You can always recover your data in case of a lost or broken device with Delta's backup and restore feature. There are two methods you can use to restore your portfolio: logging in through your Delta account or using the QR code recovery method.
Please note that you will need to perform the backup process before you actually need to restore your data, as generating a backup requires access to the original device.
Using Your Delta Account
This is by far the quickest and easiest way to recover access to your portfolio. If you previously logged into your Delta account on your old device, all you need to do is log into Delta on your new device. Your data is safely stored and will seamlessly sync over.
Generating a Recovery QR Code
If you prefer not to use a Delta account, you can generate a QR code to securely back up and recover your portfolio. Please keep this code safe, as you will need it when it is time to recover your data.
On the device that currently holds your data, navigate to Settings > Devices & Data > Generate recovery code. This will create a dynamic recovery QR code that does not expire.
Take a screenshot of this code and store it somewhere safe.
Please note that generating a new code will immediately make any previously saved code invalid and unusable.
⚠️ Important Note on Backups: Your backup is NOT a static snapshot of your data frozen in time. The recovery code is dynamic, which means it acts like a key to your live data and will always restore to its last known state. For example, if you delete portfolios or transactions today, they are instantly deleted from your backup as well and cannot be recovered.
Restoring From Your Recovery Code
Once you have your backup code ready, here is how to use it on your new device:
Open Delta and go to Settings > Devices & Data > Restore from recovery code.
Scan the recovery code using your device's camera and confirm.
⚠️ Important Warning: Be aware that restoring data using this method will delete the data from the original device that generated the backup code (and any devices synced to it). If you still have access to your old devices and simply want to add a second device, you should follow our "Syncing Devices" guide instead of using the recovery method.
Important Things to Keep in Mind
Passcode lock: If you have a passcode enabled on your Delta app for security reasons, you will not be able to screenshot the recovery code. To fix this, simply go into Settings > Security to remove the passcode, take your screenshot, and then re-add your passcode.
Delta Account users: If you are actively using the Delta Account feature, the QR code backup option is not available and will not show up in your app. You can simply log in to restore your data!