Delta Portfolio Tracker Offers Unified View of Stocks and Crypto

Delta by eToro is a portfolio tracker that offers a unified view of multiple asset classes, including stocks, ETFs, forex, commodities, and crypto. This tool caters to users who manage mixed portfolios that span traditional and digital assets.

The platform's design goal is to normalize the portfolio into positions with a consistent valuation model, providing exposure, performance, and alerts on top. Delta supports both connected accounts and manual portfolios, allowing users to track instruments that are not supported or require privacy.

Delta differentiates its free and paid tiers based on asset tracking limits. The free plan allows up to 10 assets, while the PRO tier extends this limit to 40 assets, and the PRO+ tier offers unlimited asset tracking. This tiering is crucial because users often mix connected accounts with manual holdings, and the platform's analytics features become more useful as the number of tracked assets increases.

Delta's AI capabilities, available in its PRO and PRO+ tiers, provide valuable insights for users. These features include summaries of market events, explanations for asset moves, and tracking of relevant market signals. However, Delta's limitations lie in its handling of crypto-native edge cases, where it may not offer the same level of depth as trackers focused purely on crypto.

Delta competes with other portfolio tools that focus either on crypto or traditional assets. Its unique niche is in providing a unified view across multiple asset classes, making it a compelling option for users with mixed portfolios.