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Guides on performance, multi-currency returns, and how Cresori compares to the alternatives.

29 Jun 2026

Talking to Interactive Brokers from Python: the API, the libraries, and how to actually use it

A practical map of the IBKR API: which Python library to use in 2026 (and which to avoid), with a working example to pull positions and price history.

22 Jun 2026

The Wheel, explained: covered calls, cash-secured puts, and where the risk hides

The wheel is an income strategy that sells options for premium instead of buying them. Simpler than it sounds, and the risk isn't where beginners think.

15 Jun 2026

Is your dividend income sustainable? Payout, debt, and the yield trap

A high yield is often a dividend cut the market already priced in. Three checks, payout ratio, balance sheet, and the yield itself, spot durable income.

8 Jun 2026

The dividend you'll actually receive: withholding, pay lag, and the anchor date

The headline yield and the cash reaching your account differ. Three things sit between: withholding tax, the ex-date to pay-date lag, and payment timing.

1 Jun 2026

Yield on cost is telling you a comforting lie

Yield on cost only ever rises, which is exactly why it's a bad number for decisions. What it really measures, and the yield to look at instead.

26 May 2026

Beating the S&P is easy until you subtract tax

Comparing your portfolio to a raw index return is a rigged game. A fair benchmark accounts for the tax you pay, and the tax the index ignores.

20 May 2026

What accrued interest is doing in your net liquidation value

Your net liquidation value includes money earned but not yet paid: accrued interest and dividends. Real, not cash, and mixing them distorts your returns.

15 May 2026

TWR isn't one number: why your YTD and five-year returns don't line up

Your one-year and five-year returns cover different windows, so they can't be added or reconciled by eye. How time-weighted return chains together.

11 May 2026

True TWR vs MWR: why your broker's return number is (probably) wrong

Time-weighted and money-weighted return answer different questions. Most brokers show only one, usually the one that flatters or blames your timing.