The features that power your portfolio
From seamless account linking to real-time updates and insights, Delta’s core features are designed to help you stay informed, in control, and ahead of every investment opportunity.
Auto-Sync your Portfolio
Asset Detail Screen
Portfolio Performance
Portfolio Diversity
Portfolio 3.0
Delta Home
Why is it Moving?
Real-Time Alerts
Delta Direct
The Daily Recap
Custom Price Alerts
Handy Widgets
Portfolio History
Advanced Metrics
Portfolio Overview
Good & Bad Decisions
CSV Import
Delta Account
Financial Calendar
What's moving?
Following
Dark & Light Mode
Monochrome Mode
Insider Moves
Most Used Exchanges
Beyond the Bell
Asset Worth
Fees
Portfolio P/E
Risk Analysis
Asset Location
Manual Transactions
Weekly Analyst Update
Explore the Markets
Auto-Sync your Portfolio
Delta’s features are built to simplify your investment journey. From tracking your portfolio across multiple assets to providing real-time insights and updates, Delta empowers you to make smarter decisions. Dive into tools that help you analyze performance, manage risk, and uncover new opportunities—all in one app.
Connect
Effortlessly connect your investment accounts, from crypto wallets to stock brokers. Delta auto-syncs your portfolio, keeping it accurate and always up to date.
Upload CSV files to bring your portfolio data into Delta in seconds—fast, simple, and accurate.
Access your portfolio anywhere with a single login. Delta syncs your investment data across multiple devices, including web and mobile, so you’re always up to date. Whether you’re tracking stocks, crypto, or other assets, your data stays secure, consistent, and effortlessly in sync
Add manual transactions to your portfolio for assets not tracked by brokers or exchanges, ensuring a complete overview.
Track
Delta has everything you need to know about any asset available at a glance. Check price ranges, charts, and much more!
Built for investors who want to dig a little deeper. With advanced metrics and detailed analytics, Portfolio Insights helps you uncover the full story behind your portfolio’s performance.
Don’t put all your eggs in one basket! Identify concentrated positions and achieve optimal balance by analyzing your portfolio diversity, revealing sector allocation, market cap, geographic exposure, and more.
Experience an upgraded portfolio view with advanced analytics and smoother navigation to track your investments better.
Start your day with a personalized dashboard showing portfolio highlights, market insights, and alerts.
Let’s talk big picture. Visualize your portfolio worth and net invested amount over time. Gain insights into your performance with the simple return rate and track the net cash flow from the beginning of your investment journey.
Dive into advanced analytics, including cost basis, unrealized gains, and detailed performance metrics for smarter decisions.
Get a comprehensive overview of all your investments grouped by asset class, and see gains and losses, get advanced metrics, and more.
Have your trades analyzed, and face the (harsh?) truth. Find out your trading strong suits and weak spots to become a better trader with our insights!
Track pre- and post-market activity to gain insights into trading outside regular hours and stay ahead of the curve.
View the market value of any 4 assets in your portfolio over time.
Broker fees, exchange fees, gas fees, we track them all. Find out how much you paid in fees during a certain period, and on which platform or chain.
Check your portfolio P/E ratio to gain a better insight into the valuations of your holdings, and benchmark it against SPY or other equities.
Measure your portfolio risk factor by looking at the weighted beta, and compare it to SPY or other benchmarks.
Broker, exchange, hot or cold wallet, find out where your assets are held with this nifty feature!
Update
Get quick, digestible insights into market movements with Delta’s concise breakdown of the factors driving asset changes.
Stay ahead with custom notifications for price changes, significant events, and end-of-day updates tailored to your portfolio.
Stay connected with real-time updates and official announcements directly from projects you follow.
Get the market updates that matter without lifting a finger. The Daily Recap is your AI-generated, personalized podcast that delivers an easy-to-digest update on the market movements that matter to you and your portfolio.
Set personalized price alerts for any asset, so you never miss a critical movement in the market.
Customize your home screen with widgets that display live portfolio data and market trends at a glance.
Stay informed on major insider moves, like CEO trades and big sells, for smarter investment decisions.
Discover
Keep track of key dates like earnings releases, dividends, and economic events to stay ahead of the market.
Keep track of your favorite assets and receive updates on their performance. Easily monitor assets of interest, even if you don't own them (yet).
Never wake up your partner when checking the charts ever again. Choose between a dark or light theme as you see fit.
Switch to a simplified monochrome display mode for better visibility and reduced eye strain. Yes, we know you're checking on your portfolio in bed.
Get concise market summaries every week, helping you stay informed about the latest trends and insights.
Discover trending assets and sectors with curated insights, helping you uncover your next investment opportunity.