Delta
Multi-asset portfolio tracker for stocks, ETFs, crypto and forex with broker and exchange auto-sync.
Delta is a multi-asset portfolio tracker owned by eToro, covering stocks, ETFs, funds, commodities, forex and crypto in one app. It launched as a crypto tracker in 2017 and became multi-asset in 2021, and stocks and ETFs are first-class today. You can add holdings by hand, import a CSV, or auto-sync from 300+ brokers, exchanges and wallets; it tracks dividends, compares your performance against indices like the S&P 500, and layers on AI — a personalized daily recap and per-holding “why is it moving?” explanations. The free tier is permanent but caps you at 10 tracked assets; PRO and PRO+ raise or remove that limit.
Features at a glance
| Feature | Delta |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Yes |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Not supported |
| Tax reports | Partial |
| Analysis & insights | |
| AI portfolio analysis | Yes |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Yes |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Partial |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Not supported |
| Goal & time-to-goal | Not supported |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Not supported |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | Not supported |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Not supported |
| Access & pricing | |
| Free tier | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Partial |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Yes |
| Multi-language | Yes |
| Community & extras | |
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Not supported |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported |
Best for
Investors holding a mix of stocks and crypto across many brokers and exchanges who want everything auto-synced into one mobile app — as long as 10 assets is enough, or they will pay to lift the cap.
Strengths
- Auto-sync from 300+ brokers, exchanges and wallets
- Genuinely multi-asset: stocks, ETFs, funds, commodities, forex and crypto
- AI daily recap and per-holding move explanations
- Benchmark comparison against indices like the S&P 500
- Native iOS, Android and desktop apps; 18 interface languages including Polish
Trade-offs
- Free tier is capped at 10 tracked assets
- Only a simple return, not time- or money-weighted (no TWR/MWR)
- No portfolio health score, rebalancing or goal projection
- No dividend forecast or native tax report
- No custom groupings or public portfolios
Delta vs PortfolioGlance
Delta wins on reach — auto-sync from thousands of brokers and exchanges, native mobile apps and a broad AI layer we do not fully match. But it is analytically shallow where it matters most: by its own help centre it reports only a simple return (net gain over net deposits), which it admits misstates your result once you withdraw — so no TWR or MWR. PortfolioGlance gives you true time- and money-weighted returns, a portfolio health score, rebalancing against a target and goal projection, on a tier that is free to start, plus a shareable AI roast. Delta is the one to watch a big mixed stock-and-crypto portfolio update itself; knowing how that portfolio actually performs is what PortfolioGlance is for.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.