd\"><summary>Categories<\/summary><div class=\"avex-h3-catdd-list\"><a href=\"\/blog\/\">All<\/a><a href=\"\/blog\/category\/wealth-intelligence\/uk-brokers\/\">UK brokers<\/a><a href=\"\/blog\/category\/us-brokers\/\">US brokers<\/a><a href=\"#avex-export-guides\">Export guides<\/a><a href=\"\/blog\/category\/uk-tax-reporting\/\">UK tax<\/a><a href=\"\/blog\/category\/portfolio-analytics\/\">Portfolio analytics<\/a><a href=\"\/blog\/category\/privacy-first-tracking\/\">Privacy<\/a><a href=\"#avex-free-tools\">Free tools<\/a><a href=\"#avex-templates\">Templates<\/a><\/div><\/details>\n<div class=\"avex-h3-topics\">\n  <a class=\"on\" href=\"\/blog\/\">All<\/a>\n  <a href=\"\/blog\/category\/wealth-intelligence\/uk-brokers\/\">UK brokers<\/a>\n  <a href=\"\/blog\/category\/us-brokers\/\">US brokers<\/a>\n  <a href=\"#avex-export-guides\">Export guides<\/a>\n  <a href=\"\/blog\/category\/uk-tax-reporting\/\">UK tax<\/a>\n  <a href=\"\/blog\/category\/portfolio-analytics\/\">Portfolio analytics<\/a>\n  <a href=\"\/blog\/category\/privacy-first-tracking\/\">Privacy<\/a>\n  <a href=\"#avex-free-tools\">Free tools<\/a>\n  <a href=\"#avex-templates\">Templates<\/a>\n<\/div>\n\n<section class=\"avex-h3-hero\">\n  <a class=\"avex-h3-feat\" href=\"\/blog\/schwab-portfolio-tracker\/\"><div class=\"avex-h3-img\" style=\"background-image:url(https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/10\/schwab-portfolio-tracker-guide.webp)\"><\/div><div class=\"avex-h3-body\"><span class=\"avex-h3-tag\">Featured \u00b7 US Brokers<\/span><h2>Schwab Portfolio Tracker (2026): Two Return Numbers, One Catch<\/h2><p>Schwab shows both a personal and a time-weighted return, side by side. The catch is everything around them: migrated cost basis, a silent export cap and a manual outside-accounts view.<\/p><div class=\"avex-h3-meta\">Jordan Doyle \u00b7 October 2026 \u00b7 11 min read<\/div><\/div><\/a>\n  <div class=\"avex-h3-picks\">\n    <a class=\"avex-h3-pick\" href=\"\/blog\/how-to-track-stock-portfolio\/\"><div class=\"avex-h3-th\" style=\"background-image:url(https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/10\/how-to-track-stock-portfolio.webp)\"><\/div><div><span class=\"avex-h3-tag\">Editor&#8217;s pick \u00b7 US guide<\/span><h3>How to Track Your Stock Portfolio Across Brokerages<\/h3><div class=\"avex-h3-meta\">Catalina Dimofte \u00b7 Oct 2026<\/div><\/div><\/a>\n    <a class=\"avex-h3-pick\" href=\"\/blog\/how-much-of-portfolio-in-one-stock\/\"><div class=\"avex-h3-th\" style=\"background-image:url(https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/10\/how-much-in-one-stock.webp)\"><\/div><div><span class=\"avex-h3-tag\">New \u00b7 Portfolio analytics<\/span><h3>How Much of a Portfolio in One Stock Is Too Much?<\/h3><div class=\"avex-h3-meta\">Catalina Dimofte \u00b7 Oct 2026<\/div><\/div><\/a>\n    <a class=\"avex-h3-pick\" href=\"\/blog\/fidelity-portfolio-tracker\/\"><div class=\"avex-h3-th\" style=\"background-image:url(https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/09\/fidelity-portfolio-tracker-guide.webp)\"><\/div><div><span class=\"avex-h3-tag\">US Brokers<\/span><h3>Fidelity Portfolio Tracker (2026): Detailed Data, Scattered Views<\/h3><div class=\"avex-h3-meta\">Jordan Doyle \u00b7 Sep 2026<\/div><\/div><\/a>\n  <\/div>\n<\/section>\n\n<section class=\"avex-h3-sec\"><div class=\"avex-h3-sech\"><h2>Start here<\/h2><\/div>\n<div class=\"avex-h3-start\">\n  <a href=\"\/blog\/how-to-track-investment-portfolio\/\"><div class=\"avex-h3-n\">UK<\/div><div><h3>How to Track Your Investment Portfolio (UK Guide)<\/h3><p>The four-step system: consolidate, measure honest returns, check risk, keep the records HMRC expects. Every UK guide linked.