Delta: portfolio workflow and limits
A mobile-first investment-tracking option for users who want account and asset views in an app.
Edition and operating model
Mobile-led
Selected cost and free boundaries
Current free versus paid allowances depend on the selected app tier; no exact price or permanent full free entitlement asserted.
Keeping records
Investment tracking through mobile-led portfolio views and supported connection/manual workflows.
Limits to check
A free download or get-started call to action does not establish unlimited accounts, refresh frequency or all analytics. Verify current operating system, regional connections and export options in the selected plan.
A practical migration test
Start with one copied position and a fee-bearing transaction. Compare quote timestamps, currency display and export access before connecting a real account.
Preserve an independent copy of dated trades, fees, cash flows and valuation sources. Import compatibility and a displayed market value do not prove a fully reconciled return history. Try a small copied example and inspect export before replacing your primary record.
Primary evidence
Checked 17 October 2026; no authenticated account, native broker connection or tax-report acceptance was tested.
Compare all selected trackers ยท Analyze a manual holdings snapshot