Go beyond execution.
Add a research layer to your trading or investment service. Give clients a reason to explore companies within your own environment.
DELTA RESEARCH / SOLUTIONS
From research.
To your portfolio.
Understand companies. Find assets that fit your goals. Build and monitor your portfolio — with research, AI and analytics in one platform.
A WORKSPACE FOR YOUR NEXT STEP
Your goals. Your research. Your portfolio.
01 / THE PLATFORM
Delta AI
A clearer starting point. A more informed next step.
Turn your goals, time horizon and approach to risk into a clearer investor profile. Delta AI helps you explore stock candidates through detailed company reports, understand the numbers and ask the questions behind an investment idea.
- Define your investor profile
- Explore stocks aligned with your goals
- Understand company data in plain language
- Connect the conversation to deeper research
02 / THE PLATFORM
Portfolio Engine
From a shortlist to a portfolio you understand.
Bring your selected assets together around your investor profile. Explore allocation, estimated return, volatility and key portfolio metrics to understand how individual choices work together — before deciding where to put your capital.
- Build around your goals and risk preferences
- Evaluate potential return and volatility
- Understand allocation and concentration
- Compare the portfolio as a whole
03 / THE PLATFORM
Detailed Reports
Know the company behind the investment.
A price tells you what a share costs. Research helps you understand what you are buying. Explore company fundamentals, earnings, valuation and analyst expectations in structured reports, with Delta AI available to explain what the figures mean.
- Company fundamentals and financial performance
- Earnings, estimates and valuation
- Sector context and company comparisons
- Clear explanations alongside the numbers
04 / THE PLATFORM
Advanced Analysis Tools
Look at the market from another angle.
Go beyond a single chart. Explore market cycles, investigate relative-value and spread-trading ideas, and examine how assets interact across your portfolio. More analysis tools are in development.
01 / EXPLORE THE RHYTHM
Market cycles
Study recurring patterns, compare cycle components and explore projections alongside price history. Bring another perspective to your market research.
More tools in development
05 / THE PLATFORM
Shares & Portfolio Management
See how your portfolio is really doing.
Follow individual positions and the portfolio they form in one connected workspace. Monitor positions in real time, track allocation and performance, and understand which holdings are contributing to the result as market conditions change.
- Monitor open positions in real time
- Track portfolio performance and allocation
- Analyse holdings and their contribution
- Keep research close to every position
ONE PLATFORM. YOUR WAY FORWARD.
Depth for professionals.
Clarity for everyone.
For experienced investors, the tools and visibility to stay in control of every decision.
For those just starting, a clear path from the first question to understanding and building their own portfolio.
RESEARCH FOR YOUR CLIENT EXPERIENCE
Your platform.
Our research.
Give your clients more than access to the market. Give them the context to understand it.
Bring structured company reports from Delta Research into your investment offering. Help clients explore businesses, compare the numbers and approach their next decision with a clearer view.
CONTACT USFOR YOUR BUSINESS
Retail & forex brokers
Prime brokers
Investment platforms
Wealth managers
01 / THE REPORT
Company data.
A clearer perspective.
A consistent research format brings company fundamentals, earnings, valuation, risk and market behaviour into one place.
Sample report / NVIDIA Corporation / 28 October 2026
THE COMPANY AT A GLANCE
Start with the whole picture.
Key company metrics, a relative analytical score, sector context and analyst consensus give clients a structured starting point for deeper research.
Scores summarise a relative analytical profile. Analyst estimates are forecasts, not guaranteed outcomes.
02 / THE BUSINESS VALUE
More value in every
client relationship.
Extend your client offering with research, while your team stays focused on the experience and services that make your business distinct.
Make the numbers useful.
Help clients navigate financial information through a clear structure, comparative context and explanations alongside the data.
Build on our research.
Work with an external report provider instead of creating the entire company research and report-production process from scratch.
03 / WHERE IT FITS
Research where
clients need it.
Choose the placement that fits your service and the way your clients work.
- 01
Inside a company page
Keep the report close to the instrument a client is already exploring.
- 02
In your research hub
Give clients a dedicated place to discover and compare company research.
- 03
Across client communications and platforms
Support conversations and editorial content with a shared research foundation.
Delivery format, company coverage, update frequency, branding and integration requirements are defined together.
04 / WORKING TOGETHER
Start focused.
Build from there.
Define the scope
Tell us about your clients, the companies they follow and the experience you want to offer.
Review the research
Explore sample reports and discuss the depth, structure and coverage you need.
Agree on delivery
Set the format, update frequency, branding and technical requirements for your service.
Launch a pilot
Evaluate a focused implementation with your team before deciding on a broader rollout.
Understand more.
Build with purpose.
Explore company research, AI insights, and portfolio tools. Find your next step in one connected workspace.