More Transaction types like (Margin, leverage, CFD...)
R
Rafal
I just ran into a similar issue that highlights this gap.
I executed a simple Binance spot trade: bought 10 SOL at ~€201.5 and sold at ~€206.5. Delta (Pro) synced through the Binance API but Delta only imported the sell leg, completely missing the buy.
The order was a standard spot limit order, nothing exotic.
Full-sync and re-sync attempts didn’t help.
Support advised that “non-basic” limit orders often fail to import and suggested adding it manually.
For a portfolio tracker that’s meant to be API-driven, needing manual edits for a plain spot trade undermines confidence in the data and makes me consider migrating to another tracker once my Pro subscription ends.
It would be great if Delta could:
- Reliably handle all spot order types, including limit orders held open for a while.
- Provide better visibility (logs or error messages) when a trade is skipped so users can troubleshoot.
This seems squarely within the “more transaction types / open order support” request - please count this as another concrete example of why it matters.
U
User 3502
I’m a big fan of Delta and really enjoy using the app, it’s easily one of the most intuitive and visually appealing platforms out there. I use it to track all my investments, and it’s been a core part of how I monitor my portfolio on a daily basis.
That said, I’ve been running into one challenge and wanted to ask if there are any plans to address this in the future.
The issue: when I close a position (let’s say I sell a stock after holding it for years) and reinvest the funds into something else, the performance tracking resets. I lose the visibility of that closed trade’s contribution to my long-term performance, and the new investment starts from 0%, which makes it difficult to get a true picture of my real returns over time.
Ideally, I’d love to be able to:
• See historical performance even for closed trades
• Track my overall portfolio return across time, regardless of which positions are currently open
• Measure my long-term performance including closed and rotated investments
I think this would be a hugely valuable feature, especially for long-term investors who rotate positions but want a clean, cumulative view of how they’re doing over the years.
T
Takeshi Kondo
I have a margin account with Interactive Brokers that only shows up as a single transaction for each equity delta ingests. Because of this, I am unable to make use of the rich feature set that my subscription pays for. Monarch and Mint (retired) are both able to correctly track transactions. I am considering going back to Monarch since delta's asset tracking is limited to only spot trades.
Kevin
For me, it's margin trades I'd like to be handled better. I'm doing them on Binance so being able to have them imported well via API would be great as well, though currently I'm manually entering all txs anyway.