Can’t see separate portfolio values on same page at same time | Voters

Can’t see separate portfolio values on same page at same time

Gary W.

With new update, can’t see separate portfolio values on same page at same time. Used to be able to see value of stocks portfolio and crypto portfolio as distinct values for each on same page prior to update. Now have to toggle to see each separately or combined as one total value.

November 19, 2024

James from Delta

Can I check, do you have separate portfolio's in Delta separated entirely by asset class? (e.g a Portfolio for Stocks and a Portfolio for Crypto?)

In which case we'd recommend using one portfolio for this and then using the Filters to be able to see the asset breakdown by Asset type

Gary W.

Yes I have a stocks portfolio and a crypto portfolio. I can toggle each and it turns purple to see each separately, but prior to the new update I could see each portfolio total on the same page at the same time. Now there is no way to see both portfolio totals as unique values unless you toggle, and again not as a value for each at same time.