Delta aggregates investment data by securely connecting to various wallets, exchanges, and brokerage accounts into a unified dashboard. The platform provides users with real-time performance monitoring, detailed analytics, and customizable notifications for diverse asset classes. This centralized tracking empowers investors to gain clarity and make data-driven decisions across their entire portfolio.
Funding
Funding not disclosed
Founders
Product
Problem
Individual investors often struggle to maintain a consolidated view of their diverse investment portfolios, which may include cryptocurrencies, stocks, ETFs, NFTs, and other asset classes spread across multiple brokerage accounts and exchanges. This fragmented landscape makes it difficult to accurately assess overall portfolio performance, track asset allocation, and make informed investment decisions.
Solution
Delta provides a multi-asset investment tracking application that aggregates data from various financial accounts, offering users a unified dashboard to monitor their complete portfolio. By automatically synchronizing with brokerage accounts, crypto exchanges, and NFT wallets, Delta eliminates the need for manual data entry and provides a real-time overview of investment performance. The platform offers tools for analyzing portfolio diversity, tracking historical performance, and receiving personalized notifications on market movements, empowering investors to make data-driven decisions and optimize their investment strategies.
Target Audience
Delta is designed for individual investors, both novice and experienced, who manage diverse portfolios across multiple platforms and seek a centralized solution for tracking performance and making informed investment decisions.
Features
- Automatic synchronization with a wide range of brokerage accounts, cryptocurrency exchanges, and NFT wallets via API connections.
- Comprehensive portfolio tracking across multiple asset classes, including stocks, cryptocurrencies, ETFs, forex, commodities, indices, and NFTs.
- Real-time market data and price updates for all tracked assets.
- Portfolio analytics tools for assessing asset allocation, diversification, and overall performance.
- Customizable alerts and notifications for price movements, market events, and portfolio updates.
- Manual transaction entry for assets and accounts not supported via API.
- Historical data and charting tools for analyzing past performance and identifying trends.
- Net worth calculation providing a consolidated view of total assets.