APEXLEDGERPRO
Founder Edition
Asset & net worth tracking

Track investments and balance-sheet-adjacent assets without leaving your accounting workspace.

ApexLedgerPro Founder Edition includes an asset workspace designed for operators who want visibility into stocks, crypto, CDs, bonds, and net worth alongside the rest of the business financial picture.

Instead of jumping between separate investment trackers and accounting software, you can review summaries, activity, and planning context inside the same desktop shell you already use for invoicing, books, and reporting.

ApexLedgerPro asset management workspace
Current workspace

The asset module organizes investments, summary metrics, and recent activity with the same clean desktop UI as the rest of ApexLedgerPro.

Holdings

Track stocks, crypto, CDs, and bonds in one view

Founder Edition expands beyond core accounting workflows with a dedicated place to record positions, see totals, and keep investment context close to the books.

Net worth context

Review asset totals alongside the broader financial picture

This keeps growth-oriented asset tracking tied to business oversight instead of siloing it in a separate consumer finance app.

Activity visibility

Capture purchases, redemptions, and fixed-income movements cleanly

The workspace supports activity review so users can understand what changed without digging through disconnected spreadsheets.

Shared install

Unlock it in-app without moving data or reinstalling

Users can begin with Free Edition and activate Founder Edition later inside the same installation, preserving the current setup and data.