Delta X Capital
Portfolio View PRIVATE

DELTA X CAPITAL · PORTFOLIO MONITOR

Portfolio overview.

The day’s movement. The bigger picture.

Connecting to market data

A NEW ALLOCATION

Import your holdings.

A new upload saves a new version. Your previous allocations stay in history.

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Drop your CSV hereor click to choose a fileTickers + weights · Maximum 1 MB
ticker,weight
AAPL,25%
TSLA,15%

Weights may total less than 100%; the balance is cash. Percentages and decimal fractions are supported.

SAVED, NEVER OVERWRITTEN

Allocation history.

KNOW WHAT YOU’RE SEEING

About these returns.

Current allocation

Today, week, month and chart returns model the latest uploaded weights. They show how that allocation would move over the selected period, with uninvested cash flat. A new upload changes these modeled views.

Tracked history

Recorded observations begin at your first import. Returns chain through each saved allocation using prices at the change. Observations are captured while this dashboard is open; closed periods may have gaps. Uploading a new allocation preserves earlier recorded observations.

Price returns, before costs

These views exclude dividends, fees, cash yield, taxes and execution differences. They are not actual account P&L or a total-return performance record. Historical prices are split-adjusted. The benchmark is the S&P 500 price index (^GSPC), not an ETF.

Market data

Financial Modeling Prep supplies regular-session quotes, history and earnings. The dashboard refreshes about every 30 seconds while visible; quote times show the provider’s latest trade time. Your data subscription determines coverage and delay. Earnings dates may change. Missing or stale prices are shown explicitly.