I'm hopeful that they will continue to add features to the tool over time. Still, it is very easy to use with a clean interface. It also doesn't come with a retirement planner or fee analyzer. Unlike Personal Capital, however, it does not provide any meaningful data on asset allocation. It connects to major cryptocurrency exchanges, and provides a feature to keep track of insurance policies. It does allow you to track the value of a variety of assets, such as domain names. You can connect investment accounts and it will bring in your positions and balances.
It is a paid tool ($15 a month), but has a fairly limited set of features. I've included Kubera in the list more for its potential than its current feature set. For those who want to monitor a portfolio of funds, including their asset allocation, Delta is not an ideal fit. It does support connections with about 20 crypto exchanges, not helpful to me since I have no positions in Bitcoin or other crypto currencies.Īs such, Delta is best for those who want to track Bitcoin and other digital currencies or a stock portfolio. As such, most investments must be entered manually. The app indicates that this feature is coming, but it's not clear when that will happen.
The big drawback to Delta is that it cannot connect to brokerage accounts. The app can track cryptocurrencies, stocks, funds, commodities, currencies, futures or bonds.
It has a 4.8 out of 5 star rating in the App Store.
STOCKS STOCKPILE APP ANDROID
The Delta Investment Tracker comes as an iOS or Android app only. This is the one tool on the list I've not used extensively. While EquityStat doesn't come with a robust set of features, it has an excellent user interface that makes tracking a portfolio's performance easy.
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