Improvement suggestions for the desktop app
Domen Hrovatin
Hi Delta team,
I've run into a few UX limitations that would significantly improve daily use. Suggestions below:
- Optional flat ticker view in the main portfolio screen
Currently the main portfolio view forces a category breakdown (Funds / Stocks / Crypto / Forex / Indices / Commodities). For users with diversified multi-asset portfolios, this creates unnecessary clicks to see all holdings together. Please add a toggle to switch between "Categorized" and "Flat list" view. The Watchlist screen already does this well, bring that capability to the main portfolio.
- Mixed native currency display in totals view
Right now, the portfolio totals screen converts everything to a single Local Fiat Currency (EUR or USD). Toggling between primary/secondary fiat just flips the entire view. I'd like an option to display each holding in its native trading currency (e.g., VWCE.DE in EUR, ISAC.L in USD, BRK-B in USD) while still showing a consolidated total at the top in Local Fiat. The asset detail views already do this, extend it to the portfolio summary.
- Cash positions in Watchlists
Cash balances (e.g., EUR cash and USD cash held at brokers) currently only appear in the categorized portfolio totals, not in custom Watchlists. This means a Watchlist used as a daily monitoring view is incomplete. Please allow cash positions to be added to Watchlists.