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How I use DELTA App to Track my Entire Crypto (& Stock) Portfolio - YouTube
Channel: Spencer Tarring
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hey guys what's up today we are going to
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be looking at
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delta it's an app to track all of your
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portfolios including your crypto
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your stocks and also your commodities
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mainly we're going to be talking about
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how to track your crypto on the app so
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let's get straight into the video
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[Applause]
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[Applause]
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okay so let's talk about why we need an
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app like this currently i'm using
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google sheets to track all of my income
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or my bitcoin
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or my portfolios and i have a apis
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linked in there telling me the price but
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i have to manually go in
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and see what amount i have there so i
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have to put in the changes that i do on
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my exchanges all the trades i do et
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cetera
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and to be honest i don't keep totally up
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to date with exactly what i'm doing so
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an app like delta
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can help us keep on top of things and be
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very up to date because it's going to be
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importing the data directly
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into the app from your exchanges also it
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enables us to get
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notifications of real-time price alerts
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and and give us more opportunity to jump
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on those trades when they're about to
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happen
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and just in general be on top of the
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market so that's why we need an app like
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that
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and i've tried out quite a few of these
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because obviously before i did this
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video i wanted to test which ones
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were the best and for me delta stood out
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the most it really is a great app the
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user interface ux and ui
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is really pleasing to use bugs seemed to
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be completely ironed out it's been
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in development since 2017 so it's a
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really
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smooth experience and not only that it
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is ahead of the other apps like block
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folio
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etcetera because you could track your
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stocks in there as well so i can see a
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total picture
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of all my investments in the stock
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markets and the cryptos
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and commodities but as we said we're
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mainly talking about crypto today so i'm
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going to show you
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how to set up your portfolios within the
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app
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and link your binaries and your coinbase
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the exchange you use via apis okay so
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first up let's have a look at delta
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we can have a look at their website here
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and
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it's obviously got a very smooth and
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nice looking website
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and you can see the user interface is
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really nice okay so here's the app you
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can see when i
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first installed the app it gave me a
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little walkthrough of how to do a couple
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of things and i selected some of my key
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assets that i wanted to follow
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i can obviously update these at a later
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stage and i can change them to
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whatever it is that i like to follow we
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can just do that as we go on
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but the first thing we want to do is
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connect
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an exchange and set up a portfolio so if
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i go into my portfolios here in the top
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left i've got a little hamburger icon
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and click here you see i've added a new
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ubs portfolio that you that portfolio is
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for
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my ubs account which i'm going to set up
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later with most of my stocks that's
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where i keep most of my
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shares and my funds but first of all i'm
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going to add a new portfolio each
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portfolio is going to be linked to a
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different account
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a different exchange so i want a
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portfolio for binance i want a portfolio
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for
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um for coinbase and i want a portfolio
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for qrik for kraken
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now you don't have to do a portfolio for
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each one you could just for instance set
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up
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one portfolio and just call it exchange
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accounts and then link
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all of those exchanges into that single
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portfolio but i'd like to keep it
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separate so the first thing i'm going to
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do is create a new
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portfolio and i'm going to call it
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binance
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once you've added the binance we can
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then go into the portfolio and it says
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new portfolio starts here
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click the add button and we want to
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connect an exchange account
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once you're in here you can choose which
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one you want and obviously that's
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binance
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and we now need to set up the api now to
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do that i go on to my computer
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and log into my bit into my binance i'm
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already logged in here obviously and
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in up on the top right you've got the
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user icon
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scroll down to api management within the
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api management you basically want to
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create
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a new api so i type in a name i'm going
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to call this
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delta create api send
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this is the obviously security part i'm
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going to send myself a verification code
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to my email
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and then i'm going to get my google
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verification code from my
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authy app which is my two-factor author
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authentication app which i use
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so i'm going to copy that paste in there
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click submit okay so it's created me
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that new ipi
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there's a couple of things here you need
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to know there's the api key and the
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secret key but before we continue we
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want to change
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a couple of the restrictions on the api
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i want to remove enable spot
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margin trading i don't want this api to
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enable things to
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actually trade in my account i only want
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it to be a read only so i'll just click
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edit restrictions
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click off enable spot spot on margin
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trading
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and then click save again it's going to
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ask me for a verification code for my
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google
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authenticator which i will get now
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copy paste in there submit and there we
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have it
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i have created the api um now it does
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have a qr code for you to scan but
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i've actually worked out that doesn't
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work very well because um
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this app asks you to scan the api key
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and the secret keys separately
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so it's actually easier just to click
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copy on your computer if you're using a
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mac and you're connected with your
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iphone