<\/p><\/div><\/a>\n  <a href=\"\/blog\/how-to-track-stock-portfolio\/\"><div class=\"avex-h3-n\">US<\/div><div><h3>How to Track Your Stock Portfolio Across Brokerages (US)<\/h3><p>Same system, US brokers: exports, money-weighted returns, concentration, and the records your 1099 won&#8217;t keep.<\/p><\/div><\/a>\n<\/div><\/section>\n\n<section class=\"avex-h3-sec\"><div class=\"avex-h3-grid2\">\n<div><div class=\"avex-h3-sech\"><h2>Latest<\/h2><a href=\"\/blog\/category\/us-brokers\/\">All articles \u2192<\/a><\/div>\n  <div class=\"avex-h3-item\"><div class=\"avex-h3-th\" style=\"background-image:url(https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/10\/how-much-in-one-stock.webp)\"><\/div><div><span class=\"avex-h3-tag\">Free tool \u00b7 Portfolio analytics<\/span><h3><a href=\"\/blog\/portfolio-diversification-calculator\/\">Portfolio Diversification Calculator: How Concentrated Are You Really?<\/a><\/h3><p>Paste your holdings and weights, get your effective number of holdings and a concentration verdict, in your browser.<\/p><div class=\"avex-h3-meta\">Avex tools \u00b7 Oct 2026<\/div><\/div><\/div>\n  <div class=\"avex-h3-item\"><div class=\"avex-h3-th\" style=\"background-image:url(https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/09\/ibkr-export-csv-guide.webp)\"><\/div><div><span class=\"avex-h3-tag\">US Brokers<\/span><h3><a href=\"\/blog\/ibkr-export-csv\/\">IBKR CSV Export: Flex Queries, the 365-Day Cap &amp; the Setup That Lasts<\/a><\/h3><p>Set the Flex Query once, run it every January. Where the cap bites and how to get a clean yearly file.<\/p><div class=\"avex-h3-meta\">Catalina Dimofte \u00b7 30 Sep 2026<\/div><\/div><\/div>\n  <div class=\"avex-h3-item\"><div class=\"avex-h3-th\" style=\"background-image:url(https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/09\/etrade-export-csv-guide.webp)\"><\/div><div><span class=\"avex-h3-tag\">US Brokers<\/span><h3><a href=\"\/blog\/etrade-export-csv\/\">E*TRADE Export After the Morgan Stanley Merge<\/a><\/h3><p>The export changed in February 2026. Keep legacy and new files apart, and label them by era.<\/p><div class=\"avex-h3-meta\">Catalina Dimofte \u00b7 30 Sep 2026<\/div><\/div><\/div>\n  <div class=\"avex-h3-item\"><div class=\"avex-h3-th\" style=\"background-image:url(https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/09\/isa-vs-gia-calculator-avex.webp)\"><\/div><div><span class=\"avex-h3-tag\">UK tax<\/span><h3><a href=\"\/blog\/isa-vs-gia-calculator\/\">ISA vs GIA Calculator: What the Wrapper Is Worth<\/a><\/h3><p>Dividend tax and CGT on the same portfolio, inside and outside the wrapper, at 2026\/27 rates.<\/p><div class=\"avex-h3-meta\">Free tool \u00b7 30 Sep 2026<\/div><\/div><\/div>\n  <div class=\"avex-h3-item\"><div class=\"avex-h3-th\" style=\"background-image:url(https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/08\/how-to-track-investment-portfolio-uk1.webp)\"><\/div><div><span class=\"avex-h3-tag\">Templates<\/span><h3><a href=\"\/blog\/portfolio-tracker-spreadsheet-uk\/\">UK Portfolio Tracker Spreadsheet: Built for ISAs, GIAs and Pence Prices<\/a><\/h3><p>The flagship template: wrappers kept apart, GBX handled, dividends tracked. Free download.