Your Portfolio, Your Way

At Delta, we believe true financial freedom begins with clarity. That’s why we’ve reimagined our portfolio experience from the ground up, focusing on what matters most: giving you complete control over how you view, track, and understand your investments.

Introducing Portfolio 3.0

Your investment strategy is unique, and now your portfolio view can be, too. For the first time, you can seamlessly track every asset across all of your portfolios in a single, unified view. Whether you’re managing stocks, crypto, ETFs, or funds, Portfolio 3.0 brings everything together, making it easier to see the big picture. Because when you see clearly, you can act confidently.

Redesigned Portfolio Views

Switching between portfolios has never been easier. Our new swipeable interface lets you move effortlessly between portfolios with a single swipe, allowing you to seamlessly access and compare each portfolio or see them all at once. It’s simple, fast, and designed to enhance how you navigate all your investments.

Swiping between portfolios is a game-changer. It's significantly faster than the previous method, which required multiple taps and waiting for each portfolio to load. Additionally, the new screen that consolidates all your portfolios and displays your total worth represents a substantial improvement over the earlier version.

- Sven
Lead Frontend Engineer

Our vision was to give users a better way to get an overview of their portfolios. We wanted to create something that would wow users every time they open the app, even long after installing it.

- Kei
Frontend Engineer

Flexible Filtering

Filtering has evolved. Create custom views by combining asset types to drill down to exactly what you want to see. This new flexibility lets you filter by asset types—stocks, ETFs, crypto, or any mix in between! It’s an ideal way to stay in control of your portfolio.

It's a lot more clear to see a full overview of your portfolio and the filtering feels so quick and snappy.

- Aaron
Frontend Engineer

Designed with You in Mind

You told us what matters most to you when managing your investments: flexibility, customization, and simplicity. Portfolio 3.0 brings all these features together to let you track and manage your investments your way

On a product level, the Portfolio screen is quite complex compared to your ordinary app. It has to display a lot of data while staying easy to understand and digestible at a glance. So in the re-design we really focused on consistency, and having a good layout.

- Advait
Lead Data Scientist

Personally, I love the small details that make the screen really stand out. From the subtle animation on the total worth number when refreshing or filtering different asset types, to the header switching between 'Portfolios' and the name of your current portfolio as you scroll down the list—it's these little touches that make a feature feel polished and complete.

- Sven
Lead Frontend Engineer

We’re incredibly proud of this totally new way to track your portfolio, and we’re excited for you to see how it changes the way you manage your investments. Head to the app store and update to the latest version of Delta, and let us know what you think. And keep an eye out for future releases —we’re just getting started on this journey to make investment tracking smarter, more engaging, and tailored just for you.

Check out a new way to look at your portfolio

Happy tracking,

Delta.

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