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copy and paste is easy to do straight
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into your
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into your iphone because i can just copy
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it on my computer and then paste it on
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my
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iphone and then i want to do the same
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for the secret key
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so i'll copy that and i will paste in
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you want to keep the import withdrawals
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and deposits you want to keep the import
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pass transactions
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you don't need to remove existing
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binance transactions because this is a
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new setup
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and later i'm going to upgrade to price
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but i'm going to tell you why
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okay so that connection is added and you
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can see it's not synced yet but that
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will sync in the background or you can
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just click that and it will do the sync
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so let's go out of here and let's go
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back to my portfolio you can see it's
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still waiting to sync
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but very shortly that will arrive
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now whilst we're waiting for that to
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sync we're actually going to go and
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upgrade my
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app to the pro version and i'm going to
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tell you why there's a number of
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really great features why you should
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upgrade pro
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and here they are you've got access to
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advanced metrics you've got unlimited
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connections to exchanges so if you've
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got multiple exchanges which i do i use
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binance kraken
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coinbase pro i've just started using
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gemini i haven't actually deposited
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anything but signed up so i have
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multiple ones i need
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to connect more than two we've got the
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portfolio analytics
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we've got real-time prices and we've got
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uh
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notifications for those prices so i can
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be updated what's going on big changes
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that kind of stuff
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um and a few other things like single
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cross mob devices so for instance if i
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have it on my other phone or on my
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ipad pro it's great to be able to sync
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everything all the setup i've got going
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on
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okay so i'm going to subscribe to pro 52
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quid oh my gosh but i think it's worth
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it because
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you know i have a lot of money in crypto
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and i need to know exactly what's going
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on and if you're only talking like four
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or five pounds a month
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it's not much to pay for that
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convenience and you're also supporting
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the app developer to make it better and
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make it a better app so
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um yeah i decided it's best for me to
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buy it with all those extra
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updates okay so my purchase is all set
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and i am now
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a pro member of delta
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[Music]
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okay so you can see now that my binance
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portfolio has been imported
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um obviously you've got quite a bit of
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crypto in there so don't go hacking my
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account
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but it's uh but it's great it gives me a
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very quick overview exactly what's going
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on and exactly how much money i've got
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in that portfolio next up i want to add
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another one so let's add um
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let's say coinbase pro
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okay great so both of my portfolios have
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now come in so you can see on the left
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here i've got coinbase pro
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and let's see i've also got uh i've also
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got
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finance now the next step is to add my
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private wallets
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now you can do this in a number of
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different ways you can either add all
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your private wallets as
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individual portfolios or you can just
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join them all together
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in one place i'm okay having individual
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wallets so i know exactly
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how much each wallet has in each
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different place and that keeps my
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portfolios very clear
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so i'm going to show you just how to add
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one wallet and then you can decide
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whether you want to add
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more in later and there's a couple of
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key points i'm going to talk about
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especially if you're starting this app
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and you've already got crypto because
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you want to be able to add that money
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into your portfolio and not count it as
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kind of like a gain
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you want to add it in as today's value
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and there's a little trick that i kind
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of learned how to do which i'm going to
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show you
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on the app okay so first up let's go
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back here we're going to add a portfolio
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so i'm going to use my exodus wallet so
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i'm going to click here exodus
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and that adds me a new portfolio
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i click on exodus and there's a couple
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of different things you can do here
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i can connect an actual wallet now to do
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that i have to add
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an address and then it keeps an exact
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track
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of my exodus at all times of how much
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i've got in each address
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but it doesn't support all of the coins
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that i've got in my exodus
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and i found it to be a little bit slow
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so instead i want to
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manually i want to manually keep track
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of what's in each
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wallet and the reason why i do that on
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top of those ones i just described
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is i don't change much what's going on
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in my exchange
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in my private wallets very much i only
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really obviously only trade on my
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exchange wallets and then i kind of very
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occasionally move money in and out so
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when i do do that money in and out i can
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just manually record that transaction
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within here
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so first up i'm going to just manually
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add
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a transaction so i click here click
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crypto and i'm going to search
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for bitcoin sv
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that one there and i'm going to put i'm
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not going to buy it because
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if you're buying it that's going to keep
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a transaction of basically how much
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you paid for and how much up and down
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you are so instead of me
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uh buying it i'm going to click transfer
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and i'm going to click send receive and
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i'm going to use mining now the reason i
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use mining is it sets today's date
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of the price of it so it doesn't give me
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an up and down because i didn't record
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how much i paid for this so i don't
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really want to
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keep stats of how up and down i am with
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that money so
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i click mining and i click sent to my
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wallet obviously
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and i put the amount that i have in my
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wallet which right now is 24.255.737