<\/p><div class=\"avex-h3-meta\">Template \u00b7 30 Sep 2026<\/div><\/div><\/div>\n  <div class=\"avex-h3-item\"><div class=\"avex-h3-th\" style=\"background-image:url(https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/09\/robinhood-portfolio-tracker-guide-e1789474875546.webp)\"><\/div><div><span class=\"avex-h3-tag\">US Brokers<\/span><h3><a href=\"\/blog\/robinhood-portfolio-tracker\/\">Robinhood Portfolio Tracker (2026): What Investors See, and What Remains Hidden<\/a><\/h3><p>The free app&#8217;s charts, the number they don&#8217;t show, and the three ways to actually track a Robinhood portfolio.<\/p><div class=\"avex-h3-meta\">Jordan Doyle \u00b7 15 Sep 2026<\/div><\/div><\/div>\n<\/div>\n<aside>\n  <div class=\"avex-h3-box avex-h3-cta\"><h4>Avex<\/h4><p>Unify your accounts from the statements you already export. Spot concentration across all of them. Model what to add, trim or rebalance.<\/p><a class=\"avex-h3-btn\" href=\"https:\/\/app.avexai.io\/register\">Create an account<\/a><\/div>\n  <div class=\"avex-h3-box\"><h4>Most read<\/h4><ul><li><a href=\"\/blog\/trading-212-portfolio-tracker\/\">Trading 212 Portfolio Tracker (UK 2026)<\/a><\/li><li><a href=\"\/blog\/broker-csv-export-cheat-sheet\/\">Broker CSV Export Cheat-Sheet (UK)<\/a><\/li><li><a href=\"\/blog\/trading-212-tax-uk\/\">Trading 212 Tax UK (2026\/27)<\/a><\/li><li><a href=\"\/blog\/cagr-calculator\/\">CAGR Calculator<\/a><\/li><li><a href=\"\/blog\/etoro-review-uk\/\">eToro Review UK (2026)<\/a><\/li><\/ul><\/div>\n  <div class=\"avex-h3-box\"><h4>Tax season<\/h4><ul><li><a href=\"\/blog\/dividend-tax-calculator\/\">UK Dividend Tax Calculator (2026\/27)<\/a><\/li><li><a href=\"\/blog\/cgt-record-keeping-template\/\">CGT Record-Keeping Template<\/a><\/li><li><a href=\"\/blog\/etoro-tax-uk\/\">eToro Tax UK: CFDs, Crypto &amp; HMRC<\/a><\/li><li><a href=\"https:\/\/avexai.io\/tools\/cgt-calculator\">UK CGT Calculator (on avexai.io)<\/a><\/li><\/ul><\/div>\n<\/aside>\n<\/div><\/section>\n\n<section class=\"avex-h3-sec\" id=\"avex-export-guides\"><div class=\"avex-h3-sech\"><h2>Browse by topic<\/h2><\/div>\n<div class=\"avex-h3-topic3\">\n  <div class=\"avex-h3-col\"><h3>UK brokers &amp; tax<\/h3><ul><li><a href=\"\/blog\/trading-212-portfolio-tracker\/\">Trading 212 Portfolio Tracker<\/a><span>Jordan Doyle<\/span><\/li><li><a href=\"\/blog\/hargreaves-lansdown-portfolio-tracker\/\">Hargreaves Lansdown Portfolio Tracker<\/a><span>Jordan Doyle<\/span><\/li><li><a href=\"\/blog\/etoro-portfolio-tracker\/\">eToro Portfolio Tracker<\/a><span>Avex editorial<\/span><\/li><li><a href=\"\/blog\/trading-212-tax-uk\/\">Trading 212 Tax UK (2026\/27)<\/a><span>Jordan Doyle<\/span><\/li><\/ul><a class=\"avex-h3-more\" href=\"\/blog\/category\/wealth-intelligence\/uk-brokers\/\">All UK guides \u2192<\/a><\/div>\n  <div class=\"avex-h3-col\"><h3>US brokers<\/h3><ul><li><a href=\"\/blog\/schwab-portfolio-tracker\/\">Schwab Portfolio Tracker<\/a><span>Jordan Doyle<\/span><\/li><li><a href=\"\/blog\/fidelity-portfolio-tracker\/\">Fidelity Portfolio Tracker<\/a><span>Jordan Doyle<\/span><\/li><li><a href=\"\/blog\/robinhood-portfolio-tracker\/\">Robinhood Portfolio Tracker<\/a><span>Jordan Doyle<\/span><\/li><li><a href=\"\/blog\/us-broker-csv-export-cheat-sheet\/\">US Broker CSV Export Cheat-Sheet<\/a><span>8 brokers, one page<\/span><\/li><\/ul><a