Copilot
Copilot is a modern personal finance app that helps you track your net worth, manage budgets, and monitor investments through automated transaction categorization and real-time account syncing.
Delta Investment Tracker
Delta is a multi-asset investment tracking software that allows you to monitor your entire portfolio of stocks, cryptocurrencies, ETFs, and NFTs in one unified real-time dashboard.
Quick Comparison
| Feature | Copilot | Delta Investment Tracker |
|---|---|---|
| Website | copilot.money | delta.app |
| Pricing Model | Subscription | Freemium |
| Starting Price | $13/month | Free |
| FREE Trial | ✓ 30 days free trial | ✓ 7 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✘ No product demo | ✘ No product demo |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2019 | 2017 |
| Headquarters | New York, USA | Ghent, Belgium |
Overview
Copilot
Copilot is a highly visual personal finance tool designed to give you total control over your money. You can connect all your bank accounts, credit cards, and investment portfolios to see your entire financial life in one place. The app uses machine learning to intelligently categorize your spending, but it keeps you in the driver's seat by letting you review and approve every transaction. This ensures your data stays accurate and your budget reflects your actual habits.
You can set up flexible monthly budgets that adapt to your lifestyle rather than forcing you into rigid categories. The platform also tracks your recurring subscriptions and upcoming bills so you never get hit with a surprise charge. Whether you are focused on aggressive saving or long-term wealth building, you get the clarity needed to make smarter financial decisions every day.
Delta Investment Tracker
Delta is a comprehensive investment tracker designed to give you a clear, real-time overview of your entire wealth. Instead of jumping between different brokerage apps and crypto exchanges, you can sync all your assets into one beautiful interface. You can track stocks, cryptocurrencies, ETFs, indices, mutual funds, and even your NFT collections across multiple wallets and platforms.
The software helps you make better investment decisions by providing detailed asset analysis and personalized notifications. You can see your profit and loss over various timeframes and understand how your portfolio is diversified. Whether you are a casual retail investor or a dedicated crypto enthusiast, Delta provides the visual tools you need to stay on top of your financial goals without the manual spreadsheet headache.
Overview
Copilot Features
- Automated Categorization Save time as the app learns your spending habits and automatically sorts transactions into the right budget categories.
- Investment Tracking Monitor your entire portfolio performance and asset allocation across different brokerage accounts in a single unified view.
- Subscription Management Identify all your recurring charges and upcoming bills in one list so you can cancel what you don't use.
- Real-Time Syncing Connect your accounts via Plaid or Finicity to see your latest balances and transactions updated throughout the day.
- Custom Budgeting Create personalized spending limits for different categories and track your remaining funds with visual progress bars.
- Net Worth Monitoring Track the growth of your total wealth over time by automatically balancing your assets against your liabilities.
Delta Investment Tracker Features
- Multi-Asset Support. Track your stocks, crypto, ETFs, indices, and NFTs all in one place for a complete view of your net worth.
- Broker & Exchange Sync. Connect your favorite brokerage accounts and crypto exchanges to automatically sync your transactions and balances in real-time.
- NFT Portfolio Tracking. Link your Web3 wallets to automatically monitor your NFT collections and see their floor prices and estimated value.
- Advanced Asset Analysis. Get deep insights into your portfolio performance with detailed breakdowns of your profit, loss, and asset allocation.
- Personalized Notifications. Set up custom price alerts and receive curated news updates for the specific assets you hold in your portfolio.
- Multi-Device Sync. Access your investment data across mobile and desktop devices with seamless data synchronization and secure cloud backups.
Pricing Comparison
Copilot Pricing
- Unlimited account connections
- Real-time transaction syncing
- Investment and crypto tracking
- Custom categories and budgets
- Ad-free experience
- Secure data encryption
- Everything in Monthly, plus:
- Significant savings over monthly billing
- Full year of financial history
- Priority customer support
- Early access to new features
- Billed as $95 per year
Delta Investment Tracker Pricing
- Track unlimited assets
- Connect up to 2 exchanges
- Connect up to 2 wallets
- Basic portfolio analysis
- Standard price alerts
- Everything in Free, plus:
- Unlimited exchange connections
- Unlimited wallet connections
- Advanced portfolio insights
- Exclusive PRO badges
- Early access to new features
Pros & Cons
Copilot
Pros
- Beautiful and highly intuitive user interface
- Superior transaction categorization compared to competitors
- Fast and reliable bank account syncing
- No intrusive advertisements or third-party offers
- Excellent support for tracking cryptocurrency assets
Cons
- Currently only available on Apple devices
- No free version available after trial
- Limited manual transaction entry capabilities
- Subscription cost is higher than some alternatives
Delta Investment Tracker
Pros
- Beautiful and intuitive user interface design
- Supports a massive range of global assets
- Real-time price updates for most cryptocurrencies
- Seamless syncing between mobile and desktop apps
- Easy connection to popular crypto exchanges
Cons
- PRO subscription is relatively expensive
- Occasional sync delays with certain brokerages
- Limited advanced charting for technical traders