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done that transaction
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okay so now i've got that bitcoin in
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my wallet now i need to go through and
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need to add
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the rest of them so let's add another
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one another manual transaction crypto
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chain link there it is link
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transfer some receipt from mining
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sent to my wallet amount transact
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amount deposited is 161.529.42 link
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done transaction
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and now that is added in uh let's go
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through and just do these
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couple of others just uh to clean up the
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wallet and i will
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skip to that in the video so we've got
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it in there okay so now let's go back to
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my portfolios you can see i've got
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coinbase pro binance nexus
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and i can now go ahead and add all of my
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wallets i can see my total worth
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and i can do some really cool things
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like if i click on my binance here and
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go back to analytics
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i can see everything that i've done
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since the start of time on my binance
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the trades the coin splits and it gives
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you a really great update so you can
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tell
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i've actually been training good i've
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made 50 good decisions compared to 11
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bad decisions uh trading back and forth
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between usd
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and binance coin or whichever pairs you
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are i'm
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up which is good you have a little bit
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of a
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fees breakdown um now interesting enough
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you can go back in here and you can see
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most use exchange if i click on here
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it's got all buy notes now that gives me
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an interesting thought about how i've
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set this wallet up i actually might want
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to
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just add these two together
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into kind of like an exchanges portfolio
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that might be easier so to do that i
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need to go here and i need to
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maybe i can just edit the name of this
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one so i'm going to change the name of
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binance
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and i'm going to call it exchanges
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so crypto exchanges let's say crypto
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exchanges
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okay let's change the name
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and now i want to move the api from
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coinbase pro into crypto exchanges and i
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can do that by going to my settings
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and manage exchange connections
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coinbase pro i want that to go to the
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crypto exchange
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so click here and i click exchange i've
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actually made a typo there so i need to
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change that
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update connection okay great so that has
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now updated the connection it takes a
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few minutes but once it's done it will
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refresh i think it's every
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15 minutes or something like this
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depending on your api settings
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i can now go into the analytics of this
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so my crypto exchanges
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i can go to analytics here and this will
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now do all the analytics across
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all the exchanges i've linked in my
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right now my binance
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and my coinbase pro obviously later i'm
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going to add in more exchanges
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and you can see a better overview i've
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made 57 good decisions
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14 band decisions i can see the most
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used exchanges i can compare how much
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i've used them
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the number of transactions fought sold
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at so
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i've done more at binance than i have on
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coinbase pro
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um and i can have a quick look at the
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coin location you can see that i've got
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more
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binaries and i have a coinbase pro so it
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gives you a good split
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and gives me an overview of exactly what
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coins i've got going on
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on the exchanges of my exposure now one
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thing i
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did notice is this is owned by etoro
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obviously which is a very
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famous trading platform for you to buy
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and sell
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shares and commodities so they really
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know what they're doing actually i think
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they bought it a couple years back and
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developed
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on the idea and i actually just really
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love everything about this app
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in here we've got the news and direct
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sources so a really great place to get
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information because it has multiple
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sources coming in
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to the app we have some crypto globe we
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have yahoo finance
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we scroll down further we've got decrypt
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in here and we're going to click
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straight onto the news and go to that
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particular place to read it
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which i find really convenient so it's
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kind of put it all together into one
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place then we have the overview of the
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market and we talked about this uh
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briefly earlier on you can choose
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what you would like to follow you can
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click show all you can obviously click
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the ones that you like
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and you can obviously follow what you've
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got money in
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and you can go to the different indices
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and crypto stocks
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you can see basically an overview of
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everything the power of this app is
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extremely good i'm really very actually
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excited to use it over the next coming
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weeks
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and then finally we have notifications
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now in here i can just choose what i'm
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getting notifications from
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end of day portfolio update significant
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change update they'll all come as i'm
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using the app so hopefully later on
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tonight or tomorrow i will get some of
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those updates
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as bitcoin goes above 40 dollars again
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which i think is going to happen in the
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next few days
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i've put a link down below for you to
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download it recommend you upgrade to the
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pro version if you're serious about um
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your crypto and investments
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keep on top of the market keep on top of
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the news it will really help you to
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make sure you maximize your profits over
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the next year whilst we're in this huge
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aura so i'm going to go ahead and add
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the rest of my portfolio into the app
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if you've got any questions or want some
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information about the app or what to do
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you can just
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make a comment down below or send me a
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direct message in the telegram group
[954]
there's also a link there
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they also have a great support system
[957]
you can just go to their website which
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obviously i've linked
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just ask them some questions they use a
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live chat agent
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overall a great experience and i really
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recommend you download this app thank
[966]
you for watching
[967]
and until next time crypto money life
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