class=\"avex-h3-more\" href=\"\/blog\/category\/us-brokers\/\">All US guides \u2192<\/a><\/div>\n  <div class=\"avex-h3-col\"><h3>Export guides<\/h3><ul><li><a href=\"\/blog\/trading-212-export-csv\/\">Trading 212 Export CSV<\/a><span>one-year cap<\/span><\/li><li><a href=\"\/blog\/fidelity-export-csv\/\">Fidelity CSV Export<\/a><span>90-day cap<\/span><\/li><li><a href=\"\/blog\/schwab-export-csv\/\">Schwab CSV Export<\/a><span>1,500-row limit<\/span><\/li><li><a href=\"\/blog\/vanguard-export-csv\/\">Vanguard CSV Export<\/a><span>US<\/span><\/li><\/ul><a class=\"avex-h3-more\" href=\"\/blog\/broker-csv-export-cheat-sheet\/\">UK cheat-sheet \u2192<\/a><\/div>\n<\/div><\/section>\n\n<section class=\"avex-h3-sec\" id=\"avex-free-tools\"><div class=\"avex-h3-sech\"><h2>Free tools<\/h2><\/div>\n<div class=\"avex-h3-tools\">\n  <a class=\"avex-h3-tool\" href=\"\/blog\/cagr-calculator\/\"><div class=\"avex-h3-ic\">\ud83c\udfaf<\/div><h3>CAGR Calculator<\/h3><p>The annual return your goal actually requires.<\/p><\/a>\n  <a class=\"avex-h3-tool\" href=\"\/blog\/drawdown-simulator\/\"><div class=\"avex-h3-ic\">\ud83d\udcc9<\/div><h3>Drawdown Simulator<\/h3><p>What a crash would cost, and how long to recover.<\/p><\/a>\n  <a class=\"avex-h3-tool\" href=\"\/blog\/portfolio-diversification-calculator\/\"><div class=\"avex-h3-ic\">\ud83e\udde9<\/div><h3>Diversification Calculator<\/h3><p>How concentrated are you, really?<\/p><\/a>\n  <a class=\"avex-h3-tool\" href=\"\/blog\/dividend-tax-calculator\/\"><div class=\"avex-h3-ic\">\ud83e\uddfe<\/div><h3>Dividend Tax Calculator<\/h3><p>UK 2026\/27 rates, by band.<\/p><\/a>\n  <a class=\"avex-h3-tool\" href=\"\/blog\/platform-fee-calculator-uk\/\"><div class=\"avex-h3-ic\">\ud83d\udcb7<\/div><h3>Platform Fee Calculator<\/h3><p>% fee vs flat fee over 20 years.<\/p><\/a>\n<\/div><\/section>\n\n<section class=\"avex-h3-sec\" id=\"avex-templates\"><div class=\"avex-h3-sech\"><h2>Templates &amp; downloads<\/h2><\/div>\n<div class=\"avex-h3-tpl\">\n  <a href=\"\/blog\/broker-csv-export-cheat-sheet\/\"><h3>UK Broker Export Cheat-Sheet<\/h3><p>Eight brokers, every export path and cap, one page.<\/p><span class=\"avex-h3-dl\">PDF \u00b7 free download<\/span><\/a>\n  <a href=\"\/blog\/cgt-record-keeping-template\/\"><h3>CGT Record-Keeping Template<\/h3><p>The ledger HMRC&#8217;s matching rules assume you keep.<\/p><span class=\"avex-h3-dl\">Google Sheet \u00b7 free download<\/span><\/a>\n  <a href=\"\/blog\/portfolio-review-checklist\/\"><h3>Monthly Portfolio Review Checklist<\/h3><p>Twenty minutes, four numbers, once a month.<\/p><span class=\"avex-h3-dl\">PDF \u00b7 free download<\/span><\/a>\n<\/div><\/section>\n\n<p class=\"avex-h3-trustline\">Every guide is fact-checked against the brokers&#8217; own help pages, HMRC and the IRS, and carries a &#8220;last verified&#8221; date. <a href=\"\/blog\/editorial-standards\/\">Editorial standards \u2192<\/a><\/p>\n\n<section class=\"avex-h3-final\"><h2>See this on your real portfolio<\/h2><p>Avex reads the statements you already export, unifies your accounts and shows concentration, returns and what a rebalance would change.<\/p><a class=\"avex-h3-btn\" href=\"https:\/\/app.avexai.io\/register\">Create an account<\/a><\/section>\n\n<\/div>\n<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8ac1d03 elementor-widget elementor-widget-html\" 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