Download and activation
Your installer becomes available here the moment checkout is complete. FI Investment Tracker runs on Windows, and everything you need to get started (the signed installer, its checksum, and your license key) appears on this page as soon as your checkout is confirmed. Your investment data is never sent to us.
System requirements
Windows 10 or 11, 64-bit desktop. Activation and a periodic license check need outbound internet access (HTTPS, port 443) to fi-investment-tracker-api.fly.dev from each install machine; the app then runs offline for up to 21 days between checks (14-day license validity plus a 7-day grace period). Air-gapped networks are not supported. Activations by plan, one per Windows computer: 2 (Core Ledger), 4 (Operations Ledger), 6 (Regulatory Ledger, Compliance Suite), 10 (Full FI Operations Suite). Release a computer you no longer use from the Subscribe view in the app to free its seat.
1. Complete checkout
Choose your plan, enter your billing contact, and complete our secure checkout (with a letter offer, your card is saved there and first charged on the date shown with your offer link). Your billing and license details are kept separate from your investment data.
2. Download the installer
Right after checkout, this page shows your installer, its version, and its SHA-256 checksum.
3. Activate on your machine
Enter your license key in the installed app. Nothing about your investments is uploaded.
4. Import and review
Bring in your holdings from the Excel workbook you keep or the file your current system exports, review anything flagged before it posts, and confirm your first restore point. There is no need to rename columns or fit a template. The app finds your headings and shows which column each field is read from. Before it saves, it asks for what it needs from you, such as the date the balances are as of. It holds back a row that is missing a required value, and the preview says what it worked out for anything else your file leaves out.