Unlock the secrets of your Portfolio.
Gain a deeper understanding of your investments with Delta’s Portfolio Insights. From benchmarking performance to tracking fees, diversity, and risks, these tools provide the clarity you need to make smarter decisions and optimize your strategy.
Tools to Master Your Portfolio
Portfolio Performance
Measure what matters. Benchmark your portfolio’s performance against indices, other portfolios, or specific assets. Analyze returns over monthly, quarterly, or yearly periods to see how your strategy stacks up.
Fees
Know where your money goes. Track broker fees, exchange fees, and gas fees all in one place. Break down how much you’ve spent over any period and pinpoint the platforms or chains incurring the most costs.
Good & Bad Decisions
Get honest about your trades. Analyze your best and worst trading decisions to uncover patterns, refine your strategy, and become a more confident trader with actionable insights.
History
See the big picture. Visualize your portfolio’s growth, net invested amount, and cash flow over time. Gain clarity with simple return rates and trace your journey from the start of your investment story.
Portfolio Diversity
Balance is everything. Identify concentrated positions and analyze your portfolio’s diversity across sectors, market caps, regions, and more. Optimize your holdings for a well-rounded portfolio.
Trade Statistics
Spot your patterns. Discover your most traded assets and review your trading activity by month, quarter, or year to track your investment habits.
Risk Analysis
Measure your risk. Analyze your portfolio’s risk factor and weighted beta to understand your exposure. Compare it to benchmarks like SPY to make informed decisions about risk-on or risk-off strategies.
Asset Worth
Track value over time. View the market value of any asset in your portfolio and gain historical insights into its performance.
P/E
Understand your valuations. Check the P/E ratios of your portfolio’s stocks, compare them to benchmarks like SPY, and assess company valuations with ease.
Asset Location
Track value over time. View the market value of any asset in your portfolio and gain historical insights into its performance.
Most used exchanges
Understand your habits. Identify which exchanges you trade on the most, and get a breakdown of your trading performance and associated fees. Use these insights to optimize your trading strategy and reduce unnecessary costs.
Advanced Metrics
Dive into details. Analyze cost basis, realized and unrealized gains, and losses for every asset. Export this data to track your portfolio like a pro.
One plan.
Everything unlocked.
Join the world’s top investors in using Delta PRO. Get more out of your portfolio with advanced insights and metrics, live refreshing prices, and unlimited connections.
Delta provides real-time portfolio tracking, detailed analytics, and a clear view of your asset allocation across stocks, crypto and more.
Delta isn’t a brokerage, but it brings all your investments together in one powerful dashboard. Instead of juggling multiple apps, Delta syncs with your brokerage, exchange, or wallet so you can track everything in one place.
Security is a top priority. Delta does not have access to your funds, and we use industry-leading encryption to protect your data.
Delta is an investment tracking app, not a brokerage or exchange, which means we don’t hold or manage your funds. To withdraw or trade assets, you'll need to go directly through your linked brokerage, exchange, or wallet.
Delta supports a huge range of stock brokerages, crypto exchanges, and wallets, making sure you never miss a beat. With Delta PRO, you can connect an unlimited number of accounts for a truly comprehensive investment overview.
FAQs
Still got questions?
These frequently asked questions might have the answer, but if not, our support team is just a message away!
