I’m a big fan of Delta and really enjoy using the app, it’s easily one of the most intuitive and visually appealing platforms out there. I use it to track all my investments, and it’s been a core part of how I monitor my portfolio on a daily basis.

That said, I’ve been running into one challenge and wanted to ask if there are any plans to address this in the future.

The issue: when I close a position (let’s say I sell a stock after holding it for years) and reinvest the funds into something else, the performance tracking resets. I lose the visibility of that closed trade’s contribution to my long-term performance, and the new investment starts from 0%, which makes it difficult to get a true picture of my real returns over time.

Ideally, I’d love to be able to:

• See historical performance even for closed trades

• Track my overall portfolio return across time, regardless of which positions are currently open

• Measure my long-term performance including closed and rotated investments

I think this would be a hugely valuable feature, especially for long-term investors who rotate positions but want a clean, cumulative view of how they’re doing over the years.

I have a margin account with Interactive Brokers that only shows up as a single transaction for each equity delta ingests. Because of this, I am unable to make use of the rich feature set that my subscription pays for. Monarch and Mint (retired) are both able to correctly track transactions. I am considering going back to Monarch since delta's asset tracking is limited to only spot trades.

For me, it's margin trades I'd like to be handled better. I'm doing them on Binance so being able to have them imported well via API would be great as well, though currently I'm manually entering all txs anyway.