Portfolio Insights (PI) gives you a deep dive into your portfolio and demonstrates what Delta can do for you regarding analytical insights.
To access PI you can hit the little graph button next to "ALL" in the portfolio overview or, bring out the side menu with the hamburger icon in the top left on the portfolio screen.
Each module has an info icon once you open it in the top right which explains the feature. You'll also find some explanations for each module below. To swap portfolios you can do it from the switcher in the portfolio name at the top of the PI screen.
History (Pressing the graph)
This chart shows the portfolio worth and net invested amount over the selected time period. You can tap your portfolio to switch between currencies.
The simple return rate is the simplest way to understand your portfolio performance, calculated by dividing your net returns (profit or loss) by your net deposits. In cases where you've earned positive returns, and then withdrawn more money than you deposited, a simple return won't accurately reflect what's going on.
Portfolio Performance (PRO)
Measures your portfolio's performance against indices, your other portfolios, or any asset on a monthly, quarterly, or yearly basis. The performance of a portfolio is its simple return rate while the performance of any asset is the percentage change in price over the selected time periods. The simple return rate is the simplest way to understand your portfolio performance, calculated by dividing your net returns (profit or loss) by your net deposits.
You can select up to 2 other benchmarks for comparison. These choices also apply to the Portfolio Risk and Portfolio P/E charts for equities. You can also toggle on and off any selection by tapping the legend item.
This module shows your portfolio's diversity in terms of asset categories, sectors, market capitalization, geographic regions, and more to identify concentrated positions and help rebalance your portfolio.
Select a specific asset type to see more diversification profiles. For example, you can see your crypto portfolio's diversity in terms of sectors or market cap rank. An equities portfolio's diversity can be viewed in terms of sectors, geographic regions, and market capitalization groups.
Good / Bad Decisions (PRO)
This is a fairly simple implementation to judge "Good" or "Bad" decisions. In short, for every holding in your portfolio, it looks at only the last buy or sell transaction that you've entered. Then for each of those, there are 4 potential options:
Bought and the price went up (+ potentially winning the opportunity cost as well) -> Good
Sold and the price went down -> Good
Bought and the price went down (+ potentially losing the opportunity cost as well) -> Bad
Sold and the price went up -> Bad
opportunity costs are the loss of other alternatives when one alternative is chosen.
Most used Exchanges
This chart represents exchanges or brokers on which you executed the most trades (only buys and sells), ordered by amount of trades, during the selected time period.
Asset Location (PRO)
This chart represents the balance of your assets grouped by location (Exchange, wallet, or broker). The list below the chart can show the assets and amounts grouped by location or by asset.
It is important that all transfers, deposits, and withdrawals between exchanges, brokers, and wallets are entered correctly in order to have an accurate representation of the location.
Locations with net negative worth are ignored in the chart.
Asset Worth (PRO)
This chart represents the market value (worth of your holdings) of the assets in your portfolio in your local fiat currency over the selected time period.
The top four assets by current worth are shown by default but you can change the selection to choose any asset from your portfolio.
Portfolio P/E (Equities only) (PRO)
Measure your portfolio's price-to-earnings ratio against indices, your other portfolios, or any asset. The Portfolio P/E is the weighted harmonic mean of the price-to-earnings ratio of its components. A stock's price-to-earnings ratio (P/E) is the current stock price divided by the trailing annual earnings per share. P/E of assets with negative earnings is considered infinite in these calculations. You can also view your top P/E assets.
You can select up to 2 other benchmarks for comparison. These choices also apply to the Portfolio Performance chart and Portfolio Risk chart for equities.
Measure your portfolio's risk against indices. Your other portfolios, or any other asset. Portfolio risk is measured using the weighted beta of its components. Beta is an asset's systematic risk i.e. risk in relation to the market or a benchmark (for example, the S&P 500). Roughly speaking, a security with a beta of 1.5 will have, on average, 1.5 times the market return. Note that beta is not necessarily a full measure of risk. You can also view your riskiest assets.
You can select up to 2 other benchmarks for comparison. These choices also apply to the Portfolio Performance P/E chart for equities.
This chart shows the number of trades (only buys and sells) per month, quarter, or year and your top traded assets.
This module has two stacked bar charts. One displays the number of fees paid grouped by the currency of the fee and the second displays the number of fees paid grouped by the location (platform or exchange where the fee was paid). You can also select the "ALL TIME" selector and choose a different time frame or a custom time range.
Advanced Metrics (PRO)
Advanced Metrics offer deeper insight into the cost basis and gains of each of your assets. All advanced metrics use the average adjusted cost basis (ACB) method. You can also export this data in a variety of formats.
You can even view your portfolio and advanced metrics for a particular date. In this case, the realized gains are gains from the very beginning up until this date and all other metrics are as of the date. Read more HERE
PRO TIP: Above the total worth there are some dots. You can press the ">" button on the right of the total amount to select categories, by default it is set to ALL.